ExlService (NASDAQ:EXLS) Updates FY 2025 Earnings Guidance

Key Points

• ExlService has updated its FY 2025 earnings guidance, projecting earnings per share between $1.860 and $1.900, slightly below the consensus estimate of $1.876. Revenue guidance matches the consensus at $2.1 billion.
• Analysts have shown a positive outlook on ExlService, with multiple upgrades and a majority rating of "Moderate Buy", while the average target price is set at $51.50.
• Recent insider activity includes significant sell-offs by executives, with one insider selling 25,000 shares, representing a 15.62% decrease in their ownership of the stock.

ExlService (NASDAQ:EXLS - Get Free Report) updated its FY 2025 earnings guidance on Tuesday. The company provided earnings per share guidance of 1.860-1.900 for the period, compared to the consensus earnings per share estimate of 1.876. The company issued revenue guidance of $2.1 billion-$2.1 billion, compared to the consensus revenue estimate of $2.1 billion.

Analysts Set New Price Targets

EXLS has been the subject of a number of recent research reports. Wall Street Zen raised ExlService from a "hold" rating to a "buy" rating in a research note on Friday, May 9th. Needham & Company LLC restated a "buy" rating and issued a $55.00 price objective on shares of ExlService in a report on Tuesday, June 3rd. Finally, JPMorgan Chase & Co. lifted their target price on shares of ExlService from $52.00 to $53.00 and gave the company an "overweight" rating in a research note on Thursday, May 1st. One equities research analyst has rated the stock with a hold rating and six have given a buy rating to the stock. Based on data from MarketBeat, ExlService currently has an average rating of "Moderate Buy" and a consensus price target of $51.50.

ExlService Stock Performance

Shares of EXLS stock traded down $1.27 during trading on Friday, reaching $42.16. The company had a trading volume of 1,858,201 shares, compared to its average volume of 1,995,654. The firm's 50 day simple moving average is $44.76 and its two-hundred day simple moving average is $46.36. ExlService has a one year low of $31.87 and a one year high of $52.43. The company has a debt-to-equity ratio of 0.24, a current ratio of 3.15 and a quick ratio of 3.41. The company has a market capitalization of $6.81 billion, a PE ratio of 29.28, a PEG ratio of 1.98 and a beta of 0.81.

ExlService (NASDAQ:EXLS - Get Free Report) last released its quarterly earnings results on Tuesday, July 29th. The business services provider reported $0.49 EPS for the quarter, beating analysts' consensus estimates of $0.45 by $0.04. The company had revenue of $514.46 million for the quarter, compared to analyst estimates of $504.87 million. ExlService had a net margin of 12.00% and a return on equity of 25.38%. The company's quarterly revenue was up 14.7% compared to the same quarter last year. During the same quarter last year, the firm posted $0.40 earnings per share. Sell-side analysts forecast that ExlService will post 1.27 earnings per share for the current year.

Insiders Place Their Bets

In other news, insider Vikas Bhalla sold 25,000 shares of ExlService stock in a transaction dated Thursday, May 8th. The stock was sold at an average price of $46.11, for a total value of $1,152,750.00. Following the transaction, the insider directly owned 135,046 shares in the company, valued at approximately $6,226,971.06. The trade was a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 4.04% of the stock is currently owned by corporate insiders.

Institutional Trading of ExlService

Several hedge funds have recently added to or reduced their stakes in the business. Empowered Funds LLC lifted its holdings in shares of ExlService by 277.7% during the first quarter. Empowered Funds LLC now owns 17,384 shares of the business services provider's stock worth $821,000 after buying an additional 12,781 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in ExlService by 4.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 497,474 shares of the business services provider's stock worth $23,486,000 after acquiring an additional 19,769 shares during the period. Finally, Jane Street Group LLC acquired a new position in ExlService during the 1st quarter valued at $10,084,000. Institutional investors own 92.92% of the company's stock.

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.