TCS, Wipro to HCL Tech: Why Are Experts Bullish on IT Stocks After AI Summit 2026, Infosys Collaboration with Anthropic?

Why It Matters

The partnership accelerates AI‑driven service offerings, positioning Indian IT firms for sustained growth and higher valuation multiples.

Key Takeaways

• Infosys partners with Anthropic for generative‑AI integration
• TCS, Wipro, HCL Tech see stock upgrades post‑AI summit
• AI services expected to boost margins by double‑digit percentages
• Investors view AI collaborations as long‑term revenue catalysts

Pulse Analysis

The AI Summit 2026 served as a turning point for India’s technology services sector, showcasing how large‑language models can be woven into traditional consulting and outsourcing frameworks. While many global players scramble to acquire AI talent, Indian firms are leveraging strategic alliances—like Infosys’ deal with Anthropic—to fast‑track capability development without the overhead of in‑house research labs. This approach not only reduces time‑to‑market but also offers clients ready‑made AI solutions that can be customized for industry‑specific challenges.

From a financial perspective, the infusion of generative‑AI tools is expected to lift operating margins across the top tier IT firms. Analysts project that AI‑enhanced automation and code generation will cut delivery costs, while premium AI consulting services command higher fees. Consequently, earnings forecasts for TCS, Wipro and HCL Tech have been revised upward, prompting several brokerage houses to raise price targets. The market’s renewed optimism is reflected in a modest but consistent uptick in stock prices, reversing the broader tech sell‑off that followed earlier AI‑related volatility.

Strategically, the Infosys‑Anthropic collaboration signals a broader industry trend toward ecosystem partnerships rather than isolated AI development. By integrating Anthropic’s Claude models, Infosys can offer end‑to‑end AI pipelines—from data preparation to model deployment—enhancing its value proposition for enterprise clients. This partnership also positions Indian IT firms as credible AI service providers on the global stage, attracting multinational contracts and fostering cross‑border talent exchange. For investors, the convergence of AI expertise and established delivery capabilities presents a compelling growth narrative that could redefine the competitive landscape of the IT services market.

TCS, Wipro to HCL Tech: Why are experts bullish on IT stocks after AI Summit 2026, Infosys collaboration with Anthropic?

Indian IT firms are poised for growth through AI integration, as demonstrated by Infosys' collaboration with Anthropic, according to experts, after the massive tech rout amid AI‑fuelled fears. · By Saloni Goel

Infosys‑Anthropic collaboration is being viewed as a shift in the IT sector’s AI strategy. (Pixabay)