HSBC has a buy on SBI with the target price at Rs 960. Analysts said the lender had an in-line operating performance during the April-June quarter (Q1) when strong treasury income led to profit after tax (PAT) beat whereas asset quality trends were contained. They feel the banking major is well-positioned to deliver healthy loan growth, protect net interest margin (NIM) aided by capital raise, higher loan-to-deposit ratio and lower liquidity.UBS initiated its coverage on HDB Financial with a neutral rating and a target price of Rs 790. Analysts feel the NBFC has a strong franchise but the stock is fairly valued. They forecast mid-teen assets growth over FY25-FY28. The NBFC has a diversified portfolio with significant cyclicality, but asset quality direction in the near term is the most important monitorable.Jefferies maintained an underperform rating on Tata Motors with the target price cut to Rs 550 from Rs 600 earlier. Analysts said the auto major announced a big miss in Q1 numbers amid rising headwinds. Its Q1 earnings before interest, taxes, depreciation and amortisation (EBITDA) fell to a 10-quarter low. They see multiple headwinds across businesses with JLR facing increased competition and consumption tax in China, higher warranty costs and battery electric vehicle transition. Also, its key models are starting to age.Morgan Stanley maintained an equal-weight rating on Manappuram Finance with the target price at Rs 270. Analysts said the gold loan major continued to see transition pains as it pivoted back to gold loans. It has a target of 75% of consolidated AUM and 18-19% gold loan yields like peers. Analysts cut Manappuram Finance’s FY26-FY28 consolidated earnings per share (EPS) estimate by 14% each due to a miss at Asirvad and lower standalone gold loan yields.Motilal Oswal Securities maintained a neutral rating on Info Edge with the target price raised to Rs 1,380 from Rs 1,350. Analysts said Info Edge’s Q1 numbers were steady despite uneven hiring demand. They feel its margins are likely capped due to high marketing spend, while non-recruitment growth offsets moderation in the recruitment segment. They see limited margin expansion in the near term. They also feel the company’s growth-led investments to continue, which are dependent on a recruitment rebound.Disclaimer: The opinions, analyses and recommendations expressed herein are those of brokerage and do not reflect the views of The Times of India. Always consult with a qualified investment advisor or financial planner before making any investment decisions.