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EPAM Systems Community
NYSE:EPAM Community
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EPAM Systems
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EPAM Systems
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Investments In GenAI Initiatives Will Strengthen Service Offerings As Demand Increases
Key Takeaways Strategic acquisitions and AI initiatives are expanding EPAM’s global presence and driving new revenue streams. Investment in cost-effective regions and GenAI platforms is set to enhance margins and earnings over time.
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US$212.81
FV
19.8% undervalued
intrinsic discount
9.37%
Revenue growth p.a.
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5 days ago
author updated this narrative
EPAM Systems
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
NEORIS, First Derivative And GenAI Will Expand Global Opportunities
Key Takeaways Acquisitions and AI integration aim to boost revenue and client relations, despite difficulties in converting demand into higher prices. Global talent expansion and cost optimization seek margin improvement, but macro risks and cautious client spending threaten profitability.
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US$167.00
FV
2.2% overvalued
intrinsic discount
7.72%
Revenue growth p.a.
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3 months ago
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EPAM Systems
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Acquisitions And GenAI Services Will Open New Global Markets
Key Takeaways Strategic acquisitions and AI service focus are driving revenue growth in new markets and GenAI projects, enhancing profitability. Expansion in India and strong sector momentum support competitive advantage and earnings growth, particularly in life sciences and AI programs.
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US$267.00
FV
36.1% undervalued
intrinsic discount
14.44%
Revenue growth p.a.
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3 months ago
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Your Valuation for
EPAM
EPAM
EPAM Systems
Your Fair Value
US$
Current Price
US$170.74
1.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
7b
2015
2018
2021
2024
2025
2027
2030
Revenue US$7.2b
Earnings US$606.5m
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