6 Stocks to buy in Q3FY26 earnings season with up to 35% upside potential

L&T Technology Services is seeing a mixed brokerage stance following a sharp revenue miss and a cut in FY26 growth guidance. Nomura has maintained a Reduce rating and lowered its target price to Rs 3,900 from Rs 4,100. HSBC has reiterated a Hold with a reduced target of Rs 4,745, while JP Morgan remains Neutral and has raised its target to Rs 4,650. Morgan Stanley continues with an Equal Weight rating and has trimmed its target to Rs 4,420, citing near-term growth headwinds but improving margins.

Brokerages remain largely positive on HDFC Life despite marginal estimate cuts. HSBC has maintained a Buy rating with a target of Rs 850, while JP Morgan also stays Overweight with a target of Rs 850. Jefferies continues to see stronger upside and has retained a Buy with a higher target of Rs 900. Goldman Sachs has reiterated its Buy call with a target of Rs 850, and Morgan Stanley remains Overweight with a target price of Rs 875.

Infosys continues to attract positive commentary from global brokerages after strong deal wins and improved growth visibility. JP Morgan has reiterated its Overweight rating and raised its target to Rs 2,050. UBS has maintained a Buy with a revised target of Rs 1,870, while CLSA has retained an Accumulate rating with a target of Rs 1,779. Morgan Stanley remains Equal Weight but has raised its target to Rs 1,760, and Goldman Sachs continues with a Neutral stance and a target of Rs 1,720.

Brokerages remain bullish on 360 ONE WAM, backed by strong net flows and rising AUM. Jefferies has reiterated its Buy rating with a target price of Rs 1,410, citing healthy client additions, strong retention and improving profitability.

Analysts continue to see upside in Groww following a strong quarterly performance. Jefferies has maintained a Buy rating and raised its target to Rs 195 from Rs 190, driven by higher revenues from new segments. Citi has also reiterated a Buy with a target of Rs 195, highlighting sustained market share gains across segments.

Tata Steel remains a preferred pick in the metals space for some brokerages. Macquarie has reiterated its Outperform rating and raised its target price to Rs 213 from Rs 207, reflecting improved outlook on steel realizations and operational performance.