{"id":14010,"date":"2025-08-25T13:29:14","date_gmt":"2025-08-25T07:59:14","guid":{"rendered":"https:\/\/trending.niftytrader.in\/?p=14010"},"modified":"2025-08-25T16:28:24","modified_gmt":"2025-08-25T10:58:24","slug":"tcs-shares-jump-jpmorgan-upgrade-24-upside","status":"publish","type":"post","link":"https:\/\/www.niftytrader.in\/markets\/tcs-shares-jump-jpmorgan-upgrade-24-upside\/","title":{"rendered":"TCS Shares Gain After JPMorgan Upgrade"},"content":{"rendered":"<p data-start=\"523\" data-end=\"850\">Shares of Tata Consultancy Services (TCS) gained nearly 3% on Monday, August 25, after global brokerage firm JPMorgan upgraded the stock to \u201coverweight\u201d from \u201cneutral\u201d. The firm also raised its price target to \u20b93,800 per share from \u20b93,650, signaling a 24.4% upside from Friday\u2019s closing price of \u20b93,054.7.<\/p>\n<h2 data-start=\"852\" data-end=\"893\">Why JPMorgan Turned Positive on TCS<\/h2>\n<p data-start=\"895\" data-end=\"1125\">According to JPMorgan, TCS has underperformed Nifty by 29% and Nifty IT by 6% in 2025 so far. This underperformance was mainly due to successive earnings downgrades, weak revenue growth, and narrowing profit margins.<\/p>\n<p data-start=\"1127\" data-end=\"1340\">However, the brokerage emphasized that TCS\u2019s business model remains intact. It expects a growth recovery in the second half of FY26, supported by margin improvements and better global business sentiment.<\/p>\n<p>Also Read: <a href=\"https:\/\/www.niftytrader.in\/content\/infosys-upgrade-nifty-it-rises-2-5\/\">Infosys Shares Rise After Upgrade, IT Stocks Lead Market Rally<\/a><\/p>\n<h2 data-start=\"1342\" data-end=\"1375\">Growth and Earnings Outlook<\/h2>\n<p data-start=\"1377\" data-end=\"1703\">JPMorgan has moderated its international constant currency growth forecast to 0% for FY26 and 5% for FY27, but increased its margin estimates by 55 basis points in FY26 and 57 basis points in FY27. This margin expansion is expected to drive a 2%\u20133% earnings-per-share (EPS) upgrade over the next three years.<\/p>\n<p data-start=\"1705\" data-end=\"1865\">The brokerage believes that TCS\u2019s growth expectations have bottomed out and the company is positioned to benefit from a potential turnaround in IT demand.<\/p>\n<h3 data-start=\"1867\" data-end=\"1897\">Market Insights &amp; Update<\/h3>\n<p data-start=\"1899\" data-end=\"2163\">The upgrade boosted market sentiment, with TCS emerging among the top gainers on the Nifty 50. Analysts note that a recovery in the IT sector could further drive momentum in large-cap IT stocks, especially with global clients resuming discretionary spending.<\/p>\n<p data-start=\"2170\" data-end=\"2191\">Key Insights:<\/p>\n<ul data-start=\"2192\" data-end=\"2411\">\n<li data-start=\"2192\" data-end=\"2249\">\n<p data-start=\"2194\" data-end=\"2249\">JPMorgan upgrades TCS to <em data-start=\"2219\" data-end=\"2231\">overweight<\/em> from <em data-start=\"2237\" data-end=\"2246\">neutral<\/em>.<\/p>\n<\/li>\n<li data-start=\"2250\" data-end=\"2311\">\n<p data-start=\"2252\" data-end=\"2311\">Target price raised to \u20b93,800 per share (24% upside).<\/p>\n<\/li>\n<li data-start=\"2312\" data-end=\"2358\">\n<p data-start=\"2314\" data-end=\"2358\">Growth recovery expected from H2 FY26.<\/p>\n<\/li>\n<li data-start=\"2359\" data-end=\"2411\">\n<p data-start=\"2361\" data-end=\"2411\">EPS upgrade of 2%\u20133% projected over 3 years.<\/p>\n<\/li>\n<\/ul>\n<p><i>Click here to explore: <a href=\"https:\/\/www.niftytrader.in\/stocks-price\/tcs\">Tata Consultancy Services (TCS) Share Price<\/a><\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Shares of Tata Consultancy Services (TCS) gained nearly 3% on Monday, August 25, after global brokerage firm JPMorgan upgraded the stock to \u201coverweight\u201d from \u201cneutral\u201d. The firm also raised its price target to \u20b93,800 per share from \u20b93,650, signaling a 24.4% upside from Friday\u2019s closing price of \u20b93,054.7. Why JPMorgan Turned Positive on TCS According [&hellip;]<\/p>\n","protected":false},"author":7,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[615],"tags":[],"ppma_author":[1384],"class_list":{"0":"post-14010","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-stock-market-news"}," _eael_post_view_count":0,"authors":[{"term_id":1384,"user_id":7,"is_guest":0,"slug":"jitesh-kanwariya","display_name":"Jitesh Kanwariya","avatar_url":{"url":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/08\/Jitesh-Kanwriya.jpeg","url2x":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/08\/Jitesh-Kanwriya.jpeg"},"0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":""}],"_links":{"self":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/14010","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/comments?post=14010"}],"version-history":[{"count":3,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/14010\/revisions"}],"predecessor-version":[{"id":14030,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/14010\/revisions\/14030"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media\/14011"}],"wp:attachment":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media?parent=14010"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/categories?post=14010"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/tags?post=14010"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/ppma_author?post=14010"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}