http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2025, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Sun, 18 May 2025 04:00:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+List/2+Indian+IT+stocks+to+own+for+2025+according+to+Jefferies/24817260.html <p>In a note on the Indian Computer Services and IT Consulting space, Jefferies discussed worsening revenue growth and rising uncertainty for IT firms in India in Q4, and the limited upside implied by above-tariffs-level trading of Nifty IT at ~25x PE.</p><p>The IT sector saw revenue worsen in Q4, and management commentary gives the impression that growth recovery is unlikely in 2026. Recently, after recovery from the initial reaction to the tariffs, Nifty IT traded at ~25x PE, leaving little upside.</p><p>As IT firms show diverging growth, the firm prefers a bottom-up approach to stock selection.</p><p>The leading trend for 4QFY25 was a http://www.streetinsider.com/Hot+List/2+Indian+IT+stocks+to+own+for+2025+according+to+Jefferies/24817260.html Sun, 18 May 2025 04:00:00 -0400 INDY INFY http://www.streetinsider.com/Hot+List/2+Indian+IT+stocks+to+own+for+2025+according+to+Jefferies/24817260.html <p>In a note on the Indian Computer Services and IT Consulting space, Jefferies discussed worsening revenue growth and rising uncertainty for IT firms in India in Q4, and the limited upside implied by above-tariffs-level trading of Nifty IT at ~25x PE.</p><p>The IT sector saw revenue worsen in Q4, and management commentary gives the impression that growth recovery is unlikely in 2026. Recently, after recovery from the initial reaction to the tariffs, Nifty IT traded at ~25x PE, leaving little upside.</p><p>As IT firms show diverging growth, the firm prefers a bottom-up approach to stock selection.</p><p>The leading trend for 4QFY25 was a http://www.streetinsider.com/Hot+List/2+Indian+IT+stocks+to+own+for+2025+according+to+Jefferies/24817260.html Sun, 18 May 2025 04:00:00 -0400 INDY INFY http://www.streetinsider.com/Hot+List+Pro/2+Indian+IT+stocks+to+own+for+2025+according+to+Jefferies/24817260.html <p>In a note on the Indian Computer Services and IT Consulting space, Jefferies discussed worsening revenue growth and rising uncertainty for IT firms in India in Q4, and the limited upside implied by above-tariffs-level trading of Nifty IT at ~25x PE.</p><p>The IT sector saw revenue worsen in Q4, and management commentary gives the impression that growth recovery is unlikely in 2026. Recently, after recovery from the initial reaction to the tariffs, Nifty IT traded at ~25x PE, leaving little upside.</p><p>As IT firms show diverging growth, the firm prefers a bottom-up approach to stock selection.</p><p>The leading trend for 4QFY25 was a http://www.streetinsider.com/Hot+List+Pro/2+Indian+IT+stocks+to+own+for+2025+according+to+Jefferies/24817260.html Sun, 18 May 2025 04:00:00 -0400 INDY INFY http://www.streetinsider.com/Hot+List+Pro/2+Indian+IT+stocks+to+own+for+2025+according+to+Jefferies/24817260.html <p>In a note on the Indian Computer Services and IT Consulting space, Jefferies discussed worsening revenue growth and rising uncertainty for IT firms in India in Q4, and the limited upside implied by above-tariffs-level trading of Nifty IT at ~25x PE.</p><p>The IT sector saw revenue worsen in Q4, and management commentary gives the impression that growth recovery is unlikely in 2026. Recently, after recovery from the initial reaction to the tariffs, Nifty IT traded at ~25x PE, leaving little upside.</p><p>As IT firms show diverging growth, the firm prefers a bottom-up approach to stock selection.</p><p>The leading trend for 4QFY25 was a http://www.streetinsider.com/Hot+List+Pro/2+Indian+IT+stocks+to+own+for+2025+according+to+Jefferies/24817260.html Sun, 18 May 2025 04:00:00 -0400 INDY INFY http://www.streetinsider.com/Insiders+Blog/India+ETFs+Falling+on+Central+Bank+Unexpected+Rate+Hike+%28PIN%2C+INDY%2C+EPI%2C+INP%29/5454666.html si-local-file:///var/storage/newsbody/2010/0319/5454666.html http://www.streetinsider.com/Insiders+Blog/India+ETFs+Falling+on+Central+Bank+Unexpected+Rate+Hike+%28PIN%2C+INDY%2C+EPI%2C+INP%29/5454666.html Fri, 19 Mar 2010 14:13:24 -0400 EPI INDY INP PIN http://www.streetinsider.com/Insiders+Blog/India+ETFs+Falling+on+Central+Bank+Unexpected+Rate+Hike+%28PIN%2C+INDY%2C+EPI%2C+INP%29/5454666.html si-local-file:///var/storage/newsbody/2010/0319/5454666.html http://www.streetinsider.com/Insiders+Blog/India+ETFs+Falling+on+Central+Bank+Unexpected+Rate+Hike+%28PIN%2C+INDY%2C+EPI%2C+INP%29/5454666.html Fri, 19 Mar 2010 14:13:24 -0400 EPI INDY INP PIN http://www.streetinsider.com/Insiders+Blog/India+ETFs+Falling+on+Central+Bank+Unexpected+Rate+Hike+%28PIN%2C+INDY%2C+EPI%2C+INP%29/5454666.html si-local-file:///var/storage/newsbody/2010/0319/5454666.html http://www.streetinsider.com/Insiders+Blog/India+ETFs+Falling+on+Central+Bank+Unexpected+Rate+Hike+%28PIN%2C+INDY%2C+EPI%2C+INP%29/5454666.html Fri, 19 Mar 2010 14:13:24 -0400 EPI INDY INP PIN http://www.streetinsider.com/Insiders+Blog/India+ETFs+Falling+on+Central+Bank+Unexpected+Rate+Hike+%28PIN%2C+INDY%2C+EPI%2C+INP%29/5454666.html si-local-file:///var/storage/newsbody/2010/0319/5454666.html http://www.streetinsider.com/Insiders+Blog/India+ETFs+Falling+on+Central+Bank+Unexpected+Rate+Hike+%28PIN%2C+INDY%2C+EPI%2C+INP%29/5454666.html Fri, 19 Mar 2010 14:13:24 -0400 EPI INDY INP PIN