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EXLS logo

ExlService Holdings, Inc. Stock Price

NasdaqGS:EXLS Community·US$5.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 40 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

EXLS Share Price Performance

US$35.26
-7.73 (-17.98%)
​
US$43.50
Fair Value
US$35.26
-7.73 (-17.98%)
18.9% undervalued intrinsic discount
US$43.50
Fair Value
Price US$35.26
AnalystConsensusTarget US$43.50
AnalystHighTarget US$48.00
Esteban US$18.40
Thu, 30 Jul 26
Fair ValueUS$43.50
Share Pricen/a

EXLS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$43.5 18.9% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
20users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$48 26.5% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
ES
Esteban's
Fair Value
·
Fair Value US$18.4 91.6% overvalued intrinsic discount

Five years of mix shift into AI-led work has produced no gross margin expansion, and contracts are terminable without cause.

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
EXLS logo
ExlService Holdings
91.6% overvalued intrinsic discount
Updated

Five years of mix shift into AI-led work has produced no gross margin expansion, and contracts are terminable without cause.

View narrative
ES
Esteban
Updated 10 Sep
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EXLS logo
ExlService Holdings
18.9% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 30 Jul
Read Narrative
EXLS logo
ExlService Holdings
26.5% undervalued intrinsic discount

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

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 13 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

ES
EXLS logo

Five years of mix shift into AI-led work has produced no gross margin expansion, and contracts are terminable without cause.

Fair Value: US$18.4 91.6% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
EXLS logo

EXLS: AI Shift And iMerit Deal Will Shape Future Position

Fair Value: US$48 26.5% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
EXLS logo

EXLS: AI Services And Partnerships Will Support Future Share Rebound

Fair Value: US$43.5 18.9% undervalued intrinsic discount
20 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with excellent balance sheet.

0 Risks
4 Rewards
View Full Analysis

ExlService Holdings, Inc. Key Details

US$2.2b

Revenue

US$1.4b

Cost of Revenue

US$861.6m

Gross Profit

US$611.6m

Other Expenses

US$250.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.65
38.51%
11.17%
44.0%
View Full Analysis

About EXLS

Founded
1999
Employees
65000
CEO
Rohit Kapoor
WebsiteView website
www.exlservice.com

ExlService Holdings, Inc., operates as a data and artificial intelligence (“AI”) company in the North America, the United Kingdom, Europe, and internationally. The company operates through Insurance; Healthcare and Life Sciences; Banking, Capital Markets, and Diversified Industries; and International Growth Markets. It provides digital operations and solutions and analytics-driven services, such as claims management, premium and benefit administration, agency management, account reconciliation, actuarial and risk analytics, policy research, digital marketing, underwriting support, new business acquisition, policy servicing, audit, surveys, billing and collection, commercial and residential survey, and customer service; digital customer acquisition services using a software-as-a-service delivery model through LifePRO and Life Digital Suite platforms; and Subrosource software platform, an end-to-end subrogation platform. The company also offers health care services for care, utilization, and disease management; payment integrity; revenue optimization, customer engagement, and commercial analytics and regulatory support services; and digital operations and solutions. In addition, it provides financial planning and analysis, accounting, regulatory and statutory reporting, decision support, data management, and compliance services; consumer and commercial banking, credit card and payment services; fintech, wealth and retirement services; capital markets, utilities, retail and consumer packaged goods, communications, media and entertainment, travel and leisure, transportation and logistics, infrastructure, and other business services; property and casualty insurance, life insurance, disability insurance; and insurance brokers, reinsurers, annuity and retirement services. The company was founded in 1999 and is headquartered in New York, New York.

Recent EXLS News & Updates

User avatar
Narrative Update • Sep 10

Five years of mix shift into AI-led work has produced no gross margin expansion, and contracts are terminable without cause.

Offshore analytics and managed-operations provider that runs mission-critical claims, underwriting, payment-integrity and finance workflows for large insurers, healthcare payers and banks, and is repositioning that base into data and AI-led delivery. Roughly 53% of revenue is recurring, embedded operations protected by 12–30 months of transition friction, which is enough to make permanent capital loss unlikely at a low entry price.

Recent updates

No updates

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