IT Stocks: Is The Worst Over? Kshitiz Mahajan Shares His Market View

Are IT stocks finally showing signs of a bottom? Kshitiz Mahajan, CEO of Complete Circle, shares his view on the IT sector amid tariff concerns, the evolving AI landscape and changing market sentiment. Mahajan says IT remains one of the key sectors to watch and believes prices could be bottoming out. He also points to the possibility of an “anti-AI trade” benefiting traditional IT businesses if current AI-related pressure begins to ease. For investors tracking the sector, Mahajan highlights the importance of valuations and earnings in determining whether IT stocks can see a meaningful rerating. He also discusses the broader market backdrop, including crude oil and geopolitical risks. Watch the full conversation for Kshitiz Mahajan’s take on IT stocks and the opportunities emerging across the sector.