Bajaj Auto is one of the most popular stocks in the Indian automobile sector. Recently, the company’s share price has been in the news due to strong quarterly results, new product launches, and mixed reactions from market experts. If you are an investor or planning to buy Bajaj Auto shares, it is important to understand the latest movements.

This article covers why Bajaj Auto shares are trending, the impact of its recent financial results, and what experts are predicting for the future.

Recent Stock Performance: Hitting New Highs

In mid-February 2026, Bajaj Auto shares have shown significant activity. The stock recently hit a fresh 52-week high, crossing the ₹9,900 mark. This rally was driven by positive market sentiment and strong buying interest.

However, after touching this high, the stock saw some profit-booking (investors selling shares to book profits). As of mid-February, the share price is trading near ₹9,760. Despite small daily ups and downs, the overall trend for the last year has been positive, outperforming the benchmark Sensex index.

Key Drivers: Why is Bajaj Auto in Focus?

There are three main reasons why Bajaj Auto is buzzing in the stock market right now:

Strong Q3 FY26 Financial Results

Bajaj Auto released its financial results for the third quarter (Q3) of FY26, and the numbers were impressive.

Record Revenue: The company reported a revenue of ₹16,204 crore, which is a 23% increase compared to the same time last year.

Higher Profits: The net profit jumped by 25% to reach ₹2,749 crore.

Good Margins: The company maintained a healthy operating margin of 20.8%, showing that it is managing its costs well despite rising expenses.

The Electric Vehicle (EV) Success

Bajaj Auto is no longer just a petrol bike company. Its electric scooter, Chetak, is becoming a major growth driver. In the recent quarter, the EV business contributed nearly 25% of domestic revenue. The company has also managed to achieve double-digit profitability in its EV segment, which is a big achievement in the competitive electric market.

Exports Are Back on Track

For a long time, exports (selling bikes to other countries) were weak due to global economic issues. However, Q3 FY26 saw a strong recovery. Export volumes crossed 600,000 units for the first time in 15 quarters. Markets in Africa and Latin America are buying more Indian bikes again, which is great news for Bajaj Auto’s earnings.

Analyst Views: Buy, Sell, or Hold?

Market experts are currently divided on Bajaj Auto shares. Here is a simple breakdown of what different brokerage firms are saying:

The Bullish View (Optimistic): Firms like Goldman Sachs and CLSA have given a “Buy” rating. They believe the stock can go higher, setting target prices as high as ₹11,500. Their confidence comes from the recovery in exports and the success of the Chetak electric scooter.

Read More : Tata Motors Share Price News

The Cautious View (Careful): Firms like UBS and MarketsMojo have a “Sell” or “Hold” rating. They are worried that the stock price is already too high (expensive valuation). They also point out that Bajaj Auto is facing tough competition in the domestic motorcycle market from rivals like Hero MotoCorp and TVS.

What Happens Next?

Looking ahead, Bajaj Auto has big plans for 2026. The company is planning to launch eight new products or upgrades in the coming months. This includes updates to the famous Pulsar series and potentially a new CNG-powered bike.

For investors, the key things to watch are:

Sales Numbers: Monthly sales data released on the 1st of every month.

Export Growth: If exports continue to rise, the stock price could go up.

Competition: How well the new Pulsar models fight against competitors.

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