$G

2 stories mentioning G

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

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.

Research38d ago

Research Alert: G Q1: Ai-driven Transformation Accelerates With 24% Advanced Tech Growth

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:G reported Q1 revenues of $1.30B (+7% Y/Y), beating consensus of $1.29B, with adjusted EPS of $0.98 vs. $0.84 prior year, exceeding estimates by $0.06. ATS accelerated 24% to $345M (27% of revenue) while Core Business Services grew 1% to $951M, demonstrating strong execution on strategic transformation toward higher-value AI services. The company's positioning in agentic operations continues driving robust client demand and margin expansion. Management emphasized that agentic transformation succeeds when "grounded in real-world expertise," highlighting G's competitive differentiation. Gross margin expanded to 36.4% for the 12th consecutive quarter while adjusted operating margin held steady at 17.3%, reflecting operational leverage. G repurchased $70M in shares, though operating cash flow turned negative at -$24M vs. +$40M in the prior year due to working capital timing. We believe G's focus on AI integration services positions it well to capitalize on growing digital transformation demand.