Big news for Infosys investors: the company is joining forces with AI specialist Cognition to use its AI software engineer called DEVIN.
What the partnership means
Infosys will start using DEVIN inside its own teams and for client deliveries. The tool is designed to help write and test code faster, making projects more efficient.
Why analysts are upbeat
Motilal Oswal’s research team says the partnership shows Infosys is getting ready for a big wave of AI adoption in 2026. They value the stock at 26 times its projected 2028 earnings, which gives a target price of ₹2,150. That translates to about a 33% upside from the current level.
- Current valuation: 26x FY28E EPS
- Target price: ₹2,150
- Upside potential: ~33%
Bottom line for retail investors
Motilal Oswal keeps a BUY rating on Infosys, calling it their top pick among tier‑1 Indian IT firms. The firm believes the upside chances outweigh the downside risks.
Disclaimer
Remember, this is an opinion, not a guaranteed prediction. Do your own research or talk to a certified advisor before making any investment decisions.