Infosys打破了对收入的预期,但看到股票跌落到谨慎的指导上,尽管结果强劲,交易胜出。 Infosys beat earnings expectations but saw shares fall on cautious guidance despite strong results and deal wins.

Infosys公布的Q2FY26结果比预期的要好,年均净利润增长13.2%,收入增长8.6%,尽管股票下跌了1.5%,而订正的FY26收入指导为2-3%,审慎的分析家情绪也下降了1.5%。 Infosys posted better-than-expected Q2FY26 results with 13.2% year-on-year net profit growth and 8.6% revenue rise, though shares dipped 1.5% amid revised FY26 revenue guidance of 2–3% and cautious analyst sentiment. 尽管交易总额达到了31亿美元,自由现金流量增加了38%,但由于宏观不确定性和保守的前景,一些经纪公司保持中立或持有评级,而其他公司则赞扬利率稳定和人工智能驱动的效率. Despite strong deal wins totaling $3.1 billion and a 38% surge in free cash flow, some brokerages maintained neutral or hold ratings due to macro uncertainty and conservative outlook, while others praised margin stability and AI-driven efficiency.