WallStSmart
INFY

Infosys Ltd ADR

NYSE: INFY · TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES

$12.34
+0.73% today

Updated 2026-04-29

Market cap
$52.04B
P/E ratio
16.07
P/S ratio
2.58x
EPS (TTM)
$0.80
Dividend yield
4.01%
52W range
$12 – $30
Volume
18.7M

Infosys Ltd ADR (INFY) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$12.34
Consensus
$16,600.00
+134421.88%
2030 Target
$76.94
+523.50%
DCF
$105.73
+85.09% MoS
47 analysts:
3 Buy5 Hold1 Sell

Management guidance

No specific CEO revenue targets for 2026-2030 period found in available data. Management guidance expected at Q4 FY26 earnings on April 23, 2026. Historical context: company has delivered 8.6% 5-year revenue CAGR with recent TTM revenue of $19.85B.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$129.16
$26.2B Rev × 20x P/S
Base case (2030)
$76.94
$26.2B Rev × 12x P/S
Bear case (2030)
$50.84
$26.2B Rev × 8x P/S

Financial forecast — research-backed

Metric2024202520262027 (E)2028 (E)2029 (E)2030 (E)
Revenue$18.6B$19.3B$20.2B$21.1B$22.6B$24.4B$26.2B
Revenue growth3.9%4.6%7.8%7.5%7.6%7.6%
EPS$0.76$0.57$0.80$0.84$0.92$1.01$1.10
P/S ratio12.0x12.0x12.0x12.0x
Implied price$61.83$65.95$71.45$76.94

Catalysts & risks

Growth catalysts
+ Q4 FY26 earnings and FY27 guidance on April 23, 2026
+ Optimum Healthcare IT ($465M) and Stratus ($95M) acquisitions closing Q1 FY27 - adds 1,600+ healthcare experts and insurance consulting capabilities
+ AI services expansion through Anthropic partnership and Infosys Nia platform adoption across financial services and manufacturing
+ Large deal pipeline momentum in North America and generative AI-led deals
+ Strategic healthcare and insurance vertical expansion positioning for higher-margin consulting revenue
Key risks
- AI commoditization concerns causing Indian IT sector selloff ($68.6B rout noted in Feb 2026)
- Weak near-term guidance: analyst consensus shows only 1.3% revenue growth for FY26 and 7.85% for FY27 vs. historical 8.6% CAGR
- Margin pressure from AI implementation costs and investment in Topaz/Cobalt platforms
- Geopolitical headwinds and H-1B visa policy changes impacting delivery model
- Execution risk on large acquisitions and integration of healthcare/insurance domain expertise
- FY25-FY26 deceleration trend (6.47% to 1.31% growth) indicates market share pressure

Methodology

Infosys Ltd ADR's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 47 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.