JPMorgan Chase & Co. Cuts EPAM Systems (NYSE:EPAM) Price Target to $183.00

EPAM Systems (NYSE:EPAM) had its price objective dropped by research analysts at JPMorgan Chase & Co. from $215.00 to $183.00 in a report issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the information technology services provider’s stock. JPMorgan Chase & Co.‘s target price points to a potential upside of 31.90% from the stock’s current price.

Several other research firms also recently weighed in on EPAM. Morgan Stanley set a $160.00 price target on EPAM Systems in a research note on Friday. Truist Financial decreased their price target 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. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of EPAM Systems in a report on Monday, December 29th. The Goldman Sachs Group dropped their price target on EPAM Systems from $250.00 to $235.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Wells Fargo & Company cut their target price on shares of EPAM Systems from $247.00 to $195.00 and set an “overweight” rating for the company in a report 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. According to data from MarketBeat.com, EPAM Systems currently has an average rating of “Moderate Buy” and a consensus price target of $202.19.

EPAM Systems Price Performance

Shares of EPAM traded down $0.42 during trading hours on Friday, reaching $138.74. 1,793,609 shares of the stock traded hands, compared to its average volume of 1,077,969. The company has a market cap of $7.66 billion, a P/E ratio of 21.18, 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. The company’s 50-day moving average price is $201.68 and its two-hundred day moving average price is $178.70. EPAM Systems has a 52-week low of $128.78 and a 52-week high of $223.45.

EPAM Systems (NYSE:EPAM) last posted its quarterly earnings results on Thursday, February 19th. The information technology services provider reported $3.26 EPS for the quarter, beating analysts’ consensus estimates of $3.16 by $0.10. The business had revenue of $1.41 billion for 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 business’s quarterly revenue was up 12.8% on a year-over-year basis. During the same period last year, the firm earned $2.84 earnings per share. 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, analysts anticipate that EPAM Systems will post 8.9 earnings per share for the current year.

Insider Activity

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 transaction, the senior vice president directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 4.30% of the company’s stock.

Institutional Investors Weigh In On EPAM Systems

Hedge funds have recently made changes to their positions in the company. Sunbelt Securities Inc. raised its holdings in shares of EPAM Systems by 4,233.3% in the fourth quarter. Sunbelt Securities Inc. now owns 130 shares of the information technology services provider’s stock valued at $27,000 after acquiring an additional 127 shares in the last quarter. Sound Income Strategies LLC increased its position in EPAM Systems by 279.5% during the 4th quarter. Sound Income Strategies LLC now owns 148 shares of the information technology services provider’s stock valued at $31,000 after purchasing an additional 109 shares during the period. CYBER HORNET ETFs LLC bought a new stake in shares of EPAM Systems in the 2nd quarter valued at about $27,000. 1248 Management LLC bought a new stake in shares of EPAM Systems in the 4th quarter valued at about $32,000. Finally, Rothschild Investment LLC lifted its position in shares of EPAM Systems by 51.4% in the 4th quarter. Rothschild Investment LLC now owns 159 shares of the information technology services provider’s stock worth $33,000 after purchasing an additional 54 shares during the period. 91.58% of the stock is currently owned by hedge funds and other institutional investors.

EPAM Systems News Roundup

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

• Positive Sentiment: Q4 results beat expectations — revenue $1.408B (up 12.8% YoY) and non‑GAAP EPS $3.26 topped estimates; company highlighted continued AI‑related demand. PR Newswire: EPAM Reports Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $12.60–$12.90 and Q1 EPS to $2.70–$2.78 (both above consensus), signaling medium‑term earnings power even as growth timing looks uneven. Reuters: EPAM forecasts first-quarter results in line with estimates
• Neutral Sentiment: Some investors/analysts highlight EPAM as a value opportunity given recent pullback and Zacks style scores, but that view competes with short‑term sentiment headwinds. Zacks: EPAM is a Top‑Ranked Value Stock
• Negative Sentiment: Despite the beat, commentary and guidance tone spooked investors — concerns about AI disruption timing and margin investments (higher variable comp, AI‑native service investments) pressured the stock. Yahoo Finance: EPAM Q4 Deep Dive
• Negative Sentiment: Shares fell sharply post‑report, hitting a 52‑week low as traders sold into the results and cautious near‑term outlook. Benzinga: EPAM stock sinks to 52‑week low
• Negative Sentiment: Several firms trimmed price targets (Wells Fargo: $247 → $195; Needham: $215 → $175; Truist: $220 → $146), signaling reduced upside expectations even where ratings were maintained. Benzinga: Analyst price target changes

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.