ExlService Holdings, Inc.
EXLS
NASDAQ·Technology·Information Technology Services·Mkt cap $5.6B
$36.63
▼ -1.85%
P/E
23.04
Mkt Cap
$5.6B
52-Wk Range
$24.85–$45.08
52-Week Range
$24.85 - $45.08
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 17.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary AI and machine learning technology integrated into core offerings
- Deep domain expertise across insurance and healthcare verticals
- Scalable SaaS platforms (LifePRO, LISS, Subrosource) creating recurring revenue
- Global delivery capabilities with cost-effective operations
Bear Case
2 risks
- Average volatility.
- Premium valuation to Cybersecurity & Defense IT peers
Growth
Stable outlook
Accelerating digital transformation and automation adoption across enterprises
Value
Premium valuation to Cybersecurity & Defense IT peers
Momentum
Hot
+23.5% over 3m
Quality
Stable
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying EXLS right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 27, 2026
JUL 28, 2026
Reported EPS of $0.59 vs $0.55 consensus (+7.7% surprise). Revenue of $594.8M vs $573.9M expected (+3.6%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+7.7%
Revenue trend · last 8Q
—
—
—
+15%
+12%
+13%
+14%
+16%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$472.1M
$481.4M
$501.0M
$514.5M
$529.6M
$542.6M
$570.4M
$594.8M
Margins · last 8Q
Gross
38.0%
Operating
14.7%
Profit
10.8%
Wall Street consensus
3 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: TD Cowen · Aug 27, 2026
vs Industry
How EXLS stacks vs Information Technology Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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