• Analysts say Infosys (INFY) should see FY27 revenue growth around 2.5%–4.5%, with about 1–1.5 percentage points (or ~2 points per Morgan Stanley) from recent acquisitions.
  • Nomura trimmed its target for Infosys (INFY), citing near-term AI disruption and macro headwinds, calling it a short-term growth outlook adjustment rather than a change to the long-term view.