Infosys launches Columbia AI center. Goldman cuts target to USD 10.40 for Infosys stock

Published on 10/15/2026 at 11:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Infosys grew first-quarter revenue 2.8 percent year over year. Infosys stock costs EUR 10.50 on October 15, 2026 before October 23 results.

AI collaboration and financial calendar

Infosys announced its Columbia University collaboration on October 1, 2026.
Fiscal first-quarter revenue reached USD 5.08 billion, up 2.8 percent year over year.
Infosys stock was trading at EUR 10.50 at 11:18 a.m. CEST at Lang & Schwarz on October 15, 2026.

Infosys, US4567881085, Illustration mit AI erstellt.

Infosys (US4567881085) was trading at EUR 10.50 at Lang & Schwarz on October 15, 2026 at 11:18 a.m. CEST. The company launched a Columbia University AI collaboration on October 1, 2026, while Goldman Sachs cut its target from USD 11.70 to USD 10.40. For investors, the next test is the September quarter.

AI center adds a strategic angle

According to Infosys on October 1, 2026, the collaboration includes the Infosys Topaz - Columbia University Enterprise AI Center. The center will support research into AI-first processes, responsible AI and AI for marketing. The announcement gives the company's AI strategy a concrete academic and research component, although it does not include a contract value or revenue target.

What does October 23 mean for margins?

The answer depends on whether Infosys can protect the operating performance reported for its first quarter. Zacks reported revenue of USD 5.08 billion for the fiscal first quarter, up 2.8 percent year over year, while operating margin reached 21.1 percent. Infosys kept its fiscal 2027 operating-margin guidance at 20% to 22% and narrowed constant-currency revenue-growth guidance to 1.5% to 3%.

Three events shape the setup

On July 23, 2026, Infosys reported fiscal first-quarter revenue of USD 5.08 billion. On October 1, 2026, it announced the Columbia University collaboration. On October 23, 2026, the company is scheduled to present results for the quarter and half-year ended September 30, 2026, giving investors a new margin and growth reference.

Dates for the calendar

ET Now reported that the board meeting is scheduled for October 22 and October 23, 2026, with the results and investor call planned for October 23. The trading window is scheduled to reopen on October 26, 2026.

Goldman target keeps valuation in view

Markets Insider reported on October 1, 2026, that Goldman Sachs lowered its Infosys target to USD 10.40 from USD 11.70 and kept a Neutral rating. The change places greater emphasis on execution, margins and the upcoming September-quarter figures.

Infosys stock holds at EUR 10.50

The primary listing is on the NYSE, where the stock was last quoted at USD 11.48 on October 14, 2026 at 4:00 p.m. ET. Infosys had a market capitalization of USD 46.6 billion and a 52-week range of USD 10.12 to USD 30.00 as of October 14, 2026. The stock was trading at EUR 10.50 at Lang & Schwarz on October 15, 2026 at 11:18 a.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of Infosys stock.