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Five IT Services Stocks to Watch Going Into Q3 Earnings, According to Jefferies

Wed, 14 Oct 2026 06:26:04 -0400

Investing.com-- Jefferies outlined five IT services stocks to watch ahead of their third-quarter earnings in the coming days, highlighting a sector grappling with weak discretionary spending and macro uncertainty while navigating the transition to AI-driven solutions.

The firm maintained a cautious stance across most names, with selective Buy ratings on companies demonstrating resilience through strong bookings, analytics capabilities, or AI-led growth. Visibility remains limited for many providers, particularly those heavily reliant on time-and-materials models or concentrated client bases. Below are Jefferies’ ranked picks in the sector.

Cognizant (NASDAQ:CTSH, Buy)

Jefferies sees discretionary spend as still weak with no sign of improvement, which caps upside

Five IT Services Stocks to Watch Going Into Q3 Earnings, According to Jefferies

Wed, 14 Oct 2026 06:26:04 -0400

Cognizant (NASDAQ:CTSH, Buy)

Jefferies sees discretionary spend as still weak with no sign of improvement, which caps upside

Five IT Services Stocks to Watch Going Into Q3 Earnings, According to Jefferies

Wed, 14 Oct 2026 06:26:04 -0400

Cognizant (NASDAQ:CTSH, Buy)

Jefferies sees discretionary spend as still weak with no sign of improvement, which caps upside

EXL transforms client workflows with the integration of agentic AI into core insurance and healthcare solutions

Thu, 08 Oct 2026 10:41:00 -0400

NEW YORK, Oct. 08, 2026 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, announced it has integrated agentic AI across core solutions for insurance and healthcare, combining workflow orchestration, enterprise data intelligence and AI-powered automation to modernize operations and deliver better experiences for its clients. As part of its portfolio of integrated AI-led solutions, EXL is embedding AI agents directly into the offerings where its clients already work. This includes reimagining two of EXL’s industry-leading solutions, EXL LifePRO and EXL Payment Integrity, with AI-powered automation to

EXL transforms client workflows with the integration of agentic AI into core insurance and healthcare solutions

Thu, 08 Oct 2026 10:41:00 -0400

Form SCHEDULE 13G/A ExlService Holdings, Filed by: FMR LLC

Wed, 07 Oct 2026 11:47:00 -0400

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EXL schedules third quarter 2026 financial results conference call

Wed, 07 Oct 2026 08:03:00 -0400

NEW YORK, Oct. 07, 2026 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc. (NASDAQ: EXLS), a global data and AI company, will release financial results for the third quarter ended September 30, 2026, on Tuesday, October 27, 2026, after the market closes. An earnings news release, investor fact sheet and presentation will be published on the company’s investor relations website offering an overview of the financial results.

The company will host a conference call at 10:00 a.m. EDT the following day, Wednesday, October 28, 2026, with Chairman and Chief Executive Officer Rohit Kapoor and Executive Vice President and Chief Financial Officer Maurizio Nicolelli, who will

EXL schedules third quarter 2026 financial results conference call

Wed, 07 Oct 2026 08:03:00 -0400

Form 4 ExlService Holdings, For: Oct 01 Filed by: Bhalla Vikas

Fri, 02 Oct 2026 16:02:00 -0400

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Form 144 ExlService Holdings, Filed by: Bhalla Vikas

Thu, 01 Oct 2026 12:09:00 -0400

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EXL's seventh Sustainability Report showcases continued measurable progress across CSR, emissions reductions, renewable energy and responsible AI governance

Wed, 30 Sep 2026 12:13:00 -0400

NEW YORK, Sept. 30, 2026 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, announced the publication of its seventh annual Sustainability Report, Embedding Sustainability. The report details EXL’s sustainability progress during 2025, underscoring the company’s commitment to go beyond standard business practices and embed sustainability as a driver of long-term value for clients, employees, communities and shareholders.

EXL’s 2025 Sustainability Report reflects a year of measurable progress against the company’s baseline commitments, the expansion of community and education initiatives, and the deepening integration of responsible AI and data governance principles.

“At EXL,

EXL's seventh Sustainability Report showcases continued measurable progress across CSR, emissions reductions, renewable energy and responsible AI governance

Wed, 30 Sep 2026 12:13:00 -0400

“At EXL,

EXL's seventh Sustainability Report showcases continued measurable progress across CSR, emissions reductions, renewable energy and responsible AI governance

Wed, 30 Sep 2026 12:13:00 -0400

Approximately 78% of global workforce volunteers in CSR initiatives as Scope 1 and 2 emissions reductions fall 64% from 2019 baseline

EXL’s 2025 Sustainability Report reflects a year of measurable progress against the company’s baseline commitments, the

EXL's seventh Sustainability Report showcases continued measurable progress across CSR, emissions reductions, renewable energy and responsible AI governance

Wed, 30 Sep 2026 12:13:00 -0400

Approximately 78% of global workforce volunteers in CSR initiatives as Scope 1 and 2 emissions reductions fall 64% from 2019 baseline

EXL’s 2025 Sustainability Report reflects a year of measurable progress against the company’s baseline commitments, the

EXL launches new brand identity, marks 20 years on Nasdaq

Wed, 09 Sep 2026 10:51:45 -0400

EXL (NASDAQ: EXLS) launched a new brand identity called "Go Beyond." on Sept. 9, 2026, coinciding with the company's 20th anniversary as a publicly listed company. EXL leadership marked the occasion by ringing the opening bell at Nasdaq.

The brand refresh is intended to reflect EXL's focus on data and artificial intelligence services. According to the company, more than 60% of its revenues are currently data and AI-led.

Rohit Kapoor, chairman and chief executive officer of EXL, described the new brand in a statement: "'Go Beyond.' is more than a tagline, it's the standard we hold ourselves to every day. Our clients

EXL unveils ‘Go Beyond.’ brand launch reflecting a 27-year track record of breakthrough transformation for clients

Wed, 09 Sep 2026 10:50:25 -0400

New brand captures EXL’s innovation and differentiated approach, combining data and AI, industry context and trusted execution to drive measurable outcomes

NEW YORK, Sept. 09, 2026 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, marked its 20^th year as a publicly listed company with the launch of its new brand: ‘Go Beyond,’ reflecting the differentiated position EXL has built at the intersection of data, AI, industry context and enterprise execution. In celebration of the milestone, EXL leadership rang the opening bell at Nasdaq, ushering in a new era of innovation and

EXL unveils ‘Go Beyond.’ brand launch reflecting a 27-year track record of breakthrough transformation for clients

Wed, 09 Sep 2026 10:50:25 -0400

New brand captures EXL’s innovation and differentiated approach, combining data and AI, industry context and trusted execution to drive measurable outcomes

EXL president Vivek Jetley to depart for Hexaware CEO role

Wed, 02 Sep 2026 09:18:48 -0400

ExlService Holdings, Inc. (NASDAQ: EXLS) announced that Vivek Jetley, president and head of Insurance, Healthcare and Life Sciences, will leave the company effective October 26, 2026, to become chief executive officer of Hexaware Technologies Limited.

Jetley, who has been with EXL for nearly 20 years, will remain in his current role during the transition period. The company said he played a role in building its analytics capability and leading its insurance and healthcare businesses.

Rohit Kapoor, chairman and chief executive officer of EXL, commented on the departure: "Vivek has been a great leader and trusted partner to me and our leadership team.

EXL president Vivek Jetley to depart for Hexaware CEO role

Wed, 02 Sep 2026 09:18:48 -0400

Rohit Kapoor, chairman and chief executive officer of EXL, commented on the departure: "Vivek has been a great leader and trusted partner to me and our leadership team.

EXL announces Departure of Vivek Jetley, President and Head of Insurance, Healthcare and Life Sciences

Wed, 02 Sep 2026 09:15:00 -0400

NEW YORK, Sept. 02, 2026 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc. (NASDAQ: EXLS), a global data and AI company, announced today that, effective October 26, 2026, Vivek Jetley, president and head of Insurance, Healthcare and Life Sciences is departing EXL to assume the role of Chief Executive Officer of Hexaware Technologies Limited. He will continue to serve in his current role and assist with the transition of his responsibilities over the coming months.

"Vivek has been a great leader and trusted partner to me and our leadership team," said Rohit Kapoor, chairman and chief executive officer of

EXL announces Departure of Vivek Jetley, President and Head of Insurance, Healthcare and Life Sciences

Wed, 02 Sep 2026 09:15:00 -0400

"Vivek has been a great leader and trusted partner to me and our leadership team," said Rohit Kapoor, chairman and chief executive officer of

Exlservice (EXLS) PT Raised to $45; TD Cowen: 'Outperformance Is Becoming Harder To Ignore'

Thu, 27 Aug 2026 09:25:18 -0400

(Updated - August 27, 2026 9:25 AM EDT)

TD Cowen analyst Bryan Bergin raised the price target on Exlservice (NASDAQ: EXLS) to $45.00 (from $43.00) while maintaining a Buy rating.

The analyst commented: "Management Meeting Takeaways; Outperformance Is Becoming Harder To Ignore; Investor meeting w/ EXLS CFO & IR conveyed consistent positive messaging on demand & sustainability of industry-leading growth. Broad Data & AI-led momentum, int'l emphasis & healthy ops. Shares may largely ebb & flow w/ AI fund flow; however, its fundamental outperformance vs peers & IT Services is becoming more appreciated as it benefits from scaling AI/IP. Remains top Services

Exlservice (EXLS) PT Raised to $45; TD Cowen: 'Outperformance Is Becoming Harder To Ignore'

Thu, 27 Aug 2026 09:25:18 -0400

(Updated - August 27, 2026 9:25 AM EDT)

TD Cowen analyst Bryan Bergin raised the price target on Exlservice (NASDAQ: EXLS) to $45.00 (from $43.00) while maintaining a Buy rating.

EXL earns dual Leader recognition in ISG’s 2026 Healthcare AI Report, cited for moving AI from pilots to enterprise scale

Thu, 20 Aug 2026 08:32:00 -0400

NEW YORK, Aug. 20, 2026 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, announced it has been recognized as a Leader in both the Healthcare AI Strategy and Advisory Services and Healthcare AI Development and Delivery Services quadrants of the ISG Provider Lens^® AI Services in Healthcare Global 2026 report. The dual recognition reflects EXL’s ability to help healthcare organizations move beyond AI experimentation and into enterprise-scale transformation with measurable business outcomes.

EXL earned this recognition in both categories for its ability to embed AI

EXL earns dual Leader recognition in ISG’s 2026 Healthcare AI Report, cited for moving AI from pilots to enterprise scale

Thu, 20 Aug 2026 08:32:00 -0400

EXL earned this recognition in both categories for its ability to embed AI