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Genpact (G) Leans Into AI-Led Services and Higher Payouts Is Its Investment Story Evolving?

Simply Wall St·02/15/2026 16:34:31
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  • In early February 2026, Genpact reported fourth-quarter 2025 results showing higher sales and earnings than a year earlier, issued 2026 guidance calling for continued revenue and EPS growth, raised its quarterly dividend to US$0.1875 per share, and completed a long-running share repurchase program totaling US$2.39 billion.
  • The company highlighted strong traction in its AI and agentic-operations offerings and growing technology partnerships, suggesting its business mix is steadily shifting toward higher-value, technology-led services.
  • Next, we’ll explore how this stronger AI-led growth profile and higher dividend affect Genpact’s existing investment narrative.

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Genpact Investment Narrative Recap

To own Genpact today, you need to believe it can keep shifting from slower legacy BPO toward higher-value, AI-led services while defending margins against rising competition. The latest results and 2026 guidance reinforce that AI and agentic operations are now central to the near term growth story, while the biggest risk remains whether this newer, higher-value book of business can scale fast enough if macro-sensitive clients continue to delay or trim larger digital transformation deals.

Among the new announcements, the completion of Genpact’s long-running US$2.39 billion share repurchase program stands out in this context, because it caps a decade of sizable capital returns just as management is leaning harder into AI investments. Combined with the higher quarterly dividend of US$0.1875 per share, it raises the stakes on execution in Advanced Technology Solutions if the company is to continue funding both reinvestment and shareholder payouts from future earnings power.

Yet beneath the stronger AI narrative, investors should also be aware that...

Read the full narrative on Genpact (it's free!)

Genpact's narrative projects $5.9 billion revenue and $669.6 million earnings by 2028. This requires 6.2% yearly revenue growth and about a $131 million earnings increase from $538.3 million today.

Uncover how Genpact's forecasts yield a $48.82 fair value, a 31% upside to its current price.

Exploring Other Perspectives

G 1-Year Stock Price Chart
G 1-Year Stock Price Chart

Four fair value estimates from the Simply Wall St Community span roughly US$35 to US$118 per share, reflecting very different expectations for Genpact’s future. Against that backdrop, the company’s push into higher-value AI and agentic operations raises important questions about how quickly it can offset maturing legacy BPO revenue and what that might mean for longer term performance.

Explore 4 other fair value estimates on Genpact - why the stock might be worth 6% less than the current price!

Build Your Own Genpact Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Genpact research is our analysis highlighting 5 key rewards that could impact your investment decision.
  • Our free Genpact research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Genpact's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.