Core Insights - Infosys (INFY) is expected to report quarterly earnings of $0.20 per share, reflecting a 5.3% increase year-over-year [1] - Revenue forecasts for Infosys stand at $5.04 billion, indicating a 2.9% year-over-year growth [1] - The consensus EPS estimate has remained stable over the past 30 days, suggesting analysts have not altered their initial projections significantly [1] Earnings Projections - Changes in earnings projections are crucial for predicting investor reactions to stock performance [2] - Empirical studies indicate a strong correlation between earnings estimate trends and short-term stock price movements [2] Analyst Forecasts - Analysts project 'Employee Metrics - Software Professionals' to be 253,047, down from 300,774 in the same quarter last year [4] - The expected 'Utilization - Including trainees - Consolidated' is 83.4%, compared to 84.3% from the previous year [4] - 'Utilization - Excluding trainees - Consolidated' is anticipated to be 85.7%, slightly lower than last year's 85.9% [5] - The consensus for 'Employee Metrics - Sales & Support' is 14,622, down from 17,014 in the same quarter last year [5] Market Performance - Infosys shares have decreased by 0.8% over the past month, contrasting with the Zacks S&P 500 composite's increase of 1.1% [5] - With a Zacks Rank of 4 (Sell), Infosys is expected to underperform the overall market in the near term [5]

Group 1 - Infosys has secured a significant contract worth 1.2 billion pounds ($1.59 billion) from the UK's National Health Services Business Services Authority [1]

Core Insights - Infosys has been awarded a £1.2 billion, 15-year contract by the NHS Business Services Authority to deliver the Future NHS Workforce Solution, which aims to modernize workforce management for the NHS [1][2][6] Group 1: Contract Details - The contract is part of the NHS's 10-year Health Plan, focusing on creating a future-ready workforce [3][6] - The new solution will replace the existing Electronic Staff Record system and manage payroll for 1.9 million NHS employees, amounting to over £55 billion annually [1][4] Group 2: Solution Features - The Future NHS Workforce Solution will provide a modern, flexible, and integrated platform covering the entire employee lifecycle, including recruitment, onboarding, payroll, career development, and retirement [4][5] - Advanced technologies will power the solution, offering AI-driven tools for streamlined workforce planning and data-driven decision-making [4][5] Group 3: Strategic Importance - The solution is positioned as a strategic enabler for the NHS to better attract, retain, and support its workforce, going beyond merely replacing the existing system [6] - Infosys emphasizes its commitment to delivering generational change for NHS employees through this partnership, leveraging its experience in digital transformation [6][9]

Group 1 - Infosys Limited is recognized as a strong growth stock, particularly following its recent collaboration with Telenor Shared Services to modernize HR operations [1][3] - The collaboration focuses on implementing an Oracle Fusion Cloud Human Capital Management solution to standardize HR processes and enhance employee productivity and experience [2][3] - Infosys leverages its expertise in Oracle Cloud HCM implementations to streamline processes and utilize embedded AI and cloud technology for improved efficiency [3] Group 2 - Infosys provides a range of services including consulting, technology, outsourcing, and digital services across various regions including North America, Europe, and India [4]

Core Insights - Infosys has launched the Infosys Customer Experience Suite for Salesforce, aimed at automating and optimizing customer engagement processes for organizations looking to scale digital operations and integrate AI-driven automation across various channels [1][6] - The suite utilizes Infosys Topaz and Salesforce's agentic AI capabilities to automate service requests, sales workflows, and employee support functions, enhancing personalized customer interactions [2][6] - The solutions are designed for interoperability with existing enterprise systems, ensuring real-time data processing and compliance with regulatory and ethical standards [3] Implementation and Impact - The suite has been deployed in production environments, with one implementation at a research institute leading to reduced process inefficiencies and improved response times [4] - A media company deployment utilized Salesforce's agentic AI to decrease transactional inquiries, minimize spam, and shorten case resolution times [5] - Fluido, an Infosys subsidiary, played a role in redesigning customer experience frameworks, focusing on process simplification and data harmonization with AI as a core component [5] Strategic Positioning - Infosys aims to provide enterprises with scalable automation tools to support digital transformation and measurable operational improvements [6] - The collaboration with Salesforce positions Infosys to empower businesses in adapting to the evolving landscape of AI services [4][6]

Market Outlook - The Chief Investment Officer at Truist Wealth, Keith Lerner, indicated that fears regarding a government shutdown are currently muted, with investors not overly concerned [1] - Historically, during the 20 past shutdowns, the S&P 500 has remained flat and increased 50% of the time, suggesting that short-term volatility should not prompt drastic portfolio changes [1][2] - The upcoming earnings season, starting in two weeks, is expected to be a significant market driver [1] Economic Impact - Concerns about stagflation are present, with Moody's indicating that each week of shutdown could impact quarterly GDP by approximately 0.1% [2] - Despite the shutdown, the Atlanta GDP estimate for the quarter remains around 3.9%, indicating that the shutdown may not drastically alter economic conditions [2] - The shutdown adds to economic uncertainty in the short term, complicating the overall outlook due to less available data [2] Sector Focus - The primary theme for the firm's bullish market outlook is centered on AI and technology, which are expected to continue strong profit growth despite the government shutdown [3] - The technology sector has seen a 30% increase over the past year, which is not indicative of a bubble, as true bubbles typically exhibit closer to 100% year-over-year growth [3] Growth Stocks - A list of the 12 best growth stocks to buy now has been compiled, focusing on those popular among elite hedge funds and analysts [4][6] - The methodology involved using the Finviz stock screener to identify top growth stocks, ranked by the number of hedge fund holders as of Q2 2025 [6][7] Company Highlights - **Infosys Limited (NYSE:INFY)**: Collaborating with Telenor Shared Services to modernize HR operations through Oracle Fusion Cloud HCM, enhancing employee productivity and experience [9][10][11] - **LiveRamp Holdings Inc. (NYSE:RAMP)**: Launched new AI capabilities, including agentic tools and segmentation, to improve customer outcomes and enable secure data collaboration [12][13][14]

Core Insights - Infosys has launched the Infosys Customer Experience Suite for Salesforce, enhancing its collaboration with Salesforce to support enterprises in their digital transformation initiatives [1][4] - The suite leverages Infosys Topaz and Salesforce's agentic AI capabilities to automate customer interactions, streamline processes, and enhance personalization [2][4] - The solutions aim to drive measurable efficiencies across sales, services, and marketing channels, ensuring operational success for enterprises [2][4] Company Developments - Infosys deployed Agentforce SDR to improve the sales process for a leading research institute, significantly reducing response times and addressing inefficiencies [3] - A renowned media house transformed its customer service operations using Salesforce's agentic AI solutions, resulting in reduced transactional inquiries and improved customer satisfaction scores [3] - The collaboration with Fluido, an Infosys company, has been pivotal in driving Salesforce-powered transformations for clients, including VTT, a leading research organization in Europe [4][5] Technology and Innovation - The Agentforce platform represents a new evolution in AI services, utilizing generative AI and agentic AI capabilities to enhance enterprise and customer operations [4] - Infosys emphasizes the integration of cutting-edge technology and a deep understanding of client needs to foster sustainable growth and productivity in an AI-driven environment [4][5] - The solutions are designed to ensure compliance with ethical and regulatory standards while supporting real-time decision-making and dynamic customer interactions [2][4]

Core Viewpoint - The Indian IT sector is experiencing a muted outlook as indicated by a 7-8% decline in the Nifty IT index over the past three weeks leading up to the second quarter earnings season [1] Group 1: Market Performance - The Nifty IT index has decreased by 7-8% in the last three weeks, suggesting a negative sentiment in the market [1]

RT Matt Forney (@realmattforney)BREAKING: a whistleblower has provided extensive information on how Indian IT consulting firms Infosys and Wipro engage in discrimination against non-Indians and facilitate Indian visa fraud:"ok so the general flow i've witnessed is this: higher end contractor (H1B typically) is hired through Infosys. immediately starts asking for resources. the easiest ask is QA resources. those will be cheap and they get them from some farm in India. but regardless of the job function, the ...

Core Insights - Infosys and Sunrise have deepened their partnership to enhance IT transformation and AI adoption, focusing on operational efficiency, data security, and customer experience through technology deployment [1][6] - Infosys has developed a comprehensive suite of AI solutions, including Infosys Topaz for generative AI, Applied AI with AI Cloud, and various AI & Automation Services [2] - The acquisition of In Semi has bolstered Infosys' R&D capabilities in AI, 5G, and high-performance computing, while collaborations with industry leaders like NVIDIA, ServiceNow, and Intel further expand its AI capabilities [3][4][5] Partnership Developments - The partnership with Sunrise aims to leverage AI, analytics, and Infosys Topaz to enhance operations and deliver personalized digital experiences [1][6] - Infosys has integrated its Topaz with NVIDIA's NIMs to create solutions such as TOSCA Network Service Design and a generative AI-powered smart networking operating center [4] - Collaboration with ServiceNow has led to the development of a product that integrates the Now Platform with Infosys Enterprise Service Management Cafe, improving enterprise business services [5]