9 Stocks to Buy for Long Term 2026: Motilal Oswal & Sharekhan Bullish on Infosys, HCL Tech, UltraTech Cement (Up to 58% Upside)
Introduction
If you’ve been searching for “9 stocks to buy for long term 2026”, this latest brokerage outlook could be worth your attention.
Top firms like Motilal Oswal Financial Services and Sharekhan have turned bullish on select Indian stocks — including heavyweights like Infosys, HCL Technologies, and UltraTech Cement.
Here’s the interesting part.
Some of these stocks are projected to deliver up to 58% upside, making them potential long-term wealth creators.
But is this just brokerage optimism… or is there real value here?
In this article, we’ll break down the reasoning, sector trends, and what it means for beginner investors in 2026.
Background / What Happened
Recently, brokerage houses released their long-term stock recommendations, focusing on fundamentally strong companies across sectors.
The list includes:
- IT giants (Infosys, HCL Tech)
- Infrastructure and cement leaders (UltraTech Cement)
- Other fundamentally strong large-cap and mid-cap stocks
These recommendations are based on:
- Earnings growth forecasts
- Sector tailwinds
- Valuation comfort levels
In simple terms, these are not “quick profit” trades — they are long-term investment bets.
Why This Is Happening
Key Reason 1 – Strong Earnings Visibility
One major reason behind bullish calls is predictable earnings growth.
Companies like Infosys and HCL Tech have:
- Stable global client base
- Strong deal pipelines
- Consistent cash flow
This gives investors confidence that profits will grow steadily over the next few years.
This is where most beginners misunderstand the situation.
Long-term investing is not about finding the cheapest stock — it’s about finding consistent performers.
Key Reason 2 – Sectoral Tailwinds
Different sectors are benefiting from macro trends in 2026.
- IT sector → Driven by AI, cloud, and digital transformation
- Cement sector → Boosted by infrastructure spending and housing demand
For example, UltraTech Cement stands to benefit from:
- Government capex
- Urban development projects
- Rising real estate activity
These sectoral tailwinds create long-term growth opportunities.
Key Reason 3 – Attractive Valuations After Corrections
Markets don’t move in straight lines.
After recent corrections in some sectors:
- IT stocks became more reasonably priced
- Cement stocks offered better entry points
Brokerages often recommend stocks when risk-reward becomes favorable.
Here’s the interesting part.
The best long-term opportunities often appear when sentiment is neutral or slightly negative, not when everyone is bullish.
Real World Example / Micro Story
Let’s take an example.
Suresh, a small investor, bought Infosys shares in 2020 and held them patiently.
There were periods where the stock moved slowly. Sometimes it even corrected.
But over time, earnings growth pushed the stock higher.
Now in 2026, his investment has grown significantly.
This is where things get clear.
Wealth in the stock market is not built through quick trades, but through time + quality companies.
Market Impact (Stocks / Economy / Sector)
These bullish calls reflect broader confidence in the Indian economy.
Key signals include:
- Strong IT export demand
- Infrastructure growth momentum
- Corporate earnings recovery
For the stock market:
- Increased interest in large-cap quality stocks
- Shift from speculative trading to fundamental investing
- More retail participation in long-term portfolios
In 2026, we’re seeing a transition.
Investors are slowly moving from short-term hype to long-term strategy.
What This Means for Investors or Workers
Short-term impact
- Stocks may see gradual upward movement
- Volatility will still exist due to global factors
- Not ideal for quick profit expectations
These recommendations are not for traders looking for immediate gains.
Long-term trend
But the bigger story is this.
India’s growth story remains intact.
- Digital transformation is accelerating
- Infrastructure spending is rising
- Corporate profitability is improving
This creates a strong foundation for long-term investing.
For investors, this means:
- Focus on quality stocks
- Stay invested for multiple years
- Ignore short-term noise
Future Outlook (2026–2030 Perspective)
Looking ahead, the next 5 years could be crucial.
Between 2026 and 2030:
- IT companies will benefit from AI and automation demand
- Infrastructure and cement sectors will grow with urbanization
- Large-cap leaders will continue dominating their industries
Here’s the reality.
Not every stock will give 58% returns.
But fundamentally strong companies have a higher probability of delivering consistent long-term growth.
And that’s what smart investing is about.
Conclusion
The “9 stocks to buy for long term 2026” list by Motilal Oswal and Sharekhan highlights one key idea:
Focus on quality, not hype.
Yes, there is upside potential.
Yes, these companies have strong fundamentals.
But success depends on:
- Patience
- Discipline
- Long-term thinking
Because in the stock market, time is the biggest advantage an investor can have.
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