Price
$97.43+11.62%Social Signal Score
Analyst Ratings
37 analystsRevenue
$1.41B+374.29%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Balazs Fejes
- Sector
- Technology
- Industry
- Information Technology Services
- Employees
- 62,850
- Beta
- 1.38
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 5.84
Financials
Revenue
$1.41B+374.3%Net Income
$102.98M+293.4%EBITDA
$172.65M+333.5%Free Cash Flow
$-17.64M-131.8%EPS (diluted)
$1.97+302.0%Shares Outstanding (diluted)
52.27M-3.0%Operating Expenses
$245.25MCash & Debt
$789.40MReturn of Capital
$84.97MRevenue by Segment (annual)
$3.70BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $5.46B | $377.68M | $6.76 |
| 2024 | $4.73B | $454.53M | $7.93 |
| 2023 | $4.69B | $417.08M | $7.21 |
| 2022 | $4.82B | $419.42M | $7.32 |
| 2021 | $3.76B | $481.65M | $8.52 |
| 2020 | $2.66B | $327.16M | $5.87 |
| 2019 | $2.29B | $261.06M | $4.77 |
| 2018 | $1.84B | $240.26M | $4.24 |
| 2017 | $1.45B | $72.76M | $1.40 |
| 2016 | $1.16B | $99.27M | $1.97 |
| 2015 | $914.13M | $84.46M | $1.73 |
| 2014 | $730.03M | $69.64M | $1.48 |
| 2013 | $555.12M | $61.99M | $1.35 |
| 2012 | $433.80M | $54.48M | $1.27 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from EPAM's reported EPS growth of 13.7% a year over 13 years.
- EPS in 5 years
- $12.84
- Implied price
- $385.20
- Return from $108.29
- 28.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $191.51 — today's price is already 43.5% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 20 | 25 | 30 | 35 | 40 |
|---|---|---|---|---|---|
| 3.7% | 8.4% | 13.3% | 17.6% | 21.2% | 24.5% |
| 8.7% | 13.6% | 18.8% | 23.2% | 27.1% | 30.5% |
| 13.7% | 18.9% | 24.3% | 28.9% | 32.9% | 36.5% |
| 18.7% | 24.1% | 29.7% | 34.6% | 38.8% | 42.5% |
| 23.7% | 29.3% | 35.2% | 40.2% | 44.6% | 48.5% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50+66.67%Social Signal Score
Mentions (20)
- Newsprnewswire.com·1d ago·Neutral
EPAM Unveils New Frontier AI Service, Bridging the Enterprise Intelligence Gap for GenAI and Autonomous Agents New offering leverages EPAM's decades of enterprise engineering depth and established AI lab partnerships to supply advanced data and evaluation services NEWTOWN, Pa., Oct. 5, 2026 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM) today announced the launch of a new strategic offering dedicated to powering the next generation of frontier AI models.
View source ↗ - Newsprnewswire.com·3d ago·Neutral
EPAM Announces Date for Third Quarter Earnings Release and Conference Call NEWTOWN, Pa., Oct. 2, 2026 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital transformation services and product engineering company, will host a conference call at 8:00 a.m.
View source ↗ - News (RSS)investing·4d ago·Neutral
Why is EPAM Systems stock surging today?
View source ↗ - Newsprnewswire.com·12d ago·Negative
EPAM Successfully Delivered Cloud Infrastructure and Applications for the European Union's First Equities Consolidated Tape Drawing on decades of engineering excellence, EPAM built a robust cloud-native environment and applications to support EuroCTP on its mission to solve a complex, long-standing data fragmentation challenge. NEWTOWN, Pa.
View source ↗ - News (Marketaux)insidermonkey.com·30d ago·Positive
EPAM Systems (EPAM) Turns To Cybersecurity As Core Growth Cools On August 25, EPAM Systems<[+257 characters]
View source ↗ - News (Marketaux)finance.yahoo.com·30d ago·Positive
EPAM Systems (EPAM) Turns To Cybersecurity As Core Growth Cools On August 25, EPAM Systems<[+257 characters]
View source ↗ - News (RSS)investing·33d ago·Neutral
EPAM leads underappreciated tech stocks
View source ↗ - News (RSS)seekingalpha·34d ago·Neutral
EPAM Systems: AI Is Eating The Old Business, But 8.7x Earnings Is Too Cheap
View source ↗ - Newsseekingalpha.com·34d ago·Positive
EPAM Systems: AI Is Eating The Old Business, But 8.7x Earnings Is Too Cheap EPAM Systems faces near-term revenue headwinds as AI cannibalizes legacy services, but trades at just 8.7x forward non-GAAP earnings. AI-native revenue now exceeds 11% of EPAM, growing double-digit sequentially, while margins and adjusted EPS are improving despite flat topline growth. Engine Capital's activist push for a $750M buyback leverages EPAM's strong balance sheet and could materially shrink the share count at cu…
View source ↗ - News (Marketaux)gurufocus.com·35d ago·Positive
EPAM Looks 52.7% Undervalued on GF Value™ On August 31, 2026, Engine Capital, hold[+198 characters]
View source ↗ - News (RSS)channelnewsasia·35d ago·Positive
Engine Capital pushes EPAM for share buybacks or sale
View source ↗ - News (RSS)channelnewsasia·35d ago·Positive
Engine Capital pushes EPAM for share buybacks or sale, source says
View source ↗ - News (RSS)ft·35d ago·Positive
Activist pushes EPAM Systems for buybacks as AI hits its shares Engine Capital’s campaign comes as investors bet artificial intelligence will hurt consultancies and software groups
View source ↗ - Newsreuters.com·36d ago·Positive
Engine Capital pushes EPAM for share buybacks or sale, source says Activist hedge fund Engine Capital has a 1.5% stake in EPAM Systems and is pushing the software firm to increase share buybacks or consider a sale following stock declines sparked by fears of AI disruption, a source familiar with the matter said.
View source ↗ - Newsprnewswire.com·42d ago·Negative
EPAM Partners with Wiz to Help Enterprises Reduce Cloud Risk and Strengthen Cyber Resilience The partnership combines Wiz's production-grade cloud and AI security platform with EPAM's AI-native engineering and modernization capabilities to help organizations move from risk visibility to remediation across complex multi-cloud environments. NEWTOWN, Pa.
View source ↗ - Newsdefenseworld.net·42d ago·Negative
6,637,475 Shares in EPAM Systems, Inc. $EPAM Acquired by BlackRock Inc. BlackRock Inc. bought a new position in EPAM Systems, Inc. (NYSE: EPAM) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,637,475 shares of the information technology services provider's stock, valued at approximately $526,684,000. BlackRock Inc.
View source ↗ - Newsgurufocus.com·45d ago·Positive
EPAM Systems Inc (EPAM) Shares Surge 3.4% -- What GF Score of 75 Tells Investors On August 21, 2026, EPAM Systems Inc (EPAM) shares rose 3.4% to a current price of $110.34, reflecting a strong recovery in recent weeks, as the stock has incre
View source ↗ - Newszacks.com·49d ago·Positive
Why Epam (EPAM) is a Top Value Stock for the Long-Term The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
View source ↗ - Newszacks.com·56d ago·Neutral
EPAM Systems Stock Up as Q2 Earnings & Revenues Surpass Estimates EPAM's Q2 earnings and revenues top estimates as AI-native revenues accelerate, but slower North American growth leads to lower 2026 revenue guidance.
View source ↗ - Newsmarketbeat.com·59d ago·Negative
EPAM Systems Q2 Earnings Call Highlights EPAM Systems NYSE: EPAM reported second-quarter 2026 revenue growth that reached the high end of its outlook range, while raising its profitability expectations for the full year. However, the company lowered its revenue outlook as it expects slower growth in North America and delayed contributions from larger AI-related opportunities.
View source ↗
Earnings
Thu, Nov 5(in 4 weeks)
Consensus estimate $3.40 per share
Typical surprise +4.0% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$3.38 vs $3.16beat
- Thu, May 7$2.86 vs $2.75beat
- Thu, Feb 19$3.26 vs $3.16beat
- Thu, Nov 6$3.08 vs $3.03beat
- Thu, Aug 7$2.77 vs $2.61beat
- Thu, May 8$2.41 vs $2.27beat
Estimates and results for EPAM via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by EPAM officers and directors.
- Bought
- $157k
- Sold
- $4.9m
21 trades
7 trades
- Fejes Balazsbought
- Rockwell Edwardbought
- Abrahams Gary Cbought
- Peterson Jason D.bought
- Solomon Lawrence Fbought
- Dvorkin Viktarbought
- Shnayder Borissold
- Abrahams Gary Csold
72 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Gilbert Ray Cisneroshouse · CA31 · disclosed May 11, 2026 (27d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (26d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (12d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (4d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Sep 15, 2025 (42d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (22d later)Buy$1,001 - $15,000
- Jefferson Shrevehouse · IN06 · disclosed Jun 23, 2025 (42d later)Sell$15,001 - $50,000
- Jefferson Shrevehouse · IN06 · disclosed Apr 14, 2025 (14d later)Buy$15,001 - $50,000
- Jefferson Shrevehouse · IN06 · disclosed Mar 9, 2025 (13d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Oct 8, 2024 (29d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 20, 2024 (34d later)Sell$50,001 - $100,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 20, 2024 (34d later)Sell$50,001 - $100,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 22, 2024 (25d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 22, 2024 (25d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 22, 2024 (27d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 22, 2024 (26d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 22, 2024 (26d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 22, 2024 (27d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Mar 20, 2024 (29d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Mar 20, 2024 (29d later)Buy$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.