For the second quarter of 2026, analysts expect ExlService Holdings Inc to report consensus revenue of $573.95 million (+11.6% YoY) and adjusted EPS of $0.55 (+12.2% YoY), while the stock currently trades at $27.67 with an average price target of $40.00.
Investors are primarily focused on the momentum of Data and AI-led services, which now represent approximately 60% of total company revenue and act as the primary engine for organic growth.
The company enters the reporting period with a strong track record, having exceeded consensus estimates for seven consecutive quarters and recently raising its full-year 2026 guidance.
Management's commentary on the transition from generative AI pilot projects to large-scale enterprise production deployments will be critical in justifying continued valuation premiums.