Stock in Focus: Titan, Tata Motors, Paytm, Canara Bank and more – What analysts are recommending today

The market is witnessing active trading this week, with investors and analysts focusing on consumer, banking, infrastructure, and technology sectors.

According to Zee Business analysts Ansh Jogendra Bhilwar and Pooja Tripathi, Titan Company’s Q2 FY26 results are in the spotlight, showing strong growth across multiple segments.

Alongside Titan, several other stocks have received analyst recommendations based on quarterly updates, corporate developments, and technical trends.

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Here is a snapshot of key stock insights.

Titan Company: Analysts recommend buying Titan futures with a target price of Rs 3487 and a stop loss of Rs 3382.

The company’s total consumer business grew 20 per cent year-on-year, with domestic sales up 18 per cent and international sales rising 86 per cent.

Jewellery sales increased 19 per cent, watches 12 per cent, Eye Care 9 per cent, and CaratLane 30 per cent, while like-for-like growth in Tanishq and CaratLane remained in double digits.

Godrej Consumer: Recommended buy for 1160 put options with a target price of Rs 60 and a stop loss of Rs 32.

Consolidated revenue showed mid-single-digit growth, EBITDA was impacted due to GST transitions, and the standalone business showed mid-single-digit value growth with low-single-digit volume growth.

Tata Motors: Analysts suggest buying at a target price of Rs 711 and a stop loss of Rs 691.

The company is close to an agreement with the Shapoorji Pallonji Group, allowing the group to sell 4–6 per cent of its stake in Tata Sons, helping reduce its debt of Rs 30,000 crore.

Canara Bank: Buy recommendation with a target price of Rs 135 and a stop loss of Rs 126. UBS initiated coverage with a buy rating, highlighting strong growth outlook and healthy return on assets and equity.

Concor: Buy with a target price of Rs 542 and a stop loss of Rs 526. The company signed an agreement with UltraTech Cement for bulk cement transportation.

Union Bank: Recommended buy with a target price of Rs 142 and a stop loss of Rs 136 due to steady growth.

PNB: Buy at a target price of Rs 117 and a stop loss of Rs 112; banking fundamentals remain strong.

Paytm: Sell at a target price of Rs 1212 and a stop loss of Rs 1249. No merchant discount rate charges will be applied on UPI, which affects potential revenue visibility.

Brigade Enterprises: Buy with a target price of Rs 975 and a stop loss of Rs 908. The stock broke out after a five-session consolidation and is trading near June highs.

Titagarh: Buy futures at a target price of Rs 961 and a stop loss of Rs 918, continuing a four-session buying trend.

Astral (Call Option): Buy 1420 call options with a target price of Rs 80 and a stop loss of Rs 10. The stock has broken above the 50-day moving average and recorded higher lows over four sessions.

South Indian Bank: Buy with a target price of Rs 33.5 and a stop loss of Rs 30. The stock shows a triple-bottom breakout and is trading near a two-month high.

IRB Infrastructure Developers: Buy with a target price of Rs 44.5 and a stop loss of Rs 40. September gross toll collection rose 11 per cent year-on-year to Rs 557 crore, and the stock is near a key reversal area.

Lodha: Buy at a target price of Rs 1227 and a stop loss of Rs 1109. Q2 pre-sales increased 7 per cent year-on-year to Rs 4570 crore, collections rose 13 per cent to Rs 3480 crore, and the company is on track to meet FY26 guidance.

Keystone Realtors: Buy with a target price of Rs 630 and a stop loss of Rs 610. Pre-sales increased 9 per cent year-on-year to Rs 763 crore, collections rose 9 per cent to Rs 601 crore, area sold grew 9 per cent to 50 lakh sq. ft., and a new project was launched in Q2.

Torrent Power: Buy at a target price of Rs 1268 and a stop loss of Rs 1224. The stock broke out after four to five sessions of consolidation.

Bajaj Holdings: Buy with a target price of Rs 12,675 and a stop loss of Rs 11,900. The stock is recovering after a nine-session losing streak.

Federal Bank: Buy at a target price of Rs 206 and a stop loss of Rs 196. A double-bottom pattern has formed, but the breakout is yet to occur.