Infosys Limited (INFY) AI Stock Analysis

Infosys Limited delivers consulting, technology, outsourcing, and next-generation digital services across North America, Europe, India, and other regions. Its service offerings include application development and management, independent validation, product engineering, infrastructure management, enterprise application management, and support and integration. The company also maintains proprietary products and platforms such as Finacle for core banking, the Edge suite, Infosys Nia for artificial intelligence, and Infosys McCamish for insurance management. Additional offerings include Wingspan, the Stater mortgage servicing platform, Panaya automation suite, and Skava e-commerce suite, serving clients across financial services, healthcare, manufacturing, retail, utilities, and communications.

Between FY2021 and FY2026, Infosys achieved a 5-year revenue compound annual growth rate of 8.3%. Annual revenue expanded from $16.31B in FY2022 to $18.21B in FY2023, $18.56B in FY2024, $19.28B in FY2025, and reached $20.16B in FY2026. Annual revenue growth was 4.6% in FY2026, up from 3.9% in FY2025 and 1.9% in FY2024. Operating margins remained steady, recording 20.3% in FY2026 compared to 21.1% in FY2025. Net income rose to $3.31B in FY2026, producing an EPS of $0.83. Over the trailing twelve months, revenue reached $20.30B with an operating margin of 21.2%. In the latest quarter ended June 30, 2026, quarterly revenue grew 2.9% year-over-year while quarterly earnings increased 5.3%.

As of June 30, 2026, Infosys held $3.12B in cash and short-term investments against $923.0M in total debt, resulting in net cash of $2.20B. Its current ratio stood at 1.86, and its debt-to-equity ratio was 0.10 against $9.62B in shareholders' equity. Operating cash flow was $4.04B in FY2026, producing $3.73B in free cash flow after $306.0M in capital expenditures. During FY2026, the company deployed $2.01B to share buybacks and paid $2.13B in dividends, contributing to a 5-year share count change of -2.5%.

At a last close of $12.24 on October 16, 2026, Infosys had a market capitalization of $49.58B and an enterprise value of $40.94B. The stock trades at a trailing P/E of 15.1x and a forward P/E of 13.3x, below the median of its US-listed Technology peers of 28.1x trailing and 18.8x forward. Its EV to EBITDA multiple is 8.0x compared to the peer median of 16.6x, and its price-to-sales ratio is 2.4x against the peer median of 2.8x. Over the past year, INFY declined 21.0% while the S&P 500 returned 16.8%.

Infosys pays a forward annual dividend of $0.52 per share, representing a dividend yield of 4.28% and a payout ratio of 61.7%. The dividend is distributed on a semiannual frequency and has been paid for 28 consecutive years. Over the past five years, the dividend grew at an annualized rate of 12.1%, with the last ex-dividend date occurring on June 10, 2026.

Wall Street coverage includes 1 Strong Buy, 2 Buy, and 11 Hold ratings, with no Sell or Strong Sell ratings. The mean price target is $11.67, which sits 4.7% below the last close of $12.24. For the fiscal year ending March 31, 2027, consensus estimates project EPS of $0.80, reflecting an estimated EPS decline of 3.4%. Over the last 4 quarters, the company recorded 2 EPS beats. The next earnings date is scheduled for October 23, 2026.

This page is an AI-written research summary of Infosys Limited (INFY). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: INFY income statement, INFY balance sheet, INFY key metrics, INFY analyst forecast, INFY chart. See the INFY stock overview for the latest quote and news.