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

Wall Street Zen upgraded shares of EPAM Systems (NYSE:EPAM) from a hold rating to a buy rating in a research report released on Saturday morning.

A number of other equities research analysts also recently issued reports on EPAM. TD Cowen reissued a “buy” rating on shares of EPAM Systems in a research report on Friday, January 9th. Morgan Stanley set a $160.00 target price on EPAM Systems in a research report on Friday. The Goldman Sachs Group reduced their target price on EPAM Systems from $250.00 to $235.00 and set a “buy” rating on the stock in a report on Thursday. Needham & Company LLC decreased their price target on EPAM Systems from $215.00 to $175.00 and set a “buy” rating on the stock in a research report on Friday. Finally, Zacks Research downgraded EPAM Systems from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, January 28th. Eleven investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $197.81.

EPAM Systems Stock Down 6.4%

EPAM opened at $130.03 on Friday. The stock has a fifty day moving average of $198.62 and a 200-day moving average of $178.80. The company has a market capitalization of $7.18 billion, a P/E ratio of 19.32, a P/E/G ratio of 1.67 and a beta of 1.72. EPAM Systems has a fifty-two week low of $128.78 and a fifty-two week high of $222.53. The company has a debt-to-equity ratio of 0.01, a quick ratio of 3.02 and a current ratio of 2.59.

EPAM Systems (NYSE:EPAM) last released its quarterly earnings results on Thursday, February 19th. The information technology services provider reported $3.26 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 business had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.39 billion. During the same period last year, the firm earned $2.84 earnings per share. EPAM Systems’s revenue for the quarter 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. On average, equities analysts expect that EPAM Systems will post 8.9 EPS for the current year.

Insider Transactions at EPAM Systems

In other EPAM Systems news, SVP Boris Shnayder sold 5,000 shares of the 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 completion of the transaction, the senior vice president directly owned 15,645 shares in the company, valued at approximately $3,238,515. This trade represents a 24.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 4.30% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of EPAM. Fourth Sail Capital LP lifted its holdings in EPAM Systems by 35.3% in the second quarter. Fourth Sail Capital LP now owns 71,700 shares of the information technology services provider’s stock valued at $12,678,000 after buying an additional 18,700 shares during the period. New York State Common Retirement Fund grew its holdings in EPAM Systems by 61.0% during the 2nd quarter. New York State Common Retirement Fund now owns 118,996 shares of the information technology services provider’s stock worth $21,041,000 after acquiring an additional 45,106 shares during the period. Atlantic Union Bankshares Corp bought a new position in shares of EPAM Systems in the 3rd quarter worth about $1,384,000. Van Berkom & Associates Inc. lifted its stake in shares of EPAM Systems by 4,413.0% in the 3rd quarter. Van Berkom & Associates Inc. now owns 369,435 shares of the information technology services provider’s stock valued at $55,707,000 after purchasing an additional 361,249 shares during the period. Finally, Leeward Investments LLC MA lifted its stake in shares of EPAM Systems by 16.9% in the 2nd quarter. Leeward Investments LLC MA now owns 53,725 shares of the information technology services provider’s stock valued at $9,500,000 after purchasing an additional 7,757 shares during the period. 91.58% of the stock is owned by institutional investors and hedge funds.

EPAM Systems Company Profile

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.