Infosys Bolsters AI Capabilities, Valuations Remain Below Historical Averages Amidst Industry Shift

Infosys has acquired Optimum Healthcare IT for up to $465 million and Stratus Global for $95 million, strengthening its capabilities in healthcare, IT, and P&C insurance. The deals add 2,050 employees and could add 1.2-2.25% to FY27 revenue. Analysts are net positive on the deals, although they may be earnings dilutive in the short term. The acquisitions deepen the integration of Infosys' AI Topaz and Cobalt cloud platform into new workflows.