EPAM Systems (NYSE:EPAM) Upgraded by Wall Street Zen to Buy Rating

Wall Street Zen upgraded shares of EPAM Systems (NYSE:EPAM) from a hold rating to a buy rating in a research report released on Saturday.

Several other analysts have also weighed in on EPAM. The Goldman Sachs Group decreased their price target on EPAM Systems from $250.00 to $235.00 and set a “buy” rating on the stock in a report on Thursday. Wells Fargo & Company cut their price objective on shares of EPAM Systems from $247.00 to $195.00 and set an “overweight” rating on the stock in a research report on Friday. Truist Financial reduced their target price on shares of EPAM Systems from $220.00 to $146.00 and set a “hold” rating on the stock in a research note on Friday. TD Cowen restated a “buy” rating on shares of EPAM Systems in a report on Friday, January 9th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of EPAM Systems in a report on Monday, December 29th. Eleven investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $197.81.

EPAM Systems Stock Down 0.2%

Shares of NYSE EPAM opened at $138.83 on Friday. The company has a current ratio of 2.59, a quick ratio of 3.02 and a debt-to-equity ratio of 0.01. EPAM Systems has a 12-month low of $128.78 and a 12-month high of $223.45. The firm’s 50-day moving average price is $200.27 and its 200-day moving average price is $178.80. The stock has a market capitalization of $7.67 billion, a price-to-earnings ratio of 20.63, a P/E/G ratio of 1.67 and a beta of 1.72.

EPAM Systems (NYSE:EPAM) last issued its quarterly earnings data on Thursday, February 19th. The information technology services provider reported $3.26 earnings per share for the quarter, topping the consensus estimate of $3.16 by $0.10. EPAM Systems had a return on equity of 13.57% and a net margin of 6.92%.The company had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.39 billion. During the same period in the previous year, the firm posted $2.84 earnings per share. The firm’s revenue for the quarter was up 12.8% on a year-over-year basis. 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. On average, equities research analysts anticipate that EPAM Systems will post 8.9 EPS for the current fiscal year.

Insider Buying and Selling

In related news, SVP Boris Shnayder sold 5,000 shares of EPAM Systems stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $207.00, for a total transaction of $1,035,000.00. Following the completion of the sale, the senior vice president owned 15,645 shares in the company, valued at $3,238,515. This trade represents a 24.22% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 4.30% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On EPAM Systems

A number of hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings in shares of EPAM Systems by 0.4% in the third quarter. Vanguard Group Inc. now owns 7,014,935 shares of the information technology services provider’s stock valued at $1,057,782,000 after purchasing an additional 29,763 shares during the period. Invesco Ltd. raised its position in EPAM Systems by 14.9% during the 2nd quarter. Invesco Ltd. now owns 4,102,790 shares of the information technology services provider’s stock valued at $725,455,000 after purchasing an additional 533,292 shares in the last quarter. Capital World Investors lifted its holdings in shares of EPAM Systems by 59.4% in the 4th quarter. Capital World Investors now owns 3,679,590 shares of the information technology services provider’s stock worth $753,874,000 after buying an additional 1,371,557 shares during the period. Ameriprise Financial Inc. grew its position in shares of EPAM Systems by 28.9% during the 3rd quarter. Ameriprise Financial Inc. now owns 2,662,843 shares of the information technology services provider’s stock worth $401,532,000 after buying an additional 596,760 shares in the last quarter. Finally, Boston Partners purchased a new position in shares of EPAM Systems during the fourth quarter valued at $349,428,000. 91.58% of the stock is currently owned by institutional investors.

More EPAM Systems News

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

• Positive Sentiment: EPAM beat Q4 estimates: revenue $1.408B (+12.8% YoY) and adjusted EPS $3.26, and issued FY2026 EPS guidance (12.60–12.90) and Q1 guidance (2.70–2.78) above consensus — a fundamental positive signal for growth and profitability. EPAM Q4 press release
• Positive Sentiment: Major brokers largely retained constructive ratings (Overweight/Buy) even while trimming targets, signaling continued analyst confidence in medium‑term upside. Analyst coverage summary TickerReport on Wells Fargo
• Neutral Sentiment: Some market commentators argue the post‑earnings sell‑off is overdone given the beat and raised full‑year EPS guide — suggesting this pullback could represent a buying opportunity for value‑oriented investors. Seeking Alpha analysis
• Neutral Sentiment: Zacks highlights EPAM as a top‑ranked value stock and reviews Q4 metrics vs. estimates — useful for investors focused on quantitative screens rather than headline reaction. Zacks value ranking
• Negative Sentiment: Market reaction has been negative: shares plunged after management commentary and guidance nuance raised investor concerns about margin pressure from AI‑related investments and higher variable compensation; headlines point to weakness in near‑term sentiment. Yahoo Finance deep dive Barron’s coverage
• Negative Sentiment: Several firms trimmed price targets (JPMorgan, Wells Fargo, Needham, Truist), with some downgrades in upside — these reductions amplify short‑term selling pressure despite many shops keeping buy/overweight stances. Benzinga PT updates The Fly on Truist PT cut

EPAM Systems Company Profile

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.