EXL ServiceEXLS
About: ExlService Holdings Inc. is a business process management company that provides digital operations and analytical services to clients driving enterprise-scale business transformation initiatives that leverage company's deep expertise in analytics, AI, ML and cloud. The company offers business process outsourcing and automation services, and data-driven insights to customers across multiple industries. The company operates through four segments based on the products and services offered and markets served: Insurance, Healthcare, Emerging, Analytics. The vast majority of the company's revenue is earned in the United States, and more than half of its revenue comes from Analytics segment.
Employees: 54,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
46% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 39
34% more call options, than puts
Call options by funds: $4.38M | Put options by funds: $3.28M
25% more funds holding in top 10
Funds holding in top 10: 4 [Q2] → 5 (+1) [Q3]
18% more capital invested
Capital invested by funds: $5.02B [Q2] → $5.91B (+$885M) [Q3]
3% more funds holding
Funds holding: 343 [Q2] → 355 (+12) [Q3]
8% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 122
3.37% less ownership
Funds ownership: 98.62% [Q2] → 95.26% (-3.37%) [Q3]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Baird David Koning 73% 1-year accuracy 24 / 33 met price target | 7%downside $44 | Neutral Maintained | 31 Oct 2024 |
Needham Mayank Tandon 63% 1-year accuracy 72 / 115 met price target | 6%upside $50 | Buy Maintained | 31 Oct 2024 |
Financial journalist opinion
