ExlService (NASDAQ:EXLS) Updates FY 2026 Earnings Guidance

ExlService (NASDAQ:EXLS) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 2.250-2.290 for the period, compared to the consensus EPS estimate of 2.150. The company issued revenue guidance of $2.4 billion-$2.4 billion, compared to the consensus revenue estimate of $2.3 billion.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Barrington Research reissued an “outperform” rating and set a $40.00 target price on shares of ExlService in a research note on Thursday, June 25th. JPMorgan Chase & Co. lifted their price target on shares of ExlService from $42.00 to $43.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. Weiss Ratings cut shares of ExlService from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday, June 30th. Finally, TD Cowen restated a “buy” rating and issued a $39.00 target price (down from $45.00) on shares of ExlService in a research report on Thursday, July 9th. Five research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $40.50.

ExlService Trading Up 16.5%

Shares of NASDAQ:EXLS traded up $5.02 during mid-day trading on Wednesday, reaching $35.55. 1,866,389 shares of the company’s stock were exchanged, compared to its average volume of 2,339,550. The company has a debt-to-equity ratio of 0.53, a quick ratio of 2.66 and a current ratio of 2.66. ExlService has a twelve month low of $24.85 and a twelve month high of $47.11. The firm has a market capitalization of $5.43 billion, a price-to-earnings ratio of 22.65, a PEG ratio of 1.20 and a beta of 0.84. The business’s fifty day moving average price is $28.00 and its 200-day moving average price is $31.07.

ExlService (NASDAQ:EXLS) last announced its earnings results on Tuesday, April 28th. The business services provider reported $0.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.53 by $0.05. ExlService had a return on equity of 28.50% and a net margin of 11.66%.The business had revenue of $570.35 million during the quarter, compared to analyst estimates of $557.67 million. During the same period last year, the company earned $0.48 EPS. ExlService’s revenue for the quarter was up 13.8% compared to the same quarter last year. On average, research analysts predict that ExlService will post 1.8 EPS for the current fiscal year.

Insider Transactions at ExlService

In related news, insider Vikas Bhalla sold 12,000 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $30.22, for a total value of $362,640.00. Following the sale, the insider directly owned 153,295 shares in the company, valued at $4,632,574.90. This represents a 7.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Ajay Ayyappan sold 5,093 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $29.11, for a total transaction of $148,257.23. Following the sale, the executive vice president directly owned 48,994 shares of the company’s stock, valued at $1,426,215.34. This represents a 9.42% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 3.66% of the stock is owned by company insiders.

Institutional Investors Weigh In On ExlService

Large investors have recently added to or reduced their stakes in the business. Transamerica Financial Advisors LLC raised its stake in shares of ExlService by 285.2% in the fourth quarter. Transamerica Financial Advisors LLC now owns 678 shares of the business services provider’s stock worth $29,000 after purchasing an additional 502 shares during the last quarter. CIBC Private Wealth Group LLC boosted its position in shares of ExlService by 63.4% during the third quarter. CIBC Private Wealth Group LLC now owns 1,583 shares of the business services provider’s stock valued at $70,000 after buying an additional 614 shares during the last quarter. Johnson Financial Group Inc. purchased a new position in shares of ExlService during the third quarter valued at approximately $72,000. Canada Pension Plan Investment Board grew its holdings in ExlService by 53.3% during the second quarter. Canada Pension Plan Investment Board now owns 2,300 shares of the business services provider’s stock worth $101,000 after buying an additional 800 shares in the last quarter. Finally, Advisory Services Network LLC bought a new stake in ExlService during the third quarter worth $102,000. Institutional investors and hedge funds own 92.92% of the company’s stock.

About ExlService

ExlService Holdings, Inc (NASDAQ: EXLS) is a global operations management and analytics company that partners with clients in insurance, healthcare, banking, and financial services to drive digital transformation and operational excellence. The firm delivers analytics-driven solutions and business process outsourcing services, including claims adjudication, finance and accounting, data management, and customer service support. ExlService combines domain expertise with advanced analytics, artificial intelligence, and automation technologies to help organizations optimize processes, enhance customer experiences, and manage risk.

Founded in 1999 and headquartered in New York City, ExlService has grown through a mix of organic expansion and strategic acquisitions, earning recognition for its data analytics capabilities and industry-specific knowledge.