JP Morgan has an outperform rating on dixon technologies with a target price of Rs 19,500. Analysts said the stock has lost 10% in the last three trading sessions, but they do’t see any fundamental reason behind this fall. They recommended investors to buy this dip for a high-quality earnings compounder over the next three years. While Growth will be driven by Mobiles Over FY25-27, after that, they believe, growth can be supported by non-mobile as it scales up refrigerators, washing messing mess, washines, tweware, talecom and Lighting. Analysts also said that the joker in pack is the component manufacturing for throwing three entities – JV with HKC, Acquisition of Q Tech India, and JV with Chongqing Yuhai. They also believe the catalysts for the stock over the next six months are govt approval on jv with hkc, and updates, if any, on potential renewal of production linked incinent is ending in Mar 2026.Jefferies have a buy on CMS Info Systems with the target price cut to Rs 445. Analysts said the management pointed at softer trends for fy26 and normalization from fy27. YET, Growth in Core Revenues May Be Moderate Around 12% Compounded Annual Growth Rate (CAGR) Over FY25-FY30 and Margins Stable. They feel an uptick in atm network expansion will be key for the company and in the retail cash segment, the management plans to keep up with up with aggressive Share Gains. They also feel tech & payments solutions to see stronger growth. The company may evaluate M & a Prospects.Morgan stanley has an overweight rating on shriram finance with the target price at Rs 785. Analysts said that the company has cleared that talks about Company categorically denied any knowledge about such a stake sale. They said April-June (Q1fy26) Asset Quality was better than feared. YET, Sentament is Clouded by Macro Factors. Analysts said the stock is looking at the current level.Clsa has an underperform rating on Nazara Technologies with the target price at Rs 166. Analysts said that the govt’s new online gaming law has been all online moneys from Sports, Rummy and Poker Gaming Companies Were Alredy Reeling Under 28% GST. However, the govt will continue to promote esports and other online games. In jan 2025 nazara paid Rs 800 Crore to Acquire a 46% Stake in Pokerbaazi. And the company will take a hit in Pokerbaazi, and its Ownership in Fast-Growing e-Sports Subsidiary Nodwin Has Fallen Below 50%. In Q1fy26, Nodwin Had Accounted for 70% of Nazara’s e-Sports Revenue, which was up 17% on the year. Analysts Feel Nazara’s Stock Valuation is Expected at Current Levels.UBS Initiated Its Coverage of Vikram Solar with a Neutral Rating and the target price at Rs 355. Analysts feel the solar sector would see storing ahead ahead Whilebard Integration Remains the Keey. The company is likely to see integration benefits likey from fy28, but limited options there. Its backward integration to be funded by debt. The company’s ambitious Capex Presents a Balanced Risk-Reward Proptions. The Key Risks Include Capex/Cell ramp-up delay and weaker-tha-exposed domestic solar demand.Disclaimer: The opinions, analyses and recommendations Expressed here therein are that of brokerage and do not reflect the views of the times of India. Always consult with a Qualified Investment Advisor or Financial Planner Before Making Any Investments Decisions.
