EPAM Systems, Inc. $EPAM Stock: Vise Technologies Inc. Grows Stake

Vise Technologies Inc. lifted its stake in shares of EPAM Systems, Inc. (NYSE:EPAM) by 217.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 14,780 shares of the information technology services provider’s stock after purchasing an additional 10,131 shares during the quarter. Vise Technologies Inc.’s holdings in EPAM Systems were worth $1,602,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Choreo LLC bought a new position in EPAM Systems in the 3rd quarter valued at about $307,000. Interchange Capital Partners LLC acquired a new position in shares of EPAM Systems during the third quarter worth $204,000. Sage Rhino Capital LLC bought a new position in EPAM Systems during the 3rd quarter worth $253,000. Pinnacle Wealth Planning Services Inc. boosted its position in EPAM Systems by 14.3% during the third quarter. Pinnacle Wealth Planning Services Inc. now owns 1,169 shares of the information technology services provider’s stock valued at $127,000 after acquiring an additional 146 shares during the last quarter. Finally, Access Investment Management LLC boosted its holdings in shares of EPAM Systems by 0.7% during the 3rd quarter. Access Investment Management LLC now owns 51,555 shares of the information technology services provider’s stock worth $5,586,000 after buying an additional 340 shares in the last quarter. 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: Third-quarter non-GAAP EPS of $3.51 topped the $3.41 consensus, and revenue of $1.426 billion exceeded estimates of $1.42 billion, rising 2.3% year over year. EPAM also raised its 2026 outlook, forecasting full-year non-GAAP EPS of $13.23–$13.31 and revenue growth of 3.5%–3.7%. EPAM Reports Results for Third Quarter 2026
• Positive Sentiment: EPAM expanded its remaining share-repurchase authorization to $1.8 billion, plans a $500 million accelerated repurchase, and committed to return at least 50% of free cash flow to shareholders annually from 2027 through 2029. It also lifted its 2026 AI-native revenue target to $650 million. EPAM shareholder-return and AI revenue plans
• Positive Sentiment: Several firms raised price targets after the results. Susquehanna lifted its target to $190 with a positive rating, while Wells Fargo raised its target to $176 and maintained an overweight rating. Susquehanna recommendations
• Neutral Sentiment: Revenue growth remains in the low single digits, which may temper enthusiasm despite the earnings beat and improved outlook. Analyst views are also mixed: Truist kept a hold rating and Wedbush a neutral rating after raising their targets. EPAM 2026 earnings guidance

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. Susquehanna boosted their price objective on EPAM Systems from $146.00 to $190.00 and gave the company a “positive” rating in a report on Friday. Stifel Nicolaus set a $135.00 price objective on shares of EPAM Systems in a research report on Thursday, August 6th. Needham & Company LLC boosted their price objective on EPAM Systems from $120.00 to $200.00 and gave the company a “buy” rating in a research note on Thursday. Mizuho set a $130.00 price target on EPAM Systems in a research report on Monday, August 10th. Finally, William Blair lowered shares of EPAM Systems from an “outperform” rating to a “market perform” rating in a research report on Thursday, August 6th. Six analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, EPAM Systems currently has a consensus rating of “Hold” and a consensus price target of $143.73.

EPAM Systems Trading Down 4.1%

NYSE:EPAM traded down $6.87 during trading hours on Friday, hitting $158.83. The company had a trading volume of 3,339,845 shares, compared to its average volume of 932,562. EPAM Systems, Inc. has a 52 week low of $73.06 and a 52 week high of $222.53. The company has a debt-to-equity ratio of 0.01, a current ratio of 2.75 and a quick ratio of 2.75. The stock has a 50-day moving average price of $121.86 and a 200 day moving average price of $121.40. The company has a market capitalization of $8.19 billion, a PE ratio of 19.85, a price-to-earnings-growth ratio of 1.49 and a beta of 1.28.

EPAM Systems (NYSE:EPAM) last issued its quarterly earnings data on Thursday, November 5th. The information technology services provider reported $3.51 EPS for the quarter, topping the consensus estimate of $3.41 by $0.10. The business had revenue of $1.43 billion during the quarter, compared to analyst estimates of $1.42 billion. EPAM Systems had a net margin of 7.15% and a return on equity of 15.84%. EPAM Systems’s quarterly revenue was up 2.3% compared to the same quarter last year. During the same period last year, the business posted $3.08 earnings per share. On average, equities research analysts predict that EPAM Systems, Inc. will post 10.47 EPS for the current fiscal year.

EPAM Systems Company Profile

EPAM Systems, Inc is a global digital engineering and technology services company that helps organizations design, develop and modernize software and digital platforms. Its services support digital transformation initiatives across industries, including financial services, healthcare, life sciences, retail, travel and consumer products.

The company provides software engineering, product development, consulting, cloud services, data and analytics, artificial intelligence, cybersecurity, quality assurance and platform engineering.