EPAM Systems

EPAM

時価総額 $63億

EPAM Systems faces a challenging transition as AI disrupts its traditional software services, but I see undervalued adaptability and capital return potential. AI-related revenue now comprises 11% of Q2 2026 sales, yet much of this merely replaces legacy work, limiting near-term growth acceleration. Management is aggressively repurchasing shares, supported by a strong net cash position and a compelling valuation (EV/EBITDA 7x, P/CF 11x).

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Wall Street spent months betting that AI would hollow out consulting and IT services firms, then a single unconfirmed revenue figure sent those same beaten-down stocks surging while the AI darlings sank.

New offering leverages EPAM's decades of enterprise engineering depth and established AI lab partnerships to supply advanced data and evaluation services NEWTOWN, Pa., Oct. 5, 2026 /PRNewswire/ -- EPAM Systems, Inc.  (NYSE: EPAM) today announced the launch of a new strategic offering dedicated to powering the next generation of frontier AI models.

NEWTOWN, Pa., Oct. 2, 2026 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital transformation services and product engineering company, will host a conference call at 8:00 a.m.

Drawing on decades of engineering excellence, EPAM built a robust cloud-native environment and applications to support EuroCTP on its mission to solve a complex, long-standing data fragmentation challenge. NEWTOWN, Pa.

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EPAM Systems faces near-term revenue headwinds as AI cannibalizes legacy services, but trades at just 8.7x forward non-GAAP earnings. AI-native revenue now exceeds 11% of EPAM, growing double-digit sequentially, while margins and adjusted EPS are improving despite flat topline growth. Engine Capital's activist push for a $750M buyback leverages EPAM's strong balance sheet and could materially shrink the share count at current valuations.

NEW YORK--(BUSINESS WIRE)--Engine Capital LP (together with its affiliates, “Engine”), which owns approximately 1.5% of the outstanding shares of common stock of EPAM Systems, Inc. (NYSE: EPAM) (the “Company”), today announced that it has delivered a letter to the Company's Board of Directors.The full text of Engine's letter to the Company can be viewed here.About Engine CapitalEngine Capital LP is a value-oriented special situations fund that invests both actively and passively in companies und.