Investment Screeners
Curated investment opportunities identified by the Vista Equity framework
Analyst Favorites
Highest conviction analyst recommendations
Current Price
158
Target Price
174
Upside
+9.7%
Analysts
21
Recommendation Rationale
Wipro's strategic pivot toward AI-led services and geographic diversification into Europe and APMEA supports long-term growth potential, though near-term performance is constrained by weak discretionary spending in the Americas and persistent margin pressures.
Current Price
1,233
Target Price
1,221
Upside
-1.0%
Analysts
17
Recommendation Rationale
Dr. Reddy's Laboratories is focused on diversifying its product portfolio and expanding into new markets, with potential growth from the anticipated U.S. approval of the abatacept biosimilar by December 2026. However, near-term challenges include declining Revlimid revenues and semaglutide supply disruptions.
Current Price
3,726
Target Price
3,580
Upside
-3.9%
Analysts
11
Recommendation Rationale
Siemens Ltd's strong order inflows and growth in Mobility and Smart Infrastructure segments are offset by margin pressures from commodity costs and currency fluctuations, leading analysts to maintain a cautious outlook.
Current Price
6,776
Target Price
6,644
Upside
-2.0%
Analysts
9
Recommendation Rationale
Robust demand in electrification and data centers drives ABB India's growth, but margin pressures from commodity costs and currency volatility challenge profitability, leading to a cautious outlook despite strong order inflows.
Current Price
3,392
Target Price
4,340
Upside
+27.9%
Analysts
8
Recommendation Rationale
Thermax's strategic pivot towards higher-margin private and export-oriented projects, particularly in the US data center market, supports long-term growth prospects despite near-term challenges from legacy project cost overruns and regulatory delays in Green Solutions.
Current Price
455
Target Price
503
Upside
+10.4%
Analysts
8
Recommendation Rationale
Strong volume growth and improved margins driven by pre-hike stocking and price increases support Berger Paints' stable outlook, despite competitive pressures and previous weak performance.
Current Price
3,089
Target Price
3,479
Upside
+12.6%
Analysts
7
Recommendation Rationale
Margin volatility and uneven vertical performance, particularly in the automotive and European markets, drive a cautious outlook for Tata Elxsi despite growth in media and communication and strategic AI investments.
Current Price
21
Target Price
21
Upside
+0.8%
Analysts
7
Recommendation Rationale
Yes Bank's strategic focus on accelerating loan growth and improving Net Interest Margins (NIMs) through higher-yielding assets underpins analyst concerns, despite challenges in deposit growth and Security Receipt recoveries impacting credit costs.
Current Price
416
Target Price
375
Upside
-9.8%
Analysts
7
Recommendation Rationale
BHEL's strategic pivot towards non-thermal sectors and improved execution efficiency supports its positive long-term outlook, despite execution risks tied to large-scale projects and dependency on government-led thermal expansions.
Current Price
1,530
Target Price
1,688
Upside
+10.4%
Analysts
6
Recommendation Rationale
Deepak Nitrite's strategic focus on backward integration and value-added product expansion supports operational excellence, yet global pricing volatility and heavy capital expenditure requirements pose significant risks to valuation and growth outlook.
Current Price
1,110
Target Price
1,174
Upside
+5.7%
Analysts
6
Recommendation Rationale
Execution of major programs like Akash and Astra is expected to drive Bharat Dynamics' revenue growth, yet dependency on imports and supply chain challenges pose significant risks to margins and project timelines.
Current Price
2,117
Target Price
2,239
Upside
+5.8%
Analysts
5
Recommendation Rationale
Balkrishna Industries' strategic market expansion and premium brand positioning drive demand growth in India and the Americas, yet margin pressures from raw material inflation and freight costs persist, challenging profitability.
Current Price
846
Target Price
890
Upside
+5.2%
Analysts
5
Recommendation Rationale
Cessation of the Mineral Bearing Land Tax in Tamil Nadu provides cost relief and enhances EBITDA margins for Ramco Cements, yet persistent competitive pressures and high leverage constrain earnings growth and valuation potential.
Current Price
708
Target Price
551
Upside
-22.1%
Analysts
5
Recommendation Rationale
Tata Technologies' strong order book and strategic focus on AI-led productivity and software-defined mobility support growth prospects, yet premium valuation and margin pressures from wage inflation and mobilization costs temper analyst enthusiasm.
Current Price
291
Target Price
365
Upside
+25.3%
Analysts
3
Recommendation Rationale
Relaxo Footwears' strategic focus on retail expansion and premium product positioning aims to offset input cost pressures and volume declines, yet execution risks and geopolitical uncertainties challenge near-term growth visibility.
Current Price
1,315
Target Price
1,225
Upside
-6.8%
Analysts
3
Recommendation Rationale
Cochin Shipyard's strategic capacity expansion and diversification into higher-margin ship repair services underpin positive long-term growth prospects, though near-term margin pressure and execution risks from large-scale projects pose challenges.
Current Price
2,113
Target Price
1,950
Upside
-7.7%
Analysts
3
Recommendation Rationale
Mazagon Dock Shipbuilders' strategic expansion into commercial shipbuilding through significant capacity projects in Dighi and Dugarajapatnam is supported by favorable government policies, yet faces execution risks and declining order book concerns.
Current Price
863
Target Price
550
Upside
-36.3%
Analysts
3
Recommendation Rationale
Varroc Engineering's strategic EV pivot and robust order book, with 55% attributed to EVs, support future revenue growth despite short-term profitability challenges from exceptional costs.
Current Price
611
Target Price
660
Upside
+7.9%
Analysts
2
Recommendation Rationale
Tata Chemicals' robust Indian standalone business, driven by strong domestic demand and strategic diversification into sodium-ion batteries, contrasts with margin pressures in international operations due to global soda ash oversupply and rising logistics costs.
Current Price
1,820
Target Price
1,915
Upside
+5.2%
Analysts
2
Recommendation Rationale
eClerx's AI-driven growth strategy and significant cross-sell and large-deal wins position it for expansion, yet execution risks and competitive pressures in tech services challenge revenue stability and margins.
Current Price
1,926
Target Price
1,926
Upside
+0.0%
Analysts
2
Recommendation Rationale
Bharat Forge's strategic pivot towards high-growth sectors like defense and aerospace is supported by a robust order book, but near-term margin pressures from cost inflation and execution risks in European restructuring challenge the outlook.
Current Price
1,252
Target Price
928
Upside
-25.9%
Analysts
2
Recommendation Rationale
Strong growth in the Ceramics division and strategic expansion into semiconductor and aerospace sectors underpin Carborundum Universal's outlook, despite margin pressures from high input costs and challenges with underperforming overseas assets.
Current Price
160
Target Price
205
Upside
+28.1%
Analysts
1
Recommendation Rationale
Margin pressure and execution delays overshadow Vikram Solar's growth initiatives, including backward integration and BESS market entry, amid rising input costs and competitive pricing challenges.
Current Price
302
Target Price
350
Upside
+16.0%
Analysts
1
Recommendation Rationale
Operational efficiency improvements and strategic brand integration with UltraTech Cement enhance India Cements' performance, yet high fuel costs and valuation concerns constrain analyst outlook.
Current Price
634
Target Price
700
Upside
+10.4%
Analysts
1
Recommendation Rationale
Sheela Foam's strategic expansion of exclusive brand outlets and focus on e-commerce growth are key drivers, though execution risks in transitioning to organized sectors and e-commerce profitability challenges temper analysts' outlook.
Current Price
133
Target Price
140
Upside
+5.6%
Analysts
1
Recommendation Rationale
Subdued growth prospects and competitive pressures on margins drive analysts' negative outlook for Heidelberg Cement.
Current Price
177
Target Price
169
Upside
-4.7%
Analysts
1
Recommendation Rationale
Record-high Ethyl Acetate spreads and capacity expansions at Dahej and Lote drive Laxmi Organic's strong Q1FY27 performance, but analysts caution on margin sustainability amid rising input costs and depreciation expenses.
Current Price
1,489
Target Price
1,400
Upside
-6.0%
Analysts
1
Recommendation Rationale
Dhoot Transmission's strategic focus on electrification and premium electronic components in the 2W and 3W segments supports its growth prospects, though cyclicality in the Indian automotive market and raw material cost volatility pose risks.