Every analyst call
Every public market call we’ve tracked, newest first. Filter by instrument, direction, grading status, analyst, firm, or sector — every combination is a shareable link.
Sentiment · Nifty IT
Analysts are split
106 analyst stances matching these filters · one per analyst
Trackable
49 · 19 bull / 13 neutral / 17 bear
Long-Horizon
none in window
Commentary
57 · 22 bull / 11 neutral / 24 bear
Bullish 38.7% (41)Neutral 22.6% (24)Bearish 38.7% (41)
Date range
| Call | Analyst | Instrument | Verdict | Actions |
|---|---|---|---|---|
| “Sanjay H Parekh maintains an underweight stance on the IT sector, a position held for nearly four years, and does not in…” | Sanjay H ParekhSohum Asset Managers | Nifty IT | MISS | |
| “Devang Mehta suggests avoiding the IT sector for now, citing structural headwinds related to AI disruption. Despite stro…” | Devang MehtaSpark Capital Private Wealth | Nifty IT | MISS | |
| “Sandip Agarwal is now very constructive on the IT sector, a space he avoided for 14-15 months, as most stocks (excluding…” | Sandip AgarwalSowilo Investment Managers | Nifty IT | HIT | |
| “Nilesh Shetty is actively accumulating Indian IT services stocks, identifying them as a contrarian buying opportunity. H…” | Nilesh ShettyQuantum Advisors | Nifty IT Index | HIT | |
| “Nilesh Shetty maintains a zero allocation to the consumer staples sector, firmly considering it "avoid" territory for th…” | Nilesh ShettyQuantum Advisors | Nifty IT | PENDING | |
| “Saboo is bullish on the Indian IT sector, dismissing fears that AI will negatively impact it. He argues that AI will exp…” | Varun SabooAnand Rathi Shares & Stock Brokers | Nifty IT | HIT | |
| “Anand James suggests that the Nifty IT index, after seven consecutive weeks in the red, has increased odds for a short-t…” | Anand JamesGeojit Investments Limited | Nifty IT Index | MISS | |
| “Despite IT stocks correcting and having strong cash reserves and generation, Amisha Vora does not foresee a rerating for…” | Amisha VoraPL Group | Nifty IT | NOT GRADED | |
| “Prasad expresses caution on the Indian IT services sector, citing AI's deflationary impact on programming costs and unce…” | Sanjeev PrasadKotak Institutional Equities | Nifty IT | NOT GRADED | |
| “Krishnan VR suggests the near-term earnings outlook may not drive IT services stocks unless companies guide for a signif…” | Krishnan VRMarcellus Investment Managers | Nifty IT | NOT GRADED | |
| “Daljeet Kohli remains cautious on the IT sector, believing it's premature to deploy fresh capital despite significant va…” | Daljeet KohliIndependent | Nifty IT | NOT GRADED | |
| “Disagrees with the market's panic and de-rating of the Indian IT sector due to AI fears, noting that companies have hist…” | A BalasubramanianAditya Birla Sun Life AMC | Nifty IT | MISS | |
| “Mayur Patel holds a cautious to bearish view on the Indian IT services sector for the long term due to fundamental AI-le…” | Mayur Patel360 ONE Asset Management | Nifty IT | PENDING | |
| “Tyagi favors leading quick commerce players, viewing the intense competition and margin pressure as a typical platform-b…” | Ajay TyagiUTI AMC | Nifty IT | NOT GRADED | |
| “Asit Bhandarkar advises a slight underweight on the Indian IT sector, urging against panic selling despite revenue defla…” | Asit BhandarkarJM Financial Mutual Fund | Nifty IT | NOT GRADED | |
| “Arvind Sanger believes that while massive AI capital expenditure is not a bubble, it poses significant structural challe…” | Arvind SangerGeosphere Capital | Nifty IT | PENDING | |
| “Aditya Shah is positive on the IT sector for the long term, believing negative sentiment is overdone and creating attrac…” | Aditya ShahHercules Advisors | Nifty IT | PENDING | |
| “R Venkataraman of IIFL Capital holds a neutral view on large-cap IT stocks, anticipating they will trade sideways and pl…” | R VenkataramanIIFL Capital | Nifty IT | PENDING | |
| “Manishi Raychaudhuri flags consumer staples and IT services as areas of caution. Consumer staples suffer from low growth…” | Manishi RaychaudhuriIndependent | Nifty IT | HIT | |
| “Sameer Dalal estimates roughly 90% of the valuation derating in large-cap IT stocks is complete, with the sector's floor…” | Sameer DalalNatverlal & Sons Stockbrokers | Nifty IT | PENDING | |
| “Samir Arora has maintained a negative stance on the IT sector for the past year, citing visible disruption, low growth g…” | Samir AroraHelios Capital | Nifty IT | HIT | |
| “The IT sector remains in a downtrend due to concerns like US tariffs and a potential global slowdown, but valuations hav…” | Kiran JaniJainam Broking Limited | Nifty IT | MISS | |
| “Nitin Raheja believes the recent selloff in the Indian IT sector is overdone in the short term, driven by excessive fear…” | Nitin RahejaJulius Baer Wealth Advisors | Nifty IT | MISS | |
| “The IT sector is currently in a "wait-and-watch" mode for the next one to two months due to a lack of earnings visibilit…” | Dikshit MittalLIC Mutual Fund AMC | Nifty IT | MISS | |
| “Nischal Maheshwari suggests that IT stocks become attractive for accumulation at low double-digit P/E multiples, specifi…” | Nischal MaheshwariIndependent | Nifty IT | NOT GRADED |