Jefferies has put a buy recommendation on Titan with the target price at Rs 3,800. Analysts said during the April-June quarter (Q1) the company demonstrated strong growth across brands under jewellery as well as watches, along with margin expansion. Part of the margin gain was bolstered by one off but adjusted for the same its earnings before interest, taxes, depreciation, and amortisation (EBITDA) was also ahead of estimates.Goldman Sachs has a buy rating on Page Industries with the target price at Rs 50,000. Analysts said during Q1, the company’s profit after tax (PAT) was well ahead of estimates, led by gross margin expansion. Its normalized volume growth was likely in mid-single digits, but is expected to gradually recover. They said that the competitive intensity in the industry is structurally lower, and the company is likely to benefit as macros recover.Morgan Stanley maintained its overweight rating on AU Small Finance Bank with the target price at Rs 860. Analysts said the RBI granted in-principle approval to the lender for universal banking license, which is a big positive. This would allow AU Bank to improve its brand visibility, and further boost liability franchise, and help sustain strong growth. The license allows the lender to expand its product suite, customer base, and geographic reach.Motilal Oswal Securities maintained its neutral rating on Sun TV Network with the target price cut to Rs 600 from Rs 625 earlier. Analysts said the company showed a weak start to FY26 and going forward recovery in advertisement revenue remains the key monitorable. They cut Sun TV’s FY26–27 EBITDA by 3-4% due to weakness in advertisement revenue and elevated operational expense. They cut Sun TV’s FY26-27 PAT by 5-8%.Nomura maintained its buy rating on Cummins India with the target price at Rs 3,800. Analysts said the company’s Q1 numbers were strong as those beat on all fronts. Its revenue jumped 26% on an annual basis which was led by robust performances in both domestic sales and exports. The company also showed a 17% beat on EBITDA estimate which was due to improved operating leverage. They said the management remained cautiously optimistic in the near term.