ExlService Holdings, Inc.

NasdaqGS:EXLS Voorraadrapport

Marktkapitalisatie: US$4.5b

ExlService Holdings Toekomstige groei

Future criteriumcontroles 1/6

De verwachting is dat ExlService Holdings de winst en omzet met respectievelijk 11.2% en 10% per jaar zal laten groeien, terwijl de winst per aandeel naar verwachting zal groeien met 12.4% per jaar.

Belangrijke informatie

11.2%

Groei van de winst

12.37%

Groei van de winst per aandeel

Professional Services winstgroei15.4%
Inkomstengroei10.0%
Toekomstig rendement op eigen vermogenn/a
Dekking van analisten

Good

Laatst bijgewerkt04 Jun 2026

Recente toekomstige groei-updates

Analyseartikel Aug 01

Results: ExlService Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in ExlService Holdings, Inc. ( NASDAQ:EXLS ) had a good week, as its shares rose 2.4% to close at US$43.43...
Analyseartikel Feb 28

ExlService Holdings, Inc. (NASDAQ:EXLS) Just Reported And Analysts Have Been Lifting Their Price Targets

Shareholders might have noticed that ExlService Holdings, Inc. ( NASDAQ:EXLS ) filed its full-year result this time...

Recent updates

Seeking Alpha Jun 03

ExlService Holdings: The Interesting AI Layer Some Investors Did Not See

Summary ExlService Holdings is transitioning from legacy outsourcing to a data and AI-led enterprise, now generating 60% of revenue from AI solutions. EXLS delivered 13.8% YoY revenue growth and 20.2% adjusted EPS growth in Q1 2026, with expanding margins and robust recurring revenue. I see at least 22-44% upside, with fair value in the $37–$44 range near term and more as the market recognizes its AI-driven business mix. EXLS offers an attractive risk-reward profile, supported by ongoing share repurchases, a stable balance sheet, and a business model benefiting from the enterprise AI adoption wave. Read the full article on Seeking Alpha
Narratiefupdate May 27

EXLS: Data And AI Expansion Will Drive Future Share Rerating

Analysts have slightly raised their price target on ExlService Holdings to $46 from $41.75, citing recent research that highlights what they view as a solid fundamental backdrop. They also acknowledge some recalibration in revenue growth, profit margin assumptions, and future P/E expectations.
Narratiefupdate Apr 27

EXLS: AI Partnerships And Buybacks Will Support Future Share Rerating

Analysts have adjusted their average 12 month price target on ExlService Holdings from about $50 to the mid $40s, reflecting refreshed models after recent results while still indicating what they see as solid underlying execution. Analyst Commentary Recent Street research on ExlService Holdings reflects a mix of confidence in execution and more cautious views on valuation, with updated models leading to lower headline price targets across the board.
Narratiefupdate Apr 11

EXLS: Agentic AI Expansion And Buybacks Will Support Future Upside

Analysts have trimmed their average price target for ExlService, with recent revisions such as Stifel moving to $46 from $54 and Baird to $35 from $50. These changes reflect refreshed models after Q4 results while still pointing to what some view as solid underlying performance.
Narratiefupdate Mar 28

EXLS: Agentic AI Solutions And Gradual IT Spend Recovery Will Support Upside

Narrative Update on ExlService Holdings Price Targets Analysts have revised ExlService Holdings' average price target, with changes ranging from a reduction to $35 from $50 to more moderate adjustments such as $51 from $52 and $46 from $54, reflecting updated models after recent results. Analyst Commentary Recent research on ExlService Holdings presents a mixed picture, with some analysts focusing on valuation support and execution, while others are more cautious after updating their models following Q4 results.
Narratiefupdate Mar 11

EXLS: Gradual IT Spend Recovery And Agentic AI Adoption Will Support Upside

Analysts have lowered their average price target on ExlService to about $41.71 from $52.14. This reflects updated models that incorporate recent target cuts to $46, $35 and $51, along with modest adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E.
Nieuw narratief Feb 26

AI Adoption And Recurring Data Contracts Will Drive Strong Long Term Outcomes

Catalysts About ExlService Holdings ExlService Holdings provides data, analytics, AI solutions and digitally enabled operations to clients in insurance, healthcare, banking and other data intensive industries. What are the underlying business or industry changes driving this perspective?
Narratiefupdate Feb 24

EXLS: Gradual Enterprise IT Spend Recovery Will Support Upside From Discounted Sector Setup

Narrative Update: ExlService Holdings Analyst Price Target Shift The analyst price target for ExlService Holdings has been adjusted to $51 from $52. Analysts report a generally constructive view on IT services into 2026, noting expectations that enterprise IT spending will gradually improve while sector valuations remain discounted.
Narratiefupdate Feb 09

EXLS: Gradual Enterprise IT Spend Recovery Will Support Upside From Discounted 2026 Setup

Analysts have trimmed their price target on ExlService Holdings by $1 to $51, citing a more measured view on sector conditions while still expecting gradual improvement in enterprise IT spending and recognizing that current valuations remain discounted. Analyst Commentary Bullish Takeaways Bullish analysts see the trimmed US$51 target as still implying room for upside relative to what they view as discounted valuations for ExlService and peers.
Analyseartikel Feb 06

Slammed 27% ExlService Holdings, Inc. (NASDAQ:EXLS) Screens Well Here But There Might Be A Catch

ExlService Holdings, Inc. ( NASDAQ:EXLS ) shares have had a horrible month, losing 27% after a relatively good period...
Narratiefupdate Jan 26

EXLS: Gradual Enterprise IT Spend Recovery Will Support Constructive 2026 Upside

Analysts have trimmed their 12 month price target on ExlService Holdings to US$51 from US$52, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margins and future P/E, while still indicating a constructive view on services demand into 2026. Analyst Commentary Bullish Takeaways Bullish analysts see the US$51 target as still supportive of upside potential, even after a modest trim.
Narratiefupdate Jan 10

EXLS: Gradual Enterprise IT Spending Recovery And Buybacks Will Drive 2026 Upside

Analysts have trimmed their price target on ExlService Holdings slightly, with one recent update moving it to $51 from $52. The change reflects adjusted fair value, discount rate and future P/E assumptions, while still pointing to expectations for gradual improvement in enterprise IT spending.
Narratiefupdate Dec 23

EXLS: AI And Share Buybacks Will Drive Strong 2025 Upside Potential

Analysts have modestly raised their price target on ExlService Holdings by approximately 0.0 percent to about 52.29 dollars. This reflects slightly higher discount rate and future P/E assumptions while maintaining their revenue growth and profit margin outlook.
Narratiefupdate Dec 09

EXLS: AI Data Suite And Fraud Platform Will Drive 2025 Momentum

Analysts have modestly raised their price target on ExlService Holdings to 52.29 dollars from 52.29 dollars. This reflects slightly lower discount rate assumptions and a largely unchanged outlook for revenue growth, profit margins, and future valuation multiples.
Narratiefupdate Nov 25

EXLS: AI And Data Initiatives Will Drive Stock Momentum In 2025

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.
Narratiefupdate Nov 11

EXLS: Share Buybacks And AI Initiatives Will Drive Earnings Momentum

Analysts have slightly lowered their price target for ExlService Holdings from $53.29 to $52.29. They cite updated expectations for revenue growth and profit margins.
Narratiefupdate Oct 28

AI-Powered Expansion And Global Partnerships Will Drive Future Market Share

Narrative Update on ExlService Holdings Analyst Price Target Analysts have maintained their fair value estimate for ExlService Holdings at $53.29 per share. Recent adjustments to discount rate and growth assumptions have been minor and do not significantly impact the overall price target.
Narratiefupdate Oct 13

Digital Transformation And AI Expansion Will Open Global Markets

Analysts have slightly lowered their price target for ExlService Holdings, reducing the estimated fair value from $54.14 to $53.29. This adjustment is due to minor changes in the discount rate, projected revenue growth, profit margins, and future price-to-earnings expectations.
Analyseartikel Oct 06

Unpleasant Surprises Could Be In Store For ExlService Holdings, Inc.'s (NASDAQ:EXLS) Shares

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Analyseartikel Sep 04

We Ran A Stock Scan For Earnings Growth And ExlService Holdings (NASDAQ:EXLS) Passed With Ease

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analyseartikel Aug 01

Results: ExlService Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in ExlService Holdings, Inc. ( NASDAQ:EXLS ) had a good week, as its shares rose 2.4% to close at US$43.43...
Analyseartikel Jul 30

ExlService Holdings (NASDAQ:EXLS) Could Easily Take On More Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Jul 03

ExlService Holdings, Inc.'s (NASDAQ:EXLS) Shares May Have Run Too Fast Too Soon

With a price-to-earnings (or "P/E") ratio of 33.6x ExlService Holdings, Inc. ( NASDAQ:EXLS ) may be sending very...
Analyseartikel May 13

An Intrinsic Calculation For ExlService Holdings, Inc. (NASDAQ:EXLS) Suggests It's 22% Undervalued

Key Insights The projected fair value for ExlService Holdings is US$59.87 based on 2 Stage Free Cash Flow to Equity...
Analyseartikel Apr 21

These 4 Measures Indicate That ExlService Holdings (NASDAQ:EXLS) Is Using Debt Safely

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Apr 09

ExlService Holdings (NASDAQ:EXLS) Is Very Good At Capital Allocation

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Seeking Alpha Mar 28

Undervalued By EXLerate: ExlService's Hidden Strength

Summary ExlService is an AI company with significant potential in the AI sector, currently undervalued by 17.5%, from $47 to $55 per share. The company has full order books, indicating strong demand and future revenue growth. ExlService's positioning in the AI market makes it a standout choice for investors seeking growth in this sector. Read the full article on Seeking Alpha
Analyseartikel Mar 12

Is Now The Time To Look At Buying ExlService Holdings, Inc. (NASDAQ:EXLS)?

ExlService Holdings, Inc. ( NASDAQ:EXLS ), is not the largest company out there, but it received a lot of attention...
Analyseartikel Feb 28

ExlService Holdings, Inc. (NASDAQ:EXLS) Just Reported And Analysts Have Been Lifting Their Price Targets

Shareholders might have noticed that ExlService Holdings, Inc. ( NASDAQ:EXLS ) filed its full-year result this time...
Analyseartikel Jan 22

Estimating The Intrinsic Value Of ExlService Holdings, Inc. (NASDAQ:EXLS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, ExlService Holdings fair value estimate is US$59.56 With...
Analyseartikel Jan 09

ExlService Holdings (NASDAQ:EXLS) Seems To Use Debt Rather Sparingly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel Dec 27

Should You Be Adding ExlService Holdings (NASDAQ:EXLS) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analyseartikel Dec 15

There's Been No Shortage Of Growth Recently For ExlService Holdings' (NASDAQ:EXLS) Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analyseartikel Dec 03

At US$46.09, Is ExlService Holdings, Inc. (NASDAQ:EXLS) Worth Looking At Closely?

ExlService Holdings, Inc. ( NASDAQ:EXLS ), is not the largest company out there, but it led the NASDAQGS gainers with a...
Seeking Alpha Nov 29

Why I'm Upgrading ExlService To A Strong Buy

Summary ExlService Holdings, Inc. has shown significant growth, with a 28.21% stock price increase since August 2024, prompting an upgrade to a Strong Buy rating. Q3 2024 results exceeded expectations, with revenue of $472.07 million and EPS of $0.44, driven by robust data and AI-led strategies. The company raised its full-year 2024 guidance, expecting revenue growth of 12-13% and adjusted EPS growth of 13-14%, indicating strong future prospects. Despite high valuation ratios, ExlService's earnings growth and institutional investor confidence suggest continued share price gains, with a one-year target of $53.58. Read the full article on Seeking Alpha
Analyseartikel Nov 20

Why Investors Shouldn't Be Surprised By ExlService Holdings, Inc.'s (NASDAQ:EXLS) P/E

ExlService Holdings, Inc.'s ( NASDAQ:EXLS ) price-to-earnings (or "P/E") ratio of 37.9x might make it look like a...

Winst- en omzetgroeiprognoses

NasdaqGS:EXLS - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20282,927352N/A4331
12/31/20272,5693043273839
12/31/20262,3232662613198
3/31/20262,157252297349N/A
12/31/20252,088251298351N/A
9/30/20252,026241287339N/A
6/30/20251,969236278328N/A
3/31/20251,903216246294N/A
12/31/20241,838198222269N/A
9/30/20241,771188194242N/A
6/30/20241,710179151201N/A
3/31/20241,667182122173N/A
12/31/20231,631185158211N/A
9/30/20231,591176143197N/A
6/30/20231,542171131177N/A
3/31/20231,483158168209N/A
12/31/20221,412143121166N/A
9/30/20221,333139131172N/A
6/30/20221,262127141183N/A
3/31/20221,190119102142N/A
12/31/20211,122115147184N/A
9/30/20211,076119154190N/A
6/30/20211,026119158198N/A
3/31/202197499189232N/A
12/31/202095889161203N/A
9/30/202096679146189N/A
6/30/202097771139180N/A
3/31/202099875105147N/A
12/31/201999168N/A168N/A
9/30/201996950N/A151N/A
6/30/201994946N/A126N/A
3/31/201991648N/A109N/A
12/31/201888357N/A92N/A
9/30/201884644N/A90N/A
6/30/201880749N/A82N/A
3/31/201878655N/A99N/A
12/31/201776249N/A113N/A
9/30/201774274N/A115N/A
6/30/201772169N/A118N/A
3/31/201770265N/A117N/A
12/31/201668662N/A102N/A
9/30/201667561N/A98N/A
6/30/201666760N/A96N/A
3/31/201665256N/A86N/A
12/31/201562852N/A97N/A
9/30/201559844N/A77N/A
6/30/201555735N/A66N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei EXLS ( 11.2% per jaar) ligt boven de spaarquote ( 3.5% ).

Winst versus markt: De winst van EXLS ( 11.2% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 17.1% per jaar).

Hoge groeiwinsten: De winst van EXLS zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van EXLS ( 10% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.9% per jaar).

Hoge groei-inkomsten: De omzet van EXLS ( 10% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.


Groeiprognoses winst per aandeel


Toekomstig rendement op eigen vermogen

Toekomstige ROE: Onvoldoende gegevens om te bepalen of het rendement op eigen vermogen van EXLS naar verwachting over 3 jaar hoog zal zijn


Ontdek groeibedrijven

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/09 08:13
Aandelenkoers aan het einde van de dag2026/06/09 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

ExlService Holdings, Inc. wordt gevolgd door 20 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
David KoningBaird
Vincent ColicchioBarrington Research Associates, Inc.
Kunal TayalBofA Global Research