EPAM Systems, Inc.

NYSE:EPAM Lagerbericht

Marktkapitalisierung: US$6.0b

EPAM Systems Management

Management Kriterienprüfungen 4/4

EPAM Systems CEO ist Balazs Fejes , ernannt in Sep 2025, hat eine Amtszeit von weniger als einem Jahr. Die jährliche Gesamtvergütung beträgt $5.24M , bestehend aus 14.4% Gehalt und 85.6% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.012% der Aktien des Unternehmens, im Wert von $735.31K . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 7.5 Jahre bzw. 8.7 Jahre.

Wichtige Informationen

Balazs Fejes

Geschäftsführender

US$5.2m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts14.42%
Amtszeit als Geschäftsführerless than a year
Eigentum des Geschäftsführers0.01%
Durchschnittliche Amtszeit des Managements7.5yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder8.7yrs

Jüngste Management Updates

Recent updates

EPAM Systems: AI Is A Threat, Yes, But Also An Opportunity

Apr 23

EPAM: AI Momentum And Margin Expansion Will Support 2026 Recovery

The updated analyst price target for EPAM Systems edges down from about $191.18 to $187.24, reflecting slightly higher discount rate assumptions and more cautious revenue growth expectations, partly offset by stable profitability and continued confidence in the company's AI opportunities highlighted in recent research. Analyst Commentary Recent research coverage around EPAM Systems has become more mixed, with several firms trimming price targets while still highlighting long term themes such as AI, margin improvement and balance sheet flexibility.

EPAM: AI Adoption And Pricing Power Will Support 2026 Recovery

Analysts kept the fair value estimate for EPAM Systems steady at $191.18, while modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions reflect updated views on client headwinds and the potential scale of EPAM's AI business, as highlighted across recent price target changes, which now range from $146 to $235. Analyst Commentary Recent Street research around EPAM Systems clusters around two themes: how quickly the company can translate its AI positioning into material growth and margins, and how much weight to put on client specific headwinds when thinking about valuation.

EPAM: AI Execution And Margin Expansion Will Support Future Upside

EPAM Systems' updated analyst price target of $263.49, reduced from $275.00, reflects a combination of lower assumed revenue growth and P/E multiples. At the same time, analyst views suggest that AI related demand, pricing trends, and margin initiatives continue to support the long term story, despite client specific and guidance related headwinds.

EPAM: AI And Pricing Execution Will Support Transition Rerating Despite 2026 Headwind

The updated analyst price target for EPAM Systems reflects a modest recalibration lower, with our fair value estimate moving from about $207.53 to $191.18 as analysts factor in softer 2026 guidance tied to specific client headwinds. This is partially offset by ongoing confidence in AI related demand, pricing, and margin potential.

EPAM: GenAI Execution And Client Recovery Will Drive Transition Rerating

Analysts have lowered their price targets on EPAM Systems, and our updated fair value estimate has moved from about $220.67 to $207.53. This change reflects more tempered assumptions for revenue growth, margins, and future P/E as the company moves through a transition period while building out its AI business.

EPAM: GenAI Execution And M&A Integration Will Support A Higher Future Multiple

Narrative Update on EPAM Systems The analyst price target for EPAM Systems has shifted from $255 to $275, with analysts pointing to revised assumptions around slightly lower discount rates, higher modeled revenue growth, modestly adjusted profit margins, and a higher future P/E multiple, supported by recent sector upgrades and a series of price target increases across the Street. Analyst Commentary Recent Street research on EPAM Systems has tilted more positive, with several bullish analysts raising price targets and pointing to potential for better execution and improved sentiment around IT services over the medium term.

EPAM: GenAI And M&A Progress Will Shape Fairly Valued Transition

Analysts have lifted their fair value estimate for EPAM Systems by about US$13 to roughly US$221, citing updated assumptions for revenue growth, discount rate, profit margin and future P/E that reflect gradual improvement in enterprise IT spending, a neutral stance from new coverage and interest in the company’s GenAI and M&A progress. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside in EPAM Systems' valuation, with higher price targets that assume the shares can support a higher future P/E as conditions in IT services improve.

EPAM: GenAI And M&A Integration Will Drive The Next Upswing

Narrative update Analysts now see fair value for EPAM at US$255, down from US$267. This reflects a higher discount rate, more cautious assumptions on revenue growth and profit margins, and mixed but generally constructive Street views on the company’s recovery and GenAI and M&A execution.

EPAM: Low Recovery Visibility Will Likely Cap Upside Despite Margin Resilience

Analysts have trimmed their fair value estimate for EPAM Systems to $160 from $167 per share. This reflects higher perceived risk and slightly softer revenue growth expectations, partly offset by more resilient margins and a lower projected valuation multiple, as recent Street research highlights both limited visibility into recovery and potential upside to near term estimates.

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.

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.

Market Participants Recognise EPAM Systems, Inc.'s (NYSE:EPAM) Earnings Pushing Shares 28% Higher

Nov 11
Market Participants Recognise EPAM Systems, Inc.'s (NYSE:EPAM) Earnings Pushing Shares 28% Higher

EPAM Systems, Inc. (NYSE:EPAM) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Nov 08
EPAM Systems, Inc. (NYSE:EPAM) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

EPAM: Recovery Momentum And AI Shifts Will Drive Sector Transformation

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.

Enterprise AI Adoption Will Transform Cloud Migration And Data Engineering

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.

Enterprise AI Adoption Will Transform Cloud Migration And Data Engineering

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.

We Think EPAM Systems (NYSE:EPAM) Can Manage Its Debt With Ease

Jul 08
We Think EPAM Systems (NYSE:EPAM) Can Manage Its Debt With Ease

Is There An Opportunity With EPAM Systems, Inc.'s (NYSE:EPAM) 41% Undervaluation?

Jun 25
Is There An Opportunity With EPAM Systems, Inc.'s (NYSE:EPAM) 41% Undervaluation?

Market Participants Recognise EPAM Systems, Inc.'s (NYSE:EPAM) Earnings Pushing Shares 26% Higher

May 21
Market Participants Recognise EPAM Systems, Inc.'s (NYSE:EPAM) Earnings Pushing Shares 26% Higher

EPAM Systems' (NYSE:EPAM) Conservative Accounting Might Explain Soft Earnings

May 15
EPAM Systems' (NYSE:EPAM) Conservative Accounting Might Explain Soft Earnings

EPAM Systems: Growth Return Goes Unappreciated By The Market

Mar 31

EPAM Systems Is Undervalued And Positioned Back To Growth Mode

Jan 15

EPAM Systems Grinds On As Prospects Decline (Downgrade)

Oct 25

EPAM Systems: Slowing Revenue But AI Innovations Make It One To Watch

Aug 14

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Balazs Fejes im Vergleich zu den Einnahmen von EPAM Systems verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025US$5mUS$756k

US$378m

Sep 30 2025n/an/a

US$372m

Jun 30 2025n/an/a

US$401m

Mar 31 2025n/an/a

US$412m

Dec 31 2024US$5mUS$682k

US$455m

Sep 30 2024n/an/a

US$449m

Jun 30 2024n/an/a

US$410m

Mar 31 2024n/an/a

US$431m

Dec 31 2023US$4mUS$587k

US$417m

Sep 30 2023n/an/a

US$475m

Jun 30 2023n/an/a

US$533m

Mar 31 2023n/an/a

US$432m

Dec 31 2022US$3mUS$512k

US$419m

Sep 30 2022n/an/a

US$407m

Jun 30 2022n/an/a

US$366m

Mar 31 2022n/an/a

US$462m

Dec 31 2021US$3mUS$489k

US$482m

Sep 30 2021n/an/a

US$425m

Jun 30 2021n/an/a

US$399m

Mar 31 2021n/an/a

US$351m

Dec 31 2020US$2mUS$449k

US$327m

Sep 30 2020n/an/a

US$316m

Jun 30 2020n/an/a

US$294m

Mar 31 2020n/an/a

US$286m

Dec 31 2019US$2mUS$393k

US$261m

Vergütung im Vergleich zum Markt: BalazsDie Gesamtvergütung ($USD5.24M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD8.44M).

Entschädigung vs. Einkommen: BalazsDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.

Geschäftsführer

Balazs Fejes (50 yo)

less than a year
Amtszeit
US$5,244,588
Vergütung

Mr. Balazs Fejes serves as President, Chief Executive Officer and Director at EPAM Systems Inc. since September 01, 2025. Mr. Fejes served as President of Global Business & Chief Revenue Officer at EPAM Sy...

Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Arkadiy Dobkin
Executive Chairman23.3yrsUS$8.13m3.3%
$ 198.8m
Balazs Fejes
Presidentless than a yearUS$5.24m0.012%
$ 735.3k
Jason Peterson
Senior VP8.9yrsUS$4.22m0.030%
$ 1.8m
Lawrence Solomon
Senior VP9.5yrsUS$2.94m0.021%
$ 1.3m
Elaina Shekhter
Chief Strategy & Transformation Officer and Senior VPless than a yearUS$2.34m0.013%
$ 799.7k
Victor Dvorkin
Senior VP and Global Head of Advanced Engineeringno dataUS$2.94m0.078%
$ 4.7m
Gary Abrahams
VP, Corporate Controller & Chief Accounting Officer9.8yrskeine Daten0.0029%
$ 176.5k
Mike Rowshandel
Head of Investor Relationsno datakeine Datenkeine Daten
Philip Storm
Senior VP & Chief Compliance Officer8.6yrskeine Datenkeine Daten
Edward Rockwell
Senior VP7.5yrskeine Daten0.0098%
$ 589.0k
Phil Walsh
Chief Marketing Officer & Senior VPless than a yearkeine Datenkeine Daten
David Scott
Senior Vice President of Business Solutionsno datakeine Datenkeine Daten
7.5yrs
Durchschnittliche Betriebszugehörigkeit
56.5yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von EPAM ist erfahren und erfahren (durchschnittliche Amtszeit von 7.5 Jahren).

Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Arkadiy Dobkin
Executive Chairman23.3yrsUS$8.13m3.3%
$ 198.8m
Balazs Fejes
Presidentless than a yearUS$5.24m0.012%
$ 735.3k
Richard Mayoras
Lead Independent Non-Employee Director13.3yrsUS$359.74k0.018%
$ 1.1m
Karl Robb
Independent Director22.1yrsUS$406.82k0.012%
$ 726.9k
Mark Boxer
Member of Advisory Board5.3yrskeine Datenkeine Daten
Eugene Roman
Independent Non-Employee Director6.2yrsUS$331.94k0.0020%
$ 118.0k
Ronald Vargo
Independent Non-Employee Director14.3yrsUS$336.16k0.018%
$ 1.1m
Robert Segert
Independent Non-Employee Director14.3yrsUS$322.07k0.032%
$ 1.9m
Helen Shan
Independent Non-Employee Director7.6yrsUS$347.82k0.0093%
$ 562.5k
Jill Smart
Independent Non-Employee Director9.8yrsUS$337.71k0.015%
$ 907.5k
Norman Judah
Member of Advisory Board5.3yrskeine Datenkeine Daten
DeAnne Aguirre
Independent Director3.1yrsUS$330.01k0.0041%
$ 248.7k
8.7yrs
Durchschnittliche Betriebszugehörigkeit
64yo
Durchschnittliches Alter

Erfahrener Vorstand: EPAMDie Vorstandsmitglieder gelten als erfahren (8.7 Jahre durchschnittliche Amtszeit).

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/04/29 14:11
Aktienkurs zum Tagesende2026/04/29 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

EPAM Systems, Inc. wird von 34 Analysten beobachtet. 19 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Georgios KertsosBerenberg
Tyler DuPontBofA Global Research
Jason KupferbergBofA Global Research