YES Bank, HDFC, ICICI Bank, SBI shares: Buy, hold or sell? Targets, US investor takeaways
Yes Bank left its position unchanged.
· Business Today Mkts
Among the stocks, YES Bank Ltd and IndusInd Bank are the only two 'Sell' calls with targets of Rs 15 and Rs 815 respectively. HDFC Bank is a 'Hold' with a target of Rs 840.
The analysis
Yes Bank reported Rs 15, Rs 815 and Rs 840. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is +1.5% on the day at ₹17.50, and has returned -24.2% over three months. It sits 31% below its 52-week high, which means a good deal of bad news was already in the price. The banks sector has moved +2.5% over the same period, so Yes Bank is running 26.7 points behind its peers.
With Yes Bank, HDFC Bank and ICICI Bank all implicated, this reads as a Banks-level move rather than a company-specific one, which is the more durable kind of signal.
Market context
- 5 of the 5 companies named are in Banks, so the story reads across that sector rather than for one company.
- On the day, 5 of 5 are higher: Indusind Bank leads at +3.4% and HDFC Bank trails at +0.7%.
- Over three months: Yes Bank -24.2% against Banks +2.5% (26.7 points behind); HDFC Bank +10.6% against Banks +2.5% (8.1 points ahead); ICICI Bank +9.9% against Banks +2.5% (7.4 points ahead); State Bank of India (SBI) -0.5% against Banks +2.5% (3.0 points behind).
- At least 25% below the 52-week high: Yes Bank (31%).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| Yes BankYESBANK · Banks | ₹17.50 | +1.5% | -15.9% | -24.2% | -31.3% | 0.5× | — |
| HDFC BankHDFCBANK · Banks | ₹812.45 | +0.7% | +14.1% | +10.6% | -19.5% | 0.7× | — |
| ICICI BankICICIBANK · Banks | ₹1,587.00 | +1.0% | +16.0% | +9.9% | -0.1% | 0.7× | — |
| State Bank of India (SBI)SBIN · Banks | ₹1,087.45 | +2.5% | +10.7% | -0.5% | -11.4% | 1.5× | — |
| Indusind BankINDUSINDBK · Banks | ₹925.15 | +3.4% | +4.5% | -10.8% | -13.5% | 0.7× | — |
Banks
1M +6.3% · 3M +2.5%
Yes Bank, HDFC Bank, ICICI Bank, State Bank of India (SBI), Indusind Bank
Prices as of 12 Nov 2026, 13:49 IST. Sector moves are the average of the stocks we track in each sector.
In this story
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