Oct. 10, 2025 12:33 AM ETInfosys Limited (INFY) StockACN, INFYAlpha Mantra291 FollowersInfosys faces near-term headwinds with muted 2QFY26 expectations due to macroeconomic and geopolitical challenges, warranting a HOLD rating.INFY's heavy investment in AI positions it to benefit from a future surge in enterprise AI spending, though timing remains uncertain.Geopolitical risks, especially US protectionist measures, present ongoing challenges for INFY despite limited immediate impact from recent visa policy changes.Current valuations for INFY are reasonable, but waiting for clearer signs of growth recovery is prudent before considering a more bullish stance.jetcityimage/iStock Editorial via Getty ImagesIn the run-up to the second quarter earnings season, Indian IT major's stock prices are pointing toward a muted outlook, with the Nifty IT index down 7-8% in the last 3 weeks. One of the major IndianThis article was written byAlpha Mantra291 FollowersI am a value focused investor, conducting fundamental research on sectors like but not limited to chemicals, homebuilders, building materials, industrials and metals & mining. I prefer to invest in stocks which are cheaply available and have a catalyst in the near future. My investment horizon ranges from a quarter to two years. I have over 3 years of active investing experience and served as buy side analyst at boutique research firm and family offices.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments