ExlService (NASDAQ:EXLS) Releases FY 2026 Earnings Guidance

ExlService (NASDAQ:EXLS) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (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.

ExlService Stock Performance

Shares of EXLS stock traded up $1.97 during mid-day trading on Tuesday, reaching $30.53. 3,126,612 shares of the company’s stock traded hands, compared to its average volume of 2,343,751. The company has a debt-to-equity ratio of 0.53, a quick ratio of 2.66 and a current ratio of 2.66. The firm has a 50 day moving average price of $27.97 and a two-hundred day moving average price of $31.16. The firm has a market capitalization of $4.66 billion, a PE ratio of 19.45, a price-to-earnings-growth ratio of 1.17 and a beta of 0.84. ExlService has a 12 month low of $24.85 and a 12 month high of $47.11.

ExlService (NASDAQ:EXLS) last issued its earnings results on Tuesday, July 28th. The business services provider reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.04. The company had revenue of $594.76 million during the quarter, compared to the consensus estimate of $573.94 million. ExlService had a net margin of 11.66% and a return on equity of 28.50%. ExlService has set its FY 2026 guidance at 2.250-2.290 EPS. On average, research analysts forecast that ExlService will post 1.8 EPS for the current year.

Analysts Set New Price Targets

EXLS has been the topic of several analyst reports. Weiss Ratings cut ExlService from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, June 30th. TD Cowen reaffirmed a “buy” rating and issued a $39.00 price objective (down from $45.00) on shares of ExlService in a research report on Thursday, July 9th. JPMorgan Chase & Co. raised their target price on shares of ExlService from $42.00 to $43.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Finally, Barrington Research restated an “outperform” rating and issued a $40.00 price objective on shares of ExlService in a report on Thursday, June 25th. Five research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $40.50.

Insider Transactions at ExlService

In other ExlService news, insider Vikas Bhalla sold 12,000 shares of the stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $30.22, for a total value of $362,640.00. Following the completion of the sale, the insider owned 153,295 shares in the company, valued at approximately $4,632,574.90. This represents a 7.26% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Ajay Ayyappan sold 5,093 shares of ExlService stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $29.11, for a total value of $148,257.23. Following the transaction, the executive vice president owned 48,994 shares in the company, valued at approximately $1,426,215.34. The trade was a 9.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 3.66% of the company’s stock.

Hedge Funds Weigh In On ExlService

Institutional investors have recently modified their holdings of the business. AQR Capital Management LLC grew its position in shares of ExlService by 109.7% during the fourth quarter. AQR Capital Management LLC now owns 4,118,625 shares of the business services provider’s stock worth $174,794,000 after buying an additional 2,154,652 shares in the last quarter. Amundi acquired a new stake in shares of ExlService in the 3rd quarter valued at $67,862,000. Jane Street Group LLC raised its position in shares of ExlService by 534.2% during the 2nd quarter. Jane Street Group LLC now owns 1,354,599 shares of the business services provider’s stock worth $59,318,000 after acquiring an additional 1,141,008 shares in the last quarter. Qube Research & Technologies Ltd lifted its position in shares of ExlService by 4,269.6% during the 2nd quarter. Qube Research & Technologies Ltd now owns 882,480 shares of the business services provider’s stock worth $38,644,000 after buying an additional 862,284 shares during the last quarter. Finally, Voloridge Investment Management LLC lifted its position in ExlService by 916.1% in the third quarter. Voloridge Investment Management LLC now owns 834,252 shares of the business services provider’s stock valued at $36,732,000 after acquiring an additional 752,148 shares during the last quarter. Institutional investors and hedge funds own 92.92% of the company’s stock.

ExlService Company Profile

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.