Wells Fargo & Company Lowers EPAM Systems (NYSE:EPAM) Price Target to $195.00

EPAM Systems (NYSE:EPAM) had its price target reduced by Wells Fargo & Company from $247.00 to $195.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the information technology services provider’s stock. Wells Fargo & Company‘s price target would suggest a potential upside of 40.85% from the stock’s previous close.

A number of other brokerages also recently issued reports on EPAM. Mizuho raised their price target on shares of EPAM Systems from $225.00 to $228.00 and gave the company an “outperform” rating in a report on Tuesday, November 11th. TD Cowen restated a “buy” rating on shares of EPAM Systems in a research report on Friday, January 9th. The Goldman Sachs Group cut 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. Weiss Ratings reissued a “hold (c-)” rating on shares of EPAM Systems in a report on Monday, December 29th. Finally, Zacks Research lowered shares of EPAM Systems from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, January 28th. Eleven investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $204.19.

EPAM Systems Stock Down 0.5%

NYSE:EPAM traded down $0.71 during trading hours on Friday, reaching $138.45. 1,386,314 shares of the company traded hands, compared to its average volume of 1,069,052. EPAM Systems has a 1 year low of $128.78 and a 1 year high of $223.45. The stock has a market capitalization of $7.65 billion, a P/E ratio of 21.21, a P/E/G ratio of 2.01 and a beta of 1.72. The business’s 50-day moving average price is $201.68 and its two-hundred day moving average price is $178.70. 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 (NYSE:EPAM) last announced its quarterly earnings data on Thursday, February 19th. The information technology services provider reported $3.26 earnings per share 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 analyst estimates of $1.39 billion. EPAM Systems had a net margin of 7.01% and a return on equity of 13.16%. The firm’s revenue for the quarter was up 12.8% on a year-over-year basis. During the same period in the previous year, the business earned $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. Analysts predict that EPAM Systems will post 8.9 earnings per share for the current year.

Insider Transactions at EPAM Systems

In other EPAM Systems news, SVP Boris Shnayder sold 5,000 shares of EPAM Systems stock in a transaction that occurred on Wednesday, December 10th. The stock was 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 directly owned 15,645 shares in the company, valued at approximately $3,238,515. The trade was a 24.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 4.30% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. grew its position in shares of EPAM Systems by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 7,014,935 shares of the information technology services provider’s stock worth $1,057,782,000 after buying an additional 29,763 shares during the last quarter. Invesco Ltd. lifted its stake in EPAM Systems by 14.9% in the second quarter. Invesco Ltd. now owns 4,102,790 shares of the information technology services provider’s stock worth $725,455,000 after acquiring an additional 533,292 shares during the period. Capital World Investors boosted its holdings in EPAM Systems by 59.4% in the fourth quarter. Capital World Investors now owns 3,679,590 shares of the information technology services provider’s stock valued at $753,874,000 after acquiring an additional 1,371,557 shares in the last quarter. Ameriprise Financial Inc. increased its position in 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 valued at $401,532,000 after purchasing an additional 596,760 shares during the period. Finally, Boston Partners bought a new position in EPAM Systems in the 4th quarter worth $349,428,000. Institutional investors own 91.58% of the company’s stock.

EPAM Systems News Roundup

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

• Positive Sentiment: Q4 results beat expectations — EPAM reported non‑GAAP EPS of $3.26 and revenue of $1.408B (up 12.8% YoY), signaling continued top‑line growth and AI‑driven demand. PR Newswire
• Positive Sentiment: AI demand remains a tailwind — several reports note EPAM is capturing AI-enabled work across industries, supporting longer‑term revenue expansion. Reuters: AI demand
• Neutral Sentiment: Company guidance mixed — EPAM set FY26 EPS guidance of $12.60–12.90 and Q1 EPS $2.70–2.78, broadly in line with or above some estimates, but wording and detail left investors wanting more clarity. Yahoo Finance: Results & guidance
• Negative Sentiment: Management tone and margin investments hit sentiment — the market reacted to comments about margin pressure from higher variable compensation and investment to scale AI‑native services, seen as near‑term profit headwinds. Yahoo Finance: Deep dive
• Negative Sentiment: Analysts trimmed targets and tone turned cautious — Needham and Truist cut price targets (and Truist downgraded to hold), amplifying selling pressure. The Fly / Benzinga
• Negative Sentiment: Shares plunged to a 52‑week low after the report — headlines and negative market reaction amplified selling despite the beat, reflecting investor focus on near‑term execution and margin trajectory. Barron’s

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.