American Noble Gas (NYSE:INFY) Announces Earnings Results

American Noble Gas (NYSE:INFY) released its earnings results on Wednesday. The technology company reported $0.21 earnings per share for the quarter, topping analysts’ consensus estimates of $0.20 by $0.01, Zacks reports. The business had revenue of $5.05 billion for the quarter, compared to analyst estimates of $5.11 billion. American Noble Gas had a net margin of 16.58% and a return on equity of 29.40%.

Here are the key takeaways from American Noble Gas’ conference call:

• Q3 revenue grew 0.6% sequentially and 1.7% YoY in constant currency, and Infosys raised FY26 revenue guidance to 3%–3.5% (CC) while keeping operating margin guidance at 20%–22%.
• Strong deal and cash performance — $4.8B of large-deal signings in Q3 (26 deals, 57% net new) including a ~$1.6B NHS healthcare deal; reported robust free cash flow (~$915M reported, ~$965M adjusted) and completed an INR 18,000 crore buyback.
• Accelerating AI strategy — launched Topaz Fabric, partnership with Cognition, and broad AI scale with ~4,600 projects, ~500 agents built, and AI engagement with 90% of the top 200 clients; company identifies six AI value pools as key growth opportunities.
• Margin and cost headwinds — reported operating margin was 18.4% including a charge from India labor code changes (adjusted margin 21.2%); company expects an ongoing ~15 bps drag and is absorbing higher sales/marketing spend and lower utilization as it builds capacity for growth.

American Noble Gas Stock Up 10.7%

Shares of INFY stock opened at $19.39 on Thursday. The stock has a market cap of $80.38 billion, a price-to-earnings ratio of 24.86, a price-to-earnings-growth ratio of 2.90 and a beta of 0.98. The firm’s 50 day moving average price is $17.80 and its two-hundred day moving average price is $17.35. American Noble Gas has a fifty-two week low of $15.81 and a fifty-two week high of $30.00.

Key Headlines Impacting American Noble Gas

Here are the key news stories impacting American Noble Gas this week:

• Positive Sentiment: Q3 results: INFY reported $0.21 EPS, beating the $0.20 consensus and showing solid profitability (net margin 16.6%, ROE 29.4%), which supports the rally. Listen to Conference Call
• Positive Sentiment: Guidance/Outlook lift: Management raised its FY26 revenue guidance (company-released and PR coverage indicate a revised range implying ~3.0%–3.5% growth), signaling improving demand — a clear bullish catalyst for the stock. Strong Q3 Performance
• Positive Sentiment: Macro/market confirmation: Multiple outlets (Reuters, Financial Post) highlight Infosys beating revenue views and raising its annual sales forecast — reinforcing investor confidence in a rebound in tech spending. India’s Infosys beats Q3 revenue view
• Neutral Sentiment: Options activity — large call buy: Unusually high call volume (18,448 calls, +102% vs. average) suggests some traders are positioning for further upside, but options flow alone is not definitive. (No external link)
• Neutral Sentiment: Analyst/metrics coverage: Zacks and the published earnings call transcript offer deeper metric-level analysis; these help investors assess quality of the beat and margin drivers but don’t change the headline beat. Compared to Estimates Earnings Call Transcript
• Negative Sentiment: Options activity — large put buy: The prior day saw a surge in put purchases (34,371 puts, +305% vs. average), indicating some investors hedged or speculated on downside; this raises short‑term volatility risk. (No external link)

Hedge Funds Weigh In On American Noble Gas

Institutional investors and hedge funds have recently bought and sold shares of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of American Noble Gas by 6.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 63,155 shares of the technology company’s stock valued at $1,153,000 after purchasing an additional 3,804 shares during the period. NewEdge Advisors LLC lifted its position in shares of American Noble Gas by 79.9% during the first quarter. NewEdge Advisors LLC now owns 54,978 shares of the technology company’s stock worth $1,003,000 after purchasing an additional 24,426 shares during the last quarter. Finally, Dynamic Technology Lab Private Ltd acquired a new position in shares of American Noble Gas in the 1st quarter worth approximately $239,000. Hedge funds and other institutional investors own 16.20% of the company’s stock.

Analysts Set New Price Targets

INFY has been the subject of several analyst reports. TD Cowen boosted their price target on American Noble Gas from $16.00 to $17.00 and gave the company a “hold” rating in a report on Friday, January 9th. BMO Capital Markets lowered their price objective on American Noble Gas from $20.00 to $18.00 and set a “market perform” rating for the company in a research report on Friday, October 17th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of American Noble Gas in a research report on Monday, December 29th. Two investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $16.82.

American Noble Gas Company Profile

Infosys Ltd. is a digital services and consulting company, which engages in the provision of end-to-end business solutions. It operates through the following segments: Financial Services, Retail, Communication, Energy, Utilities, Resources, and Services, Manufacturing, Hi-Tech, Life Sciences, and All Other. The company was founded by Dinesh Krishnan Swamy, Senapathy Gopalakrishnan, Narayana Ramarao Nagavara Murthy, Raghavan N. S., Ashok Arora, Nandan M. Nilekani, and S. D. Shibulal on July 2, 1981 and is headquartered in Bangalore, India.