ExlService Holdings, Inc. (EXLS) M&A Call Transcript

Positions EXL to accelerate AI innovation in the enterprise with iMerit's direct relationships with foundation model builders Deepens EXL's vertically specialized end-to-end AI capabilities with iMerit's model training, evaluation and reinforcement learning Expands EXL's total addressable market across high-growth AI tech sectors, and multiplies the impact of iMerit on a broader enterprise audience NEW YORK, June 24, 2026 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc.

NEW YORK, June 24, 2026 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc. (NASDAQ: EXLS), a global data and AI company, today announced a definitive agreement to acquire iMerit, a recognized leader in AI model training, evaluation and reinforcement learning. iMerit is focused on helping its clients train large language and multimodal models to improve accuracy, precision, and effectiveness. The acquisition, valued at up to $310 million in upfront and future consideration, is expected to close in the third quarter of 2026, subject to customary closing conditions. The move strengthens EXL's ability to help enterprises achieve measurable outcomes from AI, builds partnerships with leading foundation model builders and expands EXL's reach into high-growth AI tech sectors.

ExlService Holdings (EXLS) could produce exceptional returns because of its solid growth attributes.

The heavy selling pressure might have exhausted for ExlService Holdings (EXLS) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

EXL's 2026 U.S. Enterprise AI Study finds significant gap between perceived progress on AI adoption and real-world performance improvement

Investors looking for stocks in the Computers - IT Services sector might want to consider either ExlService Holdings (EXLS) or ServiceNow (NOW). But which of these two stocks is more attractive to value investors?

MIAMI, June 8, 2026 /PRNewswire/ -- Paying healthcare providers is far from straightforward. Frequent policy changes, complex contracts, and diverse payment methods make reimbursement a moving target.

NEW YORK, June 04, 2026 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, announced the integration of NVIDIA's Build Your Own Transaction Foundation Model developer example into its AI and analytics offerings, enabling financial institutions to rapidly build and deploy transaction intelligence applications powered by their own proprietary data.

ExlService Holdings is transitioning from legacy outsourcing to a data and AI-led enterprise, now generating 60% of revenue from AI solutions. EXLS delivered 13.8% YoY revenue growth and 20.2% adjusted EPS growth in Q1 2026, with expanding margins and robust recurring revenue. I see at least 22-44% upside, with fair value in the $37–$44 range near term and more as the market recognizes its AI-driven business mix.