Stocks to watch today, 17 February 2026: The Indian equity markets are set for a dynamic session this Monday, February 17, 2026, as investors react to critical corporate developments, strategic order wins, and pharmaceutical regulatory approvals. High-impact stocks, including Lupin, Cochin Shipyard, and JSW Infra, are expected to dominate trading volumes on the NSE and BSE. Market sentiment is further buoyed by significant announcements in the railway and maritime sectors, alongside steady institutional interest in technology and retail heavyweights. From Lupin’s FDA milestones to Texmaco Rail’s capital raising initiatives, here are the key stocks to track during today’s trading hours for potential intraday movements.
Stocks to Watch Today: Key Market Drivers for February 17, 2026
Indian benchmark indices are likely to see stock-specific volatility today as the market processes a series of significant corporate disclosures. Institutional investors are shifting focus toward the pharmaceutical, defense, and infrastructure sectors following a weekend of key regulatory and project-related announcements. Analysts are closely monitoring the following companies for price action during the session.
1. Lupin
Lupin is in focus today following reports of key product approvals from the US FDA. The pharmaceutical major has been making strides in its complex generics portfolio, and any positive regulatory feedback is expected to bolster investor confidence in its long-term margin sustainability.
2. Cochin Shipyard
Cochin Shipyard remains a primary stock to watch as the company continues to secure high-value orders in both the defense and commercial shipbuilding segments. Its role in the “Make in India” initiative and a robust order book provide significant revenue visibility, making it a favorite for long-term investors.
3. JSW Infrastructure
JSW Infrastructure is expected to see increased trading volume following reports of strategic expansion plans and capacity debottlenecking at its various port facilities. As one of the fastest-growing private port operators, it remains a key metric for the market.
4. Texmaco Rail & Engineering
The railway sector is abuzz as Texmaco Rail is expected to discuss capital raising plans through various routes, including a Qualified Institutional Placement (QIP). The company’s focus on the growing demand for wagons and high-speed rail components places it at the center of the infrastructure narrative.
5. Infosys and TCS
The IT heavyweights are under watch as global macro-economic data influences sentiment regarding discretionary spending in the tech sector. Investors are looking for cues on deal pipeline execution and margin management in a stabilizing global interest rate environment.
Market Insight: Sectoral Movements
Strategic movements in the maritime and logistics space are creating localized rallies. Companies like Seamec and TVS Supply Chain Solutions are seeing increased institutional delivery as domestic supply chains modernize and infrastructure spending remains a core government priority.
Top 10 Stocks to Watch Today: Feb 17, 2026
| Stock Name | Key Reason for Action |
|---|---|
| Lupin | US FDA product approvals and generic portfolio growth. |
| Cochin Shipyard | Robust order wins in defense and commercial sectors. |
| JSW Infra | Port expansion and capacity enhancement updates. |
| Texmaco Rail | Fundraising plans and the railway sector demand. |
| Infosys | Global tech spending trends and institutional interest. |
| Zydus Wellness | Expansion in the consumer healthcare segment. |
| Seamec | Strategic vessel deployment and maritime growth. |
| Trent | Retail growth trajectory and lifestyle brand expansion. |
| HFCL | New telecom infrastructure orders and 5G deployment. |
| Reliance Ind. | Energy vertical updates and retail conglomerate growth. |
Stocks to Watch: Frequently Asked Questions
Why is Lupin trending today?
Lupin is trending due to positive regulatory developments from international health authorities and its continued focus on high-margin generic drug launches.
What makes Cochin Shipyard a key stock for Feb 17?
Cochin Shipyard is in the spotlight due to its increasing role in the defense maritime sector and a healthy order book that ensures sustained operational growth.
What should investors look for in JSW Infrastructure?
Investors should monitor JSW Infrastructure’s port traffic data and any updates regarding its aggressive inorganic growth strategy through acquisitions.
Disclaimer: The information provided in this article is for informational purposes only and does not constitute financial advice. Readers are encouraged to consult with a certified financial advisor before making any investment decisions. The stock market involves a significant risk of capital loss.
