EXLS
ExlService Holdings, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Feb 23 to Mar 2 2 days of insider sells: $86.7K by 1 insider, avg $30.14
- R Feb 24 ExlService (EXLS) reported strong 2025 full-year results with revenu…
- A Jul 30 Baird upgrades
- E Aug 3 M&A: EXL completes acquisition of iMerit, accelerating enterpri…
- S Aug 3 1 insider sell $384.9K at $34.99
- S Aug 11 1 insider sell $175.5K at $35.10
- S Sep 1 1 insider sell $381.7K at $38.17
- S Oct 1 1 insider sell $389.2K at $35.38
Signal stack
Where each data set points today.
- InsidersBEARISH
3 insiders sold $2.2M.
- InstitutionsMIXED
Q2 2026: 50 added (1 new), 42 trimmed or exited. Largest new: Balyasny Asset Management $12.0M.
- AnalystsBULLISH
15 of 16 rate it Buy or better. Every target is above the price.
- Short sellersSTEADY
Short interest −4.3% to 10.13M shares. 4.7 days to cover, ≈6.7% of shares.
- TrendUPTREND
10% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| CITADEL ADVISORS LLC | DOUBLED | $82.8M |
| NORGES BANK | DOUBLED | $73.3M |
| JPMORGAN CHASE & CO | TRIM | $58.9M |
| UBS Group AG | DOUBLED | $55.3M |
| Qube Research & Technologies Ltd | DOUBLED | $50.3M |
| GOLDMAN SACHS GROUP INC | DOUBLED | $46.5M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | ADD | $43.2M |
| JANE STREET GROUP, LLC | ADD | $38.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
16 analystsPrice is below the lowest target. Median implies +10%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Aug 27, 2026 | TD Cowen MAINTAIN | Buy |
| Jul 30, 2026 | Baird UPGRADE | Outperform |
| Jul 29, 2026 | Needham MAINTAIN | Buy |
| Jul 9, 2026 | TD Cowen MAINTAIN | Buy |
| Jun 25, 2026 | Barrington Research MAINTAIN | Outperform |
| Apr 30, 2026 | Barrington Research UPGRADE | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | Bhalla Vikas President of EXL | SELL | $389.2K |
| Sep 1, 2026 | Bhalla Vikas President of EXL | SELL | $381.7K |
| Aug 11, 2026 | Chhibbar Vishal Executive Vice President | SELL | $175.5K |
| Aug 3, 2026 | Bhalla Vikas President of EXL | SELL | $384.9K |
| Jul 16, 2026 | Mehta Kamini H Director | AWARD | 7,705 sh |
| Jul 1, 2026 | Bhalla Vikas President of EXL | SELL | $317.6K |
| Jun 30, 2026 | Nicolelli Maurizio Executive Vice President & CFO | AWARD | $14.1K |
| Jun 30, 2026 | Jetley Vivek President of EXL | AWARD | $14.1K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
11 filings · 4 press releases · 3 bullish · 0 bearish · 1 mixed · 7 neutral- BULLISH 8-KOct 27, 2026
EXL reported Q3 2026 revenue of $634.0M (up 19.7% YoY) and adjusted diluted EPS of $0.62 (up 28.5% YoY), both above consensus estimates of $615.4M and $0.56. The company raised full-year 2026 guidance for the second consecutive quarter, now expecting revenue of $2.430B-$2.440B and adjusted EPS of…
🔒 Fresh report (last 24h), subscribers only
- BULLISH PRESS-RELEASEOct 27, 2026
EXL reported Q3 2026 revenue of $634.0M (up 19.7% YoY) and adjusted diluted EPS of $0.62 (up 28.5% YoY), beating consensus estimates of $0.56 EPS and $615.4M revenue. The company raised full-year 2026 guidance: revenue now $2.430B-$2.440B (prior $2.390B-$2.415B) and adjusted EPS $2.34-$2.36 (prior…
🔒 Fresh report (last 24h), subscribers only
- NEUTRAL INST-CLUSTEROct 16, 2026
Three asset managers increased their EXLS positions in Q3 2026, with aggregate buying value…
The cluster is small in absolute dollar terms and involves only asset managers, not high-conviction activists or hedge funds. Monitor next quarter's 13F for continuation or reversal of this…
- NEUTRAL SC 13G/AOct 7, 2026
FMR LLC (Fidelity) filed an amended Schedule 13G disclosing a 12.0% passive stake in ExlService…
Fidelity's increased passive stake signals continued institutional confidence but no near-term catalyst. Monitor for any future 13D conversion or changes in Fidelity's position size, which could…
All EXLS filing & press-release reports (15)
- 8-K reportOct 27, 2026
- PRESS-RELEASE reportOct 27, 2026
- INST-CLUSTER reportOct 16, 2026
- SC 13G/A reportOct 7, 2026
- 8-K reportSep 2, 2026
- PRESS-RELEASE reportSep 2, 2026
- PRESS-RELEASE reportAug 3, 2026
- 8-K reportJul 21, 2026
- PRESS-RELEASE reportJun 12, 2026
- 8-K reportMay 12, 2026
- PRESS-RELEASE reportMay 12, 2026
- PRESS-RELEASE reportApr 28, 2026
- DEFA14A reportApr 27, 2026
- PRESS-RELEASE reportApr 8, 2026
- 8-K, 8-K reportFeb 24, 2026