ExlService (NASDAQ:EXLS) Updates FY 2026 Earnings Guidance

ExlService (NASDAQ:EXLS) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 2.140-2.190 for the period, compared to the consensus estimate of 2.030. The company issued revenue guidance of $2.3 billion-$2.3 billion, compared to the consensus revenue estimate of $2.3 billion.

ExlService Trading Up 0.8%

Shares of ExlService stock traded up $0.24 during trading on Tuesday, reaching $28.75. The company’s stock had a trading volume of 2,730,601 shares, compared to its average volume of 2,008,708. The company has a quick ratio of 2.91, a current ratio of 2.91 and a debt-to-equity ratio of 0.43. ExlService has a 52-week low of $27.88 and a 52-week high of $51.31. The firm’s 50-day moving average is $38.72 and its two-hundred day moving average is $40.63. The company has a market cap of $4.56 billion, a price-to-earnings ratio of 19.56, a PEG ratio of 1.21 and a beta of 0.88.

ExlService (NASDAQ:EXLS) last posted its quarterly earnings results on Tuesday, February 24th. The business services provider reported $0.50 earnings per share for the quarter, topping the consensus estimate of $0.46 by $0.04. ExlService had a net margin of 11.91% and a return on equity of 25.60%. The business had revenue of $542.62 million during the quarter, compared to the consensus estimate of $532.21 million. ExlService has set its FY 2026 guidance at 2.140-2.190 EPS. On average, sell-side analysts anticipate that ExlService will post 1.27 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Weiss Ratings restated a “hold (c+)” rating on shares of ExlService in a research report on Thursday, January 22nd. Wall Street Zen raised ExlService from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Finally, TD Cowen cut their target price on shares of ExlService from $52.00 to $51.00 and set a “buy” rating on the stock in a report on Friday, January 9th. Four research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, ExlService presently has an average rating of “Moderate Buy” and a consensus target price of $53.00.

Insider Buying and Selling

In related news, insider Vikas Bhalla sold 11,774 shares of ExlService stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $39.99, for a total value of $470,842.26. Following the sale, the insider owned 115,272 shares in the company, valued at $4,609,727.28. The trade was a 9.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Ajay Ayyappan sold 2,275 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $30.32, for a total transaction of $68,978.00. Following the transaction, the executive vice president directly owned 53,768 shares in the company, valued at approximately $1,630,245.76. The trade was a 4.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 22,163 shares of company stock worth $884,909. Corporate insiders own 4.04% of the company’s stock.

Hedge Funds Weigh In On ExlService

A number of institutional investors have recently bought and sold shares of the stock. Pacer Advisors Inc. boosted its position in shares of ExlService by 118.7% in the 4th quarter. Pacer Advisors Inc. now owns 46,844 shares of the business services provider’s stock worth $1,988,000 after purchasing an additional 25,420 shares in the last quarter. Invesco Ltd. raised its stake in ExlService by 4.2% during the fourth quarter. Invesco Ltd. now owns 1,344,565 shares of the business services provider’s stock valued at $57,063,000 after buying an additional 53,659 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its holdings in ExlService by 5.6% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 380,657 shares of the business services provider’s stock worth $16,155,000 after acquiring an additional 20,268 shares in the last quarter. Vident Advisory LLC grew its stake in shares of ExlService by 5.3% in the fourth quarter. Vident Advisory LLC now owns 64,269 shares of the business services provider’s stock worth $2,728,000 after acquiring an additional 3,256 shares during the last quarter. Finally, Susquehanna Fundamental Investments LLC bought a new position in shares of ExlService during the fourth quarter valued at $3,182,000. 92.92% of the stock is owned by institutional investors.

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.