Sunday, September 27, 2026

Earnings & Buybacks

1 article

EXL Targets 10-12% Earnings Growth for 2026 as Corporate Guidance Signals Buyback Wave

EXL Services projects 2026 adjusted EPS of $2.14-$2.19, marking a 10-12% increase over 2025. Gartner forecasts $6.455B revenue with accelerating contract value, while Constellation exceeded guidance for the fourth consecutive year. The guidance surge coincides with major M&A moves including Keurig Dr Pepper's JDE Peet's acquisition and expanded share buyback programs.

ViaNews Editorial Team (Markets)•Mar 3, 2026

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Live from the substrate

What we're seeing

Vertical AI Agents Attract a Funding Wave Across Fintech-Adjacent Industries

A cluster of AI-native startups applying autonomous agents to narrow, operational problems — hotel front-desk staffing (Dextr AI), identity/fraud risk for financial institutions (Baselayer), insurance distribution (Napo, Connie Health, MGT Insurance) — closed seed-to-Series A rounds within days of each other in September 2026, with CB Insights running a coordinated CEO interview series to spotlight them. The pattern points to agentic AI maturing from generic chat tools into vertical, revenue-generating products, with identity verification for AI agents themselves (Baselayer) emerging as a new fintech infrastructure category responding directly to AI-driven fraud risk.

Our read on the data ›

Signals we're tracking

Satellite-Terrestrial Network Integration Acceleration

Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases

Patterns we're watching ›

Where sources disagree

ING Group

Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.

We flag conflicts openly ›

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