ExlService Holdings, Inc. ( EXLS ) has had a remarkable string of quarterly successes in the past five years. We rarely see companies produce such smooth charts of revenue, net income, and earnings:Robert F. Abbott has been investing his family’s accounts since 1995, and in 2010 added options, mainly covered calls and collars with long stocks. He is a freelance writer, and his projects include a website that provides information for new and intermediate-level mutual fund investors. A resident of Airdrie, Al ...

NEW YORK, Dec. 15, 2025 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, announced that on December 15, 2025 it repurchased 1,551,970 shares of the Company’s common stock from Orogen Echo LLC (“Orogen”), an affiliate of The Orogen Group LLC, for an aggregate purchase price of $63,373,143, based on a purchase price per share of $40.834, which is the volume weighted average price over the 5 days prior to settlement. The shares were privately repurchased from Orogen under a Stock Purchase ...

Core Insights - EXL has successfully migrated its LifePRO Digital Suite® platforms to Amazon Web Services (AWS), highlighting its commitment to modernizing the life and annuity industry and enhancing collaboration with AWS [1][2][3] Migration Benefits - The migration to AWS offers EXL clients a secure, scalable, and resilient infrastructure that facilitates faster innovation and greater flexibility [2] - By utilizing Amazon Bedrock and Kendra, EXL enhances performance, reduces operational costs, and accelerates the deployment of new features within the LifePRO Digital Suite ecosystem [2][3] Platform Enhancements - The migration strengthens EXL's LifePRO Digital Suite, which supports the next generation of life and annuity products, powering policy administration for millions of policies [3] - The cloud-based implementation allows carriers to meet industry demands for unified digital environments and scalable infrastructure, enabling real-time data exchange and straight-through processing [3] Collaboration with AWS - EXL's partnership with AWS combines domain expertise with advanced cloud capabilities, including AI/ML services and analytics, to help insurers innovate and personalize customer experiences [4] - New capabilities being developed include API-driven integrations, AI/ML-based underwriting support, and advanced analytics to provide deeper business insights [4] Company Overview - EXL is a global data and AI company that transforms businesses across various industries, including insurance, healthcare, and banking, with a workforce of approximately 63,000 employees [6]

Investors interested in stocks from the Computers - IT Services sector have probably already heard of Leidos (LDOS) and ExlService Holdings (EXLS) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnin ...

Core Insights - The growth of enterprise AI adoption is driving investor interest in data services and engineering companies, particularly Innodata Inc. (INOD) and ExlService Holdings, Inc. (EXLS) [1][2] Company Overview - Innodata is positioned at the foundational layer of the AI ecosystem, focusing on high-quality data and AI infrastructure, while EXL operates across diversified sectors including insurance, healthcare, and financial services [2] - Innodata reported Q3 revenues of $62.6 million, a 20% year-over-year increase, and anticipates 45% organic revenue growth for 2025 [3][8] - EXL's Q3 revenues reached $529.6 million, up 12.2% year-over-year, with a notable 21.6% growth in the healthcare and life sciences segment [6][8] Growth Drivers - Innodata's growth is fueled by hyperscaler spending, AI infrastructure development, and federal AI contracts, with a significant pretraining data business expected to generate $68 million in deals [3][4] - EXL's growth strategy is characterized by stable, predictable revenue, with over 75% of its revenues being recurring, enhancing revenue visibility [6] Market Positioning - Innodata is seen as a "picks and shovels" beneficiary of the generative AI revolution, with contracts spanning major technology companies [4][5] - EXL has launched EXLdata.ai, an AI-native data platform, to enhance its data and AI transformation capabilities [7] Stock Performance - Over the past three months, INOD stock has increased by 42.6%, outperforming the broader Zacks Computer & Technology sector and the S&P 500, while EXLS has declined by 9.8% [10] - Innodata trades at a premium valuation of 51.4X forward 12-month earnings, compared to EXL's 18.37X, reflecting differing growth expectations [13] Earnings Estimates - The Zacks Consensus Estimate for Innodata's 2025 EPS has risen to $0.89, with projected revenue growth of 45.6% in 2025 [16] - EXL's 2025 EPS estimate has increased to $1.92, with expected revenue growth of 13% in 2025 [20] Investment Outlook - Both companies are positioned to benefit from data and AI transformation, but Innodata is better positioned for immediate growth due to its focus on foundational AI data infrastructure and hyperscaler demand [21] - EXL remains a stable long-term investment, but Innodata offers greater upside potential in the current AI-driven growth cycle [21]

Core Insights - EXL is hosting its second annual IdeaTank event on December 8, 2025, at the Nasdaq MarketSite, showcasing innovation and AI-driven solutions from its global employee base [2][4] - The 2025 IdeaTank has received over 11,000 submissions, marking a seven-fold increase from the previous year, highlighting the growing engagement and creativity within the company [3][5] - Winning ideas from the IdeaTank will receive funding and development resources to enhance EXL's capabilities and client solutions [2][5] Company Overview - EXL is a global data and AI company that focuses on transforming business models and driving growth through innovative solutions across various industries, including insurance, healthcare, and banking [8] - The company was founded in 1999 and has approximately 63,000 employees worldwide, emphasizing core values such as innovation, collaboration, and excellence [8] Event Highlights - The IdeaTank event will feature Robert Herjavec, a recognized entrepreneur, who will engage with finalists and discuss entrepreneurship and innovation [4][6] - This year's submissions cover a wide range of themes, including AI applications in medical data and enhancements to existing EXL capabilities [5] - Finalists will have the opportunity to pitch their ideas in person, receiving strategic support and mentorship to bring their concepts to fruition [5][6]

Core Insights - EXL has been recognized as a Leader in the Everest Group's Clinical and Care Management (CCM) Operations PEAK Matrix® Assessment 2025 report, highlighting its strong position in the healthcare sector [1][2] Group 1: Company Recognition - The Everest Group evaluated 20 leading CCM operations providers, and EXL was noted for its embedded data and AI capabilities, flexible engagement model, and ability to deliver workflow improvements through technology-driven insights [2][3] - This recognition affirms EXL's vision and execution in assisting clients to achieve their goals in a complex healthcare landscape [3] Group 2: Industry Challenges - The healthcare industry is facing rising care complexity, workforce constraints, and financial risk exposure, which are increasing pressure on payers and providers [3] - As value-based care adoption accelerates, there is a growing demand for solutions that incorporate predictive risk modeling, generative AI, and intelligent automation to enhance patient outcomes and optimize clinician productivity [3] Group 3: EXL's Solutions - EXL addresses industry challenges by embedding data and AI across care management, unifying data, and orchestrating utilization and case management workflows to expedite decision-making and close care gaps [2][3] - The company's flexible engagement model, global delivery network, and clinically trained teams enhance its capabilities in population health and quality improvement [2][3] Group 4: Evaluation Framework - The Everest Group's PEAK Matrix® framework measures market impact and successful solution delivery, classifying service providers into Leaders, Major Contenders, and Aspirants based on their market adoption, service scope, innovation, and delivery footprint [2]

Core Insights - EXL has been recognized as a Leader in the Everest Group's Clinical and Care Management (CCM) Operations PEAK Matrix® Assessment 2025 report, highlighting its strong position in the healthcare sector [1][2] Company Overview - EXL is a global data and AI company that provides services and solutions aimed at transforming client business models and enhancing outcomes [7][8] - The company employs approximately 63,000 individuals across six continents, focusing on various industries including healthcare, insurance, banking, and retail [8] Industry Context - The healthcare industry is facing increasing complexity due to rising care demands, workforce constraints, and financial risks, which are driving the need for innovative solutions [3] - There is a growing demand for partners that can automate labor-intensive tasks and provide clinically-informed insights to improve patient outcomes and reduce costs [3][2] Recognition and Capabilities - The Everest Group report evaluated 20 leading CCM operations providers, with EXL being recognized for its embedded data and AI capabilities, flexible engagement model, and ability to enhance workflow through technology-driven insights [2][3] - EXL's care management solutions unify data and streamline workflows, addressing challenges such as fragmented data and staffing shortages in healthcare [3][2] Evaluation Framework - The Everest Group's PEAK Matrix® assesses organizations based on their market impact and ability to deliver solutions, categorizing providers into Leaders, Major Contenders, and Aspirants [2]

Group 1 - The company positions itself uniquely by offering a value proposition centered around three core areas [1] - The first area is domain expertise, with extensive understanding of client workflows developed since the early 2000s across various industries such as insurance, healthcare, and banking [2] - The second area focuses on data management, highlighted by the acquisition of Inductis in 2006, which marked the company's entry into data analytics [3]

Core Insights - ExlService Holdings, Inc. (NASDAQ:EXLS) is recognized as one of the best mid-cap tech stocks to buy, with analysts maintaining a positive outlook despite a slight reduction in price target from $52 to $49 by J.P. Morgan [1][2] - The company reported strong fiscal Q3 2025 results, exceeding revenue and EPS estimates, with revenue growing 12% year-over-year to $530 million and EPS rising 11% to $0.48 [2][3] - Management attributes growth to a 9% increase in the Insurance segment, driven by clients transitioning to AI-powered operations, with 56% of total revenue derived from data and AI solutions [2][3] Financial Performance - Fiscal Q3 2025 results showed revenue of $530 million, surpassing estimates by $7.13 million, and EPS of $0.48, exceeding estimates by $0.01 [2] - Full-year revenue guidance was raised to a range of $2.07 billion to $2.08 billion, up from the previous range of $2.050 billion to $2.07 billion [3] Revenue Composition and Growth Drivers - Over 75% of the company's revenue is recurring, indicating a stable revenue base [3] - Continued growth is expected in the Insurance and Healthcare and Life Sciences segments, fueled by increased adoption of AI workflows [3][4] - Analyst Bryan Bergin anticipates ongoing revenue growth as clients become more comfortable with Generative AI and agentic scaling [4]