I.T. Stocks Ready For A Comeback? Expert Picks Persistent, LTIM & Coforge For Long Term

After months of volatility, I.T. stocks are showing signs of recovery following the latest earnings season. While the sector remains under pressure in the short term, experts believe select mid-cap I.T. companies now offer attractive long-term opportunities. Gaurav Sharma, Vice President & Head of Research, Globe Capital, has turned positive on the sector and prefers Persistent Systems, LTIMindtree, and Coforge for investors with a one- to two-year horizon. He believes the recent correction has created attractive entry points, while growing AI-led business opportunities could support future earnings. However, he cautions that AI contracts are shorter in duration, requiring companies to continuously win new deals to sustain growth and profitability.