EPAM Systems (NYSE:EPAM) Upgraded at Wall Street Zen

EPAM Systems (NYSE:EPAM) was upgraded by research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Saturday.

Other research analysts also recently issued research reports about the stock. The Goldman Sachs Group dropped their target price on shares of EPAM Systems from $250.00 to $235.00 and set a “buy” rating for the company in a report on Thursday. Zacks Research lowered EPAM Systems from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, January 28th. Wells Fargo & Company decreased their target price on EPAM Systems from $247.00 to $195.00 and set an “overweight” rating on the stock in a research note on Friday. Truist Financial lowered their price target on EPAM Systems from $220.00 to $146.00 and set a “hold” rating on the stock in a report on Friday. Finally, Morgan Stanley set a $160.00 price target on EPAM Systems in a research note on Friday. Eleven research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $197.81.

EPAM Systems Trading Down 0.2%

Shares of EPAM stock opened at $138.83 on Friday. The company has a current ratio of 2.59, a quick ratio of 3.02 and a debt-to-equity ratio of 0.01. EPAM Systems has a 12-month low of $128.78 and a 12-month high of $223.45. The stock 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 firm’s 50 day moving average is $200.27 and its 200 day moving average is $178.60.

EPAM Systems (NYSE:EPAM) last posted its quarterly earnings data on Thursday, February 19th. The information technology services provider reported $3.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.16 by $0.10. EPAM Systems had a net margin of 6.92% and a return on equity of 13.57%. The company had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.39 billion. During the same quarter last year, the firm posted $2.84 earnings per share. The firm’s revenue was up 12.8% compared to the same quarter last year. 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. Research analysts expect that EPAM Systems will post 8.9 earnings per share for the current year.

Insider Activity at EPAM Systems

In related news, SVP Boris Shnayder sold 5,000 shares of the business’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $207.00, for a total value of $1,035,000.00. Following the sale, the senior vice president directly owned 15,645 shares in the company, valued at approximately $3,238,515. The trade was a 24.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 4.30% of the company’s stock.

Institutional Trading of EPAM Systems

Large investors have recently added to or reduced their stakes in the company. Manning & Napier Advisors LLC bought a new position in shares of EPAM Systems during the 3rd quarter valued at approximately $25,000. Sunbelt Securities Inc. raised its stake in EPAM Systems by 4,233.3% during the fourth quarter. Sunbelt Securities Inc. now owns 130 shares of the information technology services provider’s stock valued at $27,000 after purchasing an additional 127 shares in the last quarter. CYBER HORNET ETFs LLC bought a new position in EPAM Systems during the second quarter valued at $27,000. True Wealth Design LLC lifted its position in EPAM Systems by 1,870.0% during the third quarter. True Wealth Design LLC now owns 197 shares of the information technology services provider’s stock valued at $30,000 after purchasing an additional 187 shares during the last quarter. Finally, MUFG Securities EMEA plc purchased a new position in shares of EPAM Systems in the 2nd quarter worth $30,000. Institutional investors own 91.58% of the company’s stock.

EPAM Systems News Summary

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

About EPAM Systems

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.