Innodata Inc. INOD has plunged 15.7% over the past month, lagging sharply behind the Zacks Computer - Services industry, the broader Zacks Computer and Technology sector and the S&P 500. Shares trade near $57.58, well below the 52-week high of $93.85, even as fundamental performance continues to strengthen.
Here is how Innodata Inc. (INOD) and BigBear.ai Holdings, Inc. (BBAI) have performed compared to their sector so far this year.
INOD's record third-quarter revenues and rising Big-Tech and federal program wins set the stage for a potentially transformative 2026.
The growth of enterprise AI adoption continues to accelerate investor interest in data services and data engineering companies. Two names that stand out in this space for different reasons are Innodata Inc. INOD and ExlService Holdings, Inc. EXLS or EXL.
INOD posts record Q3 revenue as it cements its role in Big Tech's AI pipelines, landing five new major AI partnerships.
Innodata is well-positioned to benefit from U.S. government AI spending through its new Federal Business Unit, securing a $25M project for 2026. INOD reported strong Q3'2025 results with 20% YoY revenue growth and rising profitability, reflecting robust demand and effective execution. The company's specialized focus and compliance with federal standards align with expanding military AI budgets, justifying its premium valuation despite a high P/S ratio.
Despite growth decelerating in Q3, Innodata saw a significant acceleration in DDS revenues outside its lead customer, which bodes well for future revenue growth. The formation of Innodata Federal allows the company to capitalize on streamlined federal government procurement strategies following Trump's executive orders and the DoD's Warfighting Acquisition System. Innodata's push into sovereign AI programs could be a major long-term growth tailwind, especially if it partners with India's IndiaAI Mission as I expect.
Innodata (INOD) stock has dropped by 25.3% in less than a month, falling from $82.98 on 15th Oct, 2025 to $61.95 currently. What is expected next?
INOD's 60% surge rides on booming AI demand, record third-quarter results, and deepening Big Tech and federal contracts, but valuation stays lofty.
INOD posts record third-quarter revenues, expanding margins and surging cash flow, underscoring its momentum toward accelerated profitability and growth.
Innodata Inc. ( INOD ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Amy Agress - Senior VP, General Counsel & Corporate Secretary Jack Abuhoff - Chairman & CEO Rahul Singhal - President & Chief Revenue Officer Marissa Espineli - Interim CFO & VP of Finance Conference Call Participants Allen Klee - Maxim Group LLC, Research Division George Sutton - Craig-Hallum Capital Group LLC, Research Division Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the Innodata Reports Third Quarter 2025 Results Conference Call. [Operator Instructions] This call is being recorded on November 6, 2025.
Innodata Inc. INOD reported better-than-expected third-quarter 2025 results with adjusted earnings per share (EPS) and revenues topping the Zacks Consensus Estimate. Year over year, the top line grew while the bottom line tumbled.