JP Morgan has a neutral rating on HDFC Bank with the target price at Rs 1,090. Analysts said the bank’s chairman’s exit adds to macro headwinds and investor sentiment has been hit with expected elevated volatility in the near-term. They said two things stood out in the resignation letter. Firstly, the outgoing chairman cited the following as a key reason for stepping down: “Certain happenings and practices within the bank, that I have observed over the last two years, are not in congruence with my personal Values and Ethics”. Secondly, the benefits of the HDFC Bank-HDFC merger are yet to fully fructify. Analysts believe the stock is likely to trade weak following the resignation announcement, with the impact further amplified by a softer macro backdrop amid geopolitical uncertainties. They also said that the reasons for resignation do raise some concerns about potential material disagreements between board and the lender’s leadership, risking board-management cohesion and, in turn, future decision-making and execution. While the outgoing chairman’s letter did not allege specific misconduct, perception alone can weigh on sentiment until credible steps are outlined and delivered.Investec has a buy rating on Tata Motors CV with the target price at Rs 535. Analysts said that the company is hitting its stride in an upcycle. There’s a positive outlook for medium and heavy commercial vehicles. They also expect the company’s margin trajectory to move up while IVECO re-positions the Indian company at the global stage.Jefferies has a buy on GMR Airport with the target price at Rs 125. Analysts said the war in West Asia is impacting international traffic, while domestic remains stable. The company’s non-aero revenue growth targeted mid-teens on premiumisation. The company has planned expansion of the Hyderabad airport with capex planned from FY29. Analysts expect stable yields from this expansion. They also said that the traffic at Goa is showing traction and land monetisation is in progress. They also said that commissioning of the Bhogapuram airport in Andhra Pradesh is ahead of schedule. The company’s balance Sheet focus is aimed at deleveraging and refinancing.Citigroup has a buy rating on L&T Finance with the target price at Rs 330. Analysts attended the management meet. The key takeaways included embedding AI across underwriting, collections, risk, HR and finance, supported by cumulative capex investments of Rs 80 crore (in Project Cyclops and Nostradamus) till Oct-Dec quarter (Q3FY26). The company also said that AI adoption is delivering tangible gains like improved productivity, reduced turnaround time, lower bounce rates, reduced non-starters and lower credit/collection costs. The management guided a 2.0–2.2% glide path by Jan-March 2027 (Q4FY27), upcoming expected credit loss (ECL) model refresh to be monitored. The company also said that an Agentic AI-led cross-sell engine is under development, supporting deeper monetization of a large existing customer base and >20% assets under management (AUM) growth over the medium term.HSBC has upgraded Power Grid Corp to hold with the target price raised to Rs 290. Analysts see an increased pace of commissioning driven by top government focus and allowance for higher compensation. They also see new opportunities from intra-state transmission projects and battery energy storage systems, which can increase the total addressable market.(Disclaimer: Recommendations and views on the stock market, other asset classes or personal finance management tips given by experts are their own. These opinions do not represent the views of The Times of India.)