Ajay Ayyappan Sells 5,093 Shares of ExlService (NASDAQ:EXLS) Stock
Ajay Ayyappan, EVP of ExlService (NASDAQ:EXLS), sold 5,093 shares of the company's stock for approximately $148,257, reducing his ownership by 9.42%. The sale was executed under a pre-arranged Rule 10b5-1 plan. Despite the insider sale, ExlService's stock traded up, and the company recently beat earnings and revenue estimates while authorizing a $125 million share repurchase program, indicating management views the stock as undervalued.
Netflix put under the microscope in BetterInvesting’s August issue
BetterInvesting Magazine has selected Netflix (NASDAQ: NFLX) as its August 2026 "Stock to Study" to help investors determine if the stock is fairly valued. The same issue will also include a fundamental review of ExlService Holdings (NASDAQ: EXLS) from an undervalued perspective. Both analyses are provided for educational purposes and are not recommendations to buy, emphasizing that investors should conduct their own research.
EXLS (NASDAQ: EXLS) files Form 144 notice for 5,093 common shares
ExlService Holdings, Inc. (EXLS) has filed a Form 144 notice for the proposed sale of 5,093 shares of Common Stock due to restricted stock vesting on January 21, 2026. The filing also indicates two prior dispositions by Ajay Ayyappan, totaling 2,876 shares, in February and March 2026. As of May 20, 2026, the company's outstanding shares were reported as 152,782,931.
ExlService Holdings, Inc. (NASDAQ:EXLS) Given Consensus Recommendation of "Moderate Buy" by Brokerages
ExlService Holdings, Inc. (NASDAQ:EXLS) has received a consensus "Moderate Buy" rating from brokerages, with an average 12-month price target of $41.50. The company reported stronger-than-expected Q1 earnings with EPS of $0.58 and revenue of $570.35 million, alongside a board-approved $125 million share repurchase plan. Analyst reports from firms like Stifel Nicolaus, Robert W. Baird, and Needham & Company LLC have influenced the stock's rating and price targets.
Tredje AP fonden Trims Position in ExlService Holdings, Inc. $EXLS
Tredje AP fonden reduced its stake in ExlService Holdings, Inc. by 14% in the fourth quarter, selling 100,000 shares to hold 614,000 shares valued at $26.1 million. This comes as ExlService reported strong quarterly results, exceeding EPS and revenue estimates, and announced a $125 million share buyback program. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $41.50 for the company.
Can ExlService (EXLS) Turn Its AI-Led M&A And New Leadership Push Into Durable Value?
ExlService Holdings (EXLS) recently updated its 2026 guidance, focusing on AI- and data-led growth through acquisitions and a balanced capital allocation. The appointment of Bhupender Singh as president signals a push for international expansion, aligning with the company's ambition to be a premier enterprise AI partner. While the company projects significant revenue and earnings growth by 2029, investors should consider potential challenges from intensifying AI competition and wage inflation.
ExlService Holdings (NASDAQ:EXLS): A GARP Play Tailor-Made for Peter Lynch Investors
ExlService Holdings (NASDAQ:EXLS) is presented as a "Growth at a Reasonable Price" (GARP) investment opportunity aligning with Peter Lynch's philosophy. The company demonstrates strong earnings per share growth, reasonable valuation metrics like a low P/E and PEG ratio, and excellent financial health with high ROE and manageable debt. Despite not paying a dividend, its strong fundamental ratings, growth prospects, and share buybacks make it an attractive long-term hold.
Handelsbanken Fonder AB Has $160.47 Million Stock Position in ExlService Holdings, Inc. $EXLS
Handelsbanken Fonder AB has significantly increased its stake in ExlService Holdings, Inc. to $160.47 million, making it their 29th largest holding. This comes as ExlService reported stronger-than-expected earnings and revenue, with a positive outlook from analysts and a recent share buyback authorization. Institutional investors, including Handelsbanken Fonder AB, own a substantial portion of the company's stock, reflecting confidence in its performance.
ExlService Holdings Jumps 5.2% Amid Sector-Wide Rally
ExlService Holdings (EXLS) saw its stock surge 5.2% to $28.90, primarily driven by a broad sector-wide rally that also boosted several of its peers, like SSNC and CNDT. This rise appears to be due to increased investor interest in technology services providers rather than company-specific news or catalysts. The article notes that the sustainability of this rally will depend on continued sector momentum and potential future company-specific developments.
ExlService Holdings, Inc. $EXLS Position Reduced by Bessemer Group Inc.
Bessemer Group Inc. significantly reduced its stake in ExlService Holdings, Inc. ($EXLS) by 26.5% during the fourth quarter, selling 185,093 shares. Despite this, ExlService exceeded first-quarter earnings and revenue expectations and has authorized a $125 million share repurchase program. Analysts currently hold a "Moderate Buy" consensus rating for the company.
A Look At ExlService Holdings (EXLS) Valuation After Executive Appointment To Lead International Growth Markets
ExlService Holdings (EXLS) has appointed Bhupender Singh to lead international growth markets, aiming to boost expansion in EMEA and APAC. This executive change comes despite a significant share price decline over the past year, while analyst targets and intrinsic value estimates indicate a potential undervaluation at its current price of US$27.48. The article questions whether the market is truly factoring in EXL’s future growth, especially given that some valuation models suggest the stock is overvalued, while market ratios present a more balanced picture.
User | sweetwaterreporter.com - ExlService Holdings, Inc. - Common Stock (Nasdaq:EXLS) Stock Quote
This article provides a stock quote and recent news for ExlService Holdings, Inc. (NASDAQ: EXLS). It details the company's current stock price, trading volume, 52-week range, and lists several news headlines including investor day highlights, strategic collaborations, industry recognition, and earnings reports, emphasizing their focus on AI and strong financial performance.
EXL named a Leader in Everest Group Healthcare Payer Intelligent Operations PEAK Matrix® Assessment 2026
EXL has been recognized as a Leader in Everest Group's Healthcare Payer Intelligent Operations PEAK Matrix® Assessment 2026. The assessment highlights EXL's strengths in analytics, predictive modeling, and solution flexibility, particularly within its CareRadius™ platform. This recognition reflects EXL's robust data and AI-led strategy aimed at improving decision-making, streamlining operations, and enhancing member outcomes for healthcare payers.
Analysts’ Opinions Are Mixed on These Technology Stocks: Exlservice Holdings (EXLS) and Cisco Systems (CSCO)
Analysts have provided mixed ratings for Exlservice Holdings (EXLS) and Cisco Systems (CSCO) in the technology sector. William Blair maintained a Buy rating for EXLS, with a strong buy consensus and a significant upside potential according to TipRanks. For CSCO, William Blair maintained a Hold rating, aligning with a moderate buy consensus and a smaller upside.
Exlservice Holdings (EXLS) Receives a Buy from Jefferies
Jefferies has maintained a Buy rating for Exlservice Holdings (EXLS) and set a price target of $39.00. The analyst consensus for Exlservice Holdings is a Strong Buy, with an average price target of $41.14. The company recently reported Q1 revenue of $570.35 million and a net profit of $67.08 million, showing growth compared to the previous year.
Analysts’ Opinions Are Mixed on These Technology Stocks: Exlservice Holdings (EXLS) and Cisco Systems (CSCO)
Analyst opinions are mixed for Exlservice Holdings (EXLS) and Cisco Systems (CSCO). William Blair maintained a Buy rating on EXLS with a $41.14 average price target, while Cisco Systems received a Hold rating from William Blair's Sebastien Naji, despite a Moderate Buy consensus. The article highlights individual analyst ratings, price targets, and overall consensus for both technology companies.
AQR Holdings Discloses 9.88M-Share Stake in ExlService (NASDAQ: EXLS)
AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have disclosed a passive beneficial ownership of 9,876,298 shares, representing 6.32% of ExlService Holdings, Inc. (NASDAQ: EXLS) common stock as of March 31, 2026. This Schedule 13G filing indicates shared voting power over 9,460,174 shares and shared dispositive power over all 9,876,298 shares. The disclosure confirms AQR Capital Management, LLC as a wholly owned subsidiary of AQR Capital Management Holdings, LLC.
Exlservice stock rating maintained at Buy by TD Cowen on AI strength
TD Cowen has reiterated a Buy rating on Exlservice Holdings Inc. (NASDAQ:EXLS) with a $45.00 price target, citing the company's strong position in AI implementation. Despite trading near its 52-week low, the stock
EXL named a Leader in Everest Group Healthcare Payer Intelligent Operations PEAK Matrix® Assessment 2026
EXL has been recognized as a Leader in the Everest Group Healthcare Payer Intelligent Operations PEAK Matrix® Assessment 2026. This acknowledgment highlights EXL's strong performance in the healthcare payer sector. The article also mentions EXLS's presence in various stock screener lists, indicating its strong financial health and promising investment metrics.
Exlservice stock rating maintained at Buy by TD Cowen on AI strength
TD Cowen has maintained a Buy rating and a $45.00 price target for Exlservice Holdings Inc. (NASDAQ:EXLS), highlighting the company's strong position in AI implementation and its undervalued execution capabilities. Despite trading near its 52-week low, the firm believes Exlservice is a structural winner due to its full-stack ownership across data, operations, AI, and outcomes, expecting double-digit growth and rising margins as AI scales. Recent financial results for Q1 2026 also surpassed expectations, with strong EPS and revenue figures, and the company announced the appointment of Bhupender Singh as president and head of international growth markets.
[Form 4] ExlService Holdings, Inc. Insider Trading Activity
Bhupender Singh, President of International Growth Markets at ExlService Holdings, Inc. (EXLS), reported an acquisition of 77,170 restricted stock units (RSUs) in a recent Form 4 filing. These RSUs will vest in four equal annual installments starting May 11, 2027, with accelerated vesting possible under certain termination or change in control events. This grant serves as an equity compensation award, aligning the executive's interests with long-term shareholder value.
ExlService (EXLS) growth markets president files initial insider ownership
ExlService Holdings, Inc. reported the initial equity holdings of Bhupender Singh, President, International Growth Markets, via a Form 3 insider filing. This filing serves as a baseline disclosure of his insider status and ownership position, showing no listed transactions. It formally records his status as an officer and sets a starting point for tracking future insider transactions.
ExlService Holdings stock hits 52-week low at 26.94 USD By Investing.com
ExlService Holdings Inc. (NASDAQ:EXLS) stock has fallen to a new 52-week low of $26.94, marking a 37% decrease over the past year and nearly 30% year-to-date. Despite the downturn, InvestingPro analysis suggests the stock may be undervalued, with 7 analysts revising earnings upwards for the upcoming period. EXL recently reported strong Q1 2026 financial results and appointed Bhupender Singh to lead international growth.
ExlService Holdings Drops 5.3% Amid Sector-Wide Selling
ExlService Holdings (EXLS) dropped 5.3% on Wednesday, closing at $28.15, as part of a broad sector-wide selloff in information technology services. The decline appears to be due to a synchronized investor rotation out of technology services rather than company-specific concerns, with other sector peers also experiencing significant losses. The company maintains a $4.2 billion market capitalization, and investors are advised to monitor whether this sector weakness persists.
Exlservice appoints Bhupender Singh to lead global growth
ExlService Holdings has appointed Bhupender Singh as president and head of international growth markets, aiming to accelerate growth in EMEA and APAC. Singh, who brings over 25 years of leadership experience, will also focus on positioning EXL as a top data and AI partner. The appointment includes a substantial compensation package and reflects EXL's strategy for global expansion in data and AI services.
ExlService Holdings stock (US3020811044): appoints Bhupender Singh to lead international growth
ExlService Holdings (NASDAQ: EXLS) has appointed Bhupender Singh as President and Head of International Growth Markets, effective May 11, 2026, to accelerate expansion in EMEA and APAC regions. This move follows strong Q1 earnings, with revenue of $570.4 million and EPS of $0.58, exceeding estimates. Singh's compensation package includes a significant salary and RSUs, signaling the company's commitment to global growth in the data analytics and AI services sector.
Raised 2026 Guidance and AI Platform Recognition Could Be A Game Changer For ExlService (EXLS)
ExlService Holdings, Inc. (EXLS) reported strong first-quarter 2026 results with sales of US$570.35 million and net income of US$67.08 million, leading to an upward revision of its full-year 2026 revenue guidance to US$2.30–US$2.33 billion. The company's enhanced outlook, combined with recognition for its AI-powered Security Architecture Review Automation platform, underscores the growing role of data and AI solutions as a primary earnings driver. Investors are encouraged to consider the potential for AI-driven growth against the risks of rising wage and compliance costs.
Bhupender Singh to head international growth at EXL (NASDAQ: EXLS)
EXL (NASDAQ: EXLS) has appointed Bhupender Singh as President and Head of International Growth Markets, effective May 11, 2026. Based in London, he will focus on accelerating growth in the EMEA and APAC regions. Singh brings over 25 years of senior leadership experience, including roles at Teleperformance SE, and his compensation package includes an annual base salary of £447,761, a target bonus of 90%, and restricted stock units valued at £1,791,044.
ExlService appoints Bhupender Singh as President and Head of International Growth Markets
ExlService has appointed Bhupender Singh as President and Head of International Growth Markets, effective May 11, 2026. Singh previously served as President & Co-CEO at Teleperformance SE and CEO of Intelenet Global Services, bringing extensive experience to his new role. This appointment is detailed in the company's SEC filing as an 8-K.
Raised 2026 Guidance and AI Platform Recognition Could Be A Game Changer For ExlService (EXLS)
ExlService Holdings, Inc. (EXLS) reported strong first-quarter 2026 results and raised its full-year 2026 revenue guidance to US$2.30–US$2.33 billion. This positive outlook, coupled with recognition for its AI-powered Security Architecture Review Automation platform, reinforces the company's investment narrative centered on data and AI solutions as central earnings drivers. Investors will need to weigh the potential for AI-led growth against the ongoing risks of rising wage and compliance costs.
Danske Bank A S Has $55,000 Stock Holdings in ExlService Holdings, Inc. $EXLS
Danske Bank A S significantly reduced its stake in ExlService Holdings, Inc. by 99.5% in the fourth quarter, now holding 1,300 shares valued at $55,000. Despite this reduction, ExlService has reported strong quarterly earnings, beating analyst expectations with $0.58 EPS and 13.8% year-over-year revenue growth, and has authorized a $125 million share repurchase program. Institutional ownership remains high at 92.92%, with several firms increasing their positions, and analysts rate the stock a "Moderate Buy".
UBS Group AG Boosts Stock Position in ExlService Holdings, Inc. $EXLS
UBS Group AG significantly increased its stake in ExlService Holdings, Inc. by 103.6% in Q4, acquiring over a million shares. Other major institutional investors also boosted their positions, indicating strong institutional confidence, with total ownership reaching approximately 92.9%. This comes as ExlService reported strong quarterly earnings, exceeding analyst estimates, and announced a $125 million share repurchase program, despite an insider stock sale.
EXL's AI security review tool wins a 2026 CSO Award
EXL (NASDAQ: EXLS) has been awarded the 2026 CSO Award for Application Security for its AI-powered platform, EXL SARA™. This tool automates security architecture and risk reviews across cloud and enterprise environments, embedding security and privacy controls early in the development lifecycle. The recognition highlights EXL's commitment to AI-driven security and strengthening enterprise risk posture.
How ExlService’s Data and AI-Led Surge and Higher 2026 Guidance Will Impact ExlService (EXLS) Investors
ExlService Holdings, Inc. reported strong Q1 2026 results with significant revenue growth, driven by a 28% year-over-year increase in data and AI-led operations, which now constitute 60% of total revenue. The company raised its full-year 2026 revenue guidance to between US$2.30 billion and US$2.33 billion and adjusted EPS to US$2.18–US$2.23. This AI-driven surge and active share repurchases are central to its investment narrative, though rising costs and regulatory challenges remain potential risks.
Vanguard Group Inc. Has $605.14 Million Stock Holdings in ExlService Holdings, Inc. $EXLS
Vanguard Group Inc. has reported a $605.14 million stake in ExlService Holdings, Inc. (NASDAQ:EXLS), despite trimming its position by 2.5% in the fourth quarter. Institutional investors now collectively own 92.92% of the stock. ExlService recently beat quarterly earnings estimates, with EPS of $0.58 and revenue of $570.35 million, and announced a $125 million share buyback program.
How ExlService’s Data and AI-Led Surge and Higher 2026 Guidance Will Impact ExlService (EXLS) Investors
ExlService Holdings, Inc. reported strong first-quarter 2026 results, with revenue of US$570.35 million and net income of US$67.08 million, driven by a 28% year-over-year increase in data and AI-led operations, which now constitute 60% of total revenue. The company raised its full-year guidance to US$2.30 billion–US$2.33 billion in revenue and adjusted EPS of US$2.18–US$2.23. This surge in AI-driven revenues, coupled with share repurchase activity, reinforces the company's investment narrative, although potential pressures from rising wage, compliance, and talent costs could impact margins.
A Look At ExlService Holdings (EXLS) Valuation As Investor Sentiment Shifts After Mixed Recent Returns
ExlService Holdings (EXLS) has seen recent mixed share performance and has drawn investor attention due to its current valuation. While one narrative suggests EXLS is significantly overvalued at $12.70 compared to its current price of $31.88, another Discounted Cash Flow model indicates a 42% discount with a future cash flow value of $54.95. Investors are encouraged to analyze these differing viewpoints and underlying financial assumptions.
ExlService Holdings, Inc. (NASDAQ:EXLS) Q1 2026 Earnings Call Transcript
EXL (NASDAQ: EXLS) reported strong Q1 2026 results with 14% revenue growth and 20% adjusted EPS increase, driven by robust demand for its data and AI-led services, which now constitute 60% of total revenue. The company raised its full-year 2026 revenue guidance to $2.3 billion to $2.33 billion and adjusted diluted EPS to $2.18 to $2.23, reflecting confidence in its competitive position and AI strategy. EXL emphasizes its unique combination of domain, data, and AI expertise for delivering measurable productivity and superior outcomes for clients in complex, regulated industries, alongside strategic partnerships and a strong pipeline.
Analysts’ Top Technology Picks: Exlservice Holdings (EXLS), Itron (ITRI)
This article highlights two technology stocks, Exlservice Holdings (EXLS) and Itron (ITRI), that have received bullish sentiments from analysts. William Blair analyst Maggie Nolan maintained a Buy rating on EXLS, while TD Cowen analyst Jeff Osborne maintained a Buy rating on ITRI with a $130.00 price target. Both companies are seen by analysts as having a "Moderate Buy" consensus.
[SCHEDULE 13G] ExlService Holdings, Inc. Passive Investment Disclosure (>5%)
Vanguard Capital Management has filed a Schedule 13G indicating a passive investment in ExlService Holdings Inc (EXLS). As of March 31, 2026, Vanguard beneficially owned 7,937,714 shares, representing a 5.07% stake in the company. Vanguard holds sole dispositive power over all these shares and sole voting power over 1,199,934 shares.
ExlService (EXLS) Q1 2026 Earnings Transcript
ExlService (EXLS) reported strong Q1 2026 earnings with double-digit revenue and EPS growth, driven by a significant shift towards data and AI-led services, which now account for 60% of total revenue. The company raised its full-year 2026 revenue and adjusted EPS guidance, citing robust demand for embedded AI solutions across its key verticals and expanding technology partnerships. Management highlighted a strategic move from AI pilots to production deployments and an evolving commercial model focusing on outcome-based fees, while maintaining disciplined investments in AI capabilities.
M&T Bank Corp Purchases 40,447 Shares of ExlService Holdings, Inc. $EXLS
M&T Bank Corp significantly increased its stake in ExlService Holdings, Inc. (EXLS) during the fourth quarter of 2025, boosting its holdings by 869.3% to 45,100 shares. This move comes as ExlService reported strong Q1 2026 earnings, beating revenue and adjusted EPS expectations, and raised its full-year adjusted EPS guidance. Institutional investors now own approximately 92.92% of EXLS, and the company has authorized a $125 million share buyback program.
Earnings Flash (EXLS) ExlService Holdings, Inc. Reports Q1 Revenue $570.4M, vs. FactSet Est of $557.7M
ExlService Holdings, Inc. (EXLS) announced its Q1 revenue reached $570.4 million, surpassing FactSet's estimate of $557.7 million. This positive earnings flash highlights a stronger-than-expected financial performance for the company in the first quarter of 2026. The report indicates a healthy revenue growth for the data analytics and digital operations firm.
EXL (NASDAQ: EXLS) boosts 2026 guidance after double-digit Q1 growth
EXL reported strong financial results for the first quarter of 2026, with revenue up 13.8% year-over-year to $570.4 million and adjusted diluted EPS increasing by 20.2% to $0.58. Following this performance, the company raised its full-year 2026 guidance, now expecting revenue between $2.30 billion and $2.33 billion and adjusted diluted EPS of $2.18 to $2.23. The growth was broad-based across all segments, with notable momentum in data and AI services and new client wins.
EXL lifts 2026 forecast after $570M quarter and 16 new clients
ExlService Holdings (NASDAQ: EXLS) reported strong Q1 2026 results with revenue up 13.8% to $570.4 million and adjusted diluted EPS rising 20.2% to $0.58. Following this performance and the acquisition of 16 new clients, the company raised its full-year 2026 guidance for both revenue and adjusted EPS, reflecting confidence in its data and AI strategy. EXL was also recognized with several industry awards, including "Advanced Technology Partner" by NVIDIA and "2025 AI/ML Market Disruptor of the Year" by AWS.
ExlService Holdings: Q1 Earnings Snapshot
ExlService Holdings Inc. (EXLS) reported strong first-quarter results, surpassing Wall Street expectations with net income of $67.1 million and adjusted earnings of 58 cents per share. The company's revenue of $570.4 million also exceeded analyst forecasts. ExlService Holdings provided full-year earnings guidance between $2.18 and $2.23 per share, and revenue guidance from $2.3 billion to $2.33 billion.
ExlService earnings on deck: AI investments face growth test By Investing.com
ExlService Holdings Inc. is expected to report first-quarter earnings with analysts forecasting 53 cents per share on revenue of $557.8 million, showing improvement from the previous quarter. Investors are keen to see if the company's significant AI investments and collaborations with partners like Google Cloud and Genesys are translating into tangible revenue growth and improved margins. The stock is trading near its 52-week low, and management's commentary on demand trends and future guidance will be critical in assessing investor confidence.
ExlService Holdings, Inc. $EXLS Shares Acquired by Universal Beteiligungs und Servicegesellschaft mbH
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in ExlService Holdings, Inc. by 97.2% in the fourth quarter, now owning 190,681 shares valued at approximately $8.09 million. This comes as ExlService's board has approved a $125 million share repurchase program, demonstrating management's belief that shares are undervalued. Analysts currently hold a "Moderate Buy" consensus rating for EXLS, with an average price target of $43.60.
ExlService Holdings, Inc. (NASDAQ:EXLS) Receives Average Recommendation of "Moderate Buy" from Brokerages
ExlService Holdings, Inc. (NASDAQ:EXLS) has received a "Moderate Buy" consensus rating from brokerages, with an average 12-month price target of $43.60, despite recent target reductions from some firms. The company's board approved a $125 million share repurchase program, signaling management's belief that the stock is undervalued. EXLS is currently trading below its 200-day moving average, with internal insider sales representing a small percentage of overall holdings.
EXL enters $125M accelerated share repurchase deal
EXL (EXLS) has entered into a $125 million accelerated share repurchase agreement with Mizuho Markets Americas LLC. This move is part of the company's previously announced share repurchase program, which had a remaining authorization of $197.8 million as of April 23, 2026. The initial delivery of shares is expected to represent approximately 80% of the total shares to be repurchased under the agreement.
