MarketBeat
Sat, May 16, 2026 astatine 6:03 PM CDT 7 min read
Key Points
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Interested successful ExlService Holdings, Inc.? Here are 5 stocks we similar better.
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EXL’s Investor Day centered connected AI-driven growth, with executives saying the company’s information management, domain expertise, and operations acquisition presumption it to beryllium a trusted spouse arsenic enterprises follow AI. CEO Rohit Kapoor said the extremity is sustained market-leading maturation successful gross and profit.
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The institution emphasized that enterprise AI requires much than plug-and-play tools, highlighting the request for organized data, governance, context, and workflow redesign. EXL said its agentic platforms and integrated data-and-operations exemplary are helping person AI experimentation into accumulation usage cases.
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EXL raised its 2026 guidance to 10%–12% gross maturation and 12%–14% adjusted EPS growth, portion noting beardown momentum successful recurring, data-and-AI-led revenue. Management besides pointed to astir $300 cardinal successful escaped currency travel successful 2025 and a much balanced superior allocation strategy going forward.
ExlService (NASDAQ:EXLS) executives utilized the company’s 2026 Investor Day to outline a strategy centered connected endeavor adoption of artificial intelligence, arguing that the company’s premix of information management, domain expertise and operations acquisition positions it for continued double-digit growth.
Chairman and CEO Rohit Kapoor said EXL aims to beryllium a “strategic trusted partner” for endeavor clients arsenic they follow and instrumentality AI. He said the company’s shareholder nonsubjective is to present “sustained market-leading maturation of gross and profit.”
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Kapoor said AI is creating some excitement and uncertainty, but cautioned that endeavor clients volition not make important concern worth from AI done plug-and-play deployments alone. He said clients request organized data, concern context, exemplary fine-tuning, monitoring, governance and hazard mitigation.
“Unless and until you use the cognition and mastery connected information and you bring unneurotic the information and marque it acceptable for AI,” Kapoor said, companies cannot get to desired outcomes. He added that AI volition destruct immoderate roles but volition besides augment quality enactment and grow the full addressable marketplace by moving quality engagement toward much analyzable and judgment-based tasks.
Executives Emphasize Data, Context and AI
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Vikas Bhalla, president and caput of the AI Services and Operations Strategic Growth Unit, said endeavor AI adoption has moved from experimentation toward production-grade usage successful halfway concern operations. He said clients are focused connected whether AI tin make measurable lawsuit and concern impact, standard successful prime workflows and supply spot done audit trails and grounds for decisions.

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