Wells Fargo Lowers Price Target for EPAM Systems to $195 | EPAM Stock News
Wells Fargo has lowered its price target for EPAM Systems (EPAM) from $247 to $195, while maintaining an "Overweight" rating on the stock. This reduction reflects a 21.05% decrease from the previous target. Despite this, the average target price from 16 analysts is $217.17, implying a 58.13% upside from the current price, and GuruFocus estimates a fair value of $307.44.
EPAM Systems: Underwhelming Q4, But The Sell-Off Is Exaggerated (NYSE:EPAM)
EPAM Systems Inc. experienced a significant stock drop after its Q4 report, despite results being close to expectations. The main concern for investors is the weaker-than-expected 2026 growth guidance, attributed primarily to a transitory client headwind and cautious client decision-making. Despite this, the author estimates EPAM stock has a 42% upside, with a fair value of $197.5 based on a DCF valuation.
EPAM Systems, Inc. (NYSE:EPAM) Q4 2025 Earnings Call Transcript
EPAM Systems, Inc. (NYSE: EPAM) announced its Q4 and full-year 2025 earnings, reporting a non-GAAP EPS of $3.26 against expectations of $3.16. The company highlighted strong double-digit revenue growth, driven by significant momentum in AI-native services, which exceeded $105 million in Q4 and are projected to reach over $600 million in 2026. EPAM also provided a positive outlook for 2026, anticipating continued growth despite some client-specific headwinds and a shift towards larger, more strategic AI transformation programs.
The 22 Hour Trading Cycle: Redefining EU Power & Gas Desks
The Intercontinental Exchange is extending the daily trading window for key European energy contracts to nearly 22 hours starting February 23, 2026, alongside a shift to 15-minute trading intervals. This change will make European energy markets faster and more continuous, resembling global financial markets. The article discusses the implications for power and gas trading desks, including the rise of quantitative trading, the need for "follow-the-sun" operating models, and significant technological adjustments for firms to remain competitive.
Wells Fargo Adjusts Price Target on EPAM Systems to $195 From $247, Maintains Overweight Rating
Wells Fargo has lowered its price target for EPAM Systems (NYSE:EPAM) to $195 from $247, while maintaining an Overweight rating on the stock. This adjustment comes amidst a series of price target revisions by several other financial institutions, including Guggenheim, Goldman Sachs, HSBC, Needham, Citigroup, JPMorgan, and Morgan Stanley, largely in response to recent market dynamics. Despite the varied target changes, many analysts continue to hold a positive outlook on EPAM Systems.
EPAM Systems Inc (EPAM) Stock Price Down 21.01% on Feb 19
Shares of EPAM Systems Inc (EPAM) fell 21.01% on February 19, reaching an intraday low of $128.78 before a slight recovery. Wall Street analysts have an average target price of $227.98 for EPAM, suggesting a significant upside, and the stock holds an "Outperform" status. GuruFocus estimates the fair value of EPAM at $307.44, indicating an even larger potential upside.
EPAM Stock (-17%): Cautious 2026 Guidance Ignites Investor Revolt
The article discusses the significant drop in EPAM stock by 17% following cautious 2026 guidance, which has led to an investor revolt. It appears to be an introductory segment from a financial analysis platform.
EPAM's High Software Development Exposure Leads to Higher Uncertainty
EPAM Systems, an IT services provider specializing in consulting, application development, and system integration, faces increased uncertainty due to its high exposure to software development. The company, founded with a vision to leverage STEM talent from former Soviet Union countries, distinguishes itself from full-service IT providers by focusing on upstream IT services. Soft guidance from recent earnings highlights this uncertainty regarding the future of software development.
EPAM Systems Inc. stock underperforms Thursday when compared to competitors
EPAM Systems Inc. (EPAM) shares fell 17.01% to $139.16 on Thursday, underperforming the broader market. The S&P 500 Index and Dow Jones Industrial Average also experienced declines during the trading session. EPAM Systems Inc. closed significantly below its 52-week high.
EPAM Systems Stock Plummets 20% on Tepid 2026 Outlook Despite Earnings Beat
EPAM Systems (EPAM) shares dropped significantly after the company reported better-than-expected quarterly earnings but provided a disappointing outlook for 2026, leading to a 20% decline in stock value. The software-design company's tepid guidance overshadowed its earnings beat.
EPAM Systems Q4 Earnings and Revenues Surpass Estimates
EPAM Systems reported better-than-expected fourth-quarter 2025 results, with earnings of $3.26 per share and revenues of $1.41 billion, beating consensus estimates. The company attributed its strong performance to improvements across business segments, particularly from AI-enabled technological innovations. EPAM also provided a positive outlook for Q1 and full-year 2026, forecasting continued revenue growth.
EPAM Systems Q4 Earnings and Revenues Surpass Estimates
EPAM Systems reported strong fourth-quarter 2025 results, with earnings of $3.26 per share and revenues of $1.41 billion, both exceeding analyst estimates. The company saw significant year-over-year revenue growth across most industry verticals, fueled by technological innovations including AI. EPAM also provided guidance for Q1 and full-year 2026, forecasting continued revenue growth and outlining anticipated GAAP and non-GAAP earnings per share.
Earnings call transcript: EPAM Systems beats Q4 2025 forecasts amid AI growth
EPAM Systems reported better-than-expected Q4 2025 earnings and revenue, with EPS at $3.26 and revenue reaching $1.41 billion, driven by strong AI and digital transformation initiatives. Despite the earnings beat, the stock experienced a significant pre-market decline of 21.22% due to a cautious revenue growth outlook for 2026, which projects an increase between 4.5% and 7.5%. The company remains optimistic about its AI strategy, expecting AI-related revenues to hit $600 million in 2026, and is focusing on optimizing its delivery pyramid and making strategic investments in business development and partnerships.
Walgreens, SAIC and partners join $50B bid to fix rural healthcare
SAIC has launched the Alliance for Advancing Rural Healthcare (AARH) with eight other organizations, including Walgreens, to help states implement the $50 billion Centers for Medicare & Medicaid Services (CMS) Rural Health Transformation (RHT) Program. This alliance aims to address challenges in rural healthcare by focusing on workforce expansion, health IT modernization, telehealth, and community-based care solutions. The initiative seeks to transform federal funding into sustainable improvements in rural healthcare access and outcomes.
EPAM (NYSE:EPAM) Exceeds Q4 CY2025 Expectations
EPAM Systems (NYSE:EPAM) reported Q4 CY2025 revenue of $1.41 billion, exceeding analyst expectations, with non-GAAP profit per share also surpassing estimates. The company provided optimistic guidance for Q1 CY2026 revenue and full-year 2026 adjusted EPS, indicating continued growth despite a slight dip in operating margin over the last five years. While shares initially traded down, the report highlighted strong performance and future potential.
S&P 500 Futures Fall in Premarket Trading; Molson Coors A, EPAM Systems Lag
In premarket trading, S&P 500 futures experienced a decline, alongside shares of Molson Coors A and EPAM Systems lagging. Conversely, Evolution Metals & Technologies Corp. (EMAT) and Figma Inc. Cl A (FIG) saw significant gains. This indicates a mixed performance across different stocks before the U.S. stock markets officially open.
EPAM Reports Results for Fourth Quarter and Full Year 2025
EPAM Systems, Inc. announced strong financial results for the fourth quarter and full year 2025, with revenues increasing by 12.8% and 15.4% respectively. The company highlighted significant growth in AI-native revenues and provided an optimistic outlook for 2026, including projected revenue growth and diluted EPS ranges. EPAM continues to invest in AI innovation, talent development, and strategic partnerships to strengthen its position in the AI-Native Build era.
EPAM Systems beats Q4 estimates, shares fall on guidance concerns
EPAM Systems (NYSE:EPAM) exceeded Q4 2025 revenue and adjusted earnings estimates but saw its shares decline due to a cautious outlook for early 2026 and concerns about slowing organic growth. While reported revenue grew 12.8% year-over-year, organic constant currency growth was only 5.6%. The company's guidance for Q1 and full-year 2026 suggests modest revenue growth, despite adjusted earnings forecasts largely aligning with analyst expectations.
EPAM Systems Reports Strong Q4 and Full Year 2025 Financial Results
EPAM Systems reported strong financial results for Q4 and the full year 2025, driven by significant growth in revenues and non-GAAP earnings, attributed to its focus on AI innovation and business transformation. The company saw Q4 revenues increase 12.8% year-over-year to $1.408 billion, with full-year revenues reaching $5.457 billion, up 15.4%. EPAM also provided a positive outlook for 2026, forecasting continued revenue growth and increased EPS.
EPAM Systems beats Q4 estimates, shares fall on guidance concerns
EPAM Systems reported better-than-expected Q4 2025 results, with adjusted earnings of $3.26 per share and revenue of $1.41 billion, surpassing analyst estimates. Despite the earnings beat, shares declined by 2.8% in pre-market trading due to investor concerns over cautious guidance for early 2026 and slowing organic growth. The company forecasts lower organic constant currency growth for Q1 2026 and provides full-year 2026 guidance slightly above consensus for adjusted earnings.
EPAM Systems (EPAM): Engineering a New Path in the AI-Native Era
EPAM Systems (NYSE: EPAM) is at a critical juncture, transitioning leadership and adapting to the AI-native era after successfully navigating geopolitical challenges. The company, known for high-end software engineering, faces market volatility due to a cautious growth outlook and the increasing commoditization of code by AI. EPAM is pivoting its business model, investing in AI-native tools, and expanding globally to sustain its premium valuation amidst competitive pressures and a dynamic industry landscape.
EPAM Systems earnings on deck: AI pivot faces crucial test
EPAM Systems is scheduled to report its Q4 earnings, and investors are keenly focused on whether the company's AI investments are leading to sustained revenue growth. Analysts anticipate EPS of $3.15 and revenue of $1.39 billion, with Wall Street maintaining a bullish stance despite the stock trading near its 52-week low. The key challenge for EPAM is demonstrating progress in monetizing its AI capabilities and delivering consistent execution as it scales its Generative AI business.
EPAM Systems Q4 2025 earnings preview
This article provides a preview of EPAM Systems' Q4 2025 earnings, which were anticipated to be released by MSN 8 hours prior to the article crawl time. The core content of the earnings preview itself is missing from the provided snippet.
EPAM Systems earnings on deck: AI pivot faces crucial test
EPAM Systems is set to release its fourth-quarter earnings, with investors keenly focused on whether its artificial intelligence investments are driving revenue growth. Analysts anticipate modest year-over-year growth in EPS and revenue, with Wall Street maintaining a bullish stance due to the company's AI initiatives, although some caution remains regarding valuation and past execution issues. The report will provide insight into the effectiveness of EPAM's AI-driven transformation and its progress towards consistent execution and profitability.
Ibotta, Cognex, Insperity, Viasat, and EPAM Shares Are Falling, What You Need To Know
Shares of Ibotta, Cognex, Insperity, Viasat, and EPAM fell due to investor fears that artificial intelligence could disrupt traditional Software-as-a-Service (SaaS) business models, sparking a broad sell-off in the sector. The market reaction indicates growing concerns about the negative impact of the AI boom on established software companies. Despite the recent dip, investors are encouraged to see big price drops as potential buying opportunities for high-quality stocks.
EPAM Expands AI-Native Agency Empathy Lab in North America
EPAM Systems, Inc. has launched its AI-native agency, Empathy Lab, in North America, following a successful European debut. This expansion aims to help Chief Marketing Officers (CMOs) integrate AI into marketing, product, and technology functions, fostering human-centered growth systems. The Empathy Lab focuses on enabling brands to optimize creativity, data, and technology through AI-powered platforms, emphasizing orchestration over mere efficiency in marketing.
EPAM expands AI-native agency Empathy Lab to North America
EPAM Systems, Inc. has launched its AI-native agency, Empathy Lab, in North America following a successful European debut. The agency aims to assist Chief Marketing Officers in integrating marketing, product, and technology functions using AI-powered platforms. This expansion is part of EPAM's growth strategy and will be led by Ben Hall, focusing on building "intelligent, human-centered growth systems" for brands.
EPAM Expands AI-Native Agency Empathy Lab in North America to Help CMOs Accelerate AI-enabled Business Growth & Transformation
EPAM Systems has launched its AI-native agency, Empathy Lab, in North America, following a successful European debut. The lab aims to help Chief Marketing Officers (CMOs) integrate AI, data, and creativity to build human-centered growth systems and navigate the evolving marketing landscape. Empathy Lab offers integrated services and AI-powered accelerators, focusing on strategic consultancy and the development of AI and data-enabled capabilities to foster deeper customer understanding and drive commercial outcomes.
Kyndryl Expands AI Skilling Programs for Government Employees, Students and Youth in India
Kyndryl announced an expansion of its social impact skilling programs in India, committing US$2.25 billion to provide AI education to government employees, students, and youth. The initiative aims to train 50,000 students, upskill 1,000 teachers across 100 schools, and enable 30,000 youth annually as AI change-makers. This effort aligns with India's digital and skilling priorities, integrating with the Karmayogi iGOT platform and piloting in Varanasi and Ayodhya.
EPAM Systems outlines steps to avoid automation chaos in life sciences
EPAM Systems warns against the risks of implementing automation in life sciences without proper preparation, coining the term "fast chaos" for such scenarios. The company emphasizes the critical need for standardizing workflows and ensuring data is FAIR (Findable, Accessible, Interoperable, and Reusable) with comprehensive metadata before automating processes. This approach is essential to achieve scalable and effective change within life sciences laboratory environments.
ING Groep NV Takes $1.09 Million Position in EPAM Systems, Inc. $EPAM
ING Groep NV recently acquired a new position of 7,200 shares in EPAM Systems, Inc. (NYSE:EPAM) valued at approximately $1.09 million. Other institutional investors have also adjusted their holdings in EPAM Systems, and insiders have sold shares. Analysts currently have a "Moderate Buy" consensus rating for EPAM Systems with a target price of $214.20.
Why (EPAM) Price Action Is Critical for Tactical Trading
The article analyzes Epam Systems Inc. (EPAM) stock, highlighting a weak near and mid-term sentiment but a neutral long-term outlook. It identifies a mid-channel oscillation pattern and presents an exceptional risk-reward setup, targeting a 16.9% gain against a minimal 0.3% risk. The analysis includes institutional trading strategies with specific entry, target, and stop-loss levels for position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis.
Orchestrate or Automate? Marketing’s AI Crisis Point Is Here
Leaders from Nectar360 and Empathy Lab discussed the critical shift in marketing due to AI, emphasizing orchestration over mere automation. They argued that fragmented decision-making is the real risk, as AI compresses planning cycles and changes consumer discovery. Brands must adapt by re-architecting marketing for connected decision-making to maintain relevance.
EPAM Systems Inc. stock underperforms Thursday when compared to competitors
EPAM Systems Inc. (EPAM) stock declined by 8.35% on Thursday, closing at $163.12. This underperformance occurred during a broader market downturn, with both the S&P 500 Index and Dow Jones Industrial Average also recording losses. The stock experienced its second consecutive day of decreases.
Globant SA stock hits 52-week low at 54.13 USD
Globant SA stock has fallen to a new 52-week low of $54.13, representing a 75.96% decline over the past year. Despite its profitability and solid current ratio, investor concerns persist, particularly within the tech sector. Analysts view the stock as undervalued, with price targets ranging from $68 to $150, and are closely watching strategic adjustments and the upcoming earnings report.
Shadow AI: The Emerging Enterprise Risk That Can No Longer Be Ignored
The article discusses "Shadow AI," an emerging enterprise risk similar to "Shadow IT," where employees use AI tools outside of formal governance. These unsanctioned AI adoptions, driven by the need for productivity, pose significant risks due to their speed, the invisibility of model interactions, and the sensitive data handled by external systems. The article highlights that most companies' employees use personal AI accounts for work, while official tools are scarcer, creating a gap between AI adoption and enterprise controls.
EPAM Systems Inc (EPAM) Stock Price Down 4.81% on Feb 11
Shares of EPAM Systems Inc (EPAM) fell 4.81% on February 11th, closing at $182.40. Wall Street analysts forecast an average target price of $227.98, implying a 24.99% upside from the current price. GuruFocus estimates the fair value (GF Value) to be $307.57, suggesting an even higher upside of 68.63%.
EPAM Systems Inc. stock underperforms Wednesday when compared to competitors
EPAM Systems Inc. (EPAM) stock declined by 7.11% to $177.99 on Wednesday, ending a three-day winning streak. This underperformance occurred on a mixed trading day where the S&P 500 Index was mostly unchanged and the Dow Jones Industrial Average fell slightly.
Baader Bank Aktiengesellschaft Buys New Shares in EPAM Systems, Inc. $EPAM
Baader Bank Aktiengesellschaft purchased 22,383 new shares of EPAM Systems, Inc. for approximately $3.37 million in the third quarter. Other institutional investors like Vanguard, Invesco, and Baillie Gifford also increased their stakes, leading to 91.58% institutional ownership. Despite some insider selling, analysts maintain a "Moderate Buy" rating with a consensus target price of $214.20, while the company has authorized a $1.00 billion stock buyback program.
Cbre stock reaches all-time high at 173.42 USD
CBRE Group Inc. (CBRE) stock has reached an all-time high of $173.42, pushing its market capitalization over $50 billion. This milestone reflects significant growth over the past year and strong investor confidence, with the company trading above its Fair Value estimate and management aggressively buying back shares. CBRE is set to report earnings soon, with analyst price targets reaching up to $212, and has recently announced executive leadership changes and completed a $750 million senior notes offering.
EPAM Tops Europe IT Rankings, Sweeps #1 Spots in Major Client Survey
EPAM Systems, Inc. has been recognized as a Top IT Vendor in Europe for the third consecutive year, achieving "exceptional performer" status and top rankings in Application Services and General Satisfaction in Whitelane Research’s latest IT sourcing study. This recognition is based on direct client feedback from over 2,500 participants evaluating nearly 7,000 active IT sourcing relationships. The company received high ratings across various categories, including Service Delivery Quality, Innovation, and Account Management, reinforcing its position as a leading IT services provider.
Oppenheimer Asset Management Inc. Raises Position in EPAM Systems, Inc. $EPAM
Oppenheimer Asset Management Inc. increased its stake in EPAM Systems, Inc. by 26% during the third quarter, now holding 65,040 shares valued at approximately $9.81 million. Other institutional investors like Invesco Ltd. and Norges Bank also significantly increased their positions, bringing total institutional ownership to 91.58%. Analysts currently rate EPAM Systems a "Moderate Buy" with an average price target of $214.20, and the company has authorized a $1 billion share buyback program.
AI Agents Reshape IT Outsourcing: Implications for CIOs and Sourcing Leaders
The article discusses how AI agents are transforming IT outsourcing, leading to a structural shift in the global market. This change is impacting traditional delivery models and forcing CIOs and sourcing leaders to adapt to outcome-driven, AI-orchestrated services. The emergence of autonomous AI presents new challenges and opportunities related to risks, pricing, vendor stability, and governance.
EPAM Systems, Inc. $EPAM Shares Bought by Allianz Asset Management GmbH
Allianz Asset Management GmbH has significantly increased its stake in EPAM Systems, Inc. (NYSE:EPAM) by 39.4% in the third quarter, now owning about 0.08% of the company's shares, valued at approximately $6.61 million. This comes as institutional ownership of EPAM stock stands at 91.58%. Additionally, EPAM's Board of Directors has approved a $1.0 billion share buyback program, indicating management believes the stock may be undervalued, while analysts maintain a "Moderate Buy" consensus rating with an average target price of $214.20.
8,301 Shares in EPAM Systems, Inc. $EPAM Purchased by Azzad Asset Management Inc. ADV
Azzad Asset Management Inc. ADV recently acquired 8,301 shares of EPAM Systems, Inc. (NYSE:EPAM), valued at approximately $1.25 million, as part of a trend where institutional investors now own 91.58% of the company. Other significant institutional movements included Norges Bank's new $137.7 million stake and Invesco boosting its holding to over 4.1 million shares. Analysts maintain a "Moderate Buy" rating for EPAM with an average price target of $214.20, following a recent EPS beat and a $1 billion share repurchase program announcement.
Bessemer Group Inc. Raises Stake in EPAM Systems, Inc. $EPAM
Bessemer Group Inc. increased its stake in EPAM Systems, Inc. (NYSE:EPAM) by 66.7% during the third quarter, now holding 223,240 shares valued at approximately $33.66 million. Institutional investors collectively own 91.58% of EPAM, while the company's board has approved a $1.00 billion stock buyback program. Analysts maintain a "Moderate Buy" consensus rating for EPAM, with a target price of $214.20.
AI is Powering the Next Era of Retail Transformation
The article discusses how AI is driving a new era of retail transformation, moving beyond process optimization to create new business models and competitive advantages. It highlights the shift from experimental AI use to its operationalization, leading to innovations like enhanced retail media networks, subscription models, and digital consumer twins. The piece also emphasizes the need for integrated AI solutions, connecting various core retail processes, while acknowledging the challenge of modernizing data architecture amidst other investment priorities.
AI is Powering the Next Era of Retail Transformation
AI is transforming the retail sector beyond process optimization, driving new business models like retail media networks and innovative product development. While AI has historically been used in isolated functions, the future involves integrated AI solutions that connect various aspects of the retail value chain, emphasizing the need for modern data architecture to achieve end-to-end optimization. This shift from experimentation to operationalization underscores AI's growing role as a competitive advantage in retail.
Retail-Grade Engagement for Modern Life Sciences
Life sciences companies are increasingly adopting strategies from the retail sector, such as omnichannel experiences, hyper-personalization, and AI-driven engagement, to better connect with patients, providers, and partners. This approach helps in uniting fragmented journeys, personalizing beyond just products, and leveraging data through AI while balancing automation with human touch. The goal is to build intelligent healthcare landscapes by breaking down silos and embracing composable architectures for scalable and compliant innovation.
EPAM Systems Inc (EPAM) Trading Down 5.19% on Feb 5
EPAM Systems Inc (EPAM) experienced a 5.19% stock price drop on February 5th, reaching an intraday low of $173.46 before a slight recovery. Despite this, analysts have an average target price of $227.98 for EPAM, suggesting a potential upside of 30.14%. GuruFocus estimates the fair value (GF Value) at $307.23, indicating an even larger potential upside of 75.37%.
