-- ExlService Holdings (EXLS) has an average rating of buy and mean price target of $41.75 according to analysts polled by FactSet.
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Price: $31.29, Change: $+0.09, Percent Change: +0.30%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $750 from $804, on P/E of about 19x our 2027 EPS view, below its long-term historical average. We adjust our 2026 EPS estimate to $29.29 from $30.68 and 2027 to $39.39 from $36.68. After reporting strong Q1 revenue growth (+33%)/Q2 guide (+25%), we believe that META is successfully finding ways to leverage AI investments across its ad platforms (value optimization suite's $20B+ revenue run rate). Still, we are disappointed that management failed to tell a good story to investors about how it plans to monetize elevated spend/new product ambitions. Also, the potential for new monetization streams from personal AI agents, business AI subscriptions (META now averaging 10M weekly business AI conversations), and API access to Muse models could materially diversify revenue beyond advertising over the next three to five years. Shares trade at an enticing 15x-16x our CY 27 EPS, offering upside should META be able to deliver on growth ambitions and continue to monetize its ad platforms.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $5 to $115, based on a 2027 P/E of 31.1x, a justified premium to historical averages. We increase our EPS estimates to $3.35 from $3.30 for 2026 and to $3.70 from $3.65 for 2027. Following ORLY's Q1 earnings release and increased full-year guidance, we are raising our estimates and price target. Accordingly, we reiterate our Buy rating on the shares. We think the company's better-than-expected Q1 earnings, driven by robust same-store sales growth (+8.1%, ORLY's strongest since Q3 2023), set the stage for another guidance increase later this year. Furthermore, the company significantly increased its share repurchases in Q1 ($923M) relative to its recent quarterly run-rate, sending a strong signal to the market. With its mix of robust same-store sales growth, new store openings (207 in 2025 and 225-235 expected in 2026), and EPS-boosting share repurchases, we think ORLY will continue to create value for shareholders in a favorable environment for auto aftermarket retailers.
Mark Andrew Warner, Chief Accounting Officer and Controller, on April 28, 2026, sold 4,000 shares in Sei Investments (SEIC) for $364,640. Following the Form 4 filing with the SEC, Warner has control over a total of 921 common shares of the company, with 921 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/350894/000162828026028672/xslF345X05/wk-form4_1777563353.xmlPrice: $91.08, Change: $+0.21, Percent Change: +0.23%