Largecap IT stocks as a value play? BNP Paribas’ Kumar Rakesh issues a reality check

May 2, 2026

BNP Paribas analyst Kumar Rakesh cautions that weak FY27 guidance, AI-led disruption, and stalled client spending challenge the IT sector’s “value” narrative. While buybacks and dividends provide support, earnings risks remain elevated, making selective stock picking crucial for investors.

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