EPAM SystemsEPAM
EPAM
About: EPAM Systems is a global IT services firm that offers platform engineering, software development, and consulting services. EPAM's largest market is North America, which represents approximately 60% of revenue. Offerings span assisting companies with new technologies, such as artificial intelligence, virtual reality, and robotics.
Employees: 61,200
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 214
1.4% less ownership
Funds ownership: 89.35% [Q4 2024] → 87.95% (-1.4%) [Q1 2025]
10% less funds holding
Funds holding: 620 [Q4 2024] → 555 (-65) [Q1 2025]
29% less capital invested
Capital invested by funds: $11.8B [Q4 2024] → $8.44B (-$3.4B) [Q1 2025]
41% less call options, than puts
Call options by funds: $61.5M | Put options by funds: $104M
48% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 124
56% less funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 4 (-5) [Q1 2025]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$194
14%
upside
Avg. target
$212
24%
upside
High target
$240
41%
upside
8 analyst ratings
6 positive
75%
2 neutral
25%
0 negative
0%
Barclays Ramsey El-Assal | 26%upside $215 | Overweight Maintained | 12 May 2025 |
Needham Mayank Tandon | 26%upside $215 | Buy Maintained | 9 May 2025 |
Guggenheim Jonathan Lee | 26%upside $215 | Buy Maintained | 9 May 2025 |
Morgan Stanley James Faucette | 23%upside $210 | Equal-Weight Maintained | 9 May 2025 |
Piper Sandler Arvind Ramnani | 14%upside $194 | Neutral Maintained | 9 May 2025 |
Financial journalist opinion
Based on 4 articles about EPAM published over the past 30 days
Positive
Zacks Investment Research
3 days ago
CTSH vs. EPAM: Which Stock Should Value Investors Buy Now?
Investors interested in stocks from the Computers - IT Services sector have probably already heard of Cognizant (CTSH) and Epam (EPAM). But which of these two stocks presents investors with the better value opportunity right now?
Positive
Seeking Alpha
4 days ago
EPAM Systems: Quiet Rebuild, Strategic Upside And A Patient Investor's Opportunity
EPAM is rebuilding post-Ukraine conflict, leveraging acquisitions to enhance AI, e-commerce and financial services capabilities for future growth. Short-term margin pressures stem from integration costs and workforce restructuring, but these investments (including building AI capabilities) are positioning EPAM for long-term gains. Organic growth remains modest, but recent acquisitions are driving top-line recovery and expanding EPAM's reach in high-value markets; organic growth usually follows.
Positive
Zacks Investment Research
2 weeks ago
CTSH or EPAM: Which Is the Better Value Stock Right Now?
Investors with an interest in Computers - IT Services stocks have likely encountered both Cognizant (CTSH) and Epam (EPAM). But which of these two companies is the best option for those looking for undervalued stocks?
Neutral
PRNewsWire
3 weeks ago
White Hat (an EPAM company) Wins Global Recognition as Outstanding Cybersecurity Consultant
Named winner of the 2025 Cyber OSPAs in London LONDON , May 19, 2025 /PRNewswire/ -- White Hat (an EPAM company), a premier cybersecurity company acquired in 2021 by the US digital transformation leader EPAM (NYSE: EPAM), won the 2025 Outstanding Security Performance Award (OSPA) in the category of Outstanding Cybersecurity Consultant. The recognition was announced during the official Cyber OSPAs Award Ceremony in London.
Positive
Zacks Investment Research
1 month ago
EPAM Systems Q1 Earnings and Revenues Beat Estimates, Stock Up
EPAM's first-quarter results reflect growth across Financial Services, Software & Hi-Tech and Life Sciences and Emerging.
Positive
Zacks Investment Research
1 month ago
Compared to Estimates, Epam (EPAM) Q1 Earnings: A Look at Key Metrics
Although the revenue and EPS for Epam (EPAM) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Neutral
Seeking Alpha
1 month ago
EPAM Systems, Inc. (EPAM) Q1 2025 Earnings Call Transcript
EPAM Systems, Inc. (NYSE:EPAM ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Mike Rowshandel - Head of Investor Relations Arkadiy Dobkin - Chief Executive Officer and President Jason Peterson - Chief Financial Officer Conference Call Participants Bryan Bergin - TD Cowen Ramsey El-Assal - Barclays Maggie Nolan - William Blair David Grossman - Stifel Jonathan Lee - Guggenheim Jason Kupferberg - Bank of America Jamie Friedman - Susquehanna Puneet Jain - JP Morgan Darrin Peller - Wolfe Research Jim Schneider - Goldman Sachs Operator Good day, and welcome to EPAM Systems First Quarter 2025 Earnings Conference Call. All lines have been placed on mute to prevent any background noise.
Positive
Reuters
1 month ago
Software provider EPAM raises annual forecasts, announces CEO change
EPAM Systems raised its annual revenue and profit forecasts on Thursday, helped by steady enterprise demand for its IT consulting services, sending its shares up around 10% in premarket trading.
Positive
Zacks Investment Research
1 month ago
Epam (EPAM) Q1 Earnings and Revenues Top Estimates
Epam (EPAM) came out with quarterly earnings of $2.41 per share, beating the Zacks Consensus Estimate of $2.27 per share. This compares to earnings of $2.46 per share a year ago.
Neutral
PRNewsWire
1 month ago
EPAM Announces Planned Leadership Succession
Principal Founder and CEO Arkadiy Dobkin to Become Executive Chairman Balazs Fejes Appointed to Become President and Chief Executive Officer Succession to be Effective on September 1, 2025 NEWTOWN, Pa. , May 8, 2025 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM) ("EPAM" or the "Company"), a leading digital transformation services and product engineering company, today announced that Arkadiy Dobkin, the Company's Principal Founder, Chairman, Chief Executive Officer and President, will transition to the role of Executive Chairman, on September 1, 2025.
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