Infosys plunges 2%: Motilal Oswal, Nuvama see upto 36% upside on AI gameplan, 170 million new job prediction

The share price of Infosys is under pressure after the smart rally recent. The tech major revealed its AI game plan at the Investor AI Day 2026 on February 17. The event was closely tracked by the Street as management laid out its roadmap for Artificial Intelligence led growth. The big highlight was Nandan Nilekani predicting 170 million job creation potential compared to 92 million legacy job displacement.

Following this, brokerage houses such as Motilal Oswal and Nuvama Institutional Equities have reiterated their positive stance on the stock after the event, outlining what they see as structural opportunities ahead.

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