ExlService (NASDAQ:EXLS) Price Target Lowered to $46.00 at Stifel Nicolaus

ExlService (NASDAQ:EXLS) had its price objective reduced by Stifel Nicolaus from $54.00 to $46.00 in a research note published on Thursday morning, Marketbeat reports. They currently have a buy rating on the business services provider’s stock.

Other analysts also recently issued reports about the stock. Wall Street Zen upgraded shares of ExlService from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. TD Cowen reduced their price objective on ExlService from $52.00 to $51.00 and set a “buy” rating on the stock in a research note on Friday, January 9th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of ExlService in a research note on Thursday, January 22nd. Robert W. Baird set a $35.00 target price on ExlService in a research report on Wednesday. Finally, Needham & Company LLC restated a “buy” rating and set a $40.00 price target (down from $55.00) on shares of ExlService in a report on Wednesday. Four equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, ExlService presently has a consensus rating of “Moderate Buy” and a consensus price target of $43.60.

ExlService Stock Up 8.1%

NASDAQ EXLS opened at $30.99 on Thursday. The stock has a 50 day moving average price of $37.95 and a 200-day moving average price of $40.39. ExlService has a one year low of $26.94 and a one year high of $50.60. The company has a market capitalization of $4.85 billion, a P/E ratio of 20.12, a P/E/G ratio of 1.16 and a beta of 0.88. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.91 and a current ratio of 2.56.

Insider Buying and Selling at ExlService

In other ExlService news, EVP Ajay Ayyappan sold 8,114 shares of the stock in a transaction on Tuesday, January 27th. The stock was sold at an average price of $42.53, for a total value of $345,088.42. Following the sale, the executive vice president owned 53,515 shares in the company, valued at $2,275,992.95. This trade represents a 13.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Vikas Bhalla sold 11,774 shares of ExlService stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $39.99, for a total value of $470,842.26. Following the sale, the insider owned 115,272 shares of the company’s stock, valued at approximately $4,609,727.28. This trade represents a 9.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 23,360 shares of company stock worth $920,567 in the last ninety days. 4.04% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On ExlService

Institutional investors have recently modified their holdings of the stock. Ensign Peak Advisors Inc grew its holdings in shares of ExlService by 72.5% during the second quarter. Ensign Peak Advisors Inc now owns 319,868 shares of the business services provider’s stock valued at $14,007,000 after buying an additional 134,491 shares during the last quarter. Allspring Global Investments Holdings LLC lifted its position in ExlService by 17.2% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 224,783 shares of the business services provider’s stock worth $9,825,000 after acquiring an additional 33,067 shares during the period. Tandem Investment Advisors Inc. grew its stake in ExlService by 602.1% during the 3rd quarter. Tandem Investment Advisors Inc. now owns 71,957 shares of the business services provider’s stock valued at $3,168,000 after purchasing an additional 61,708 shares during the last quarter. Allworth Financial LP increased its holdings in shares of ExlService by 18,533.3% in the second quarter. Allworth Financial LP now owns 43,602 shares of the business services provider’s stock valued at $1,909,000 after purchasing an additional 43,368 shares during the period. Finally, CWM LLC raised its stake in shares of ExlService by 261.5% in the third quarter. CWM LLC now owns 74,164 shares of the business services provider’s stock worth $3,265,000 after purchasing an additional 53,651 shares during the last quarter. 92.92% of the stock is owned by hedge funds and other institutional investors.

More ExlService News

Here are the key news stories impacting ExlService this week:

• Positive Sentiment: Q4 results beat consensus and management raised FY‑2026 outlook (EPS guidance above the street), supporting the rally by showing stronger near‑term fundamentals. EXL Reports 2025 Fourth Quarter and Year‑End Results; Issues 2026 Guidance
• Positive Sentiment: Management projects 9%–11% organic growth for 2026 and is expanding AI‑led services, giving a clear growth runway that could justify re‑rating if execution continues. ExlService expects 9%-11% organic growth in 2026 while expanding AI‑led services
• Positive Sentiment: Management commentary on buybacks, cloud migration and shifting targets signals capital‑allocation and product‑mix moves toward higher‑margin, scalable offerings — a structural positive if margins expand. How The ExlService (EXLS) Story Is Shifting With New Targets Buybacks And Cloud Moves
• Neutral Sentiment: Analysts lowered price targets but largely retained Buy ratings (TD Cowen cut its PT to $45; Stifel cut to $46) — that reduces some upside expectations but still implies significant upside from current levels. Assessing ExlService Hldgs: Insights From 4 Financial Analysts Exlservice (EXLS) PT Lowered to $46 at Stifel
• Negative Sentiment: Insider selling disclosed — EVP Ajay Ayyappan sold shares (modest size), which can be perceived negatively by some investors even if not large enough to signal loss of confidence. SEC Form 4 — Insider Sale
• Negative Sentiment: Technical risk: shares remain below the 50‑ and 200‑day moving averages, which can cap near‑term upside while momentum traders wait for a sustained trend reversal.

About ExlService

ExlService Holdings, Inc (NASDAQ: EXLS) is a global operations management and analytics company that partners with clients in insurance, healthcare, banking, and financial services to drive digital transformation and operational excellence. The firm delivers analytics-driven solutions and business process outsourcing services, including claims adjudication, finance and accounting, data management, and customer service support. ExlService combines domain expertise with advanced analytics, artificial intelligence, and automation technologies to help organizations optimize processes, enhance customer experiences, and manage risk.

Founded in 1999 and headquartered in New York City, ExlService has grown through a mix of organic expansion and strategic acquisitions, earning recognition for its data analytics capabilities and industry-specific knowledge.