- Asian Equities Traded in the US as American Depositary Receipts Wednesday Surge Higher in Wednesday Trading
May 13, 2026
Asian equities traded in the US as American depositary receipts were surging higher Wednesday mornin
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- INFY DCF Analysis: Intrinsic Value $11 vs Price $12
May 13, 2026 · gurufocus.com
On May 13, 2026, we delve into the discounted cash flow (DCF) analysis for Infosys Ltd (INFY). The company has faced significant price performance challenges re
- Asian Equities Traded in the US as American Depositary Receipts Fall Sharply in Tuesday Trading
May 12, 2026
Asian equities traded in the US as American depositary receipts were trending sharply lower Tuesday
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- India's IT shares near three‑year low as OpenAI move revives AI fears
May 12, 2026
May 12 (Reuters) - India's IT shares fell to a three-year low on Tuesday as investor jitters around the threat posed by artificial intelligence to flagship IT firms flared up again, after OpenAI announced a new AI venture.
The Nifty IT index fell 3.6% to its lowest since May 2023, with Tata Consultancy Services, Infosys, HCL Technologies and Wipro falling between 2.5% and 4%.
Analysts at HSBC said in a Tuesday note that India's top-tier IT firms largely failed to meet street expectations for earnings in March quarter as well as in their outlooks for the new financial year, adding that strong spending globally on AI could be "crowding out" demand for traditional IT services.
HSBC's warning comes a day after OpenAI said it is launching a new company backed by more than $4 billion, embedding engineers into organizations to identify where AI can make the most impact. It's the latest challenge to Indian IT firms' business model from a major AI company targeting enterprise clients.
Indian IT stocks are unlikely to attract positive investor interest unless global AI activity, cloud capex growth and cloud revenue momentum slow, HSBC said.
Indian IT companies derive a significant share of their revenue from North America and are considered sensitive to U.S. economic uncertainty and corporate technology spending trends.
The industry has been under pressure for much of 2026, starting with a February rout after the roll-out of Anthropic's Claude Code and on fears rapid advances in generative AI would disrupt demand for traditional IT and professional services.
India's IT stocks have slid 25.4% so far this year, making them India's worst-performing sector, compared with a 9.7% drop in the benchmark Nifty 50.
March quarter results have done little to soothe investor worries. Dollar revenue at industry bellwether Tata Consultancy Services shrank 0.5% year-on-year to $30 billion for the year ended March - the first decline since the company's 2004 IPO.
Industry peers have flagged challenges of meeting targets with limited visibility on demand: HCL Tech's CEO C Vijayakumar said in the company's post-earnings investor call it took "25%-30% more effort to convert and get to the same number" in terms of total contract value.
The broader Indian market remained under pressure on Tuesday, with the rupee sliding to a record low on elevated crude oil prices with talks to end the U.S.-Israeli war with Iran finding no success.
(Reporting by Chandini Monnappa, Surbhi Misra and Pranav Kashyap in Bengaluru; Editing by Ronojoy Mazumdar)
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- Is Infosys Ltd (INFY) a Bargain After 4.1% Drop? GF Value Says Undervalued
May 11, 2026 · gurufocus.com
On May 11, 2026, Infosys Ltd (INFY) shares fell 4.1% today, bringing the current price to $12.30. The stock has traded between $12.16 and $30.00 over the past 5
- Accenture dips after OpenAI deployment co. launch, but UBS remains positive
May 11, 2026
[Facade of the French headquarters of Accenture, Paris, France]
HJBC/iStock Editorial via Getty Images
Shares of several consulting companies fell on Monday after OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) announced it is launching an OpenAI Deployment Company. However, analysts at UBS remained positive for Accenture (ACN [https://seekingalpha.com/symbol/ACN]).
Cognizant Technology (CTSH [https://seekingalpha.com/symbol/CTSH]) tumbled about 5%, Infosys (INFY [https://seekingalpha.com/symbol/INFY]) fell around 4%, and Accenture declined nearly 3%.
"While we acknowledge sector concern, recent M&A activity shows how new entrants NEED incumbent skills + deployment capability to implement," said UBS analysts led by Kevin McVeigh. UBS kept its Buy rating and $320 price target on Accenture's stock.
In connection with the launch, OpenAI is acquiring [https://seekingalpha.com/news/4590501-brookfield-asset-management-to-invest-500m-in-openais-ai-deployment-platform] applied AI consulting and engineering firm Tomoro. The acquisition is expected to bring about 150 experienced forward-deployed engineers and deployment specialists to the platform. Brookfield Asset Management is set to invest $500M in The OpenAI Deployment Company, an AI deployment platform established in partnership with OpenAI and a group of 19 investors.
The analysts noted that OpenAI is adding about 150 engineers with the Tomoro acquisition as opposed to Accenture's over 700,000 employees — 300K to 400K engineers and delivery personnel — suggesting OpenAI does not have the same scale.
"OpenAI — despite its capital backing and strategic intent — likely doesn't offer the same delivery capacity, global footprint, or operational infrastructure required to execute complex multiyear AI programs independently," said McVeigh and his team.
The analysts added that deployment ambition expands AI services' total addressable market, or TAM, faster than it can internalize delivery, leaving legacy system integrators with scale and enterprise execution capabilities positioned to capture incremental AI-driven integration and transformation work.
In addition, the analysts said that Accenture is poised to grow alongside OpenAI as demand outpaces internal deployment capacity. Accenture is the partner of choice for its top 10 partners, across geographies, legacy infrastructure, and regulated environments.
"Accenture has >85k AI + data professionals partners — 30k trained on Claude specifically — is also on pace to more than double bookings with emerging AI + Data partners Anthropic, Databricks, Mistral AI, NVIDIA, OpenAI, Palantir," said McVeigh and his team.
MORE ON ACCENTURE AND OPENAI
* Accenture: A High-Quality Undervalued Dividend Growth Stock Amid AI Uncertainty [https://seekingalpha.com/article/4897905-accenture-acn-high-quality-undervalued-dividend-growth-stock-amid-ai-uncertainty]
* Wall Street Lunch: UAE Blindsides Oil Market With OPEC Exit Plan [https://seekingalpha.com/article/4895177-wall-street-lunch-uae-blindsides-oil-market-with-opec-exit-plan]
* Wall Street Lunch: OpenAI Loosens Exclusivity In Revised Microsoft Pact [https://seekingalpha.com/article/4894660-wall-street-lunch-openai-loosens-exclusivity-in-revised-microsoft-pact]
* EU-OpenAI in talks over cyber model, Anthropic still holding out Mythos [https://seekingalpha.com/news/4590373-eu-openai-in-talks-over-cyber-model-anthropic-still-holding-out-mythos]
* OpenAI lets employees cash out up to $30M each in landmark share sale, WSJ reports [https://seekingalpha.com/news/4590266-openai-lets-employees-cash-out-up-to-30m-each-in-landmark-share-sale-wsj-reports]
- Asian Equities Traded in the US as American Depositary Receipts Open Week Lower in Monday Trading
May 11, 2026
Asian equities traded in the US as American depositary receipts opened the week tracking modestly lo
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- How The Infosys (NSEI:INFY) Story Is Shifting As AI Recasts Growth And Valuation Expectations
May 11, 2026
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
Infosys’ fair value estimate has been trimmed from ₹1,492.25 to ₹1,461.83, while one prominent price target in US$ terms has moved from US$20.82 down to US$14.31. These shifts line up with a broader set of analyst updates, including a downgrade to Hold and a focus on how AI could reshape revenue mix, risk, and demand for managed services across large IT services companies. Read on to see what this evolving narrative could mean for how you track Infosys from here.
Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Infosys.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
Jefferies, Stifel, BMO Capital, Susquehanna and TD Cowen continue to cover Infosys, which signals ongoing institutional interest in the stock and its role among large IT services companies. Jefferies highlights that AI could push more work toward consulting and implementation, which may support pricing power and demand for higher value projects if Infosys executes well on its operating model.
🐻 Bearish Takeaways
Jefferies moved Infosys to Hold from Buy and cut its price target to US$14.31 from US$20.82, citing the view that AI may reduce the relative weight of managed services, add cyclicality and increase business model risk. Stifel, BMO Capital, Susquehanna and TD Cowen have all reduced their price targets for Infosys in recent research, which points to more cautious assumptions on growth, execution and valuation across this analyst group. Jefferies also flags potential further downside for the broader India IT services and consulting group, which could weigh on sentiment toward Infosys if investors treat the sector as a single trade.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!NSEI:INFY 1-Year Stock Price Chart
We've flagged 1 risk for Infosys. See which could impact your investment.
What's in the News
Infosys has scheduled board meetings on April 22 and 23, 2026 to approve audited financial results for the year ended March 31, 2026, review financial statements, consider the 45th AGM and discuss a proposed change of auditors in line with rotation requirements in India. The board will meet again on April 30, 2026 to consider appointing Nitin Paranjpe as vice chairman, reclassifying Shreyas Shibulal and Bhairavi Madhusudhan Shibulal from the promoter group to the public category and approving an allotment of equity shares. Infosys has recommended a final dividend of ₹25 per equity share for the year ended March 31, 2026, with a record date of June 10, 2026 and a payment date of June 25, 2026. The company has issued fiscal 2027 guidance that includes revenue growth of 1.5% to 3.5% in constant currency and an operating margin range of 20% to 22%, alongside a series of AI focused collaborations with OpenAI, Anthropic, Intel, Harness, Incora, Formula E and the University of Nottingham using Infosys Topaz Fabric, cloud offerings and agentic AI services.
Story Continues
How This Changes the Fair Value For Infosys
Fair value trimmed from ₹1,492.25 to ₹1,461.83, reflecting updated model inputs. Revenue growth assumption reset from 4.11% to about 3.93%. Net profit margin tweaked from 16.38% to about 16.45%. Future P/E moved from 24.84x to about 23.89x. Discount rate adjusted from 15.75% to about 15.09%.
Never Miss an Update: Follow The Narrative
Narratives connect a company’s business story to analyst forecasts and a fair value estimate, updating as new deals, risks, and guidance come through. They help you see how headlines, guidance, and AI trends feed into the long term thesis.
Head over to the Simply Wall St Community and follow the Narrative on Infosys to stay up to date on:
How demand for AI, cloud, and digital transformation projects, including US$3.8b of large deals in a recent quarter, is shaping Infosys' role as an enterprise AI partner. Why client consolidation of IT vendors and Infosys' focus on IP led, recurring revenue offerings such as Finacle matter for margin resilience and earnings stability. What rising wage and compliance costs, pricing pressure from automation, and exposure to North America and Europe could mean for revenue predictability and profitability.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include INFY.nsei.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- CrowdStrike Expands AI Security Reach Through QuiltWorks And Microsoft Defender
May 10, 2026
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CrowdStrike Holdings (NasdaqGS:CRWD) expanded its Project QuiltWorks AI cybersecurity coalition with new global technology and consulting partners. New members include Armadin, Cognizant, HCLTech, Infosys, KPMG, NTT DATA, Tata Consultancy Services, and Wipro. The company also launched Falcon OverWatch for Defender, bringing AI powered threat hunting to Microsoft endpoint customers.
CrowdStrike Holdings, trading at about $505.74, has seen very strong multi year share price appreciation, including a 282.7% return over the past 3 years. The stock is also up 19.5% over the past 30 days and 18.0% over the past year, which keeps NasdaqGS:CRWD on the radar for investors watching large cybersecurity platforms linked to AI driven security.
The expanded Project QuiltWorks coalition and the launch of Falcon OverWatch for Defender increase CrowdStrike's reach across large enterprise technology stacks and consulting channels. For investors, these moves highlight how the company is leaning into AI focused security partnerships and integrations that could influence how it competes for future cybersecurity budgets.
Stay updated on the most important news stories for CrowdStrike Holdings by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on CrowdStrike Holdings.NasdaqGS:CRWD Earnings & Revenue Growth as at May 2026
We've flagged 1 risk for CrowdStrike Holdings. See which could impact your investment.
The QuiltWorks expansion and Falcon OverWatch for Defender sit at the heart of how CrowdStrike is trying to compete in AI-driven security. QuiltWorks turns the Falcon platform into a coordination layer across global consultants such as Cognizant, Infosys and KPMG, while partners like Armadin bring continuous AI-based pentesting that stresses customer environments in real time. At the same time, OverWatch for Defender connects CrowdStrike’s human-led and AI-supported threat hunting to Microsoft-centric estates without forcing a full replacement of existing tools. For you as an investor, that points to a partnership-heavy approach where outcomes may be tied to how effectively CrowdStrike works alongside hyperscalers and global system integrators, in addition to direct product usage.
How This Fits Into The CrowdStrike Holdings Narrative
The news supports the existing narrative that CrowdStrike is focusing on AI-related products and partner ecosystems to deepen Falcon platform usage across large enterprises. It also highlights potential execution risk, since coordinating QuiltWorks, Armadin’s offensive testing and OverWatch for Defender may increase delivery complexity compared with simpler offerings from vendors such as Microsoft, Palo Alto Networks or Zscaler. The detailed role of Microsoft Defender customers as a channel through OverWatch for Defender is not fully reflected in earlier narrative discussions that emphasized AWS and broader cloud marketplace activity.
Story Continues
Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for CrowdStrike Holdings to help decide what it is worth to you.
The Risks and Rewards Investors Should Consider
⚠️ Execution risk as CrowdStrike coordinates QuiltWorks partners, Armadin’s AI-based hyperattack testing and OverWatch for Defender across thousands of enterprise customers. ⚠️ Competitive pressure from other large security vendors such as Microsoft, Palo Alto Networks and Zscaler that are also investing in AI-powered detection and managed security services. 🎁 Wider reach into Microsoft Defender deployments through OverWatch for Defender, which may expand Falcon’s presence in enterprises that already standardise on Microsoft tooling. 🎁 The expanded QuiltWorks coalition, combined with Anthropic and OpenAI frontier models and Armadin’s continuous pentesting, gives CrowdStrike an AI toolkit that spans vulnerability discovery, prioritisation and remediation.
What To Watch Going Forward
From here, it may be useful to track how often QuiltWorks and OverWatch for Defender are mentioned in customer case studies, partner wins and contract announcements, and whether large integrators such as Cognizant, HCLTech, Infosys, TCS and Wipro reference them in their own service launches. It is also worth monitoring how CrowdStrike and competitors such as Microsoft, Palo Alto Networks and Zscaler describe AI-driven threat hunting and exposure management on earnings calls, since that commentary can indicate whether CrowdStrike’s coalition and Microsoft-focused offerings are gaining traction or encountering pushback related to complexity, pricing or overlap with existing tools.
To stay informed on how the latest news relates to the investment narrative for CrowdStrike Holdings, head to the community page for CrowdStrike Holdings to keep up with the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include CRWD.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- CrowdStrike Holdings (CRWD) Expands Cybersecurity Coalition with Additional Partners
May 9, 2026
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the Best American AI Stocks to Buy Now. On Tuesday, CrowdStrike closed 1.55% higher at $476.53 as the company announced the expansion of its Project QuiltWorks, the cybersecurity coalition for securing frontier AI Risk.CrowdStrike Holdings, Inc. (CRWD): I Sold Some For My Trust, Says Jim Cramer
In a statement, CrowdStrike announced the addition of more partners to the coalition, particularly Armadin, Cognizant, HCLTech, Infosys, KPMG, NTT DATA, Tata Consultancy Services (TCS), and Wipro Limited. Project Quiltworks, which is powered by frontier models from OpenAI and Anthropic, combines CrowdStrike’s AI-driven vulnerability discovery and adversary-informed prioritization with remediation services from Accenture, EY, IBM Cybersecurity Services, and Kroll.
CrowdStrike said it is advancing the project with the latest frontier AI capabilities from Anthropic as it integrates Opus 4.7 across the CrowdStrike Falcon platform, while extending its advanced vulnerability discovery capabilities to the broader market through QuiltWorks.
Additionally, CrowdStrike also announced Falcon OverWatch for Defender, which extends industry-leading managed threat hunting to Microsoft endpoint customers. According to CrowdStrike, the service strengthens security outcomes for Microsoft Defender with enhanced visibility, real-time detection and response, and continuous expert monitoring to identify and stop sophisticated threats that would otherwise go undetected.
On May 5, Wells Fargo analyst Michael Turrin maintained a Buy rating on CrowdStrike, with a price target of $525.00, according to a TipRanks report. Based on 56 analyst ratings compiled by CNN, 77% rated CrowdStrike Buy while 23% rated it Hold. The stock has a median price target of $500, a 4.93% upside from the current price of $476.53.
For its full fiscal year 2026, CrowdStrike reported a 22% rise in total revenue to $4.81 billion compared to $3.95 billion in fiscal 2025. Subscription revenue posted a 21% gain to $4.56 billion compared to $3.76 billion in the previous fiscal year.
The company also reported a 24% increase in annual recurring revenue (ARR) to $5.25 billion as of January 31, 2026, with $330.7 million in net new ARR added in the fourth quarter of fiscal year 2026.
Crowdstrike CFO Burt Podbere said the company delivered a record fourth quarter and fiscal year 2026, exceeding expectations across all guided metrics. He added:
“The combination of accelerating growth, expanding profitability, and record cash flow generation puts CrowdStrike in rare air. With exceptional momentum across the business and a record Q1 pipeline entering FY27, we have strong conviction to once again raise our FY27 ARR (Annual Recurring Revenue) outlook. The AI revolution represents a new, generational growth opportunity for CrowdStrike, and we are confident in our ability to deliver durable, profitable growth as we scale to our goal of $20 billion ending ARR in FY36.”
Story Continues
For the first quarter of fiscal 2027, CrowdStrike set an ARR guidance of $5.5018 billion to $5.5038 billion and a guidance of $6.4658 to $6.5164 billion for the full year.
CrowdStrike (NASDAQ:CRWD) is a global cybersecurity leader offering an advanced cloud-native platform for protecting critical areas of enterprise risk – endpoints and cloud workloads, identity, and data.
While we acknowledge the potential of CRWD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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