EPAM Systems, Inc. logo EPAM - EPAM Systems, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 22
HOLD 14
SELL 1
STRONG
SELL
0
| PRICE TARGET: $119.00 DETAILS
HIGH: $167.00
LOW: $85.00
MEDIAN: $115.00
CONSENSUS: $119.00
DOWNSIDE: 2.61%

Stock News

EPAM Systems: Strong Buybacks And A Low Valuation Offer Upside

EPAM Systems: Strong Buybacks And A Low Valuation Offer Upside

EPAM Systems faces a challenging transition as AI disrupts its traditional software services, but I see undervalued adaptability and capital return potential. AI-related revenue now comprises 11% of Q2 2026 sales, yet much of this merely replaces legacy work, limiting near-term growth acceleration. Management is aggressively repurchasing shares, supported by a strong net cash position and a compelling valuation (EV/EBITDA 7x, P/CF 11x).

Oct 12, 2026 09:26 AM • seekingalpha.com
EPAM Unveils New Frontier AI Service, Bridging the Enterprise Intelligence Gap for GenAI and Autonomous Agents

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.

Oct 05, 2026 04:02 AM • prnewswire.com
EPAM Systems: AI Is Eating The Old Business, But 8.7x Earnings Is Too Cheap

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 current valuations.

Sep 01, 2026 11:48 PM • seekingalpha.com
Engine Capital Sends Letter to EPAM Systems's Board of Directors Highlighting Company's Undervaluation and Urging the Initiation of a $750 Million Accelerated Share Repurchase Program

Engine Capital Sends Letter to EPAM Systems's Board of Directors Highlighting Company's Undervaluation and Urging the Initiation of a $750 Million Accelerated Share Repurchase Program

NEW YORK--(BUSINESS WIRE)--Engine Capital LP (together with its affiliates, “Engine”), which owns approximately 1.5% of the outstanding shares of common stock of EPAM Systems, Inc. (NYSE: EPAM) (the “Company”), today announced that it has delivered a letter to the Company's Board of Directors.The full text of Engine's letter to the Company can be viewed here.About Engine CapitalEngine Capital LP is a value-oriented special situations fund that invests both actively and passively in companies und.

Aug 31, 2026 05:00 AM • businesswire.com

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