Exlservice Hldgs Stock Price, News & Analysis

EXL (NASDAQ: EXLS) was named a Leader in five quadrants in the ISG Provider Lens™ Insurance Services 2025 report on Jan 12, 2026. The recognitions cover Life & Retirement, Property & Casualty, and new categories for GenAI, Agentic AI and Global Capability Centers. The positioning highlights EXL’s end-to-end capabilities across the insurance value chain and its ability to operationalize next-generation AI at scale, supporting underwriting, claims triage, and improved agent and policyholder experiences. ISG’s rankings are based on provider surveys, product testing and customer interviews, reflecting independent, practitioner-led research.

EXL (NASDAQ: EXLS) announced the promotion of Raghav Jaggi to Executive Vice President, Insurance Practice Leader effective Dec 22, 2025. Jaggi, who joined EXL in 2003, has held multiple leadership roles, helped build and scale EXL’s core capabilities, and led the life and annuities business, the LifePRO technology platform, and co-led global property & casualty.

In his expanded role Jaggi will lead EXL’s insurance practice, focusing on digital transformation, intelligent operations and data- and AI-led innovation; he is also a member of EXL’s Operating Committee and has led internal innovation initiatives such as IdeaTank and Venture Labs.

EXL (NASDAQ: EXLS) announced a private share repurchase on December 15, 2025, buying 1,551,970 shares from Orogen Echo LLC for an aggregate purchase price of $63,373,143.

The purchase price per share was $40.834, equal to the volume-weighted average price over the five days prior to settlement. The repurchase was executed under a Stock Purchase Agreement dated December 15, 2025, and is separate from EXL’s existing $500 million share repurchase program. Orogen’s CEO Vikram Pandit will remain on EXL’s board as Lead Independent Director.

EXL (Nasdaq: EXLS) announced the completion of migrating its LifePRO Digital Suite platforms to Amazon Web Services on Dec 11, 2025. The migration uses Amazon Bedrock and Kendra to deliver AI/ML services and search capabilities, and is described as providing a secure, scalable and resilient cloud infrastructure for faster innovation, reduced operational costs, improved performance and accelerated feature deployment.

The cloud move is said to strengthen disaster recovery, compliance readiness and high availability, support millions of policies on LifePRO, and enable API-driven integrations, AI/ML underwriting support and event-driven real-time processing for insurers.

EXL (NASDAQ: EXLS) will host its second annual IdeaTank innovation event at the Nasdaq MarketSite on December 8, 2025. The event showcases data and AI pitch ideas from EXL employees worldwide and offers funding, mentorship, and fast-track development for winning concepts.

For 2025, IdeaTank received more than 11,000 submissions, a seven-fold increase from 2024. Shark Tank entrepreneur Robert Herjavec will join EXL for finalist pitches and a fireside chat with CEO Rohit Kapoor.

EXL (NASDAQ: EXLS) was named a Leader in Everest Group’s Clinical and Care Management (CCM) Operations PEAK Matrix® Assessment 2025. The report evaluated 20 CCM providers using RFI responses, client references, and market analysis, and cited EXL for its embedded data and AI capabilities, flexible engagement model across CCM subprocesses, workflow improvements via technology-driven insights, global delivery network, and clinically trained teams.

The recognition highlights EXL’s focus on predictive risk modeling, generative AI, intelligent automation, and unified care management workflows to address rising care complexity, workforce constraints, and value-based care demands.

EXL (NASDAQ: EXLS) was named a Leader in Everest Group’s 2025 Property and Casualty (P&C) Insurance BPS PEAK Matrix® Assessment. The assessment evaluated 25 providers on vision, capabilities, and market impact using client references and industry analysis.

Everest Group highlighted EXL’s consult-to-operate model, leadership in generative AI and autonomous agents, outcome-driven pricing tied to measurable results, deep P&C domain expertise, proprietary technology (including EXL Insurance LLM, SubroSource™, XTRAKTO.AI™), and a robust partnership ecosystem.

EXL (NASDAQ: EXLS) was named a Leader in the ISG Provider Lens® Generative AI Services – Large and Midsize Global 2025 report on November 4, 2025.

The report ranked EXL as a Leader in both Midsize categories (Strategy and Consulting; Development and Deployment Services), citing its vertical domain expertise, governance-based consulting, partner-led transformation, and the EXLerate.ai platform for simulating agent workflows and validating architecture early in engagements. The company’s GenAI stack supports cross-LLM optimization, production-ready agents, reusable components, and hyperscaler alignment.

EXL (NASDAQ: EXLS) reported third quarter 2025 results for the period ended September 30, 2025. Revenue was $529.6 million, up 12.2% YoY and +2.9% sequentially. GAAP diluted EPS was $0.36, up 10.7% YoY; adjusted diluted EPS was $0.48, up 10.8% YoY. Operating income margin was 14.4% and adjusted operating margin was 19.4% for the quarter.

Management raised full‑year 2025 guidance to $2.07–$2.08 billion revenue (+13% YoY) and $1.88–$1.92 adjusted diluted EPS (+14%–16% YoY). Key wins included 21 new clients and launches/collaborations for EXLdata.ai and partnerships with Databricks and Genesys.