New Delhi, January 27, 2026 – Investors are eyeing a dynamic trading week as markets open with fresh recommendations. Motilal Oswal Financial Services Ltd. has spotlighted key stocks for the week. ICICI Bank and Tata Steel emerge as top picks. This news shapes market sentiment early in the week. Many other companies are also in focus.
Featured Stocks: Motilal Oswal’s Top Calls
Motilal Oswal highlights ICICI Bank. Its strong retail and corporate franchise is a major draw. Disciplined risk management is another plus. Superior operating metrics are evident. The bank is well-positioned for growth. It expects sustained loan expansion. Profitability should also improve. Recent quarterly results showed a slight dip. This was due to provisions. However, core performance remains steady. Analysts project a Return on Assets (RoA) of around 2.2% for FY26. This may increase to 2.3% by FY27-28. ICICI Bank is reiterated as a top BUY.
Tata Steel is also favored. The company stands to benefit from rising steel prices. Operational efficiencies are improving. Domestic demand is robust. Recently acquired pellet capacity strengthens its integration. This supports future expansion plans. Global tariff uncertainties exist. Still, its long-term outlook is strong. Domestic strength is a key driver. European performance is also improving. Tata Steel hit an all-time high on January 27, 2026. It now has a Mojo Score of 84.0, categorized as a Strong Buy. Its stock performance consistently outpaces benchmarks. The company shows strong financial health. Operational efficiency is high. Net sales grow annually. Operating profit expands robustly. Net profit growth is particularly strong. Analysts expect an upside of 17% for Tata Steel.
Market Snapshot: January 27, 2026
The trading week began with significant market activity. Indian equity markets saw mixed performance. The Sensex closed higher by 320 points. Nifty surpassed 25,150. This followed the India-EU trade deal news. However, volatility remained a factor. US markets closed higher. Asian markets traded in the green. Futures hinted at caution, though. Foreign Institutional Investors (FIIs) sold equities. Domestic Institutional Investors (DIIs) bought shares. This suggests a market in consolidation. The India VIX, a volatility index, saw an increase.
Several other stocks were in focus due to Q3 FY26 earnings. Axis Bank reported steady profit growth of 3%. UltraTech Cement saw a 26.92% surge in net profit. Godrej Consumer Products experienced a slight profit dip but revenue rose. Kotak Mahindra Bank showed a 5% rise in net profit. BPCL also reported a jump in quarterly profit.
Analyst Perspectives and 2026 Outlook
Broader analyst views suggest a positive outlook for 2026. ICICI Securities projects the Nifty index to reach 29,500 by calendar year 2026. This implies a potential 13% gain. They anticipate revived FPI interest in India by late 2025 or early 2026. Motilal Oswal also shared its top equity ideas for 2026. These include names like Bharti Airtel and State Bank of India.
Technology stocks continue to be a trending area. The AI ‘Age of Intelligence’ is driving innovation. Key players in semiconductors and AI hardware are being watched closely. Companies like Micron Technology and Advanced Micro Devices (AMD) are highlighted for their growth potential. Broader market strategists anticipate mid-teen growth for the S&P 500 in 2026.
Motilal Oswal also made specific ‘Buy’ recommendations in January 2026 reports. These included Indian Hotels, Eternal, and Apollo Hospitals. These picks were based on strong operating performance and valuation. Groww and Titan were also named top picks earlier in January. These featured stocks reflect diverse sector strategies.
Conclusion: Navigating the Market
The trading week starting January 27, 2026, presents a mix of opportunities. Established names like ICICI Bank and Tata Steel are favored by analysts. They demonstrate resilience and growth potential. Market sentiment is influenced by corporate earnings and global economic news. Investors are advised to stay informed. Disciplined stock selection remains key. The overall outlook for 2026 suggests continued market activity and emerging trends.
