Chainlink (CRYPTO: LINK) announced a partnership with Infosys (NYSE: INFY | INFY Price Prediction) on September 22, 2026, citing an impressive 1.7 billion customer accounts supported by Infosys's banking software. Surprisingly, LINK fell 4.
Infosys has fallen 50%, but its 14x forward P/E accompanies just 0.55% organic growth at the FY27 guidance midpoint. AI pricing pressure and weak Western IT spending limit fundamental appeal. Quarterly free cash flow of $955M and $3.6B in large deal wins support recovery potential. Stronger client budgets and profitable AI growth would strengthen the investment case. INFY is a moderate Technical Buy: a ₹1,490 bull-case target implies 40.5% upside in 12 months. Discounted earnings suggest fair value today, so I remain on the sidelines.
INFY's Q1 fiscal 2027 earnings and revenues miss estimates as soft volumes and a client exit offset growth and rising AI sales.
Infosys NYSE: INFY announced a planned CEO transition alongside first-quarter results that showed modest constant-currency revenue growth, strong large-deal bookings and accelerating artificial intelligence-related revenue, while management lowered the top end of its full-year revenue growth outlook amid an uncertain macroeconomic environment.
Infosys reported lower-than-expected quarterly revenue on Thursday as India's second-largest IT firm's clients held back spending as artificial intelligence tools disrupt traditional software businesses.
For decades, IT services firms made billions of dollars by allowing companies to outsource tech tasks like customizing, integrating, and maintaining enterprise software. Vishal Sikka, former CEO of Infosys, one of the largest such firms in India, is now betting that AI can do much of that work instead.
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Infosys Limited (INFY) Shareholder/Analyst Call Transcript
Infosys Ltd. is downgraded to a hold as revenue growth remains subdued, with FY2027 guidance at only 1.5%–3.5%. Client-specific headwinds and a shift to offshore delivery are weighing on near-term growth, despite positives in Financial Services and EURS. Large-deal activity and AI-driven demand support INFY's long-term outlook, but the backlog is not yet translating into accelerated revenue growth.
INFY beats Q4 FY26 estimates as revenues rose 6.6%, driven by Europe strength and digital demand, while guiding FY27 growth of 1.5-3.5%.
Shares of Infosys fell as much as 3.3% on Friday after the IT firm forecast weaker-than-expected fiscal 2027 revenue growth, as AI-driven spending caution amid macro uncertainty raised concerns over demand recovery in the sector.
Infosys Limited (INFY) Q4 2026 Earnings Call Transcript