The Pharmaceuticals sector, ITC Ltd., Restaurants sector, Firstsource Solutions Ltd., Sagility India Ltd., Wipro Ltd., Escort Kubota Ltd., and Eclerx Services Ltd., are among the companies and sectors garnering brokerage commentary today.Analysts have shared their insights and, in several cases, revised their target prices based on their updated fundamental outlooks for these firms and sectors. Here are the key analyst calls to watch out for today:Macquarie On Indian PharmaceuticalsUS-EU agreement suggests tariffs will be less than 15%Continue to monitor MFN tariff rate for clarity on potential tariffs on European generic pharmaceutical exports to the USExpects tariffs capped at 15% for both generic and branded pharmaceuticals to US from EUMorgan Stanley On ITCMaintains buy with overweight ratingRevises target price to Rs 469 from Rs 500FY26–F27 top line slightly higher, led by Agri and cigarettes.Ebitda margins cut by 175–250 bps due to inflation and weaker F25 margins.F26–F27 earnings estimates lowered by 3–4%.Scenario values reduced 5–7%, leading to lower price target.Macquarie On India RestaurantMuted demand trends, all eyes on festive seasonPace of demand recovery remains gradualWestlife most hopeful of growth momentumFocus moves to same store sales growthPotential uptick in urban mass post GST rate cutsHopeful of sales and margin pickup in H2The brokerage shared revised target prices for companiesJubilant Underperform 530 from Rs 545Devyani Outperform Rs 210 from Rs 215Westlife Outperform Rs 820 from Rs 835Sapphire Outperform Rs 360 from Rs 365Stock Picks Today: Insurance, Delhivery, Hexaware, Bajaj Finserv On Brokerages' RadarKotak Securities On Firstsource SolutionsInitiates coverage with reduce rating, target price of Rs 375 (+1%)Valuations are rich in the context of likely disruption in parts of the businessExpect 11.7% organic c/c revenue CAGR over FY25-28EExpects 90 bps EBITM expansion to 11.9% by FY2028ECompany has 11 US$20 mn+ clientsSees risks from GenAI adoption in CX services (40% of revenues)JP Morgan, Nomura On WiproNomuraRetains buy on Wipro with target price unchanged at Rs 310Acquisition to add Wipro’s existing ER&D service offerings and capabilitiesAcquisition to likely to increase footprint of Wipro in existing large accounts.Successful acquisition could add 280 bps to Wipro revenue in FY27FManagement indicated deal to could negatively impact EBIT margin by 50 bps in FY27FJP MorganMaintain Neutral rating, with a target price at 260Announced acquisition of Harmans Digital Transformation Solutions BusinessCompany provides ER&D services in specific areasConsideration is at EV Revenue multiple of 1.2 timesExpected to add 0.7% growth in FY26 and 2.3% growth in FY27ELikely margin Dilutive for WiproKotak Securities On SagilityInitiates buy on Sagility with target price Rs 56 and 24% upsideScalable play on streamlining US healthcare administrationScope of enhanced platform capabilities and better scale-up of new clientsHealthy margin profile; near term profitability pressure likelyAdapting well to broader shift across Industries to outcome-based engagements.Key risks: Higher client concentration, profitability pressure of clientsCLSA On Escort KubotaCLSA on Escort Kubota with target price at 3,624Localisation of Kubota and tractor market share gain the key objectives Remains confident of industry tractor growth of mid-high single digit for FY26 Growth to pick up from Oct-25 with rural spending being key triggerPotential cut in GST to boost consumer confidence Expected to gain lost market share with new launches in Southern IndiaKotak On Eclerx Initiates coverage on Eclerx with reduce with target price 4,000Co can leverage its excellent delivery to drive healthy growth Reinforcing its go to market strategy with greater presence onsite for account hunting Forecast constant currency revenue growth at 12.1% Expect 150 bps margin expansion over FY25-28 Values company at 24x FY27 P/EAllied Blenders, Arvind Fashions, Aditya Vision — Top Stock Picks By Systematix In Consumer Discretionary. Read more on Markets by NDTV Profit.