Market Brief: Infosys Strategic Pivot and Performance Update Infosys shares are trading under a spotlight this February 18, 2026, following the high-profile **Investor AI Day 2026**. The company is aggressively positioning itself as an "AI-first" leader through its **Infosys Topaz** framework. Management has identified a massive incremental opportunity for AI services, projected to reach between **$300 billion and $400 billion** by 2030. This shift marks a transition from experimental AI projects to scaled enterprise deployment. Financial Snapshot and Growth The Q3FY26 results revealed a robust revenue performance, with operations generating **₹45,479 crore**, reflecting a **9%** year-on-year growth. Despite a slight marginal slip in net profit to **₹6,654 crore**, the company remains financially resilient. Large deal momentum continues to be a primary growth driver. In the December quarter, Infosys secured contracts worth **$4.8 billion**, including a landmark **$1.6 billion** deal with the UK’s National Health Service. Strategic AI Roadmap The "AI-first" strategy is now operational across the organization. Currently, nearly **90%** of the company's top 200 clients are engaged in AI-related projects. Strategic partnerships are expanding the ecosystem. A new collaboration with **Anthropic** will integrate Claude models into the Topaz platform, while a partnership with **Cursor** aims to accelerate AI-driven software engineering. Market Valuation and Ratings As of mid-session today, the share price on the NSE is hovering around **₹1,359.40**, reflecting some near-term volatility following a recent sector-wide selloff. Brokerages maintain a generally positive long-term outlook. **Motilal Oswal** has reiterated a Buy rating with a target price as high as **₹1,850**, citing 33% upside potential. **Morgan Stanley** remains more cautious with an Equal Weight rating, highlighting that while the opportunity is vast, execution and the evolution of billing models remain key watchpoints. Key Guidance for 2026 Infosys has raised its revenue growth guidance for the full financial year to between **3% and 3.5%** in constant currency terms. Operating margins are expected to remain stable within the **20% to 22%** range. To support this technical evolution, the company plans to hire **20,000** graduates in FY27, focusing specifically on strengthening its global AI delivery capabilities.