EPAM Systems
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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
25% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]
11% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 102
5% more capital invested
Capital invested by funds: $8.47B [Q1] → $8.89B (+$414M) [Q2]
4% more call options, than puts
Call options by funds: $59.1M | Put options by funds: $56.9M
4% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 197
0.49% more ownership
Funds ownership: 88.23% [Q1] → 88.72% (+0.49%) [Q2]
0% more funds holding
Funds holding: 560 [Q1] → 562 (+2) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Morgan Stanley
James Faucette
|
$175
|
Equal-Weight
Maintained
|
9 Sep 2025 |
JP Morgan
Tien-Tsin Huang
|
$201
|
Overweight
Maintained
|
20 Aug 2025 |
Deutsche Bank
Bryan Keane
|
$171
|
Hold
Reinstated
|
17 Jul 2025 |
Financial journalist opinion
Based on 6 articles about EPAM published over the past 30 days