Genpact is transitioning from a legacy BPO provider to a digital transformation partner, with ATS driving higher-quality, annuity-like revenue growth. ATS now comprises ~24% of G's revenue and is ...
I recommend a buy rating for Genpact, driven by a new phase of predictable, double-digit EPS growth supported by AI-led transformation and strong demand. GenpactNext strategy is transforming the ...
Craig Inman, CFA, is a Managing Director of Artisan Partners and a Portfolio Manager on the U.S. Value team. In this role, he is a Portfolio Manager for the Artisan Value Equity, U.S. Mid-Cap Value, ...