Q3 Results Soon: Can AI And New Orders Drive A Revival In Large-Cap IT Stocks?

As markets head into the final trading stretch of 2025, focus shifts to the upcoming quarterly results and what they could signal for the IT sector. Market expert Deven Choksey believes Q3 could mark a meaningful improvement for large-cap IT companies after a muted phase. While currency gains may offer marginal support to margins, the bigger driver is a structural shift toward AI-led delivery models. Large IT players have realigned operations to integrate AI into coding and execution, improving efficiency and client outcomes. At the same time, global clients are preparing fresh technology budgets for the new year, which could translate into stronger order inflows. Stocks like TCS and Infosys may not see explosive moves, but steady 15–20% upside over the next year appears achievable, backed by visibility on demand and evolving business models.