EPAM Systems (NYSE:EPAM) Price Target Cut to $183.00 by Analysts at JPMorgan Chase & Co.

EPAM Systems (NYSE:EPAM) had its price objective decreased by JPMorgan Chase & Co. from $215.00 to $183.00 in a report issued on Friday,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the information technology services provider’s stock.

A number of other research analysts also recently commented on EPAM. Needham & Company LLC dropped their price target on EPAM Systems from $215.00 to $175.00 and set a “buy” rating for the company in a research note on Friday. Zacks Research lowered shares of EPAM Systems from a “strong-buy” rating to a “hold” rating in a report on Wednesday, January 28th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of EPAM Systems in a report on Monday, December 29th. The Goldman Sachs Group decreased their price objective on shares of EPAM Systems from $250.00 to $235.00 and set a “buy” rating on the stock in a research note on Thursday. Finally, Wells Fargo & Company lowered their price objective on shares of EPAM Systems from $247.00 to $195.00 and set an “overweight” rating for the company in a research report on Friday. Eleven research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $197.81.

EPAM Systems Stock Performance

NYSE EPAM opened at $138.83 on Friday. The firm has a 50-day moving average price of $200.27 and a two-hundred day moving average price of $178.60. EPAM Systems has a 12-month low of $128.78 and a 12-month high of $223.45. The company has a market capitalization of $7.67 billion, a P/E ratio of 20.63, a P/E/G ratio of 1.67 and a beta of 1.72. The company has a quick ratio of 3.02, a current ratio of 2.59 and a debt-to-equity ratio of 0.01.

EPAM Systems (NYSE:EPAM) last released its quarterly earnings results on Thursday, February 19th. The information technology services provider reported $3.26 earnings per share for the quarter, beating analysts’ consensus estimates of $3.16 by $0.10. The company had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.39 billion. EPAM Systems had a net margin of 6.92% and a return on equity of 13.57%. The firm’s quarterly revenue was up 12.8% on a year-over-year basis. During the same period in the previous year, the business 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. Analysts anticipate that EPAM Systems will post 8.9 earnings per share for the current year.

Insider Buying and Selling

In other EPAM Systems news, SVP Boris Shnayder sold 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $207.00, for a total value of $1,035,000.00. Following 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 4.30% of the stock is currently owned by insiders.

Institutional Investors Weigh In On EPAM Systems

Several hedge funds have recently modified their holdings of the company. Asset Management One Co. Ltd. increased its holdings in EPAM Systems by 2.5% in the 4th quarter. Asset Management One Co. Ltd. now owns 2,074 shares of the information technology services provider’s stock worth $439,000 after purchasing an additional 51 shares in the last quarter. Rothschild Investment LLC grew its holdings in shares of EPAM Systems by 51.4% during the fourth 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 last quarter. Horizon Investments LLC increased its stake in shares of EPAM Systems by 6.4% in the fourth quarter. Horizon Investments LLC now owns 928 shares of the information technology services provider’s stock valued at $190,000 after buying an additional 56 shares during the period. MassMutual Private Wealth & Trust FSB increased its stake in shares of EPAM Systems by 34.9% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 232 shares of the information technology services provider’s stock valued at $48,000 after buying an additional 60 shares during the period. Finally, CVA Family Office LLC raised its holdings in EPAM Systems by 25.1% in the 4th quarter. CVA Family Office LLC now owns 309 shares of the information technology services provider’s stock valued at $63,000 after buying an additional 62 shares during the last quarter. Institutional investors and hedge funds own 91.58% of the company’s stock.

Key Headlines Impacting EPAM Systems

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.