A Curated List of Stock & Index Recommendations for 12 Feb 2026

_{Published on: 12 Feb, 2026 07:45}

Indian markets are poised for a flat-to-positive start on February 12, 2026, supported by ongoing India-US trade optimism and selective buying in banking and auto stocks. Global cues remain mixed as strong US jobs data tempers rate cut expectations, while Asian indices trade firm. Key earnings from heavyweights and fresh brokerage upgrades are expected to drive stock-specific momentum.

Indian equity markets are poised for a flat-to-positive opening on February 12, 2026, amid mixed global cues and ongoing consolidation in benchmark indices. Overnight, US markets ended mixed following robust jobs data, which tempered expectations for aggressive Federal Reserve rate cuts, while Asian indices showed strength with Japan's Nikkei 225 surging past 58,000. Gift Nifty futures were trading around 25,990-26,000 levels, signaling a mild upside bias of 0.10-0.15% from Nifty's previous close of 25,953.85. European markets traded flat-to-negative, contributing to neutral global sentiment.

Key themes today include renewed focus on banking and autos amid India-US trade deal optimism, which reduces tariffs on Indian goods to 18% from 50%, potentially boosting exports. Total recommendations compiled: 25 unique calls from brokerages like Motilal Oswal, ICICI Direct, and NDTV Profit. Standout picks: TVS Motor upgraded to Buy by Business Line with a target of ₹4,050 (upside 5%); Federal Bank as a consensus Buy from multiple sources; and upgrades in large-caps like HDFC Bank. Investors should monitor Q3 earnings from companies like Hindalco, ONGC, and Hindustan Unilever for sector-specific triggers.

Section 1: Index Outlook

Benchmark indices are expected to consolidate with a positive bias, supported by FII inflows and trade deal optimism. Nifty 50 faces resistance at 26,000, with support at 25,800-25,900. Sensex may hover around 84,200-84,500. Volatility remains low (India VIX down 1.05%), but global data like US inflation could influence sentiment.

Index	Recommendation	Target/Range	Key Driver	Source
Nifty 50	Neutral/Bullish	25,900-26,200	Consolidation; trade deal boost	5paisa, ET Now
Sensex	Neutral	84,200-84,800	Mixed global cues; FII support	Business Standard
Bank Nifty	Bullish	60,500-61,000	RBI policy stability; tariff cuts	NDTV Profit
Nifty Midcap	Hold	12,500-12,800	Export-linked recovery	ICICI Direct

Section 2: Sector-Wise Stock Picks

Banking & Financials

Focus on private lenders benefiting from trade deal tariff reductions and improved asset quality.

Federal Bank (FEDERALBN.NS) – Buy, Target: ₹250 (Upside: 15%), Rationale: RBI approval for ICICI Pru stake buy; consensus pick amid loan growth. Source: NDTV Profit, ICICI Direct.
HDFC Bank (HDFCBANK.NS) – Upgraded to Buy, Target: ₹2,050 (Upside: 15%), Rationale: Strong retail franchise; tariff cuts aid exports. Source: MarketsMojo.
IDBI Bank (IDBI.NS) – Buy, Target: ₹150 (Upside: 12%), Rationale: Improving NII; trade optimism. Source: NDTV Profit.
SBI (SBIN.NS) – Buy, Target: ₹1,100 (Upside: 20%), Rationale: Low NPAs; huge market potential. Source: Motilal Oswal.

IT & Tech

Selective buying amid global recovery; AI and export focus.

HCL Tech (HCLTECH.NS) – Buy, Target: ₹2,150 (Upside: 18%), Rationale: AI services shift; large market. Source: Motilal Oswal.
Netweb Technologies (NETWEB.NS) – Watch, Rationale: Promoter stake sale; Q3 profit up. Source: Sunday Guardian.

Autos & Ancillaries

Strong demand; EV push from trade deal.

TVS Motor (TVSMOTOR.NS) – Buy, Target: ₹4,050 (Upside: 5%), Rationale: Bullish outlook; EV race winner. Source: Business Line, Motilal Oswal.
Maruti Suzuki (MARUTI.NS) – Buy, Target: ₹15,000 (Upside: 10%), Rationale: Auto major; steady demand. Source: NDTV Profit.
Uno Minda (UNOMINDA.NS) – Buy, Target: ₹1,200 (Upside: 8%), Rationale: EV ancillary growth. Source: NDTV Profit.

Consumer & Retail

Mixed; focus on Q3 beats.

Avenue Supermarts (DMART.NS) – Buy, Target: ₹5,500 (Upside: 12%), Rationale: Retail giant; expansion. Source: NDTV Profit.
Hindustan Unilever (HINDUNILVR.NS) – Upgraded to Buy, Target: ₹3,200 (Upside: 10%), Rationale: Technical upgrade; stable demand. Source: MarketsMojo.

Industrials & Infrastructure

Trade deal boosts exports.

L&T (LT.NS) – Watch, Rationale: Dubai project win; infrastructure push. Source: Equitymaster.
IRCON International (IRCON.NS) – Watch, Rationale: Q3 profit up 16%; order wins. Source: Sunday Guardian.

Telecom

Export potential.

Bharti Airtel (BHARTIARTL.NS) – Buy, Target: ₹2,365 (Upside: 15%), Rationale: Market share; data prices. Source: Motilal Oswal.

Metric	Banking	Autos	IT	Consumer
Target Upside (%)	12-20	5-15	18	10-12

Section 3: Global & Thematic Insights

Global brokerages like Jefferies remain overweight on India for 2026, targeting Nifty at 28,300 (10% upside), favoring autos, telecom, and financials amid earnings recovery. Thematic focus: EV and export-linked stocks (e.g., TVS Motor) benefit from US tariff cuts. BSE announcements highlight block deals in Netweb Tech, implying analyst interest. Blogs like Capitalmind emphasize midcaps for value.

Conclusion & Disclaimer

Overall sentiment is neutral-to-bullish, with upside potential in banking and autos. Investors should watch Federal Bank and TVS Motor for near-term gains. This is aggregated data for informational purposes; consult an advisor. Not investment advice.

Sources & Citations

A Curated List of Stock & Index Recommendations for 12 Feb 2026

Read Full Article

Section 1: Index Outlook

Section 2: Sector-Wise Stock Picks

Banking & Financials

IT & Tech

Autos & Ancillaries

Consumer & Retail

Industrials & Infrastructure

Telecom

Section 3: Global & Thematic Insights

Conclusion & Disclaimer

Sources & Citations

Domestic Brokerages

Global Brokerages

Financial News Wires & Portals

Research Aggregators

Top Performing Mutual Funds

Equity Mutual Funds

Equity Sectoral and Thematic Funds

Hybrid Mutual Funds

Debt Mutual Funds

Index and Other Mutual Funds