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 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 9 (+6) [Q4]
131% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 58
19% more capital invested
Capital invested by funds: $9.98B [Q3] → $11.8B (+$1.86B) [Q4]
13% more funds holding
Funds holding: 545 [Q3] → 615 (+70) [Q4]
1.2% more ownership
Funds ownership: 88.13% [Q3] → 89.33% (+1.2%) [Q4]
19% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 235
26% less call options, than puts
Call options by funds: $67.5M | Put options by funds: $91.2M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$170
8%
upside
Avg. target
$209
33%
upside
High target
$265
69%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Scotiabank Divya Goyal 25% 1-year accuracy 1 / 4 met price target | 27%upside $200 | Sector Outperform Maintained | 29 Apr 2025 |
Guggenheim Jonathan Lee 14% 1-year accuracy 1 / 7 met price target | 34%upside $210 | Buy Maintained | 25 Apr 2025 |
Barclays Ramsey El-Assal 46% 1-year accuracy 31 / 67 met price target | 27%upside $200 | Overweight Maintained | 25 Apr 2025 |
Susquehanna James Friedman 40% 1-year accuracy 25 / 63 met price target | 34%upside $210 | Positive Maintained | 23 Apr 2025 |
Piper Sandler Arvind Ramnani 39% 1-year accuracy 27 / 69 met price target | 8%upside $170 | Neutral Downgraded | 16 Apr 2025 |
Financial journalist opinion
Based on 6 articles about EPAM published over the past 30 days
Neutral
PRNewsWire
17 hours ago
EPAM Advances Strategic Collaboration Agreement with AWS Focusing on Generative AI
Continued partnership will enable global enterprises to harness the transformative potential of AI from AWS NEWTOWN, Pa. , April 30, 2025 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital transformation services and product engineering company, today announced it expanded its strategic collaboration agreement (SCA) with Amazon Web Services (AWS) with a focus on developing generative artificial intelligence (GenAI) solutions to help enterprises more easily migrate workloads to AWS and modernize their applications.
Positive
Zacks Investment Research
1 week ago
DAVA vs. EPAM: Which Stock Should Value Investors Buy Now?
Investors with an interest in Computers - IT Services stocks have likely encountered both Endava PLC Sponsored ADR (DAVA) and Epam (EPAM). But which of these two stocks presents investors with the better value opportunity right now?
Neutral
PRNewsWire
2 weeks ago
What Is Holding Up AI Adoption for Businesses? New EPAM Study Reveals Key Findings
From modernizing outdated technology to implementing responsible AI governance, report examines the key factors driving enterprise AI success in 2025 and beyond NEWTOWN, Pa. , April 16, 2025 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital transformation and services and product engineering company, today announced the release of its AI research report, "From Hype to Impact: How Enterprises Can Unlock Real Business Value with AI.
Neutral
PRNewsWire
3 weeks ago
EPAM Wins 2025 Google Cloud Industry Solutions Partner of the Year Award for Oil and Gas
Award recognizes EPAM for developing an AI-powered solution for geospatial data visualization and insights NEWTOWN, Pa. , April 9, 2025 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital transformation services and product engineering company, today announced it has won the 2025 Google Cloud Industry Solutions Partner of the Year Award for Oil and Gas.
Neutral
PRNewsWire
3 weeks ago
EPAM Announces Date for First Quarter 2025 Earnings Release and Conference Call
NEWTOWN, Pa. , April 7, 2025 /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.
Positive
Seeking Alpha
4 weeks ago
EPAM Systems: Good Business, War Discount, Low Bar
EPAM Systems trades at 15x forward Non-GAAP P/E due to war-related risks, tight IT budgets, and wage inflation, but remains profitable and sound. The market poor sentiment persists, but EPAM's geographic diversification and stable fundamentals suggest story is not permanently broken. Despite low organic growth guidance for 2025, EPAM's fundamentals remain intact with stable profitability, growing headcount, and new project starts indicating a gradual rebound.
Negative
Market Watch
1 month ago
These 20 worst-performing stocks in the S&P 500 sank 17% or more in March
Stocks turned higher on Monday afternoon to finish March on a positive note. Still, the S&P 500 ended with a 5.8% decline for March, with 69% of component stocks down for the month.
Positive
Barrons
1 month ago
Qualcomm and 6 More Stocks for Today's Uncertain Market
Evercore screened for stocks that should do well even if the broader market suffers.
Positive
Zacks Investment Research
2 months ago
EPAM Q4 Earnings Beat Estimates: What's in Store for the Stock?
EPAM's Q4 results reflect strength in the Financial Services, Software & Hi-Tech, Life Sciences and Emerging verticals, offset by Business Info and Travel & Consumer.
Positive
Investopedia
2 months ago
S&P 500 Gains and Losses Today: Epam Systems Leads Losses as Stocks Fall on Walmart Weakness
After hitting record highs over the past two sessions, the S&P 500 stepped back Thursday.
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