
Chainlink (CRYPTO: LINK) announced a partnership with Infosys (NYSE: INFY | INFY Price Prediction) on September 22, 2026, citing an impressive 1.7 billion customer accounts supported by Infosys's banking software. Surprisingly, LINK fell 4.
Infosys Limited offers next generation digital consulting, technology, outsourcing and services in North America, Europe, India and internationally. The company is headquartered in Bengaluru, India.
| Revenue (TTM) | $20.30B |
| Gross Profit (TTM) | $6.02B |
| EBITDA | $4.48B |
| Operating Margin | 21.20% |
| Return on Equity | 32.00% |
| Return on Assets | 15.30% |
| Revenue/Share (TTM) | $2.48 |
| Book Value | $1.19 |
| Price-to-Book | 4.53 |
| Price-to-Sales (TTM) | 2.10 |
| EV/Revenue | 2.017 |
| EV/EBITDA | 7.98 |
| Quarterly Earnings Growth (YoY) | 5.30% |
| Quarterly Revenue Growth (YoY) | 2.90% |
| Shares Outstanding | $4.05B |
| Float | $7.77B |
| % Insiders | 0.00% |
| % Institutions | 14.43% |
Volatility is currently expanding

Chainlink (CRYPTO: LINK) announced a partnership with Infosys (NYSE: INFY | INFY Price Prediction) on September 22, 2026, citing an impressive 1.7 billion customer accounts supported by Infosys's banking software. Surprisingly, LINK fell 4.

Infosys has fallen 50%, but its 14x forward P/E accompanies just 0.55% organic growth at the FY27 guidance midpoint. AI pricing pressure and weak Western IT spending limit fundamental appeal. Quarterly free cash flow of $955M and $3.6B in large deal wins support recovery potential. Stronger client budgets and profitable AI growth would strengthen the investment case. INFY is a moderate Technical Buy: a ₹1,490 bull-case target implies 40.5% upside in 12 months. Discounted earnings suggest fair value today, so I remain on the sidelines.

Infosys is rated Strong Buy with a $15.25 target, offering 30% upside and a 4.3% dividend yield. INFY's reported revenue shortfall is largely due to deliberate offshore shifts and declined low-return deals, not demand loss. Underlying business growth is 2.4–2.8%, exceeding the 2% perpetual growth implied by current valuation, even at cycle lows.

Leverages Infosys Topaz to help modernize IT systems, improve operational efficiency, and enhance service quality across global SAP and PLM application landscape BENGALURU, India and MUNICH, Aug. 18, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI-first business consulting and technology services, today announced a strategic, long-term collaboration with Knorr-Bremse AG, a global manufacturer of braking systems and safety-critical components for rail and commercial vehicles. As part of Knorr-Bremse AG's Tech4Value (T4V) IT transformation program, Infosys will deliver end-to-end managed services across the company's entire enterprise application ecosystem spanning both Rail and Commercial Vehicle divisions.

Powered by Infosys Topaz Fabric to enable intelligent, agentic IT operations BENGALURU, India and ESPOO, Finland, Aug. 5, 2026 /PRNewswire/ -- Infosys, (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI-first business consulting and technology services, today announced a significant expansion of its long-standing collaboration with Metsä Group, a globally operating forest industry company based in Finland. Under this multi-year engagement, Infosys will support the transformation of Metsä Group's IT landscape towards a more efficient, unified, and AI-ready operating model, while delivering end-to-end IT services across the company's global operations.

JOHANNESBURG and BENGALURU, India, July 30, 2026 /PRNewswire/ -- Infosys Finacle, part of EdgeVerve Systems, a wholly-owned subsidiary of Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), today announced that Investec, a leading international bank and wealth manager, has selected the Finacle Digital Banking Solution Suite on Microsoft Azure to modernize its banking operations across South Africa, the UK, Mauritius, and the Channel Islands. As part of this multi-country, large-scale transformation program, the bank will migrate from its legacy platforms to Finacle, establishing a future-ready technology foundation aligned with the next phase of its growth strategy.

INFY's Q1 fiscal 2027 earnings and revenues miss estimates as soft volumes and a client exit offset growth and rising AI sales.

Infosys Limited continues to underperform major benchmarks, including U.S. stocks, India, and global tech indices. Despite a strong balance sheet, healthy margins, and reliable cash generation, INFY has struggled with persistent lowered expectations over the past five years. My prior Hold rating reflected INFY's survivability and potential for turnaround, rather than imminent decline.

I downgrade Infosys Limited from 'Buy' to 'Hold,' considering its mixed performance and divergent outlook. INFY's 1QFY2027 revenue fell short of the consensus estimate, but its operating margins improved on both YoY and QoQ terms to 21.1%. The mid-point of its FY27 topline growth guidance was cut to +2.25%, while the full-year EBIT margin guidance held steady at 21.0%.

Strong Large Deal Wins at $3.6 Billion with 61% Net New; Robust Free Cash Flow of $0.96 Billion FY27 Revenue Guidance Revised to 1.5%-3.0%, Margin guidance Retained at 20%-22% BENGALURU, India, July 23, 2026 /PRNewswire/ - Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in AI-first business consulting and technology services, delivered $5,082 million in Q1 revenues, year on year growth of 2.4% and sequential growth of 1.0% in constant currency. Operating margin was at 21.1%, sequential increase of 0.2%.
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