What drove Infosys's stock surge on January 16, 2026?

Infosys's stock surged due to an unexpected increase in its fiscal 2026 revenue forecast and the securing of AI-led deals.

Which companies has Infosys won AI deals with?

Infosys has won AI-led deals with Adobe and Siemens AG.

How is Infosys performing in the current fiscal year?

Infosys raised its revenue growth forecast for fiscal 2026 to 3%-3.5%, indicating positive momentum.

Home / Business and Economy / Infosys Surges on AI Deals & Raised Forecast

Infosys Surges on AI Deals & Raised Forecast

16 Jan

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Summary

Infosys raised its fiscal 2026 revenue forecast unexpectedly.
The company secured AI-led deals with Adobe and Siemens.
Its order book for deals over $50 million reached a two-year high.

Infosys Surges on AI Deals & Raised Forecast

Infosys experienced a significant 5% stock increase on Friday, January 16, 2026, after revising its fiscal 2026 revenue forecast upwards. This move is being interpreted as a positive indicator for India's broader IT sector, with AI-driven collaborations fueling new business opportunities.

The company's strategic focus on vendor consolidation and its robust AI offerings have positioned it favorably against competitors. Evidence of this success includes recent AI-led deals with prominent companies such as Adobe and Siemens. Furthermore, Infosys reported that its order book for contracts valued at over $50 million has climbed to $4.8 billion, the highest in two years.

This upward revision in forecast, from an expected 2%-3% to 3%-3.5% for the fiscal year ending March 31, 2026, suggests continued client investment in technology. This follows a similar positive signal from rival Tata Consultancy Services earlier in the week, indicating a general strengthening of demand within the financial services segment, which constitutes nearly a third of Infosys's revenue.