EPAM Systems (NYSE:EPAM) Price Target Cut to $183.00 by Analysts at JPMorgan Chase & Co.

EPAM Systems (NYSE:EPAM) had its price objective lowered by research analysts at JPMorgan Chase & Co. from $215.00 to $183.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the information technology services provider’s stock. JPMorgan Chase & Co.‘s price objective would indicate a potential upside of 31.90% from the stock’s current price.

EPAM has been the subject of a number of other research reports. Zacks Research cut EPAM Systems from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, January 28th. Needham & Company LLC lowered their price target on EPAM Systems from $215.00 to $175.00 and set a “buy” rating for the company in a report on Friday. Morgan Stanley set a $160.00 price objective on shares of EPAM Systems in a report on Friday. Mizuho increased their price objective on shares of EPAM Systems from $225.00 to $228.00 and gave the company an “outperform” rating in a research report on Tuesday, November 11th. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of EPAM Systems in a research report on Monday, December 29th. Eleven analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, EPAM Systems currently has an average rating of “Moderate Buy” and a consensus target price of $202.19.

EPAM Systems Stock Down 0.3%

EPAM traded down $0.42 on Friday, hitting $138.74. The company had a trading volume of 1,793,609 shares, compared to its average volume of 1,077,969. The stock has a market capitalization of $7.66 billion, a price-to-earnings ratio of 21.18, a P/E/G ratio of 2.01 and a beta of 1.72. The stock has a fifty day moving average price of $201.68 and a 200-day moving average price of $178.70. EPAM Systems has a 12-month low of $128.78 and a 12-month high of $223.45. The company has a debt-to-equity ratio of 0.01, a quick ratio of 3.02 and a current ratio of 3.02.

EPAM Systems (NYSE:EPAM) last issued 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 7.01% and a return on equity of 13.16%. The firm had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.39 billion. During the same quarter in the previous year, the firm earned $2.84 EPS. The company’s quarterly 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. Analysts predict that EPAM Systems will post 8.9 EPS for the current fiscal year.

Insider Buying and Selling at EPAM Systems

In related news, SVP Boris Shnayder sold 5,000 shares of the firm’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $207.00, for a total transaction of $1,035,000.00. Following the completion of the transaction, the senior vice president owned 15,645 shares of the company’s stock, valued at $3,238,515. This trade represents a 24.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 4.30% of the stock is owned by insiders.

Institutional Investors Weigh In On EPAM Systems

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Manning & Napier Advisors LLC acquired a new position in shares of EPAM Systems in the 3rd quarter valued at about $25,000. Sunbelt Securities Inc. increased its holdings in shares of EPAM Systems by 4,233.3% during the 4th 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 acquired a new position in shares of EPAM Systems in the 2nd quarter valued at $27,000. True Wealth Design LLC boosted its holdings 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 worth $30,000 after buying an additional 187 shares in the last quarter. Finally, MUFG Securities EMEA plc acquired a new stake in EPAM Systems during the second quarter valued at $30,000. 91.58% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting EPAM Systems

Here are the key news stories impacting EPAM Systems this week:

• Positive Sentiment: Q4 results beat expectations — revenue $1.408B (up 12.8% YoY) and non‑GAAP EPS $3.26 topped estimates; company highlighted continued AI‑related demand. PR Newswire: EPAM Reports Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $12.60–$12.90 and Q1 EPS to $2.70–$2.78 (both above consensus), signaling medium‑term earnings power even as growth timing looks uneven. Reuters: EPAM forecasts first-quarter results in line with estimates
• Neutral Sentiment: Some investors/analysts highlight EPAM as a value opportunity given recent pullback and Zacks style scores, but that view competes with short‑term sentiment headwinds. Zacks: EPAM is a Top‑Ranked Value Stock
• Negative Sentiment: Despite the beat, commentary and guidance tone spooked investors — concerns about AI disruption timing and margin investments (higher variable comp, AI‑native service investments) pressured the stock. Yahoo Finance: EPAM Q4 Deep Dive
• Negative Sentiment: Shares fell sharply post‑report, hitting a 52‑week low as traders sold into the results and cautious near‑term outlook. Benzinga: EPAM stock sinks to 52‑week low
• Negative Sentiment: Several firms trimmed price targets (Wells Fargo: $247 → $195; Needham: $215 → $175; Truist: $220 → $146), signaling reduced upside expectations even where ratings were maintained. Benzinga: Analyst price target changes

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.