Select stocks in focus as brokerages flag opportunities amid uneven sentiment

Stock-specific action remained pronounced on Tuesday, with brokerages identifying a clutch of companies where earnings visibility and sectoral tailwinds could drive near-term performance. Even as the broader market extended gains, analysts advised a selective approach, citing uneven sentiment across sectors.

Among the names in focus, Fractal Analytics has drawn attention for its positioning in the artificial intelligence and data analytics space. Brokerages point to improving margins and a strong order pipeline as factors that could support growth, particularly as enterprises scale up digital spending.

ITC, however, continues to face pressure. Concerns around taxation and subdued sentiment in its core cigarette business have weighed on the stock, even as the company’s diversified portfolio offers some cushion. Analysts remain divided on near-term triggers, with clarity on regulatory developments seen as key.

In the energy and infrastructure space, companies such as Tata Power, Coal India, and Power Grid Corporation are being tracked closely. Movement in global commodity prices, particularly crude, and policy signals around infrastructure spending are expected to influence these stocks.

Market participants say the current phase is increasingly driven by company-specific factors rather than broad sectoral trends. Earnings visibility, balance sheet strength, and execution remain central to stock selection, especially at a time when external uncertainties continue to shape overall sentiment.

While the broader market tone has improved, the divergence across sectors underscores the need for calibrated positioning, with investors balancing opportunities against lingering risks.