EPAM Systems (NYSE:EPAM) Updates FY 2025 Earnings Guidance

EPAM Systems (NYSE:EPAM) updated its FY 2025 earnings guidance on Thursday. The company provided earnings per share guidance of 11.360-11.440 for the period, compared to the consensus earnings per share estimate of 10.170. The company issued revenue guidance of $5.4 billion-$5.4 billion, compared to the consensus revenue estimate of $5.4 billion. EPAM Systems also updated its Q4 2025 guidance to 3.100-3.18 EPS.

Analysts Set New Price Targets

Several research analysts have issued reports on EPAM shares. Wells Fargo & Company upgraded EPAM Systems to a “strong-buy” rating in a research report on Wednesday, October 22nd. JPMorgan Chase & Co. cut their price objective on EPAM Systems from $205.00 to $201.00 and set an “overweight” rating for the company in a research report on Wednesday, August 20th. Weiss Ratings reiterated a “sell (d+)” rating on shares of EPAM Systems in a research report on Wednesday, October 8th. Wall Street Zen cut EPAM Systems from a “buy” rating to a “hold” rating in a research report on Saturday, September 13th. Finally, Deutsche Bank Aktiengesellschaft started coverage on EPAM Systems in a research report on Thursday, July 17th. They issued a “hold” rating and a $171.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $219.41.

EPAM Systems Stock Up 1.5%

EPAM Systems stock opened at $160.80 on Thursday. The company has a debt-to-equity ratio of 0.01, a quick ratio of 3.17 and a current ratio of 3.17. The firm has a market capitalization of $8.96 billion, a price-to-earnings ratio of 22.94, a price-to-earnings-growth ratio of 2.36 and a beta of 1.67. EPAM Systems has a fifty-two week low of $138.15 and a fifty-two week high of $269.00. The stock’s fifty day moving average is $157.00 and its two-hundred day moving average is $164.96.

EPAM Systems (NYSE:EPAM) last posted its earnings results on Thursday, August 7th. The information technology services provider reported $2.77 earnings per share for the quarter, beating the consensus estimate of $2.61 by $0.16. The company had revenue of $1.35 billion for the quarter, compared to analyst estimates of $1.33 billion. EPAM Systems had a return on equity of 14.00% and a net margin of 7.91%.EPAM Systems’s revenue was up 18.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.45 earnings per share. Analysts predict that EPAM Systems will post 8.9 EPS for the current fiscal year.

EPAM Systems announced that its board has approved a share repurchase plan on Tuesday, October 21st that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the information technology services provider to buy up to 12.4% of its shares through open market purchases. Shares buyback plans are typically an indication that the company’s leadership believes its shares are undervalued.

Insider Activity at EPAM Systems

In related news, SVP Sergey Yezhkov sold 1,511 shares of the stock in a transaction on Tuesday, October 21st. The stock was sold at an average price of $150.27, for a total transaction of $227,057.97. Following the sale, the senior vice president owned 146 shares of the company’s stock, valued at $21,939.42. This trade represents a 91.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 4.30% of the stock is currently owned by insiders.

Institutional Investors Weigh In On EPAM Systems

Hedge funds and other institutional investors have recently bought and sold shares of the business. Bank of America Corp DE increased its holdings in shares of EPAM Systems by 57.3% in the 2nd quarter. Bank of America Corp DE now owns 485,469 shares of the information technology services provider’s stock valued at $85,841,000 after acquiring an additional 176,772 shares during the last quarter. Goldman Sachs Group Inc. boosted its position in EPAM Systems by 53.8% during the 1st quarter. Goldman Sachs Group Inc. now owns 335,150 shares of the information technology services provider’s stock valued at $56,587,000 after purchasing an additional 117,170 shares during the period. Wasatch Advisors LP boosted its position in EPAM Systems by 22.6% during the 2nd quarter. Wasatch Advisors LP now owns 318,825 shares of the information technology services provider’s stock valued at $56,375,000 after purchasing an additional 58,675 shares during the period. Raymond James Financial Inc. boosted its position in EPAM Systems by 32.3% during the 2nd quarter. Raymond James Financial Inc. now owns 188,433 shares of the information technology services provider’s stock valued at $33,319,000 after purchasing an additional 45,956 shares during the period. Finally, AQR Capital Management LLC boosted its position in EPAM Systems by 39.0% during the 2nd quarter. AQR Capital Management LLC now owns 144,518 shares of the information technology services provider’s stock worth $25,554,000 after acquiring an additional 40,528 shares during the period. 91.58% of the stock is currently owned by hedge funds and other institutional investors.

About EPAM Systems

EPAM Systems, Inc provides digital platform engineering and software development services worldwide. The company offers engineering services, including requirements analysis and platform selection, customization, cross-platform migration, implementation, and integration; infrastructure management services, such as software development, testing, performance tuning, deployment, maintenance, and support services.