EPAM Systems (NYSE:EPAM) Price Target Lowered to $146.00 at Truist Financial

EPAM Systems (NYSE:EPAM) had its price target reduced by research analysts at Truist Financial from $220.00 to $146.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has a “hold” rating on the information technology services provider’s stock. Truist Financial’s price objective would suggest a potential upside of 2.30% from the stock’s previous close.

EPAM has been the subject of a number of other reports. JPMorgan Chase & Co. raised their price target on shares of EPAM Systems from $201.00 to $215.00 and gave the stock an “overweight” rating in a research report on Friday, November 7th. The Goldman Sachs Group decreased their target price on shares of EPAM Systems from $250.00 to $235.00 and set a “buy” rating for the company in a research report on Thursday. Citigroup reaffirmed a “neutral” rating on shares of EPAM Systems in a research report on Friday. Wells Fargo & Company lifted their price target on EPAM Systems from $185.00 to $247.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Finally, Morgan Stanley set a $160.00 price objective on shares of EPAM Systems in a research note on Friday. Eleven investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $207.44.

EPAM Systems Stock Performance

Shares of NYSE:EPAM traded up $3.56 on Friday, hitting $142.72. 386,582 shares of the company were exchanged, compared to its average volume of 1,032,784. The firm has a market capitalization of $7.88 billion, a P/E ratio of 21.80, a price-to-earnings-growth ratio of 2.01 and a beta of 1.72. The company has a current ratio of 3.02, a quick ratio of 3.02 and a debt-to-equity ratio of 0.01. EPAM Systems has a 1-year low of $128.78 and a 1-year high of $223.45. The stock’s 50 day moving average price is $201.68 and its 200 day moving average price is $178.70.

EPAM Systems (NYSE:EPAM) last issued its quarterly earnings results on Thursday, February 19th. The information technology services provider reported $3.26 EPS for the quarter, topping analysts’ consensus estimates of $3.16 by $0.10. The company had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.39 billion. EPAM Systems had a return on equity of 13.16% and a net margin of 7.01%.The firm’s revenue was up 12.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.84 EPS. EPAM Systems has set its FY 2026 guidance at 12.600-12.900 EPS and its Q1 2026 guidance at 2.700-2.780 EPS. Sell-side analysts predict that EPAM Systems will post 8.9 EPS for the current year.

Insider Transactions at EPAM Systems

In related news, SVP Boris Shnayder sold 5,000 shares of the business’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $207.00, for a total value of $1,035,000.00. Following the completion of the sale, the senior vice president owned 15,645 shares of the company’s stock, valued at approximately $3,238,515. The trade was a 24.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 4.30% of the company’s stock.

Institutional Trading of EPAM Systems

A number of institutional investors and hedge funds have recently modified their holdings of EPAM. Manning & Napier Advisors LLC acquired a new stake in EPAM Systems in the 3rd quarter worth about $25,000. CYBER HORNET ETFs LLC purchased a new stake in shares of EPAM Systems during the second quarter worth approximately $27,000. True Wealth Design LLC lifted its holdings in EPAM Systems by 1,870.0% in the 3rd quarter. True Wealth Design LLC now owns 197 shares of the information technology services provider’s stock valued at $30,000 after purchasing an additional 187 shares in the last quarter. MUFG Securities EMEA plc purchased a new stake in shares of EPAM Systems during the second quarter worth $30,000. Finally, Sound Income Strategies LLC lifted its stake in shares of EPAM Systems by 279.5% in the fourth quarter. Sound Income Strategies LLC now owns 148 shares of the information technology services provider’s stock worth $31,000 after buying an additional 109 shares in the last quarter. Hedge funds and other institutional investors own 91.58% of the company’s stock.

Trending Headlines about EPAM Systems

Here are the key news stories impacting EPAM Systems this week:

• Positive Sentiment: Q4 results beat expectations — Non‑GAAP EPS $3.26 vs. $3.16 consensus and revenue $1.408B, +12.8% year‑over‑year, showing continued top‑line growth. EPAM Reports Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: Full‑year 2026 guidance was raised: EPS guidance of $12.60–$12.90 (above Street consensus) and revenue target of ~$5.7B–$5.9B — a sign management sees durable demand longer term. Listen to Conference Call
• Positive Sentiment: Management highlights AI-driven demand across key sectors (financial services, healthcare, retail), which helped double‑digit growth and supports medium‑term secular tailwinds. EPAM Systems Q4 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Q1 guidance was issued roughly in line with Street expectations (EPS range 2.70–2.78), so the company isn’t flagging a near‑term collapse, but the guidance lacked upside surprise. EPAM forecasts first-quarter results in line with estimates
• Neutral Sentiment: Operational/strategy update: EPAM is repositioning India as a co‑innovation hub for life sciences and healthcare — a longer‑term strategic move but not immediately value‑driving. EPAM repositions India as co-innovation hub for life sciences, healthcare
• Negative Sentiment: Shares fell sharply after the call — investors reacted to management’s cautious tone around near‑term demand and commentary that failed to deliver upside for the upcoming quarter. EPAM shares tumble as cautious quarterly outlook disappoints
• Negative Sentiment: The sell‑off pushed EPAM to a 52‑week low as some investors viewed the guidance/call tone as a signal to reduce exposure despite the beat; commentary pieces highlight the stock’s steep drop and potential volatility ahead. EPAM Systems stock sinks to 52-week low – here’s why

About EPAM Systems

EPAM Systems, Inc is a global provider of digital platform engineering and software development services. The company partners with clients across industries—such as financial services, healthcare, retail, and technology—to design, develop, and maintain complex software applications and digital experiences. EPAM’s offerings include custom software development, application management, infrastructure management, quality assurance, and testing services, enabling organizations to accelerate digital transformation and enhance operational efficiency.

In addition to its core engineering capabilities, EPAM delivers a range of specialized services, including product design and consulting, data and analytics, cloud computing, DevOps, and cybersecurity.