9 Stocks To Buy For Long Term: Motilal Oswal shares top picks for 2026; CEAT, AU Small Finance and TCS on list

AU Small Finance Bank is rated Buy by Motilal Oswal. The stock is trading at a current market price (CMP) of Rs 994.75. The brokerage has set a target price of Rs 1,250, implying an upside of around 25.66 per cent. Motilal Oswal remains positive on the bank’s improving asset quality, steady credit growth and strong retail-focused franchise, which continue to support earnings visibility over the medium to long term.

Tyre major CEAT is also a Buy call. The stock is currently trading at Rs 3,546, while Motilal Oswal’s target price stands at Rs 4,579. This translates into an upside potential of around 29.13 per cent. The brokerage expects margin improvement driven by easing raw material costs, steady demand from the replacement segment and improving profitability in international operations.

Tech Mahindra is trading at a CMP of Rs 1,684.40. Motilal Oswal has a target price of Rs 2,350, which implies a strong upside of around 39.52 per cent. The brokerage believes the company is well placed to benefit from a gradual recovery in discretionary IT spending, improved deal wins and execution-led margin expansion over the next few years.

Large-cap IT major Infosys is rated Buy with a target price of Rs 2,200. The stock is currently trading at Rs 1,655.10, implying an upside of around 32.92 per cent. Motilal Oswal remains constructive on Infosys’ strong balance sheet, large deal pipeline and improving revenue visibility as global tech spending stabilises.

HCL Technologies continues to be one of Motilal Oswal’s preferred large-cap IT picks. The stock is trading at Rs 1,680.90, while the target price is Rs 2,200, indicating an upside of around 30.88 per cent. The brokerage highlights HCL Tech’s diversified service mix, strong engineering and R&D portfolio, and robust deal wins, which are expected to support steady growth and margin resilience.

India’s largest IT services exporter, Tata Consultancy Services, is trading at a CMP of Rs 3,122. Motilal Oswal has maintained a Buy rating with a target price of Rs 4,400, implying an upside of around 40.94 per cent. The brokerage values TCS for its earnings stability, strong cash generation and ability to protect margins even in a challenging global demand environment.

APL Apollo Tubes is trading at Rs 1,872. Motilal Oswal’s target price of Rs 2,260 suggests an upside of around 20.73 per cent. The brokerage remains positive on the company’s leadership in structural steel tubes, capacity expansion plans and improving export contribution, which are expected to drive long-term earnings growth.

Auto major Mahindra and Mahindra is currently trading at Rs 3,560. Motilal Oswal has set a target price of Rs 4,521, implying an upside of around 26.99 per cent. The brokerage expects strong growth in SUV volumes, a healthy product pipeline across ICE and EV segments, and operating leverage to support earnings momentum.

Titan Company is trading at Rs 4,090.70. With a target price of Rs 5,000, Motilal Oswal sees an upside of around 22.23 per cent. The brokerage remains bullish on Titan’s long-term growth prospects, supported by jewellery-led expansion, premiumisation, and new growth avenues such as lab-grown diamonds.