投资理念与方法 - 投资方法融合价值投资原则与长期增长关注 旨在以低于内在价值的价格买入优质公司并长期持有 [1] - 投资基础是基本面分析 核心能力是识别具有长期增长潜力的被低估公司 [1] - 投资目标是让公司盈利和股东回报得以复利增长 [1]

投资理念与方法 - 投资方法融合价值投资原则与长期增长关注 旨在以低于内在价值的价格买入优质公司并长期持有 [1] - 投资基础是基本面分析 核心能力在于识别具有长期增长潜力的被低估公司 [1] - 投资目标是让公司盈利和股东回报得以复利增长 [1]

公司业绩与市场表现 - 公司股价在周五盘中一度上涨4% [1] - 公司出人意料地上调了其2026财年的营收预测 [1] 公司战略与竞争优势 - 分析师认为公司通过更强有力的人工智能合作伙伴关系和更深层次的合作，处于赢得市场份额的有利地位 [1]

Jan 16 (Reuters) - Infosys rose 5% on Friday after unexpectedly raising its fiscal 2026 revenue forecast, pointing to a ​possible turnaround for India's $283 billion IT industry as AI-led partnerships ‌drive deals. Shares of India's No.2 software services exporter led gains on the Nifty ‌50 index with its strongest intraday rise in four months and lifted the Nifty IT sub-index 2.2% higher. Infosys's push for vendor consolidation is boosting growth prospects, while its AI library is strengthening its pos ...

Japanese trading house Mitsubishi Corp said on Friday it would take over the U.S. shale production of Aethon Energy Management for $7.53 billion including debt. ...

This is actually my third time covering Infosys Limited ( INFY ), a global IT services and consulting company based in India. Last time around, I gave a Hold on the stock. GrowthI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have no stock, option or similar derivative p ...

核心财务业绩 - 公司2026财年第三季度调整后每股收益为21美分，超出市场预期的20美分，同比增长10.5% [1] - 季度营收为51亿美元，超出市场预期的50.8亿美元，同比增长3.2% [2] - 过去四个季度，公司每股收益两次超出预期、两次符合预期，平均超出幅度为2.6% [1] 营收地理分布 - 按报告基准计算，欧洲地区营收同比增长13.3%，世界其他地区增长2.4% [3] - 按报告基准计算，北美地区营收同比下降1.2%，印度地区下降6.2% [3] - 按固定汇率计算，欧洲地区营收增长7.2%，世界其他地区增长2.5% [3] - 按固定汇率计算，北美地区营收下降1%，印度地区下降1.8% [3] 营收业务分部表现 - 制造业营收同比增长10.8%，达到8.49亿美元 [4] - 金融服务营收同比增长4.8%，达到14.4亿美元 [4] - 通信业务营收同比增长11.5%，达到6.19亿美元 [4] - 能源、公用事业、资源及服务销售同比增长1.2%，达到6.74亿美元 [4] - 高科技部门销售同比下降2.5%，至3.78亿美元 [5] - 零售部门营收同比下降3.7%，至6.54亿美元 [5] - 生命科学营收同比下降3.2%，至3.66亿美元 [5] - 其他业务部门营收同比下降10.3%，至1.22亿美元 [5] 客户与盈利能力 - 公司在财年第三季度新增121名客户 [6] - 价值超过1亿美元的大客户总数维持在41名，同比及环比均持平 [6] - 毛利润同比下降3.7%，至约14.4亿美元，毛利率同比收缩210个基点至28.2% [6] - 营业利润同比下降11%，至9.37亿美元，营业利润率同比收缩290个基点至18.4% [6] 资产负债表与现金流 - 季度末合并现金及投资余额为39.2亿美元，低于上一季度的61.7亿美元 [7] - 公司在财年第三季度产生了9.65亿美元的自由现金流 [7] 业绩指引更新 - 公司将2026财年营收增长指引（按固定汇率计算）从原先的2-3%上调至3-3.5% [8] - 公司维持2026财年营业利润率在20-22%的指引区间 [8] - 市场对2026财年营收和每股收益的共识预期分别为199.7亿美元和80美分 [8]

Infosys (NYSE:INFY) reported better-than-expected third-quarter earnings on Wednesday.Infosys posted adjusted earnings of 21 cents per share, versus market estimates of 20 cents per share. The company's sales came in at $5.099 billion up from $4.939 billion in the year-ago period.“Infosys delivered a strong Q3 performance demonstrating how our differentiated value propositions in enterprise AI, through Infosys Topaz, are consistently driving higher market share. Clients increasingly view Infosys as their AI ...

Infosys (NYSE:INFY) reported better-than-expected third-quarter earnings on Wednesday.Infosys posted adjusted earnings of 21 cents per share, versus market estimates of 20 cents per share. The company's sales came in at $5.099 billion up from $4.939 billion in the year-ago period.“Infosys delivered a strong Q3 performance demonstrating how our differentiated value propositions in enterprise AI, through Infosys Topaz, are consistently driving higher market share. Clients increasingly view Infosys as their AI ...

We recently published 10 Big Names Delivering Outsized Gains. Infosys Ltd. (NYSE:INFY) was one of the top performers on Wednesday. Infosys snapped a four-day losing streak on Wednesday, jumping 10.45 percent to close at $19.35 apiece as investors took heart from a higher revenue outlook and an investment firm’s price target upgrade for its stock. In its earnings call during the day, Infosys Ltd. (NYSE:INFY) raised its revenue guidance  for the full fiscal year 2026 to a range of 3 to 3.5 percent, as well ...