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 7,431 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
25% more call options, than puts
Call options by funds: $44.2M | Put options by funds: $35.3M
25% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]
10% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 100
4% more capital invested
Capital invested by funds: $8.47B [Q1] → $8.81B (+$338M) [Q2]
3% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 196
0.26% less ownership
Funds ownership: 88.23% [Q1] → 87.96% (-0.26%) [Q2]
1% less funds holding
Funds holding: 559 [Q1] → 555 (-4) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$171
1%
downside
Avg. target
$186
8%
upside
High target
$201
17%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
JP Morgan Tien-Tsin Huang | 17%upside $201 | Overweight Maintained | 20 Aug 2025 |
Deutsche Bank Bryan Keane | 1%downside $171 | Hold Reinstated | 17 Jul 2025 |
Financial journalist opinion
Based on 13 articles about EPAM published over the past 30 days
Positive
Kiplinger
21 hours ago
30 Stocks That Could Rally 30% or More
Analysts say these S&P 500 stocks have at least 30% price upside over the next year or so.
Neutral
Seeking Alpha
3 days ago
What Moved Markets This Week
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Positive
Seeking Alpha
1 week ago
EPAM Systems: Growth Acceleration Shouldn't Be Ignored (Rating Upgrade)
EPAM Systems returned to more confident organic growth in Q2. While the macroeconomic backdrop is still uncertain, AI investments seem to be paying off. The company raised the 2025 guidance for the second time, and I believe that a third raise may be coming in the next report. Profitability has seen pressure from recent acquisitions and higher compensation, but such pressure should remain temporary.
Positive
Zacks Investment Research
2 weeks ago
EPAM Stock Rises 6% After Q2 Earnings and Revenues Beat Estimates
EPAM Systems' second-quarter 2025 results benefit from growth across all its segments.
Neutral
Zacks Investment Research
2 weeks ago
Epam (EPAM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Epam (EPAM) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Neutral
Zacks Investment Research
2 weeks ago
Epam (EPAM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Epam (EPAM) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Neutral
Seeking Alpha
2 weeks ago
EPAM Systems, Inc. (EPAM) Q2 2025 Earnings Call Transcript
EPAM Systems, Inc. (NYSE:EPAM ) Q2 2025 Earnings Conference Call August 7, 2025 9:00 AM ET Company Participants Arkadiy Dobkin - Co-Founder, Chairman, CEO & President Balazs Fejes - President of Global Business & Chief Revenue Officer Jason Peterson - Senior VP, CFO & Treasurer Mike Rowshandel - Corporate Participant Conference Call Participants Bryan C. Bergin - TD Cowen, Research Division Darrin David Peller - Wolfe Research, LLC David Michael Grossman - Stifel, Nicolaus & Company, Incorporated, Research Division Jonathan Lee - Unidentified Company Margaret Marie Niesen Nolan - William Blair & Company L.L.C.
Positive
Zacks Investment Research
2 weeks ago
Epam (EPAM) Beats Q2 Earnings Estimates (Revised)
Epam (EPAM) came out with quarterly earnings of $2.77 per share, missing the Zacks Consensus Estimate of $2.61 per share. This compares to earnings of $2.45 per share a year ago.
Negative
Zacks Investment Research
2 weeks ago
Epam (EPAM) Lags Q2 Earnings Estimates
Epam (EPAM) came out with quarterly earnings of $2.45 per share, missing the Zacks Consensus Estimate of $2.61 per share. This compares to earnings of $2.45 per share a year ago.
Positive
Reuters
2 weeks ago
Software provider EPAM lifts annual forecasts on AI-driven demand
EPAM Systems raised its annual revenue and profit forecasts on Thursday, encouraged by strong demand for its software services as enterprises continue to invest heavily in artificial intelligence technologies.
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