Stocks vs Bitcoin: Who Wins the AI Revolution?

Traditional markets tremble as digital gold reshapes the financial landscape

The Great Wealth Transfer Accelerates

While legacy systems cling to quarterly earnings reports, Bitcoin's decentralized network operates 24/7—no CEO speeches required. The AI revolution demands assets that move at silicon speed, not bureaucratic pace.

Institutional Adoption Hits Critical Mass

BlackRock's Bitcoin ETF approval shattered records faster than you can say 'regulatory capture.' Meanwhile, traditional brokers still charge commission fees that would make a blockchain blush.

Digital Scarcity vs Printed Promises

Twenty-one million coins versus infinite quantitative easing—the math isn't complicated. Central banks print, Bitcoin verifies. Your move, traditional finance.

As AI systems increasingly manage portfolios, they're choosing the asset that speaks their language: code over corporate politics, mathematics over management meetings. The future doesn't wait for market hours—and neither does your wealth.

Brokerages lift target prices

Brokers have largely been optimistic about the stock. CLSA reiterated its high conviction outperform rating and increased the target price to ₹8,270.

Nuvama reiterated a buy rating and raised the target price to ₹7,000. It stated that the company’s strong revenue growth, despite macro headwinds and tariff-led uncertainty, combined with continuous margin expansion, resulted in industry-leading earnings growth, which should, in turn, lead to consistent outperformance by the stock.

Motilal Oswal has reiterated a buy rating at a target price of 6,550, projecting a 19 per cent USD revenue CAGR over FY25-27. This, combined with margin expansion, could result in a 26 per cent EPS CAGR.

According to HDFC Securities, the growth was broad-based, with standout performance in the BFSI vertical and the European market. The brokerage noted that the company is steadily advancing its AI-led, platform-centric strategy, having filed 20 new patents for its SASVA platform and secured multi-year deals across key verticals.

While HDFC Securities cautioned that recent wage hikes may weigh on near-term margins, it said management remains confident of offsetting the impact through operational efficiencies. The brokerage assigned an add rating at ₹6,200 target price.

JM Financial has increased the target price to ₹6,140 from ₹5,870, retaining a buy rating.

HSBC maintained a hold rating but raised its target price to ₹6,000, while Nomura maintained a neutral stance at a target price of ₹5,200.

Markets responded swiftly, pushing the stock up over 7 per cent to an intraday high of ₹5,728.90 on the BSE. The stock traded at ₹5,692.70 at 10.43 am, 6.91 per cent higher, after opening at ₹5,545 against the previous close of ₹5,324.25. The rally underscores renewed confidence in Persistent’s execution and outlook.

Published on October 15, 2025