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Genpact (G) Could Be 17% Undervalued Following Its Agentic Operations Push

Simply Wall St · 2d ago

Genpact (G) has drawn fresh attention after Q2 2026 results showed revenue of US$1.343b and 7.1% year over year growth, with Advanced Technology Solutions expanding 24.1% and management emphasizing a shift toward agentic operations.

At a share price of US$35.22, Genpact has seen short term momentum pick up, with a 1 day share price return of 2.53%, a 7 day gain of 5.29% and a 90 day rise of 17.13%. This has occurred even though the year to date share price return has fallen 23.28% and the 1 year total shareholder return has declined 9.88%.

Scan other agentic operations and AI-focused outsourcers moving on similar catalysts with our curated list of 39 profitable AI stocks that aren't just burning cash.

The rebound in Genpact after a tough year invites a simple question: Has the recent jump already captured the shift toward agentic operations, or does the current valuation still leave meaningful upside on the table?

Most Popular Narrative: 16.5% Undervalued

Genpact’s most followed valuation narrative pegs fair value at $42.18 per share, above the recent $35.22 close. This frames the current agentic operations push as a key swing factor for where the stock goes next.

The rising share of annuitized, non FTE and outcome based contracts, with non FTE revenue surpassing 50% of total revenue in Q2 2026 and more than 70% of ATS revenue both annuitized and non FTE, increases the potential for more recurring revenue and steadier earnings over time.

See why 19 investors see Genpact as 17% undervalued.

Result: Fair Value of $42.18 (UNDERVALUED)

Still, the Genpact story can break if exits from lower value contracts weigh more heavily than expected, or if large deal communications issues undermine confidence in those agentic wins.

Find out about the key risks to this Genpact narrative.

Next Steps

If that blend of optimism and concern around Genpact leaves you on the fence, consider acting promptly, stress test the thesis, and weigh both sides through the 5 key rewards and 1 important warning sign.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.