Stock market prediction for Monday Oct 26: Sensex, Nifty levels, top stocks to watch - Will bulls dance again?
BSE moved lower with Oct 26 in focus.
· LiveMint Markets
The Nifty 50 fell nearly 2% last week as geopolitical tensions and crude oil volatility weighed on markets, taking year-to-date losses to 13.56%. Analysts see support near 22,300 and resistance at 22,850–22,900. Infosys, Kotak Mahindra Bank and Reliance Industries will be among stocks in focus.
Key facts
- Dates in focus
- Oct 26
The analysis
BSE reported movement of 2% and 13.56%. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is +3.4% on the day at ₹1,185.00, and has returned +2.6% over three months. It sits 30% below its 52-week high, which means a good deal of bad news was already in the price. The it sector has moved -3.1% over the same period, so Infosys is running 5.7 points ahead of its peers.
This is an Input cost / crude event. India imports most of its crude, so input costs pass through to margins downstream and to the rupee. Producers and consumers of the same input move in opposite directions. On the day the stock is +3.4%, so the market took notice.
Why it matters
- With BSE involved, this carries a regulatory dimension that can outlast the immediate market reaction.
Market context
- The 3 companies named span 3 sectors, so these are separate company stories rather than one sector-wide move.
- On the day, 2 of 3 are higher: Infosys leads at +3.4% and Reliance Industries trails at -0.2%.
- Over three months: Infosys +2.6% against IT -3.1% (5.7 points ahead); Kotak Mahindra Bank +18.5% against Banks -6.0% (24.5 points ahead); Reliance Industries -9.9% against Oil & Energy -5.7% (4.2 points behind).
- At least 25% below the 52-week high: Infosys (30%) and Reliance Industries (27%).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| InfosysINFY · IT | ₹1,185.00 | +3.4% | +19.2% | +2.6% | -29.9% | 0.8× | — |
| Kotak Mahindra BankKOTAKBANK · Banks | ₹461.60 | +0.6% | +10.7% | +18.5% | 0.0% | 0.9× | — |
| Reliance IndustriesRELIANCE · Oil & Energy | ₹1,164.90 | -0.2% | -1.9% | -9.9% | -26.8% | 1.0× | — |
IT
1M +5.2% · 3M -3.1%
Infosys
Banks
1M -3.4% · 3M -6.0%
Kotak Mahindra Bank
Oil & Energy
1M -4.8% · 3M -5.7%
Reliance Industries
Prices as of 30 Oct 2026, 16:10 IST. Sector moves are the average of the stocks we track in each sector.
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