Q2 Earnings Forecast for ExlService Issued By William Blair

ExlService Holdings, Inc. (NASDAQ:EXLS) – Stock analysts at William Blair reduced their Q2 2025 earnings per share estimates for ExlService in a report issued on Wednesday, April 30th. William Blair analyst M. Nolan now expects that the business services provider will post earnings of $0.35 per share for the quarter, down from their prior estimate of $0.36. The consensus estimate for ExlService’s current full-year earnings is $1.27 per share. William Blair also issued estimates for ExlService’s Q4 2025 earnings at $0.38 EPS, FY2025 earnings at $1.50 EPS and FY2026 earnings at $1.77 EPS.

Several other research analysts have also recently weighed in on the company. Stifel Nicolaus upped their price objective on ExlService from $48.00 to $54.00 and gave the stock a “buy” rating in a research report on Thursday, February 27th. JPMorgan Chase & Co. raised their price target on shares of ExlService from $52.00 to $53.00 and gave the stock an “overweight” rating in a research note on Thursday. StockNews.com lowered shares of ExlService from a “buy” rating to a “hold” rating in a research report on Monday, April 14th. Jefferies Financial Group raised their target price on shares of ExlService from $47.00 to $57.00 and gave the company a “buy” rating in a research report on Tuesday, January 21st. Finally, Needham & Company LLC boosted their price target on shares of ExlService from $50.00 to $60.00 and gave the stock a “buy” rating in a research report on Thursday, February 27th. Two equities research analysts have rated the stock with a hold rating and six have given a buy rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $50.57.

ExlService Price Performance

Shares of NASDAQ EXLS opened at $46.87 on Monday. The company has a fifty day moving average price of $45.89 and a 200 day moving average price of $46.10. ExlService has a 1-year low of $28.59 and a 1-year high of $52.43. The firm has a market cap of $7.63 billion, a PE ratio of 41.11, a PEG ratio of 2.11 and a beta of 0.86. The company has a current ratio of 3.02, a quick ratio of 3.02 and a debt-to-equity ratio of 0.37.

ExlService (NASDAQ:EXLS) last announced its quarterly earnings results on Tuesday, April 29th. The business services provider reported $0.48 earnings per share for the quarter, beating analysts’ consensus estimates of $0.45 by $0.03. ExlService had a net margin of 10.61% and a return on equity of 23.23%. The firm had revenue of $501.02 million for the quarter, compared to analyst estimates of $489.66 million. During the same quarter in the previous year, the firm posted $0.38 earnings per share. The business’s revenue was up 14.8% on a year-over-year basis.

Insider Activity

In related news, EVP Ajay Ayyappan sold 4,989 shares of ExlService stock in a transaction dated Wednesday, February 19th. The stock was sold at an average price of $50.70, for a total transaction of $252,942.30. Following the completion of the transaction, the executive vice president now owns 40,986 shares in the company, valued at approximately $2,077,990.20. This trade represents a 10.85 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Anita Mahon sold 10,558 shares of the business’s stock in a transaction that occurred on Tuesday, March 11th. The stock was sold at an average price of $45.92, for a total value of $484,823.36. Following the transaction, the executive vice president now directly owns 94,443 shares in the company, valued at approximately $4,336,822.56. This trade represents a 10.06 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 33,598 shares of company stock valued at $1,661,461 in the last quarter. Company insiders own 4.16% of the company’s stock.

Hedge Funds Weigh In On ExlService

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Proficio Capital Partners LLC bought a new stake in shares of ExlService during the 4th quarter worth about $8,682,000. Smith Group Asset Management LLC lifted its position in ExlService by 1.9% during the fourth quarter. Smith Group Asset Management LLC now owns 422,607 shares of the business services provider’s stock worth $18,755,000 after acquiring an additional 7,694 shares during the last quarter. Oak Ridge Investments LLC boosted its holdings in shares of ExlService by 3.1% during the fourth quarter. Oak Ridge Investments LLC now owns 331,169 shares of the business services provider’s stock worth $14,697,000 after acquiring an additional 9,859 shares during the period. Barclays PLC grew its position in shares of ExlService by 62.6% in the third quarter. Barclays PLC now owns 446,605 shares of the business services provider’s stock valued at $17,040,000 after purchasing an additional 171,912 shares during the last quarter. Finally, KBC Group NV increased its stake in shares of ExlService by 29.8% during the fourth quarter. KBC Group NV now owns 6,583 shares of the business services provider’s stock worth $292,000 after purchasing an additional 1,512 shares during the period. 92.92% of the stock is owned by institutional investors.

About ExlService

ExlService Holdings, Inc operates as a data analytics, and digital operations and solutions company in the United States and internationally. The company operates through Insurance, Healthcare, Analytics, and Emerging Business segments. It also provides digital operations and solutions and analytics-driven services, such as claims processing, premium and benefit administration, agency management, account reconciliation, policy research, underwriting support, new business acquisition, policy servicing, premium audit, surveys, billing and collection, commercial and residential survey, and customer service using digital technology, artificial intelligence, machine learning, and advanced automation; digital customer acquisition services using a software-as-a-service delivery model through LifePRO and LISS platforms; subrogation services; and Subrosource software platform, an end-to-end subrogation platform.