Narrative Update on ExlService Holdings: Analyst Price Target Revision
Analysts have slightly revised their price target for ExlService Holdings, lowering it from $52.29 to $52.29. This update is based on revised discount rate estimates and a modest adjustment in projected future price-to-earnings ratios.
What's in the News
- Shift Technology and EXL announce a collaboration to create a national data analytics fraud detection platform for the Australian insurance industry. This initiative aims to enhance secure data sharing and coordinated investigations among insurers (Strategic Alliances).
- EXL completes repurchase of 9,801,936 shares for $385.39 million under its ongoing buyback program, representing 6.01% of shares outstanding (Buyback Tranche Update).
- ExlService Holdings raises 2025 full-year revenue guidance to $2.07 to $2.08 billion, targeting a 13% increase from 2024 (Corporate Guidance - Raised).
- EXL expands its AI and data solutions with the launch of EXLdata.ai, a modular suite developed in partnership with Databricks to accelerate enterprise AI adoption (Product-Related Announcements).
- New digital transformation partnership announced with Schneider National, leveraging AI and data automation to cut scheduling cycle time by more than half and reduce appointment costs by 24% for the trucking industry (Client Announcements).
Valuation Changes
- Discount Rate: increased slightly from 7.27% to 7.28%.
- Future P/E: declined modestly from 29.5x to 28.7x.
- Consensus Analyst Price Target: remains unchanged at $52.29.
- Revenue Growth Estimate: steady at 11.15%.
- Net Profit Margin Forecast: unchanged at 11.95%.
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AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.