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Research Alert: CFRA Keeps Hold Rating On Shares Of Genpact Limited

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lower our target price by $9 to $36, 8.3x our 2027 EPS estimate vs. G's three-year historical forward P/E average of 12.1x and the peer average of 11.6x. We raise our 2026 EPS view to $4.04 from $3.99 and keep 2027's unchanged at $4.34. We think G faces operational risks, including execution hurdles in scaling its new AI-driven offerings against intense competition. However, these concerns are partly overshadowed by the exceptional momentum in its strategic pivot, highlighted by a 24% surge in ATS revenue. In a major proof point of this shift, the company secured nearly double the contract value for its new Agentic solutions in Q1 alone compared to all of 2025, demonstrating rapid market adoption. This successful transition towards higher-margin, IP-based recurring revenue is structurally improving profitability, evidenced by 12 consecutive quarters of gross margin expansion. Sustaining this high-stakes execution and improving cash conversion remain critical to fully de-risking the company's transformation.

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