Infosys has unveiled 'Ally', an artificial intelligence-powered chatbot designed to transform the tennis fan experience through advanced digital engagement capabilities. The launch marks a significant milestone in the company's sports technology initiatives, coinciding with the extension of its partnership with the Association of Tennis Professionals (ATP) through 2028.

AI-Powered Fan Engagement Solution

The newly launched 'Ally' chatbot leverages artificial intelligence to deliver comprehensive tennis-related services to fans worldwide. The platform is engineered to provide real-time insights and facilitate interactive conversations, enabling tennis enthusiasts to access tournament information, player statistics, and match updates through an intuitive conversational interface.

Extended ATP Partnership Framework

The launch of 'Ally' aligns with Infosys' extended partnership agreement with the ATP, which now runs through 2028. This strategic collaboration reinforces the company's position as a key technology partner in professional tennis, building upon its existing digital transformation initiatives within the sport.

Technology Integration and Capabilities

'Ally' represents Infosys' commitment to advancing sports technology through artificial intelligence applications. The chatbot's interactive chat functionality is designed to enhance fan engagement by providing:

• Real-time tournament insights and updates
• Interactive conversational experiences
• Comprehensive tennis-related information access
• Enhanced digital fan engagement tools

Strategic Impact on Sports Technology

The introduction of 'Ally' demonstrates Infosys' continued investment in innovative technology solutions for the sports entertainment industry. The AI chatbot serves as a bridge between traditional tennis viewing experiences and modern digital engagement expectations, positioning the company at the forefront of sports technology innovation.

This development reinforces Infosys' role as a technology enabler in professional tennis, extending its digital transformation capabilities beyond traditional IT services into specialized sports entertainment applications through the extended ATP partnership framework.

Motilal Oswal has maintained its BUY rating on Infosys with a target price of ₹2,150, citing significant upside potential driven by artificial intelligence services deployment and strategic partnerships.

Investment Outlook and Valuation

The brokerage firm has set ambitious expectations for the IT services sector, particularly highlighting 2026 as a transformative year for enterprise AI adoption. Motilal Oswal's analysis suggests that Indian IT services companies are well-positioned to capitalize on this emerging trend.

Strategic AI Partnership

A key highlight in Motilal Oswal's assessment is Infosys's recent strategic collaboration with Cognition. This partnership involves deploying DEVIN, described as Cognition's "AI software engineer," across Infosys's internal teams and client delivery operations. The collaboration represents a significant step toward integrating advanced AI capabilities into traditional IT service delivery models.

Market Positioning and Growth Drivers

Despite acknowledging that near-term demand signals remain choppy, Motilal Oswal's research indicates that the AI services layer is gradually taking shape across the industry. The firm's upgrade note from November 24th, 2025, titled "Time to buy the next cycle," emphasizes the potential for enterprises to begin large-scale AI deployment in 2026.

Investment Rationale

Motilal Oswal's bullish stance on Infosys stems from several factors:

• Valuation Attractiveness: Current valuations present favorable risk-reward dynamics
• AI Integration: Strategic positioning in the emerging AI services market
• Market Leadership: Maintained status as top pick among tier-1 IT companies
• Future Growth Potential: Anticipated benefits from enterprise AI adoption cycle

The brokerage firm's analysis suggests that at current market valuations, the upside risks meaningfully outweigh potential downside risks, supporting their continued BUY recommendation and ₹2,150 target price for the stock.