JP Morgan has an outperform score on Dixon Applied sciences with a goal worth of Rs 19,500. Analysts stated the inventory has misplaced round 10% within the final three buying and selling classes, however they don’t see any elementary purpose behind this fall. They beneficial traders to purchase this dip for a high-quality earnings compounder over the subsequent three years. Whereas progress shall be pushed by mobiles over FY25-27, after that, they consider, progress will be supported by non-mobile because it scales up fridges, washing machines, IT {hardware}, telecom and lighting. Analysts additionally stated that the joker in pack is the element manufacturing foray by means of three entities – JV with HKC, acquisition of Q Tech India, and JV with Chongqing Yuhai. In addition they consider the catalysts for the inventory over the subsequent six months are govt approval on JV with HKC, and updates, if any, on potential renewal of manufacturing linked incentive (PLI) scheme for mobiles that’s ending in Mar 2026.Jefferies has a purchase on CMS Information Methods with the goal worth lower to Rs 445. Analysts stated the administration pointed at softer tendencies for FY26 and normalisation from FY27. But, progress in core revenues could also be reasonable round 12% compounded annual progress fee (CAGR) over FY25-FY30 and margins secure. They really feel an uptick in ATM community enlargement shall be key for the corporate and within the retail money section, the administration plans to maintain up with aggressive share beneficial properties. In addition they really feel tech & cost options to see stronger progress. The corporate might consider M&A prospects.Morgan Stanley has an chubby score on Shriram Finance with the goal worth at Rs 785. Analysts stated that the corporate has clarified that talks a couple of potential majority stake sale was unfounded and the corporate categorically denied any data about such a stake sale. They stated April-June (Q1FY26) asset high quality was higher than feared. But, sentiment is clouded by macro components. Analysts stated the inventory is wanting attractively valued on the present degree.CLSA has an underperform score on Nazara Applied sciences with the goal worth at Rs 166. Analysts stated that the govt.’s new on-line gaming legislation has barred all on-line cash video games from Oct 1. Fantasy sports activities, rummy and poker gaming corporations have been already reeling beneath 28% GST. Nevertheless, the govt. will proceed to advertise esports and different on-line video games. In Jan 2025 Nazara paid Rs 800 crore to amass a 46% stake in PokerBaazi. And the corporate will take successful in PokerBaazi, and its possession in fast-growing e-sports subsidiary Nodwin has fallen beneath 50%. In Q1FY26, Nodwin had accounted for 70% of Nazara’s e-sports income, which was up 17% on the 12 months. Analysts really feel Nazara’s inventory valuation is pricey at present ranges.UBS initiated its protection of Vikram Photo voltaic with a impartial score and the goal worth at Rs 355. Analysts really feel the photo voltaic sector would see robust progress forward whereas backward integration stays the important thing. The corporate is prone to see integration advantages probably from FY28, however restricted alternative thereafter. Its backward integration to be funded by debt. The corporate’s formidable capex presents a balanced risk-reward proposition. The important thing dangers embrace capex/cell ramp-up delay and weaker-than-expected home photo voltaic demand.Disclaimer: The opinions, analyses and suggestions expressed herein are these of brokerage and don’t mirror the views of The Occasions of India. At all times seek the advice of with a professional funding advisor or monetary planner earlier than making any funding selections.