Housing finance stocks experienced a surge after the Reserve Bank of India held interest rates steady. Notable gainers include PNB Housing with a 7% increase and Home First Finance with a 6% rise. Analysts at Bernstein predict over 25% growth for Aadhar Housing (target price: Rs 600) and Home First Finance (target price: Rs 1430).

Brokerages suggest focusing on Bharti Airtel, Tata Steel, Home First Finance, Titan, and HUL amid concerns about rural demand and margin squeezes in other sectors like DLF and Hindalco. Affordable housing NBFCs are also highlighted.

Endurance Tech remains a Buy recommendation by Citi, yet the target price is revised down to Rs 2,900 due to demand concerns. The financial services firm Fortis Healthcare expects an EBITDA margin of 22-25% by FY26. Jefferies predicts a 74% growth potential for Aavas Financiers, setting a target price at Rs 1,875. However, Morgan Stanley expresses caution and prefers Aptus and Home First Finance over Aavas Financiers.