EPAM: Recovery Momentum And AI Shifts Will Drive Sector Transformation

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

08 Aug 24

Updated

28 Nov 25

Views

312

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-13.2%

7D

-0.3%

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1Y

-13.2%

7D

-0.3%

You can edit this narrative until Nov 29 12:05 PM. Then, changes will post as Updates.

Author's Valuation

US$207.881.8% overvalued

AnalystConsensusTarget Fair Value

Shared on 28 Nov 25

Fair value Increased 0.28%

EPAM: AI Transition Will Drive Upside Amid Sector Challenges

EPAM Systems Price Target Sees Slight Increase Amid Mixed Analyst Outlook Analysts have modestly raised their price target for EPAM Systems from $207.29 to $207.88. They cite sector-wide structural challenges, but also recognize potential for near-term performance improvements.

Shared on 14 Nov 25

Fair value Increased 2.59%

EPAM: Operational Efficiency Will Drive Recovery Amid Sector-Wide Uncertainties

EPAM Systems' analyst fair value price target has increased by approximately $5 to $207. Analysts point to early signs of recovery and attractive risk/reward, despite industry-wide challenges weighing on near-term growth expectations.

Shared on 30 Oct 25

Fair value Decreased 2.29%

EPAM Systems’ fair value price target was lowered from $206.80 to $202.06, as analysts cite lower revenue growth expectations and ongoing sector headwinds. However, they acknowledge positives in the company’s recovery and risk profile.

Shared on 16 Oct 25

Fair value Decreased 2.05%

Analysts have slightly lowered their price target for EPAM Systems from $211.13 to $206.80. They cited improving growth trends and organizational progress, which are viewed as underappreciated given the company's valuation and risk profile.

Shared on 10 Sep 25

Fair value Decreased 1.03%

Analysts have modestly lowered EPAM’s price target amid sector-wide caution and macroeconomic uncertainty, balanced by recognition of its undervalued status and improving growth outlook, resulting in a minor decrease in fair value from $213.31 to $211.12. Analyst Commentary Bullish analysts see EPAM’s current valuation as undervalued, with the stock reflecting minimal credit for its recovering growth and successful global delivery reorganization.

Shared on 07 May 25

Fair value Decreased 4.97%

Shared on 30 Apr 25

Fair value Decreased 6.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 3.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 2.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 16%

AnalystConsensusTarget has increased revenue growth from 9.4% to 11.3%.

AnalystConsensusTarget Fair Value

US$207.88

1.8% overvalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.96%

IT revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.01%

Calculation

US$573.74m

Earnings '28

x

23.44x

PE Ratio '28

=

US$13.45b

Market Cap '28

US$13.45b

Market Cap '28

/

50.59m

No. shares '28

=

US$265.88

Share Price '28

US$265.88 Share Price '28

Discounted to 2025 @ 8.97% p.a.

=

US$205.47

Fair Value '25