EPAM (NYSE: EPAM) seeks special meeting right, equity plan share increases
EPAM Systems is requesting shareholder approval at its 2026 annual meeting for several key proposals, including the election of four Class II directors, an advisory vote on executive compensation, and the ratification of Deloitte & Touche LLP as its auditor for 2026. The company also seeks to amend its certificate of incorporation to allow shareholders to call special meetings with a 25% ownership threshold, while opposing a competing shareholder proposal for a 10% threshold. Additionally, EPAM is asking for an increase of 4,000,000 shares for its 2025 Long Term Incentive Plan and 650,000 shares for its 2021 Employee Stock Purchase Plan to continue its growth strategy, particularly in AI, and align employee interests with shareholders.
TD Cowen Adjusts Price Target on EPAM Systems to $213 From $220, Maintains Buy Rating
TD Cowen has adjusted its price target for EPAM Systems (EPAM) to $213, down from $220, while reiterating a Buy rating on the stock. This modification follows several other analyst adjustments to EPAM Systems' price targets in recent weeks, indicating ongoing evaluation of the company's financial outlook. Despite the slight reduction in the price target, the "Buy" rating suggests continued confidence in the company's performance.
Allspring Global Investments Holdings LLC Buys 34,108 Shares of EPAM Systems, Inc. $EPAM
Allspring Global Investments Holdings LLC significantly increased its stake in EPAM Systems, Inc. (NYSE:EPAM) by 430.4% in the fourth quarter, purchasing an additional 34,108 shares to bring its total holdings to 42,032 shares, valued at approximately $8.43 million. Other institutional investors also modified their holdings of EPAM Systems. Despite some recent analyst price target trims and rating adjustments to "hold," the stock maintains a "Moderate Buy" consensus with a target price of $196.06, supported by strong Q4 earnings and positive FY2026 guidance.
A Look At EPAM Systems (EPAM) Valuation After Nordic Recognition And New AI And Security Focus
EPAM Systems has gained investor attention due to its recognition as a leading IT services provider in the Nordics and its focus on AI and security services. Despite recent positive developments, the company's share price has seen significant declines over the past 90 days and 3 years. The article discusses EPAM's valuation, noting a significant intrinsic discount compared to analyst targets while also presenting conflicting views regarding its P/E ratio relative to the industry and peers.
DOX Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial analysis of Amdocs Ltd (DOX), detailing its revenue breakdown, profitability margins, and a comparison with competitors. The company's main revenue source is managed services, contributing 67.4% of total sales. DOX exhibits a gross margin of 35.79%, an operating margin of 18.86%, and a net margin of 13.71%, with a 16.27% Return on Equity, which are benchmarked against competitors like PEGA and EPAM.
Equifax Credit Scoring Services: Core Engine Driving U.S. Consumer Lending Decisions in a Volatile Economy
Equifax's credit scoring services are crucial for risk assessment in the North American lending market, underpinning billions in loans annually, especially as U.S. consumer debt reaches record levels. The company's advanced machine learning models and integration of alternative data provide stable revenue streams and strategic advantage amidst economic uncertainty and regulatory scrutiny. With projected EPS growth and defensive qualities, Equifax appeals to investors seeking resilience in volatile markets.
EPAM Systems Inc stock: AI pivot amid governance debate—what it means for you
EPAM Systems Inc is aggressively shifting its focus to AI and cybersecurity services, aiming to capitalize on growing enterprise demand and drive revenue growth. While the company's financial health is solid with consistent revenue streams and low debt, it faces margin pressures and competition, leading to a discounted valuation compared to its peers. Analysts generally view EPAM positively, citing its strategic pivot as a growth catalyst despite short-term governance concerns, making it an attractive option for North American investors seeking tech exposure with a focus on enterprise AI infrastructure.
EPAM Systems Inc stock: AI pivot amid governance debate—what it means for you
EPAM Systems Inc is shifting its focus to AI and cybersecurity services, aiming for growth in the evolving tech sector. While the company demonstrates solid financial foundations and analyst support for its strategic pivot, investors should consider potential risks like client budget caution, geopolitical tensions, and ongoing governance debates. The stock is presented as a discounted entry point for North American investors seeking exposure to digital transformation and AI infrastructure.
Equifax Credit Reporting Services: Essential Insights for North American Investors on Core Operation
This article provides North American investors with a detailed analysis of Equifax's credit reporting services, highlighting their importance in the financial ecosystem amidst economic volatility and regulatory changes. It covers the company's core offerings, strategic relevance in lending, technological innovations, and resilience against market challenges, positioning it as a steady investment option. The piece emphasizes Equifax's role as a cornerstone for lenders, businesses, and governments in assessing creditworthiness.
EPAM Systems Inc. stock outperforms competitors on strong trading day
EPAM Systems Inc. (EPAM) stock rose 2.12% to $137.99 on Thursday, outperforming the mixed market performance where the S&P 500 Index saw a slight increase and the Dow Jones Industrial Average experienced a slight decline. This gain ended a two-day losing streak for the company's shares.
EPAM Ranked #1 by Clients for IT Service Excellence in the Nordics
EPAM Systems, Inc. has been recognized as the leading IT services provider in the Nordics for the fourth consecutive year by the 2026 Whitelane Research IT Sourcing Study. The company achieved top rankings in General Satisfaction, Application Services, and Account Management Quality based on feedback from over 450 participants at top IT-spending organizations. This recognition highlights EPAM's commitment to client success, innovative strategy, and transformative AI solutions, especially as Nordic organizations increase their adoption of AI and seek advanced engineering expertise.
EPAM Ranked #1 by Clients for IT Service Excellence in the Nordics
EPAM Systems, Inc. has been recognized as the leading IT services provider in the Nordics for the fourth consecutive year, according to the 2026 Whitelane Research IT Sourcing Study. The company ranked #1 in overall general satisfaction and application services, achieving high scores in account management quality, security, and service delivery. This recognition highlights EPAM's commitment to client success, innovative strategies, and advanced AI solutions, as organizations in the Nordics increasingly seek partners for AI adoption and advanced engineering expertise.
EPAM Ranked #1 by Clients for IT Service Excellence in the Nordics
EPAM Systems, Inc. has been recognized as the leading IT services provider in the Nordics in the 2026 Whitelane Research IT Sourcing Study. The company ranked #1 in overall general satisfaction, application services, and account management quality, reflecting its commitment to client success and innovative AI solutions. This marks the fourth consecutive year EPAM has been a standout leader in the Nordic market, with clients expressing high retention and renewal intentions.
EPAM Ranked #1 by Clients for IT Service Excellence in the Nordics
EPAM Systems, Inc. has been recognized as the leading IT services provider in the Nordics for the fourth consecutive year by the 2026 Whitelane Research IT Sourcing Study. The company received top rankings for overall general satisfaction, application services, and account management quality, based on feedback from over 450 participants at top IT-spending organizations. This recognition highlights EPAM's commitment to client success, innovative strategy, and expertise in delivering scalable and AI-powered solutions.
EPAM Ranked #1 by Clients for IT Service Excellence in the Nordics
EPAM Systems, Inc. has been recognized as the leading IT services provider in the Nordics for the fourth consecutive year based on the 2026 Whitelane Research IT Sourcing Study. The company ranked #1 in overall general satisfaction and application services, with high scores also in account management quality, security, and service delivery. This recognition highlights EPAM's commitment to client success, innovative strategy, and expertise in AI solutions, as Nordic organizations increasingly seek advanced engineering and scalable IT partners.
Kyndryl targets the AI rollout gap with agentic service management
Kyndryl (NYSE: KD) has launched Agentic Service Management to help enterprises transition to AI-native infrastructure services and intelligent workflows. This offering includes a maturity model, assessments, and implementation blueprints aligned with emerging standards like ISO 42001. Kyndryl also provides Agentic AI Digital Trust for governing agentic AI in regulated, hybrid, and multi-cloud environments, building on its foundation of executing nearly 200 million automations monthly.
EPAM Ranked #1 by Clients for IT Service Excellence in the Nordics
EPAM Systems, Inc. has been recognized as the leading IT services provider in the Nordics for the fourth consecutive year, according to the 2026 Whitelane Research IT Sourcing Study. The company received top rankings from clients for overall general satisfaction, application services, and account management quality. This recognition highlights EPAM's commitment to client success, innovative strategy, and transformative AI solutions in the region.
“AI is changing the game. But marketing still plays by old rules.”
This article discusses how AI is transforming the marketing landscape, yet many marketing functions still operate with outdated, siloed approaches. David Billings, Chief Strategy Officer at Empathy Lab by EPAM, emphasizes the importance of orchestration over mere automation for CMOs to leverage AI effectively and turn marketing into a growth engine. He highlights that coordinating decisions across brand, media, pricing, loyalty, and commerce is crucial for strengthening brand connection and achieving long-term performance.
EPAM Systems Grants Retention RSUs to Senior Executive
EPAM Systems granted $3 million in restricted stock units (RSUs) to Viktar Dvorkin, Senior Vice President, Global Head of Advanced Engineering, Cloud & Enterprise Platforms, on March 31, 2026. This award is a long-term incentive designed to retain him, vesting over three years with accelerated vesting under specific termination conditions. TipRanks' AI Analyst, Spark, rates EPAM as "Outperform," citing strong financials but noting tempered by weak technical momentum and premium valuation.
EPAM (EPAM) SVP Viktar Dvorkin awarded 21,695 restricted stock units
EPAM Systems, Inc. Senior Vice President Viktar Dvorkin was granted 21,695 restricted stock units (RSUs) as a compensation award. These RSUs will vest in three equal installments over three years, with one-third vesting on each of the first, second, and third anniversaries of the grant date. Following this award, Dvorkin directly holds 44,159.091 shares of EPAM common stock.
“AI is changing the game. But marketing still plays by old rules.”
This article discusses how AI is transforming the marketing landscape, yet many marketing operations still adhere to outdated practices. David Billings, Chief Strategy Officer at Empathy Lab by EPAM, emphasizes the importance of orchestration over mere automation to integrate various marketing functions like brand, media, pricing, loyalty, and commerce for coherent decision-making and growth. The piece highlights how Empathy Lab's Growth OS helps CMOs operationalize AI, turning it into a repeatable engine for growth and enabling proactive customer orchestration.
EPAM Systems (NYSE: EPAM) awards $3M RSU retention grant to senior leader
EPAM Systems (NYSE: EPAM) has awarded a $3 million restricted stock unit (RSU) retention grant to Viktar Dvorkin, Senior Vice President and Global Head of Advanced Engineering, Cloud & Enterprise Platforms. This grant, approved by the Board of Directors, is intended to be a significant long-term incentive to retain Mr. Dvorkin as an executive. The RSUs will vest in three equal installments on the first, second, and third anniversaries of the March 31, 2026 grant date, contingent on his continued employment.
Saudi club picks Parsons for Jeddah sports village built to FIFA standards
Parsons (NYSE: PSN) has been selected as the project management consultant for the Al Ittihad Sports Village in Jeddah, Saudi Arabia, a development designed to align with FIFA standards. The scope includes club headquarters, academy training pitches, performance centers, administrative buildings, and commercial assets. This project further expands Parsons' nearly 70-year presence in Saudi Arabia and aligns with Saudi Vision 2030's Quality of Life Program.
EPAM Should I Buy
This article analyzes whether Epam Systems Inc (EPAM) is a good investment, concluding it's not a strong buy for beginner, long-term investors due to recent client loss, legal investigations, and technical indicators suggesting caution. While Q4 2025 showed revenue and EPS growth, and analysts are optimistic about its AI-driven potential, short-term challenges and mixed analyst ratings warrant a "Hold" recommendation.
Analysts Offer Insights on Technology Companies: Epam Systems (EPAM), Cisco Systems (CSCO) and Veritone (VERI)
This article summarizes analyst ratings for three technology companies: Epam Systems (EPAM), Cisco Systems (CSCO), and Veritone (VERI). Epam Systems received a Moderate Buy with a $199.40 target price, Cisco Systems a Moderate Buy with a $91.82 target, and Veritone a Moderate Buy with a $9.50 target and significant upside potential. The analysis includes details from specific analysts and their success rates.
Equifax Credit Reporting Services: Comprehensive Guide to US29444U7000 Issuer's Core Products for No
Equifax's credit reporting and analytics services are crucial for financial decision-making in North America, offering investors exposure to a stable, growing market. The company, one of the 'Big Three' credit bureaus, focuses on AI-enhanced fraud detection and provides extensive data-driven risk assessment tools. Its strategic importance lies in powering significant consumer lending volumes and adapting to fintech disruptions and regulatory changes, ensuring resilient revenue streams.
EPAM Named Top IT Sourcing Vendor in Belgium and Luxembourg
EPAM Systems Inc. has been recognized as a top IT sourcing vendor in Belgium and Luxembourg, according to Whitelane Research's 2026 BeLux IT Sourcing Study. The company achieved high satisfaction scores, particularly in application services and service delivery quality, based on evaluations from over 340 organizations. This recognition expands on previous rankings by Whitelane Research across other European regions.
(EPAM) as a Liquidity Pulse for Institutional Tactics
This article analyzes Epam Systems Inc. (NASDAQ: EPAM) using AI models to determine institutional trading tactics. It identifies a near-term neutral sentiment and provides various trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis indicating varying support and resistance levels. The report highlights elevated downside risk due to a lack of additional long-term support signals.
EPAM Systems, Inc. (NYSE:EPAM) Short Interest Up 45.9% in March
EPAM Systems (NYSE:EPAM) experienced a significant 45.9% increase in short interest during March, reaching 6,691,351 shares, equivalent to 12.9% of the stock. This rise in bearish bets comes despite strong institutional ownership, with major firms like Vanguard and Invesco increasing their stakes. The company recently surpassed Q4 earnings estimates and provided optimistic FY2026 EPS guidance, holding a consensus "Moderate Buy" rating from analysts.
A Look At Amdocs (DOX) Valuation After The Recent CEO Transition
Amdocs (DOX) recently underwent a CEO transition, with Shimie Hortig taking over from Shuky Sheffer. This change comes after a period of weaker stock performance for Amdocs, leading investors to re-evaluate the company's valuation. Analysts currently peg Amdocs as 29% undervalued with a fair value of $90.57, based on expectations of future revenue and earnings growth, though risks like client concentration and slower cloud/GenAI scaling exist.
Equifax Credit Reporting Services: Essential Tool for North American Investors Monitoring Consumer C
Equifax's credit reporting and analytics products are critical for North American investors monitoring consumer credit health, especially in light of increasing AI integration and regulatory changes. The company's platforms offer real-time insights into borrowing trends, default risks, and workforce solutions, making them strategically important for lenders, businesses, and investors tracking macroeconomic indicators. Equifax has enhanced its fraud detection capabilities and integrated machine learning into credit scoring, while maintaining strong compliance with data privacy regulations.
JKHY (Jack Henry & Associates) 12-1 Month Momentum % : -9.40% (As of Mar. 28, 2026)
Jack Henry & Associates (JKHY) has a 12-1 Month Momentum % of -9.40% as of March 28, 2026, ranking it worse than 53.91% of Software companies. This momentum metric measures the total stock return from 12 months ago to 1 month ago, excluding the most recent month to avoid short-term reversal effects. Despite this, GuruFocus rates JKHY with a GF Score of 96/100 and considers it modestly undervalued, with a GF Value of $192.51 compared to its current price of $153.29.
Arkadiy Dobkin At EPAM Systems Decides to Exercises Options Worth $2.67M
Arkadiy Dobkin, Executive Chairman at EPAM Systems, exercised stock options worth $2.67 million for 41,026 shares, as disclosed in a recent SEC filing. EPAM Systems shares were down 0.49% at $135.48 following the transaction. The article also details EPAM Systems' financial performance, including revenue growth, profitability, and valuation metrics, indicating a positive outlook despite some challenges.
Fragmented Pharmaceuticals: Why Indian Biopharma Does Not Have AI-Ready Data
The article discusses the challenge of fragmented and poorly standardized data in the life sciences sector, particularly in Indian biopharma, which hinders the effective use of AI. It emphasizes that for AI to be accurate and trustworthy in areas like drug discovery and clinical decisions, data must be AI-ready—clean, connected, well-governed, and semantically consistent. Greg Killian of EPAM Systems highlights that a lack of such foundations leads to incomplete insights and regulatory risks, despite the significant growth projected for the global clinical trials market.
Transforming Payor-Provider Collaboration Through Next-Gen AI
This article discusses how next-gen AI is transforming payor-provider collaboration in healthcare, using a multi-year partnership between EPAM and Xsolis as an example. The collaboration focuses on AI-powered solutions to reduce administrative burdens, improve data transparency, and streamline interactions within the healthcare ecosystem. Key areas addressed include standardizing utilization review, reducing denials, streamlining appeals, and using predictive analytics for patient management.
Assenagon Asset Management S.A. Increases Stock Position in EPAM Systems, Inc. $EPAM
Assenagon Asset Management S.A. significantly increased its stake in EPAM Systems, Inc. by 51.2% in Q4 2025, bringing its holdings to 89,350 shares valued at approximately $18.3 million. This comes as institutional ownership in EPAM Systems reached 91.58%, following a quarter where EPAM exceeded earnings estimates but saw several firms trim their price targets. The company maintains an average analyst rating of "Moderate Buy" with a consensus price target of $196.06.
EPAM Systems (EPAM) chair exercises 41,026 options with net share settlement
EPAM Systems Executive Chairman Arkadiy Dobkin exercised 41,026 employee stock options at $70.52 per share through a net share settlement. To cover the exercise price and taxes, 30,082 shares were withheld, resulting in Dobkin receiving 10,944 net shares. Following this transaction, Dobkin directly owns 1,333,765 shares of EPAM common stock.
EPAM (NYSE: EPAM) seeks shareholder votes on director elections, special‑meeting right
EPAM Systems, Inc. is soliciting shareholder votes for its May 21, 2026, annual meeting, addressing director elections, corporate governance amendments, auditor ratification, executive compensation, and equity plan increases. The company proposes allowing stockholders with 25% of voting power to request a special meeting, rather than the 10% threshold suggested by a separate shareholder proposal. EPAM also seeks to increase shares available under its 2025 Long Term Incentive Plan and 2021 Employee Stock Purchase Plan to attract and retain talent.
EPAM Systems Inc (EPAM) Stock Price Up 3.12% on Mar 26
Shares of EPAM Systems Inc (EPAM) increased by 3.12% in mid-day trading on March 26, closing at $137.42. Wall Street analysts have an average one-year price target of $192.10 for EPAM, suggesting a 39.79% upside. GuruFocus estimates the fair value (GF Value) at $283.47, indicating a potential upside of 106.28%.
From Traditional Software to a Native AI SDLC: How GenAI is Redefining Engineering
The article discusses how Generative AI (GenAI) is transforming the Software Development Life Cycle (SDLC) from a human-exclusive process to a cognitive, collaborative, and partially autonomous one. It highlights the emergence of an "Agent Enterprise" where AI is structurally integrated into software delivery, with engineers evolving into architects and orchestrators of intelligent systems. The author emphasizes that the real value of GenAI lies in model governance, security, and cognitive architecture, not just in formulating good suggestions, and that organizations adopting an AI-native SDLC will gain significant competitive advantages by 2030.
The AI-Native Enterprise: Where Business Leads and Tech Enables
Historically, AI was treated as a technology initiative, struggling to scale and deliver measurable business impact. Now, AI is driving a structural shift where business leaders, not just IT, are taking ownership due to AI's impact on revenue, customer experience, and operations. This shift is necessary because AI influences critical business elements like incentive structures, workforce roles, and data collection, requiring leadership with the authority to redefine these areas for successful, scalable adoption.
Should EPAM’s Strong Q4 Beat but Cautious AI Outlook Reshape the EPAM Investment Narrative (EPAM)?
EPAM Systems reported strong Q4 2025 results that exceeded expectations but offered cautious guidance for 2026 due to uncertainty regarding AI's impact on IT consulting demand. The company's investment narrative is centered on its AI-focused consulting capabilities remaining relevant despite automation, with recent share buybacks signaling management's long-term commitment. Forecasts project significant revenue and earnings growth by 2028, suggesting a substantial upside to its current price despite the cautious near-term outlook.
Small-Cap Investment Analysis: High-Risk Genco vs. Top Performers EPAM & SouthState - News and Statistics
An analysis by StockStory evaluates small-cap stocks, identifying Genco, a shipping firm, as a stock requiring caution due to declining sales and profitability. In contrast, EPAM Systems, a digital engineering provider, and SouthState, a financial holding company, are highlighted for their strong performance, characterized by exceptional revenue growth, increased market share, and improved financial metrics. The article also includes details about a comprehensive report on the tanker industry in the United States.
EPAM Systems CEO asserts discipline as crucial for scaling AI amid disruption
EPAM Systems CEO Balazs Fejes emphasizes that discipline is essential for organizations navigating disruption, particularly when scaling artificial intelligence and undertaking large enterprise transformation projects. Fejes argues that disciplined leadership differentiates companies in rapidly changing environments, allowing them to succeed with new technologies. EPAM Systems has also recently formed strategic partnerships, including one with Microsoft, to expand its technology offerings and address emerging client needs.
New Sell Rating for Automatic Data Processing (ADP), the Technology Giant
Wells Fargo analyst Jason Kupferberg has issued a Sell rating for Automatic Data Processing (ADP), setting a price target of $262.00. This comes despite ADP reporting increased quarterly revenue of $5.36 billion and a net profit of $1.06 billion for the quarter ending December 31. The general analyst consensus for ADP remains a Hold, with an average price target of $276.31.
EPAM Systems Inc. stock outperforms competitors despite losses on the day
Despite a second consecutive day of losses, EPAM Systems Inc. stock saw a modest decline of 1.97% to $133.04, outperforming the broader market which experienced a grim trading session. Both the S&P 500 Index and the Dow Jones Industrial Average fell more significantly, indicating a relative strength in EPAM's performance. The company's stock decline occurred amidst a general market downturn.
Balazs Fejes: Leading with Discipline in an Age of Disruption
This article features Balazs Fejes, CEO of EPAM Systems, discussing the company's transformation from a small engineering firm to a global leader. The conversation covers scaling through crises, the operational discipline needed for large engineering organizations, and the importance of industrializing AI for future enterprise transformation. The article promotes listening to the full discussion on The Reboot Chronicles podcast.
Balazs Fejes: Leading with Discipline in an Age of Disruption
This article features Balazs Fejes, CEO of EPAM Systems, discussing the company's transformation from a small engineering firm to a global leader. The piece highlights the leadership lessons learned from scaling through crises and the importance of operational discipline in building large-scale engineering organizations. It also emphasizes how companies effectively industrializing AI will shape the future of enterprise transformation.
Helport AI pitches AI tools to scale frontline and BPO work in Philippines
Helport AI (NASDAQ: HPAI) showcased its AI product portfolio, including AI Assist Co-Pilot, TwinX, and HyprX, at the "Rise of AI Labor" event in the Philippines. The company emphasized a "Results-Oriented & Value-Sharing" delivery model, combining AI with human expertise to achieve measurable business outcomes. Helport AI aims to leverage the Philippines as a key hub for English-language AI operations and BPO integration, demonstrating its commitment to expanding AI-enabled service delivery.
EPAM Systems Inc. stock underperforms Monday when compared to competitors
EPAM Systems Inc. (EPAM) stock declined by 1.24% on Monday, closing at $135.72, despite an overall positive trading day for the broader market. This underperformance broke a two-day winning streak for the company's shares. The S&P 500 and Dow Jones Industrial Average both saw gains on the same day.
