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INSANE: Jefferies | Rare Historical Photos

Profit up 35%, shares down 15%: What went wrong at Bandhan Bank?

Bandhan Bank shares hit the 15% lower circuit despite a 35% jump in Q1 profit, as investors focused on the lender's sharp cut to its FY27 RoA guidance. Brokerages remained divided, with concerns over margin pressure and funding costs overshadowing stronger earnings and improved asset quality.

The Economic Times

InMobi appoints JPMorgan, Jefferies for nearly $1 billion IPO

The SoftBank Group Corp.-backed firm is likely to seek a valuation of $5 billion to $6 billion in a share offering, Bloomberg News reported last year, which would place it in the mid-range of Indian publicly traded tech firms.

The Economic Times

Fervo Energy Just Scored a New ‘Buy’ Rating. Here’s Why.

While Fervo Energy has stumbled since its IPO, Jefferies is tuning out the near-term noise and has flipped bullish on FRVO. Should investors follow suit?

Barchart

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HDFC Bank shares fall for 2nd day but Jefferies, others brokerages remain bullish. Should you buy the dip?

HDFC Bank shares extended losses for a second straight session after its Q1 FY27 earnings, but brokerages remain optimistic on the stock. Jefferies, Motilal Oswal, Nomura and JM Financial have retained their bullish ratings, with target prices implying upside of up to 35% from current levels.

The Economic Times

Cause for concern? HDFC Bank is lagging ICICI Bank where it matters as investors count Rs 5 lakh crore loss

HDFC Bank's stock has declined significantly this year, losing considerable investor value. Analysts note a widening operating gap between HDFC Bank and ICICI Bank. Margins are under pressure for HDFC Bank, while loan growth lags peers. ICICI Bank shows stronger earnings, better margins, and faster credit growth. Investors await margin…

The Economic Times

The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars

Elon Musk promised Optimus production will begin in July. He will deliver the Q2 earnings on July 22, and analysts will be looking for answers.

Barchart

AMD Stock Alert: What to Know Ahead of Advanced Micro Devices' AI Event This Week

Jefferies recommends buying AMD stock ahead of its AI event on July 22. Here’s what its analyst expects from AMD at the upcoming event.

Barchart

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FIIs and mutual funds increase stakes in Groww. Should you buy, sell, or hold?

Groww's parent, Billionbrains Garage Ventures, saw FIIs and mutual funds raise stakes in Q1FY27 as net profit surged 94% YoY, prompting Jefferies, JM Financial and Motilal Oswal to set a Rs 250 target price, implying about 21% upside from current levels.

The Economic Times

HDFC Bank shares crash 5%, wipe off Rs 70,000 cr from investor wealth. Why Jefferies, Nomura, others see up to 28% upside?

HDFC Bank shares fell sharply on Monday after its Q1FY27 earnings failed to impress investors, wiping out nearly Rs 70,000 crore in market value. Despite margin pressure and a muted market reaction, brokerages including Jefferies, Nomura, Motilal Oswal and Anand Rathi retained bullish ratings, seeing up to 28% upside in…

The Economic Times

Shopify's Quiet AI Strategy Could Be Its Biggest Advantage Yet

Jefferies upgraded Shopify to Buy with a $160 price target, citing its role in agentic commerce, ahead of an earnings report expected to show accelerating AI-driven orders.

MarketBeat

After record $29 billion selloff, FIIs buying India again. Chris Wood explains why

After a record $29 billion foreign selloff, FIIs have turned net buyers of Indian equities in July. Jefferies' Christopher Wood says the earlier outflows were driven by the AI-led rally in Korea and Taiwan, adding that sustained inflows will depend on the AI trade cooling or Indian valuations becoming more…

The Economic Times

Groww shares rebound 4% after Thursday's slump. Why are Jefferies, Motilal bullish on the stock?

Groww shares rebounded on Friday after a sharp decline in the previous session as brokerages remained upbeat following strong Q1FY27 earnings. Jefferies, JM Financial and Motilal Oswal reiterated Buy ratings, citing robust profit growth, improving operating leverage, market share gains and diversified revenue streams, with targets of Rs 250.

The Economic Times

RIL investors lose Rs 3.5 lakh crore this year. Can Q1 earnings bring the stock back to life?

Reliance Industries investors have lost significant wealth this year. The company's stock has faced pressure due to various business segment concerns. Upcoming first-quarter earnings results are crucial for investor sentiment. Analysts expect steady performance driven by oil-to-chemicals and digital services. Positive results could lead to a stock price rally and…

The Economic Times

Investors are watching Jio but Mukesh Ambani-led RIL’s Q1 surprise may come from refining

Reliance Industries' upcoming first-quarter earnings may depend on refining gains. Jio's steady expansion is expected to provide a stable growth engine for the company. Refining margins surged dramatically, raising expectations for the oil-to-chemicals business. However, planned refinery shutdowns could impact the full benefit of margin upswings. Investors will focus on…

The Economic Times

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The Economic Times

RIL Q1 preview: Will strong O2C performance drive overall earnings growth?

Reliance Industries is expected to post a steady June-quarter (Q1) performance, with brokerages projecting consolidated EBITDA growth of 4–10% year-on-year. The recovery is largely driven by the oil-to-chemicals (O2C) business, which is benefiting from stronger refining margins, improved petrochemical spreads, a weak rupee and SEZ refinery gains.

Barchart

Shopify Stock Just Scored a New ‘Buy’ Rating. Here's What to Know.

Shopify stock gains as Jefferies upgrades it to "Buy." Here’s how high it believes SHOP shares could realistically fly in 2026.

TechRadar

CEO of big memory chip maker says 2027 could be the 'worst year in the industry's history' — and other RAM crisis rumblings back up that dire prediction

Fresh RAM misery, including a seriously gloomy forecast from the boss of a big chip maker, intensifies fears that this crisis is here to stay.

The Economic Times

The great Adani trade is back with Rs 1.4 lakh crore bang! Why Adani Enterprises is Nifty’s hottest stock now

Adani Enterprises shares have rallied significantly this year, becoming Nifty's top performer. Investors are betting on its airports-to-copper portfolio to create new listed companies. The company recently raised substantial capital through a qualified institutional placement. This funding will support business expansion, debt repayment, and strategic investments. Analysts expect strong earnings…

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International Business Times

Airfares Up 20%: Delta CEO Says This Summer's Flight Prices Won't Fall

Airfare prices 2026 remain elevated after Delta Air Lines CEO Ed Bastian told CNBC on July 10 that the roughly 20% jump in domestic ticket prices is "sustainable," citing strong demand and four carriers controlling 73% of U.S. traffic — even as jet fuel costs are projected to fall 20%…

The Economic Times

NSE listing to "complete the trioka" and unlock value, drive governance upgrade: Report

A potential NSE listing is positioned as the final step to "complete the trioka" of India's market infrastructure, with forward-looking benefits expected in transparency, valuation discovery and global index inclusion, according to a research report by Jefferies.

Barchart

A $225 Million Reason to Sell FuelCell Energy Stock Now

FuelCell has priced a $225 million upsized public offering, leading to a sell-off.

The Economic Times

Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China

Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned to benefit from a rotation away from crowded AI winners, Wood believes picks-and-shovels companies will continue to outperform amid massive AI capex and uncertain monetisation.

Barchart

Alibaba Stock Just Got a Major Boost as Financials Justify Its CapEx

A strong pre-earnings update has shifted the conversation around Alibaba from spending concerns to AI-driven opportunity.

International Business Times

Markets Have Been Anything But Calm. Jefferies Thinks These Low-Stress Stocks Can Still Deliver Returns.

Jefferies says a group of established companies with healthy cash flow and limited momentum could offer investors a steadier place to ride out a volatile market.

The Economic Times

NSE IPO: 5 reasons Jefferies believes the exchange stands out globally

As NSE nears its IPO, Jefferies says its dominant market position and strong profitability set it apart from global peers.The brokerage expects the listing to attract significant investor interest.

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