INFY

Infosys has faced a challenging environment with global IT spending slowing, especially in banking and financial services. The stock corrected significantly in recent quarters, but optimism around AI-driven demand has investors hopeful. Infosys is actively building capabilities in generative AI, cloud, and automation. While order inflows remain muted, the long-term digital transformation story is intact. Investors are betting that once global tech budgets stabilize, Infosys will bounce back. At current valuations, the stock may appeal to those with a 2–3 year horizon.