IT Stocks Mein Ghabrahat: AI ka Darr, Nifty IT Girta Hua!

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AuthorIshaan Verma|Published at:
IT Stocks Mein Ghabrahat: AI ka Darr, Nifty IT Girta Hua!
Overview

Yaar, India ke IT stocks mein aajkal bhari ghabrahat hai. AI ko lekar jo naya darr bana hai, uske chalte Nifty IT index ne sirf 4 din mein **9%** gira diya hai aur 3 mahine ka sabse low level chhoo liya hai. Badi companies jaise TCS, Infosys bhi isse bach nahi paayi hain.

AI ka naya darr IT stocks par bhari pad gaya hai!

Dekho bhai, ye jo Artificial Intelligence (AI) ka naya scene bana hai na, isne Indian IT sector mein tension badha di hai. Nifty IT index pichle 4 trading sessions mein lagbhag 9% neeche aa gaya hai, aur Friday ko toh 35,211.95 ke level par aa gaya, jo pichle 3 mahine ka sabse low hai. Ye Nifty 50 ke comparison mein kaafi zyada giri hai.

Yeh sab shuru hua jab Palantir Technologies ne kaha ki AI software models aur bade projects, jaise SAP migrations, ko saalon ki jagah hafte mein nipatane mein madad kar sakta hai. Isse investors ko dar lagne laga ki kahin AI sab kaam automate na kar de aur IT companies ki earning kam na ho jaye. Duniya bhar mein bhi yehi hawa hai, America mein Nasdaq bhi 1.8% gira tha 5 February ko.

Iske chalte, Persistent Systems, Coforge, aur Oracle Financial Services jaise stocks 4% tak gire hain. TCS, Infosys, aur HCL Technologies bhi 2% se 3% tak neeche aaye hain. Hexaware Technologies toh 11% gir kar apne all-time low par pahunch gaya.

Kya Sector Sambhal Lega?

Par suno, jo bade analysts hain na, jaise ICICI Securities aur Motilal Oswal, woh keh rahe hain ki itna ghabrane ki zaroorat nahi hai. Ye IT sector pehle bhi cloud computing aur digital transformation jaise bade changes se guzar chuka hai aur hamesha naye tareeke se adapt karta raha hai. Shayad abhi market mein thoda dar ka mahol hai, lekin long term mein companies theek kar sakti hain.

AI ek threat se zyada ek naya evolution hai, jisme companies ko system integration, data modernization jaise kaam mein abhi bhi bahut scope hai. Motilal Oswal toh keh raha hai ki mid-2026 tak AI services deals mein badhotri dekhne ko mil sakti hai.

Filhaal, Nifty IT index ka 1 saal ka return -10.90% hai, jo dikhata hai ki situation abhi tough hai. Lekin companies ko bas ye dekhna hai ki woh AI ko kitni jaldi apne business mein integrate kar paati hain.

Valuation Ka Kya?

Abhi jo girawat aayi hai, uske baad companies ke valuations par bhi nazar hai. Jaise TCS ka P/E ratio lagbhag 22.82, Infosys ka 23.27, HCL Technologies ka 26.81, aur Wipro ka 19.19 hai. Sector ka average P/E 24.41 ke aas-paas hai.

Haan, kuch valuations thode high lag sakte hain, par TCS jaise companies ka Q3 FY2026 mein ₹67,087 crore ka revenue dikhata hai ki unka business strong hai. Abhi sabse bada test ye hai ki ye companies AI ko use karke kaise naye revenue streams bana paati hain. Historiy dekhi jaaye toh IT sector ne hamesha badlav ko mauke mein badla hai, toh shayad short term mein thoda upar-neeche ho, par future mein opportunities phir milengi.

Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.