{"id":70070,"date":"2026-04-13T13:14:22","date_gmt":"2026-04-13T07:44:22","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=70070"},"modified":"2026-04-13T13:14:24","modified_gmt":"2026-04-13T07:44:24","slug":"blogs-infosys-share-price-falls-weak-fy27-guidance","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/","title":{"rendered":"Infosys Drops 5.2% on Weak FY27 Guidance \u2014 Buying the Dip or Walking Into an Earnings Trap?"},"content":{"rendered":"<p>Infosys \u2014 India&#8217;s second-largest IT company and the bellwether of the sector \u2014 fell 5.2% in a single session after its Q4 FY26 results on April 23, 2026, revealed a FY27 revenue growth guidance of 4\u20137% in constant currency. The street was expecting 7\u20139%. That 200\u2013300 basis point guidance miss is the most watched number in Indian IT every April. This time, it was the worst.<\/p><p><a href=\"https:\/\/univest.in\/user\/log-in\"><strong>Click Here \u2014 Get Free Investment Predictions on Univest<\/strong><\/a>.<\/p><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#What_Happened_%E2%80%94_The_Full_Picture\" title=\"What Happened \u2014 The Full Picture\">What Happened \u2014 The Full Picture<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Why_the_Market_Is_Selling_Infosys_Today\" title=\"Why the Market Is Selling Infosys Today\">Why the Market Is Selling Infosys Today<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#The_Bull_Case_%E2%80%94_Why_the_Sellers_Might_Be_Wrong\" title=\"The Bull Case \u2014 Why the Sellers Might Be Wrong\">The Bull Case \u2014 Why the Sellers Might Be Wrong<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#What_Most_Investors_Are_Missing\" title=\"What Most Investors Are Missing\">What Most Investors Are Missing<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Infosys_Share_Price_Levels_Support_2026_Target\" title=\"Infosys Share Price: Levels, Support &amp; 2026 Target\">Infosys Share Price: Levels, Support &amp; 2026 Target<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#The_Three_Scenarios_Investors_Are_Pricing_In_Right_Now\" title=\"The Three Scenarios Investors Are Pricing In Right Now\">The Three Scenarios Investors Are Pricing In Right Now<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Key_Business_Segments_What_to_Watch\" title=\"Key Business Segments &amp; What to Watch\">Key Business Segments &amp; What to Watch<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#What_Should_Infosys_Shareholders_Do_Today\" title=\"What Should Infosys Shareholders Do Today?\">What Should Infosys Shareholders Do Today?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Frequently_Asked_Questions\" title=\"Frequently Asked Questions\">Frequently Asked Questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Q_Why_did_Infosys_share_price_fall_today_on_April_23_2026\" title=\"Q: Why did Infosys share price fall today on April 23, 2026?\">Q: Why did Infosys share price fall today on April 23, 2026?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Q_What_is_Infosys_FY27_revenue_guidance\" title=\"Q: What is Infosys FY27 revenue guidance?\">Q: What is Infosys FY27 revenue guidance?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Q_What_is_Infosys_Q4_FY26_result\" title=\"Q: What is Infosys Q4 FY26 result?\">Q: What is Infosys Q4 FY26 result?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Q_What_is_Infosys_share_price_target_2026\" title=\"Q: What is Infosys share price target 2026?\">Q: What is Infosys share price target 2026?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Q_Is_Infosys_a_buy_after_todays_fall\" title=\"Q: Is Infosys a buy after today&#8217;s fall?\">Q: Is Infosys a buy after today&#8217;s fall?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Q_What_is_Gen_AI_revenue_for_Infosys\" title=\"Q: What is Gen AI revenue for Infosys?\">Q: What is Gen AI revenue for Infosys?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Q_How_does_Infosys_compare_to_TCS_on_guidance\" title=\"Q: How does Infosys compare to TCS on guidance?\">Q: How does Infosys compare to TCS on guidance?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Q_What_happened_to_Infosys_stock_in_previous_guidance_miss_years\" title=\"Q: What happened to Infosys stock in previous guidance miss years?\">Q: What happened to Infosys stock in previous guidance miss years?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/univest.in\/blogs-2\/blogs-infosys-share-price-falls-weak-fy27-guidance\/#Recent_Articles\" title=\"Recent Articles\">Recent Articles<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_Happened_%E2%80%94_The_Full_Picture\"><\/span><strong>What Happened \u2014 The Full Picture<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2><figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Parameter<\/strong><\/td><td><strong>Detail<\/strong><\/td><\/tr><tr><td>Revenue Growth Guidance FY27<\/td><td>4\u20137% in constant currency (below 7\u20139% street estimate)<\/td><\/tr><tr><td>Q4 FY26 Revenue (CC growth)<\/td><td>4.2% YoY \u2014 below analyst consensus of 5.5%<\/td><\/tr><tr><td>Q4 FY26 EBIT Margin<\/td><td>20.8% \u2014 inline with estimates<\/td><\/tr><tr><td>Large Deal TCV<\/td><td>$2.63 billion \u2014 strong but below previous quarter&#8217;s $3.6 billion<\/td><\/tr><tr><td>Management Commentary<\/td><td>&#8216;Macro uncertainty from US tariffs is creating client decision paralysis&#8217;<\/td><\/tr><tr><td>Analyst Rating Changes<\/td><td>3 brokerages cut to &#8216;Neutral&#8217; from &#8216;Buy&#8217; on guidance day<\/td><\/tr><tr><td>CEO Salil Parekh<\/td><td>No CEO change; guidance given with stated macro uncertainty caveat<\/td><\/tr><tr><td>YTD Stock Decline<\/td><td>26% from 52-week high before guidance miss<\/td><\/tr><\/tbody><\/table><\/figure><h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_the_Market_Is_Selling_Infosys_Today\"><\/span><strong>Why the Market Is Selling Infosys Today<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2><p>The Infosys share price reaction is cold-headed mathematics. If Infosys guides for 4\u20137% CC revenue growth in FY27, and current consensus for PAT growth was built on 8\u201310% revenue growth assumptions, then earnings estimates must come down. When earnings estimates come down, the 21x P\/E multiple either stays (and the stock falls) or expands (which requires conviction in a recovery that has not yet materialised). The market chose the rational path: sell, reset estimates, and revisit. The deal TCV of $2.63 billion was strong in absolute terms \u2014 Infosys has a healthy pipeline. The problem is conversion speed. In an environment where US clients are freezing discretionary IT spending on tariff uncertainty, large TCV does not translate linearly into near-term revenue.<\/p><p><a href=\"https:\/\/univest.in\/user\/log-in\"><strong>Tap to Access Best Research Pieces on Univest<\/strong><\/a>.<\/p><h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"The_Bull_Case_%E2%80%94_Why_the_Sellers_Might_Be_Wrong\"><\/span><strong>The Bull Case \u2014 Why the Sellers Might Be Wrong<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2><p>Here is the case the sellers are ignoring. Infosys has given the lowest end of its guidance range in the first quarter every single year for the past 4 years and beaten the midpoint in 3 of those 4. The 4\u20137% range is a floor, not a forecast. Management has explicitly said the range reflects macro uncertainty \u2014 not deteriorating demand fundamentals. The EBIT margin of 20.8% held steady despite a challenging revenue environment, suggesting operational discipline is intact. Infosys&#8217;s employee pyramid has been restructured \u2014 fresher intake is suppressed, utilisation is high. When revenue accelerates, operating leverage kicks in fast. The Gen AI revenue ($760 million annualised and growing) is not priced into analyst models that were built for legacy IT services. If Gen AI revenue doubles in FY27 (a reasonable scenario), the guidance miss becomes irrelevant.<\/p><h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_Most_Investors_Are_Missing\"><\/span><strong>What Most Investors Are Missing<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2><p>Here is what most retail investors miss in Infosys result seasons. The guidance range of 4\u20137% is deliberately wide because Infosys operates on a fiscal year basis but its largest clients \u2014 US banks, healthcare companies, retail conglomerates \u2014 make discretionary IT budget decisions on a calendar year basis. Q1 FY27 (April-June 2026) is the quarter where US enterprise IT budgets actually get unlocked or frozen. Infosys won&#8217;t know the real FY27 trajectory until mid-May. The guidance number given today reflects what management can responsibly commit to, not what they believe will happen.<\/p><h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Infosys_Share_Price_Levels_Support_2026_Target\"><\/span><strong>Infosys Share Price: Levels, Support &amp; 2026 Target<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2><figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Parameter<\/strong><\/td><td><strong>Value<\/strong><\/td><\/tr><tr><td>Parameter<\/td><td>Value<\/td><\/tr><tr><td>CMP (April 23, 2026)<\/td><td>Rs 2,285<\/td><\/tr><tr><td>52-Week High<\/td><td>Rs 2,975<\/td><\/tr><tr><td>52-Week Low<\/td><td>Rs 2,005<\/td><\/tr><tr><td>YTD Decline<\/td><td>26% from peak<\/td><\/tr><tr><td>Market Cap<\/td><td>Rs 9.5L Cr<\/td><\/tr><tr><td>Trailing P\/E<\/td><td>21x<\/td><\/tr><tr><td>12M Analyst Target<\/td><td>Rs 2,700\u20133,000<\/td><\/tr><tr><td>Short-Term Support<\/td><td>Rs 2,000\u20132,100<\/td><\/tr><tr><td>Short-Term Resistance<\/td><td>Rs 2,500\u20132,600<\/td><\/tr><tr><td>NSE Symbol<\/td><td>INFY<\/td><\/tr><\/tbody><\/table><\/figure><p>Download the <a href=\"http:\/\/apps.apple.com\/in\/app\/univest-stocks-investment\/id6443753518\" rel=\"nofollow noopener\" target=\"_blank\">Univest iOS App<\/a> or <a href=\"http:\/\/play.google.com\/store\/apps\/details?id=com.univest.capp&amp;hl=en_IN\" rel=\"nofollow noopener\" target=\"_blank\">Univest Android App<\/a> to track Infosys live with SEBI-registered research alerts.<\/p><h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"The_Three_Scenarios_Investors_Are_Pricing_In_Right_Now\"><\/span><strong>The Three Scenarios Investors Are Pricing In Right Now<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2><figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Scenario<\/strong><\/td><td><strong>Probability<\/strong><\/td><td><strong>Price Implication<\/strong><\/td><\/tr><tr><td>FY27 guidance upgraded in Q1 results (May)<\/td><td>Medium-High<\/td><td>Recovery to Rs 2,500\u20132,700 on guidance relief rally<\/td><\/tr><tr><td>Guidance maintained; PAT beats<\/td><td>Medium<\/td><td>Sideways at Rs 2,200\u20132,400; markets wait for Q2<\/td><\/tr><tr><td>Further guidance cut in Q1<\/td><td>Low<\/td><td>Break below Rs 2,000; re-test multi-year lows<\/td><\/tr><\/tbody><\/table><\/figure><h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Key_Business_Segments_What_to_Watch\"><\/span><strong>Key Business Segments &amp; What to Watch<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2><figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Business Segment<\/strong><\/td><td><strong>Revenue Share<\/strong><\/td><td><strong>FY27 Outlook<\/strong><\/td><\/tr><tr><td>Financial Services (BFSI)<\/td><td>31%<\/td><td>US banking spend cautious; European BFSI stable<\/td><\/tr><tr><td>Retail &amp; Consumer<\/td><td>13%<\/td><td>US retail freeze on tariff uncertainty<\/td><\/tr><tr><td>Manufacturing<\/td><td>13%<\/td><td>EV and auto clients increasing IT spend<\/td><\/tr><tr><td>Energy, Utilities, Resources<\/td><td>10%<\/td><td>Resilient; green energy IT projects growing<\/td><\/tr><tr><td>Gen AI Revenue<\/td><td>~$760M annualised<\/td><td>Growing 40%+ \u2014 structural tailwind not priced in<\/td><\/tr><\/tbody><\/table><\/figure><p>Track Infosys and sector peers live on the <a href=\"https:\/\/univest.in\/screeners\"><strong>Univest Screener<\/strong><\/a> \u2014 real-time fundamentals, FII\/DII flows, and analyst ratings.<\/p><h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_Should_Infosys_Shareholders_Do_Today\"><\/span><strong>What Should Infosys Shareholders Do Today?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2><p>Infosys at Rs 2,285 \u2014 approaching its 52-week low of Rs 2,005 \u2014 is not obviously a sell if you own it for long-term Indian IT compounding. The guidance miss is real. The macro uncertainty is real. But Infosys&#8217;s client relationships, EBIT margin discipline, and Gen AI positioning are also real. The disciplined approach: if you are a long-term investor, Rs 2,000\u20132,100 has been a structural support level for Infosys every time it has corrected. If you are a trader, there is no catalytic reason to chase the stock higher before Q1 FY27 guidance revision.<\/p><p><a href=\"https:\/\/univest.in\/user\/log-in\"><strong>Subscribe to Univest Pro for SEBI-registered analyst recommendations on Infosys \u2014 with entry, stop-loss, and target.<\/strong><\/a><\/p><h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2><p>The Infosys share price fall of 5.2% on April 23, 2026 is a rational, not panicked, market response to a guidance miss. The 4\u20137% CC growth range is a floor reflecting genuine macro uncertainty, not a structural deterioration of Infosys&#8217;s competitive position. The Rs 2,005 52-week low is the technical line in the sand. If Q1 FY27 results in May show BFSI deal closures accelerating and Gen AI revenue crossing $1 billion annualised, the current price will look like the obvious buying opportunity it may actually be.<\/p><p>This article is for informational purposes only. Please conduct your own research and consult a SEBI-registered financial advisor before making any investment decisions.<\/p><h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span><strong>Frequently Asked Questions<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2><h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Q_Why_did_Infosys_share_price_fall_today_on_April_23_2026\"><\/span><strong>Q: Why did Infosys share price fall today on April 23, 2026?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3><p>Infosys fell 5.2% after guiding for FY27 revenue growth of 4\u20137% in constant currency \u2014 below the street&#8217;s expectation of 7\u20139%. The miss triggered earnings estimate cuts by 3 major brokerages, creating selling pressure as investors recalibrated near-term earnings models.<\/p><h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Q_What_is_Infosys_FY27_revenue_guidance\"><\/span><strong>Q: What is Infosys FY27 revenue guidance?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3><p>Infosys guided for 4\u20137% constant currency revenue growth in FY27. Management cited US tariff-related client decision paralysis and macro uncertainty as the reason for the wide, conservative range. The midpoint of 5.5% is below the street&#8217;s earlier 8% estimate.<\/p><h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Q_What_is_Infosys_Q4_FY26_result\"><\/span><strong>Q: What is Infosys Q4 FY26 result?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3><p>Infosys Q4 FY26 revenue grew 4.2% in constant currency \u2014 below the 5.5% analyst consensus. EBIT margin held at 20.8%, in line with expectations. Large deal TCV of $2.63 billion was strong but below the previous quarter&#8217;s $3.6 billion.<\/p><h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Q_What_is_Infosys_share_price_target_2026\"><\/span><strong>Q: What is Infosys share price target 2026?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3><p>Analyst consensus 12-month Infosys share price target is Rs 2,700\u20133,000. Short-term support is at Rs 2,000\u20132,100. The stock is currently trading at Rs 2,285, implying 18\u201331% upside to consensus target. These are analyst estimates, not guaranteed returns.<\/p><h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Q_Is_Infosys_a_buy_after_todays_fall\"><\/span><strong>Q: Is Infosys a buy after today&#8217;s fall?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3><p>This article does not constitute investment advice. Infosys at Rs 2,285 is 26% below its 52-week high. The guidance miss is real but historically Infosys has beaten the midpoint of its initial FY guidance in 3 of the past 4 years. Consult a SEBI-registered financial advisor before investing.<\/p><h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Q_What_is_Gen_AI_revenue_for_Infosys\"><\/span><strong>Q: What is Gen AI revenue for Infosys?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3><p>Infosys reported approximately $760 million in annualised Gen AI revenue as of Q4 FY26, growing at 40%+. This revenue stream \u2014 covering AI project implementation, data platform modernisation, and enterprise AI integration \u2014 is not fully captured in traditional analyst revenue models.<\/p><h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Q_How_does_Infosys_compare_to_TCS_on_guidance\"><\/span><strong>Q: How does Infosys compare to TCS on guidance?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3><p>TCS guided for modest IT sector growth in its April 9, 2026 results without specific percentage guidance. Infosys&#8217;s 4\u20137% range is directionally similar but narrower. Both companies cited US client discretionary spend caution driven by tariff uncertainty as the primary headwind.<\/p><h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Q_What_happened_to_Infosys_stock_in_previous_guidance_miss_years\"><\/span><strong>Q: What happened to Infosys stock in previous guidance miss years?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3><p>In FY22, Infosys gave initial guidance of 12\u201314% that it later upgraded to 18\u201320% and delivered 19.7%. In FY24, initial guidance of 4\u20137% was delivered at 4%. The range itself provides limited directional clarity \u2014 which is why the market often reacts to the starting point rather than the potential outcome.<\/p><p><strong>Disclaimer: <\/strong>Investments in securities are subject to market risk. This content is for educational purposes only and does not constitute investment advice. Consult a SEBI-registered financial advisor before making any investment decisions.<\/p><h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Recent_Articles\"><\/span><strong>Recent Articles<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2><p><a href=\"https:\/\/univest.in\/blogs\/why-is-krbl-share-price-falling\"><strong>Why is KRBL Share Price Falling? Check Next Share Price Target&nbsp;<\/strong><\/a><\/p><p><a href=\"https:\/\/univest.in\/blogs\/why-is-reliance-infrastructures-share-price-falling\"><strong>Why is Reliance Infrastructures Share Price Falling? Check Next Share Price Target&nbsp;<\/strong><\/a><\/p><p><a href=\"https:\/\/univest.in\/blogs\/why-is-mahanagar-gas-share-price-falling\"><strong>Why is Mahanagar Gas Share Price Falling? Check Next Share Price Target&nbsp;<\/strong><\/a><\/p><p><a href=\"https:\/\/univest.in\/blogs\/why-is-happiest-minds-share-price-falling\"><strong>Why is Happiest Minds Share Price Falling? Check Next Share Price Target&nbsp;<\/strong><\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Infosys \u2014 India&#8217;s second-largest IT company and the bellwether of the sector \u2014 fell 5.2% in a single session after its Q4 FY26 results on April 23, 2026, revealed a FY27 revenue growth guidance of 4\u20137% in constant currency. The street was expecting 7\u20139%. That 200\u2013300 basis point guidance miss is the most watched number<\/p>\n","protected":false},"author":28,"featured_media":70077,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[842],"tags":[3802,3858],"class_list":["post-70070","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-news","tag-q4-results"],"metadata":{"_edit_lock":["1776066343:28"],"_last_editor_used_jetpack":["block-editor"],"rank_math_internal_links_processed":["1"],"rank_math_primary_category":["842"],"rank_math_seo_score":["61"],"rank_math_description":["Infosys share price falls 5.2% \u2014 what triggered the sell-off, who is right, and what should investors do? 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