Saturday, 3 October 2026Updated 3m ago
← Top stories
Broker call▲ Bullish for Indian equities

Greed and Fear Report: Chris Wood-led Jefferies sees IT earnings soaring 65% on AI boom but flags this as a key risk

1 source · first seen 13:10 3 Oct · updated 13:10 3 Oct

The brief

Written from 1 report · check the source before you trade
  • Jefferies sees IT earnings soaring 65% on an AI boom, while flagging rising bond yields as a risk
  • AI-led growth could lift Indian IT earnings, while higher bond yields pose a valuation risk

Tags on this story

Pick a tag to see all its stories
Jefferies5 todayAI73 todayBond yields31 todayIT demand7 today

Linked by the tag Jefferies

27 stories this week
  1. 1 OctJefferies is bearish TCS, Wipro, 6 other IT stocks ahead of Q2 results. How many do you own?Broker call · 3 sources · Jefferies expects modest Q2 FY27 IT growth, primarily fueled by acquisitions
  2. 30 SeptTCS, Wipro, other IT stocks rebound up to 6%, snapping 8-day losing streak. Why is Jefferies cautious?Market move · 1 source · The Nifty IT index rose nearly 3%, snapping an eight-session losing streak
  3. 28 SeptJefferies sees HDFC Bank rerating potential tied to CEO succession and executionLeadership · 4 sources · Jefferies set a target price of Rs 880, citing CEO succession clarity and execution
  4. 28 SeptBSE shares fall 2%, down 30% in 4 months. Why Macquarie is bullish while Jefferies is cautiousMarket move · 2 sources · BSE shares fell over 2% and traded more than 30% below their May high
All Jefferies stories →

Read the reports

1 report · earliest 13:10
MintGreed and Fear Report: Chris Wood-led Jefferies sees IT earnings soaring 65% on AI boom but flags this as a key risk13:10