EXLS

ExlService Holdings, Inc.

Nasdaq · Services-Business Services, NEC · Inc. DE · CIK 0001297989

$29.00 -1.46% $4.5B

High Impact Filing (8/10)

Vol

Market Cap$4.5B

Cap SizeMid Cap

Analyst ConsensusStrong Buy (88%)

Inst. Holders9 funds

Inst. Value$1.5B

Inst. Activity2 buys / 2 sells

Insider Activity0B / 2S

Insider Net $-$86.7K

Reddit Sentiment60° Warm

SEC Reports5

Press Releases1

Exchange Nasdaq·Sector Services-Business Services, NEC·Inc. DE·CIK 0001297989·Prev Close $29.43

Recent Activity

May 14, 2026 other

EXL named a Leader in Everest Group Healthcare Payer Intelligent Operations PEAK Matrix® Assessment 2026

NEW YORK, May 14, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=

May 12, 2026 SEC

EXL appointed Bhupender Singh, former Co-CEO of Teleperformance, as President and Head of International Growth Markets,

8-K — Impact 3/10

May 12, 2026 Press

EXL appointed Bhupender Singh as president and head of international growth markets, responsible for accelerating growth

Impact 2/10

May 11, 2026 Insider

Singh Bhupender sold 77,170 shares

Pres., Int'l Growth Markets @ $0.00 ($0.00)

Apr 28, 2026 SEC

EXL reported Q1 2026 revenue of $570.4M (+13.8% YoY), beating the $557.7M consensus, but GAAP diluted EPS of $0.43 misse

PRESS-RELEASE — Impact 6/10

Apr 27, 2026 SEC

ExlService Holdings filed definitive additional proxy materials for its 2026 Annual Meeting, recommending shareholders v

DEFA14A — Impact 2/10

Mar 2, 2026 Insider

AYYAPPAN AJAY sold 1,679 shares

EVP & Gen Counsel/Corp. Sec'y. @ $30.39 ($51.0K)

Feb 28, 2026 Insider

Kapoor Rohit sold 33,525 shares

Chairman & CEO @ $0.00 ($0.00)

Price Targets

$41.75 +44.0% upside Strong Buy

Current $29.00 Low $35.00 Median $41.50 High $46.00 8 analysts

$35.00 $46.00

Analyst Ratings

Strong Buy88% buy · 16 analysts

7Strong Buy

7Buy

2Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
Apr 30, 2026	Barrington Research	UPGRADE	Market Perform → Outperform
Apr 30, 2026	JP Morgan	MAINTAIN	Overweight → Overweight
Feb 26, 2026	TD Cowen	MAINTAIN	Buy → Buy
Feb 26, 2026	Stifel	MAINTAIN	Buy → Buy
Feb 26, 2026	Needham	MAINTAIN	Buy → Buy

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$0.55 ▲ +2.7%	$0.52 — $0.57	12% YoY	8
Next Q	$0.56	$0.55 — $0.56	16% YoY	8
Current FY	$2.24 ▲ +2.5%	$2.21 — $2.28	15% YoY	9
Next FY	$2.51 ▲ +2.6%	$2.46 — $2.60	12% YoY	9

Latest Reports

NEUTRAL 8-K 3/10

EXL appointed Bhupender Singh, former Co-CEO of Teleperformance, as President and Head of International Growth Markets,

May 12, 2026

NEUTRAL Press 2/10

EXL appointed Bhupender Singh as president and head of international growth markets, responsible for accelerating growth

May 12, 2026

MIXED PRESS-RELEASE 6/10

EXL reported Q1 2026 revenue of $570.4M (+13.8% YoY), beating the $557.7M consensus, but GAAP diluted EPS of $0.43 misse

Apr 28, 2026

Top Institutional Holders

Fund	Value	Move
FMR LLC	$608.2M	ADD
VANGUARD GROUP INC	$605.1M	—
CHARLES SCHWAB INVESTMENT MANAGEMENT	$75.6M	NEW
MORGAN STANLEY	$66.6M	ADD
TWO SIGMA INVESTMENTS, LP	$64.9M	ADD

Recent Insider Trades

Date	Insider	Type	Value
May 11, 2026	Singh Bhupender	A	$0.00
Mar 2, 2026	AYYAPPAN AJAY	SELL	$51.0K
Feb 28, 2026	Kapoor Rohit	M	$0.00
Feb 28, 2026	Kapoor Rohit	M	$0.00
Feb 27, 2026	Jetley Vivek	M	$0.00

Reddit Sentiment

60°

Warm

Bearish Neutral Bullish

1 mentions 1 bullish 0 bearish

9 institutional holders with $1.5B total value (35,109,286 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, CHARLES.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	FMR LLC	14,331,972	$608.2M	40.8%	ADD +60.7%
2	VANGUARD GROUP INC	14,258,782	$605.1M	40.6%	—
3	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,781,306	$75.6M	5.1%	NEW
4	MORGAN STANLEY	1,569,266	$66.6M	4.5%	ADD +38.9%
5	TWO SIGMA INVESTMENTS, LP	1,528,749	$64.9M	4.4%	ADD +34.0%
6	BANK OF AMERICA CORP /DE/	677,837	$28.8M	1.9%	TRIM -25.3%
7	NORGES BANK	452,352	$19.2M	1.3%	NEW
8	RENAISSANCE TECHNOLOGIES LLC	319,400	$13.6M	0.9%	TRIM -36.3%
9	WELLS FARGO & COMPANY/MN	189,622	$8.0M	0.5%	TRIM -41.7%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
FMR LLC	ADD	8,916,528	14,331,972	+60.7%	$608.2M	2025-Q4
BANK OF AMERICA CORP /DE/	TRIM	907,829	677,837	-25.3%	$28.8M	2025-Q4
NORGES BANK	NEW	—	452,352	—	$19.2M	2025-Q4
RENAISSANCE TECHNOLOGIES LLC	TRIM	501,100	319,400	-36.3%	$13.6M	2025-Q4
FMR LLC	ADD	7,124,001	8,916,528	+25.2%	$392.6M	2025-Q3
TWO SIGMA INVESTMENTS, LP	ADD	1,210,080	1,621,732	+34.0%	$71.4M	2025-Q3
UBS Group AG	ADD	334,454	536,332	+60.4%	$23.6M	2025-Q3
RENAISSANCE TECHNOLOGIES LLC	TRIM	787,500	501,100	-36.4%	$22.1M	2025-Q3
NORGES BANK	EXIT	1,005,249	0	-100.0%	$0.00	2025-Q3
TWO SIGMA INVESTMENTS, LP	DOUBLED	383,007	1,210,080	+215.9%	$53.0M	2025-Q2
NORGES BANK	NEW	—	1,005,249	—	$44.0M	2025-Q2
RENAISSANCE TECHNOLOGIES LLC	DOUBLED	155,700	787,500	+405.8%	$34.5M	2025-Q2
UBS Group AG	TRIM	491,459	334,454	-31.9%	$14.6M	2025-Q2
WELLS FARGO & COMPANY/MN	TRIM	374,947	218,649	-41.7%	$9.6M	2025-Q2
UBS Group AG	ADD	295,109	491,459	+66.5%	$23.2M	2025-Q1
CITADEL ADVISORS LLC	DOUBLED	37,940	480,449	+1166.3%	$22.7M	2025-Q1
RENAISSANCE TECHNOLOGIES LLC	DOUBLED	8,100	155,700	+1822.2%	$7.4M	2025-Q1
NORGES BANK	EXIT	2,398,656	0	-100.0%	$0.00	2025-Q1
WELLS FARGO & COMPANY/MN	ADD	300,393	398,886	+32.8%	$17.7M	2024-Q4
UBS Group AG	DOUBLED	121,175	295,109	+143.5%	$13.1M	2024-Q4
CITADEL ADVISORS LLC	NEAR_EXIT	408,425	37,940	-90.7%	$1.7M	2024-Q4
RENAISSANCE TECHNOLOGIES LLC	NEAR_EXIT	148,700	8,100	-94.6%	$359.5K	2024-Q4
MORGAN STANLEY	ADD	1,836,537	2,551,742	+38.9%	$97.3M	2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	2,161,153	—	$82.4M	2024-Q3

9 unique insiders with 2 transactions. Net insider value: -$86.7K ($0.00 bought, $86.7K sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
May 11, 2026	Singh Bhupender	Pres., Int'l Growth Markets	A	77,170	$0.00	$0.00
Mar 2, 2026	AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	SELL	1,679	$30.39	$51.0K
Feb 28, 2026	Kapoor Rohit	Chairman & CEO	M	33,525	$0.00	$0.00
Feb 28, 2026	Kapoor Rohit	Chairman & CEO	M	33,525	$0.00	$0.00
Feb 27, 2026	Jetley Vivek	President of EXL	M	9,579	$0.00	$0.00
Feb 27, 2026	Harrison Pamela M	CHIEF HUMAN RESOURCES OFFICER	M	4,151	$0.00	$0.00
Feb 27, 2026	Harrison Pamela M	CHIEF HUMAN RESOURCES OFFICER	M	4,151	$0.00	$0.00
Feb 27, 2026	AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	M	3,991	$0.00	$0.00
Feb 27, 2026	AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	M	3,991	$0.00	$0.00
Feb 27, 2026	Nicolelli Maurizio	Executive Vice President & CFO	M	5,587	$0.00	$0.00
Feb 27, 2026	Chhibbar Vishal	Executive Vice President	M	5,587	$0.00	$0.00
Feb 27, 2026	Kini Narasimha	Executive Vice President	M	5,587	$0.00	$0.00
Feb 27, 2026	Jetley Vivek	President of EXL	M	9,579	$0.00	$0.00
Feb 27, 2026	Bhalla Vikas	President of EXL	M	9,579	$0.00	$0.00
Feb 27, 2026	Bhalla Vikas	President of EXL	M	9,579	$0.00	$0.00
Feb 27, 2026	Nicolelli Maurizio	Executive Vice President & CFO	M	5,587	$0.00	$0.00
Feb 27, 2026	Chhibbar Vishal	Executive Vice President	M	5,587	$0.00	$0.00
Feb 27, 2026	Kini Narasimha	Executive Vice President	M	5,587	$0.00	$0.00
Feb 23, 2026	AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	SELL	1,197	$29.79	$35.7K
Feb 20, 2026	Chhibbar Vishal	Executive Vice President	M	4,004	$0.00	$0.00
Feb 20, 2026	Chhibbar Vishal	Executive Vice President	F	2,427	$30.41	$73.8K
Feb 20, 2026	Chhibbar Vishal	Executive Vice President	M	4,004	$0.00	$0.00
Feb 20, 2026	AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	F	1,515	$30.41	$46.1K
Feb 20, 2026	Bhalla Vikas	President of EXL	M	6,849	$0.00	$0.00
Feb 20, 2026	Bhalla Vikas	President of EXL	F	2,672	$30.41	$81.3K
Feb 20, 2026	Bhalla Vikas	President of EXL	M	6,849	$0.00	$0.00
Feb 20, 2026	Kapoor Rohit	Chairman & CEO	M	24,236	$0.00	$0.00
Feb 20, 2026	Kapoor Rohit	Chairman & CEO	M	24,236	$0.00	$0.00
Feb 20, 2026	AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	M	2,845	$0.00	$0.00
Feb 20, 2026	AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	M	2,845	$0.00	$0.00
Feb 20, 2026	Kini Narasimha	Executive Vice President	M	4,215	$0.00	$0.00
Feb 20, 2026	Kini Narasimha	Executive Vice President	F	2,152	$30.41	$65.4K
Feb 20, 2026	Kini Narasimha	Executive Vice President	M	4,215	$0.00	$0.00
Feb 20, 2026	Nicolelli Maurizio	Executive Vice President & CFO	M	4,215	$0.00	$0.00
Feb 20, 2026	Nicolelli Maurizio	Executive Vice President & CFO	F	1,659	$30.41	$50.5K
Feb 20, 2026	Nicolelli Maurizio	Executive Vice President & CFO	M	4,215	$0.00	$0.00
Feb 20, 2026	Jetley Vivek	President of EXL	M	6,849	$0.00	$0.00
Feb 20, 2026	Jetley Vivek	President of EXL	F	3,788	$30.41	$115.2K
Feb 20, 2026	Jetley Vivek	President of EXL	M	6,849	$0.00	$0.00
Feb 20, 2026	Harrison Pamela M	CHIEF HUMAN RESOURCES OFFICER	M	3,161	$0.00	$0.00
Feb 20, 2026	Harrison Pamela M	CHIEF HUMAN RESOURCES OFFICER	F	1,630	$30.41	$49.6K
Feb 20, 2026	Harrison Pamela M	CHIEF HUMAN RESOURCES OFFICER	M	3,161	$0.00	$0.00
Feb 19, 2026	Chhibbar Vishal	Executive Vice President	A	27,192	$0.00	$0.00
Feb 19, 2026	Bhalla Vikas	President of EXL	A	45,324	$0.00	$0.00
Feb 19, 2026	Kapoor Rohit	Chairman & CEO	A	158,628	$0.00	$0.00
Feb 19, 2026	AYYAPPAN AJAY	EVP & Gen Counsel/Corp. Sec'y.	A	18,766	$0.00	$0.00
Feb 19, 2026	Kini Narasimha	Executive Vice President	A	27,192	$0.00	$0.00
Feb 19, 2026	Nicolelli Maurizio	Executive Vice President & CFO	A	27,192	$0.00	$0.00
Feb 19, 2026	Jetley Vivek	President of EXL	A	45,324	$0.00	$0.00
Feb 19, 2026	Harrison Pamela M	CHIEF HUMAN RESOURCES OFFICER	A	20,720	$0.00	$0.00

5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 4.4/10.

NEUTRAL 8-K 3/10

EXL appointed Bhupender Singh, former Co-CEO of Teleperformance, as President and Head of Internatio

May 12, 2026

MIXED PRESS-RELEASE 6/10

EXL reported Q1 2026 revenue of $570.4M (+13.8% YoY), beating the $557.7M consensus, but GAAP dilute

Apr 28, 2026

NEUTRAL DEFA14A 2/10

ExlService Holdings filed definitive additional proxy materials for its 2026 Annual Meeting, recomme

Apr 27, 2026

NEUTRAL PRESS-RELEASE 3/10

EXL announced a future earnings release date for Q1 2026, but did not report actual financial result

Apr 8, 2026

BULLISH 8-K, 8-K 8/10

ExlService (EXLS) reported strong 2025 full-year results with revenue of $2.09 billion (up 13.6% YoY

Feb 24, 2026

NEUTRAL 2/10

EXL appointed Bhupender Singh as president and head of international growth markets, responsible for

May 12, 2026

Current analyst consensus: Strong Buy (88% buy). Based on 16 analysts: 7 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$41.75 mean target +44.0% upside Strong Buy (1.56)

$35.00 Low $46.00 High

Metric	Value
Current Price	$29.00
Target Low	$35.00
Target Mean	$41.75
Target Median	$41.50
Target High	$46.00
# Analysts	8
Recommendation	Strong Buy (1.56)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$0.55	$0.52	$0.57	11.7%	+2.7%	6↑ 2↓	$0.6B	11.5%	8
Next Q 2026-09-30	$0.56	$0.55	$0.56	15.6%	-0.4%	1↑ 3↓	$0.6B	10.3%	8
Current FY 2026-12-31	$2.24	$2.21	$2.28	14.6%	+2.5%	8↑ 0↓	$2.3B	11.3%	9
Next FY 2027-12-31	$2.51	$2.46	$2.60	12.3%	+2.6%	8↑ 0↓	$2.6B	10.6%	9

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.547
7d ago	$0.548	-0.001
30d ago	$0.533	+0.014
60d ago	$0.533	+0.014
90d ago	$0.534	+0.013

5 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
Apr 30, 2026	Barrington Research	UPGRADE	Market Perform	Outperform
Apr 30, 2026	JP Morgan	MAINTAIN	Overweight	Overweight
Feb 26, 2026	TD Cowen	MAINTAIN	Buy	Buy
Feb 26, 2026	Stifel	MAINTAIN	Buy	Buy
Feb 26, 2026	Needham	MAINTAIN	Buy	Buy
Jan 9, 2026	TD Cowen	MAINTAIN	Buy	Buy

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
May 1, 2026	7	7	2	88%
Apr 1, 2026	6	7	3	81%
Mar 1, 2026	6	7	3	81%
Feb 1, 2026	6	7	3	81%
Jan 1, 2026	6	7	3	81%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

60°

Warm

Bearish Neutral Bullish

1 mentions 1 bullish 0 bearish 1 time period

Reddit Sentiment History

Date	Mentions	Sentiment	Bullish	Bearish	Threads
Feb 25, 2026	1	60° Warm	1	0	1

Recent Reddit Threads

r/stocks Bullish 2mo ago

The AI effect on IT Services firms

▲ 4 💬 8 ⚡ 0.1

May 14, 2026

other

EXL named a Leader in Everest Group Healthcare Payer Intelligent Operations PEAK Matrix® Assessment 2026

NEW YORK, May 14, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=1ONsDsxrrpZlP6Ns2bqkfCdROFvHPAcifIXsoyiPkoB3l01I2U

May 12, 2026

leadership

EXL appoints Bhupender Singh as President and Head of International Growth Markets

NEW YORK, May 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=AWE8qrQHCa-vqPnuK64PpYAXLcsTYNB-GDPM0vCqtml-m7N0nE

May 7, 2026

other

EXL wins 2026 CSO Award for innovation in cybersecurity

NEW YORK, May 07, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=dNCIB0jtdMtINlU8qnHg3ISQtPVbRZQkB9PvNJAj1i_QQBQriW

May 6, 2026

short_volume

Short Volume: EXLS — 55.9% short (0.4M / 0.8M)

Short: 424,490 | Exempt: 0 | TRF Vol: 758,985 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)

May 4, 2026

short_volume

Short Volume: EXLS — 56.3% short (0.5M / 0.9M)

Short: 509,408 | Exempt: 0 | TRF Vol: 905,391 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)

Apr 30, 2026

short_volume

Short Volume: EXLS — 60.9% short (1.0M / 1.7M)

Short: 1,009,371 | Exempt: 0 | TRF Vol: 1,658,339 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)

Apr 28, 2026

earnings

EXL Reports 2026 First Quarter Results

2026 First Quarter Revenue of $570.4 Million<e

Apr 28, 2026

earnings_calendar

EXLS Q1 2026 Earnings Scheduled — 2026-04-28

Apr 27, 2026

other

EXL recognized as 2025 Genesys New Partner of the Year

NEW YORK, April 27, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=lEKHlCfMWcGSnt9c5qp5N16aC8R1m8wpgLEJTTJvMVPK64F4

Apr 27, 2026

dark_pool

Dark Pool: EXLS — 4.1M shares, 73,864 trades

Week starting 2026-04-27. Total ATS volume: 4,139,346 shares across 73,864 trades.

Apr 20, 2026

dark_pool

Dark Pool: EXLS — 2.1M shares, 40,864 trades

Week starting 2026-04-20. Total ATS volume: 2,107,073 shares across 40,864 trades.

Apr 13, 2026

other

EXL to host Investor and Analyst Day on May 13 in New York

NEW YORK, April 13, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=ZwKJKl07YwSdWDJbukuYnUvlYO5rVaIzi5GpIlwDMnBvQuRX

Apr 13, 2026

dark_pool

Dark Pool: EXLS — 3.1M shares, 50,150 trades

Week starting 2026-04-13. Total ATS volume: 3,050,306 shares across 50,150 trades.

Apr 10, 2026

short_volume

Short Volume: EXLS — 55.8% short (0.6M / 1.0M)

Short: 556,586 | Exempt: 0 | TRF Vol: 997,448 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)

Apr 8, 2026

earnings

EXL Schedules First Quarter 2026 Financial Results Conference Call

NEW YORK, April 08, 2026 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc. [NASDAQ: EXLS], a global data and AI company, will release financial resul