Life Insurance Corp., Bandhan Bank Ltd., Suzlon Energy Ltd., and information technology stocks are among the top companies on brokerages’ radar on Tuesday.

In addition, Bernstein has placed a Nifty 50 year-end target of 26,500 and said the recovery seen in markets recently should not be considered linear as sentiment can continue to swing.

HSBC has raised the target price for a string of non-bank financial companies.

NDTV Profit tracks what analysts are saying about various stocks and sectors. Here are the analyst calls to keep an eye out for today.

Motilal Oswal On Suzlon Energy

  • Initiated ‘buy’ with target price of Rs 70.

  • Riding the winds of growth.

  • Wind energy’s critical role in India’s renewable future.

  • Bellwether play on India’s wind energy potential.

  • Domestic players well placed if NITI Aayog pushes for local content.

  • Competition is rising but the pie is big enough.

  • Economies of scale to drive adjusted PAT growth of 63% over FY24 and FY27.

  • Ebitda margin healthy; tax shield benefits until FY27.

  • Balance sheet well placed to fund future growth.

  • Suzlon reasonably priced compared to capital goods peers.

Bernstein’s India Strategy

  • The Indian macro has bottomed and GDP will trend around 6.5% for the coming year.

  • Global risks such as reciprocal tariffs and the risk of a US recession being discussed now.

  • The impact of reciprocal tariffs is more on the US than on India.

  • India is less impacted and rather can benefit from any recession event in the US.

  • With domestic flows still resilient and FII outflows now largely done, reiterate our positive view.

  • Nifty index year-end target of 26,500.

  • Market recovery path should not be considered linear as sentiment can continue to swing.

UBS On IT

  • Countering slowdown woes.

  • Appears that the correction has been overdone.

  • Company-specific issues to drag revenue growth for most companies.

  • Expects 5-7% consensus earnings cuts but still views FY26 as largely better than FY25.

  • Sees a near-term sector multiple rebound.

  • TCS – Maintains ‘buy’ rating and reduced target price to Rs 4,250 from Rs 4,650.

  • Infosys – Retained ‘buy’ rating and cut target price to Rs 2,100 from Rs 2,250.

  • Wipro – Maintained ‘buy’ rating and reduced target price to Rs 315 from Rs 335.

  • HCL Tech – Maintained ‘buy’ rating and slashed target price to Rs 2,030 from Rs 2,220.

  • Tech Mahindra – Maintained ‘sell’ rating and reduced target price to Rs 1,470 from Rs 1,500.

Jefferies On Infosys

  • Maintained ‘buy’ and reduced target price to Rs 1,835 from Rs 2,150.

  • Stock down 20% on growth concerns.

  • 4-6% constant currency revenue growth likely with subdued discretionary spending.

  • Higher free cash flow conversion and payout warrants higher PE ratios.

  • Attractive risk-reward.

HSBC On Financials

  • Bajaj Finance – Maintained ‘buy’ and raised target price to Rs 10,790 from Rs 8,900.

  • Bajaj Housing Finance– Retained ‘reduce’ and raised target price to Rs 100 from Rs 90.

  • Chola Finance – Maintained ‘buy’ and raised target price to Rs 1,970 from Rs 1,610.

  • CreditAccess Grameen– Maintained ‘hold’ and raised target price to Rs 970 from Rs 810.

  • M&M Financial Services – Retained ‘buy’ and raised target price to Rs 340 from Rs 320.

  • L&T Finance – Maintained ‘buy’ and raised target price to Rs 190 from Rs 170.

  • LIC Housing Finance– Kept ‘hold’ and increased the target price to Rs 630 from Rs 600.

  • Shriram Finance – Maintained ‘buy’ and raised target price to Rs 860 from Rs 745

  • SBI Cards – Retained ‘buy’ and raised target price to Rs 1,100 from Rs 1,000.

CLSA On Bandhan Bank

  • Maintained ‘High Conviction Outperform’ with target price of Rs 220.

  • Increased secured loan mix, better tech and audit the key priorities.

  • Some improvement in microfinance asset quality.

  • Management targets a return on assets of 1.8-2% by end of FY27.

  • Next quarter may pose some disruption due to the new guardrails.

  • Management expects complete normalcy by the third quarter of FY26.

Batlivala & Karani Securities On LIC

  • Initiated ‘buy’ with target price of Rs 940.

  • Steady Value of New Business market share despite Annual Premium Equivalent or APE-based market share decline.

  • Steady execution in terms of aspirations post-listing.

  • Margins have multiple levers of expansion.

  • Strong market position in the group segment.

  • Option values from entering the health insurance space.

. Read more on Markets by NDTV Profit.Bernstein has placed a Nifty 50 year-end target of 26,500.  Read MoreMarkets, Business, Notifications 

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