Inscription Capital LLC bought a new position in shares of EPAM Systems, Inc. (NYSE:EPAM – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 4,802 shares of the information technology services provider’s stock, valued at approximately $520,000.
Several other large investors have also added to or reduced their stakes in EPAM. Financial Management Professionals Inc. lifted its stake in EPAM Systems by 47.3% in the third quarter. Financial Management Professionals Inc. now owns 268 shares of the information technology services provider’s stock valued at $29,000 after buying an additional 86 shares during the period. Signaturefd LLC boosted its holdings in shares of EPAM Systems by 1,068.3% during the 2nd quarter. Signaturefd LLC now owns 479 shares of the information technology services provider’s stock worth $38,000 after buying an additional 438 shares in the last quarter. Elevation Wealth Partners LLC boosted its holdings in shares of EPAM Systems by 94.1% during the 3rd quarter. Elevation Wealth Partners LLC now owns 493 shares of the information technology services provider’s stock worth $53,000 after buying an additional 239 shares in the last quarter. Global Retirement Partners LLC acquired a new stake in shares of EPAM Systems during the 2nd quarter worth approximately $43,000. Finally, EverSource Wealth Advisors LLC grew its position in shares of EPAM Systems by 611.2% during the 1st quarter. EverSource Wealth Advisors LLC now owns 569 shares of the information technology services provider’s stock worth $77,000 after buying an additional 489 shares during the period. Institutional investors and hedge funds own 91.58% of the company’s stock.
EPAM Systems Trading Down 4.1%
Shares of EPAM Systems stock opened at $158.83 on Friday. The company has a market capitalization of $8.19 billion, a P/E ratio of 19.85, a price-to-earnings-growth ratio of 1.66 and a beta of 1.28. The stock has a fifty day simple moving average of $121.86 and a 200 day simple moving average of $121.40. EPAM Systems, Inc. has a 12-month low of $73.06 and a 12-month high of $222.53. The company has a current ratio of 2.76, a quick ratio of 2.75 and a debt-to-equity ratio of 0.01.
EPAM Systems (NYSE:EPAM – Get Free Report) last posted its quarterly earnings data on Thursday, November 5th. The information technology services provider reported $3.51 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.41 by $0.10. The firm had revenue of $1.43 billion for the quarter, compared to the consensus estimate of $1.42 billion. EPAM Systems had a net margin of 7.53% and a return on equity of 16.76%. The business’s revenue for the quarter was up 2.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.08 EPS. On average, sell-side analysts anticipate that EPAM Systems, Inc. will post 10.47 earnings per share for the current fiscal year.
EPAM Systems News Roundup
Here are the key news stories impacting EPAM Systems this week:
- Positive Sentiment: Third-quarter non-GAAP EPS of $3.51 topped the $3.41 consensus, and revenue of $1.426 billion exceeded estimates of $1.42 billion, rising 2.3% year over year. EPAM also raised its 2026 outlook, forecasting full-year non-GAAP EPS of $13.23–$13.31 and revenue growth of 3.5%–3.7%. EPAM Reports Results for Third Quarter 2026
- Positive Sentiment: EPAM expanded its remaining share-repurchase authorization to $1.8 billion, plans a $500 million accelerated repurchase, and committed to return at least 50% of free cash flow to shareholders annually from 2027 through 2029. It also lifted its 2026 AI-native revenue target to $650 million. EPAM shareholder-return and AI revenue plans
- Positive Sentiment: Several firms raised price targets after the results. Susquehanna lifted its target to $190 with a positive rating, while Wells Fargo raised its target to $176 and maintained an overweight rating. Susquehanna recommendations
- Neutral Sentiment: Revenue growth remains in the low single digits, which may temper enthusiasm despite the earnings beat and improved outlook. Analyst views are also mixed: Truist kept a hold rating and Wedbush a neutral rating after raising their targets. EPAM 2026 earnings guidance
Analyst Upgrades and Downgrades
Several research firms have recently weighed in on EPAM. JPMorgan Chase & Co. lowered shares of EPAM Systems from an “overweight” rating to a “neutral” rating and set a $120.00 price objective for the company. in a research note on Wednesday, August 26th. Mizuho set a $130.00 target price on shares of EPAM Systems in a research note on Monday, August 10th. TD Cowen reduced their price target on shares of EPAM Systems from $131.00 to $120.00 and set a “buy” rating for the company in a report on Friday, August 7th. Morgan Stanley raised their price target on shares of EPAM Systems from $97.00 to $140.00 and gave the stock an “equal weight” rating in a report on Wednesday. Finally, Needham & Company LLC lifted their price target on shares of EPAM Systems from $120.00 to $200.00 and gave the company a “buy” rating in a research note on Thursday. Six investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat, EPAM Systems currently has an average rating of “Hold” and a consensus price target of $143.73.
View Our Latest Stock Report on EPAM Systems
EPAM Systems Profile
EPAM Systems, Inc is a global digital engineering and technology services company that helps organizations design, develop and modernize software and digital platforms. Its services support digital transformation initiatives across industries, including financial services, healthcare, life sciences, retail, travel and consumer products.
The company provides software engineering, product development, consulting, cloud services, data and analytics, artificial intelligence, cybersecurity, quality assurance and platform engineering.
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