Monty Rakusen Summary I am positive on Infosys Ltd. (NYSE:INFY). My summarized thesis is that INFY is near its growth inflection point, with various operating indicators supporting this narrative. Once the US macroeconomic situation gets more certain, I believe INFY growth will see an acceleration back to historical levels. This will drive margin expansion as the contribution margin per employee expands. As the best-performing player in this industry, INFY should continue to trade at its current premium lev ...

Earnings Estimate Revisions for Infosys The change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply result ...

The company's fiscal first-quarter revenues improved 2.1% to $4.71 billion from the year-ago quarter's revenues of $4.62 billion. The top line also surpassed the Zacks Consensus Estimate of $4.67 billion. In terms of constant currency (cc), the metric improved by 2.5%. Infosys Limited (INFY) shares soared 8.4% on Thursday after the India-based IT services provider reported strong first-quarter fiscal 2025 results. The company's upbeat sales guidance for fiscal 2025 also boosted investors' confidence in the ...

Best of all, though, was growth in the all-important category of free cash flow. Infosys generated $1.1 billion in cash profits in Q1, an increase of 57% over one year ago -- and 43% better than reported net income. And the near-term news looks pretty propitious as well. Turning to guidance, Infosys guided for stronger growth in sales, up 3% or even 4% this year, with operating margins continuing to range from 20% to 22% -- so roughly equal to Q1. This implies that earnings growth this year should be respec ...

Key Takeaways INFOSYS LTD, 1D, NSE Infosys stock price chart YTD -- TradingView The improved outlook comes as companies increase spending to invest in AI. Gartner forecasts global IT spending to jump in 2024, driven by AI. Gartner projected that IT services spending will grow to $1.61 trillion, a 7.1% jump from the spending recorded the year prior. William Blair analysts said that it is still in the "very early stages of an AI revolution" indicating that investment spending is expected to continue into 2025 ...

Indian IT giant Infosys raised its annual revenue guidance Thursday after reporting a 7.1 percent on-year rise in net profit for the June quarter, signaling a gradual revival in client spending. Infosys bumped constant-currency revenue guidance for the current financial year to 3-4 percent, up from an earlier forecast of 1-3 percent. Parekh added that Infosys was seeing "early signs of improvement" for its financial services arm in the United States. Infosys, which has over 300,000 employees, upset markets ...

Keith, I didn't get the question clearly, if you could repeat? So there, first on energy utilities, we've had a good outcome last year. We've seen sort of similar discussions now, not a huge change. Manufacturing again, good outcome last year will be decent growth. This is just slower than last year. So not like a big, big change there. On Hi-Tech it's still difficult as you point out. I don't know what the trigger could be. Of course, on a macro level, there is not with client, but generally speaking, a vi ...

Revenue guidance at 3%-4% and operating margin guidance at 20%-22% Highest Free Cash Flow at $1.1 billion; Record number of large deals at 34 with $4.1 billion TCV BENGALURU, India, July 18, 2024 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, delivered $4,714 million in Q1 revenues with a sequential growth of 3.6% and year on year growth of 2.5% in constant currency. Operating margin was at 21.1%, a sequential expansion of 1% ...

Revenue guidance at 3%-4% and operating margin guidance at 20%-22% Highest Free Cash Flow at $1.1 billion; Record number of large deals at 34 with $4.1 billion TCV BENGALURU, India, July 18, 2024 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next-generation digital services and consulting, delivered $4,714 million in Q1 revenues with a sequential growth of 3.6% and year on year growth of 2.5% in constant currency. Operating margin was at 21.1%, a sequential expansion of 1% ...

Infosys' (INFY) North-American subsidiary, Infosys Public Services, has received a contract for modernizing the Delaware Department of Labor's existing systems. Infosys Public Services has been given the task of developing a platform for paid family medical leave program. This solution provides improved customer relationship management, analytics expertise and reduced long-term ownership costs. The LaborForce is one of those solutions that Infosys Public Services uses to expand its market share in the publi ...