EPAM Systems, Inc.

NYSE:EPAM Voorraadrapport

Marktkapitalisatie: US$5.9b

EPAM Systems Toekomstige groei

Future criteriumcontroles 1/6

EPAM Systems zal naar verwachting groeien in winst en omzet met respectievelijk 9.5% en 3.8% per jaar. De winst per aandeel zal naar verwachting groeien met 12.7% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 14.6% zijn.

Belangrijke informatie

9.5%

Groei van de winst

12.71%

Groei van de winst per aandeel

IT winstgroei22.6%
Inkomstengroei3.8%
Toekomstig rendement op eigen vermogen14.56%
Dekking van analisten

Good

Laatst bijgewerkt03 Sep 2026

Recente toekomstige groei-updates

Analyse-artikel • Aug 09

EPAM Systems, Inc. Just Recorded A 5.9% EPS Beat: Here's What Analysts Are Forecasting Next

EPAM Systems, Inc. ( NYSE:EPAM ) shareholders are probably feeling a little disappointed, since its shares fell 7.7% to...

Recent updates

Narratiefupdate • Sep 05

EPAM: Commercial Reorganization And Weak North America Will Limit AI Upside

Analysts have lifted their fair value estimate for EPAM Systems from $83.00 to $94.00, reflecting updated views on slower revenue growth, a modestly higher discount rate, slightly stronger profit margins, and a higher future P/E after recent research highlighted ongoing commercial reorganization efforts, execution headwinds, and mixed sentiment around AI momentum and near term growth visibility. Analyst Commentary Recent Street commentary around EPAM Systems leans cautious, with several bearish analysts resetting expectations on growth, execution and valuation.
Seeking Alpha • Sep 02

EPAM Systems: AI Is Eating The Old Business, But 8.7x Earnings Is Too Cheap

Summary EPAM Systems faces near-term revenue headwinds as AI cannibalizes legacy services, but trades at just 8.7x forward non-GAAP earnings. AI-native revenue now exceeds 11% of EPAM, growing double-digit sequentially, while margins and adjusted EPS are improving despite flat topline growth. Engine Capital's activist push for a $750M buyback leverages EPAM's strong balance sheet and could materially shrink the share count at current valuations. I rate EPAM a Buy: the stock is priced for too much permanence in the current transition, with upside if AI-native work fills the legacy gap by 2027. Read the full article on Seeking Alpha
Narratiefupdate • Aug 21

EPAM: AI Native Momentum Will Offset North America Reset Concerns

Analysts have nudged their average price target on EPAM Systems lower to reflect a reduced fair value estimate of about $122.82, citing slower expected revenue growth, slightly softer profit margins, and more cautious P/E assumptions following recent Q2 guidance updates and sector headwinds. Analyst Commentary Recent research on EPAM Systems points to a mixed setup for the stock, with analysts reassessing both the company specific execution story and the sector backdrop.
Analyse-artikel • Aug 09

EPAM Systems, Inc. Just Recorded A 5.9% EPS Beat: Here's What Analysts Are Forecasting Next

EPAM Systems, Inc. ( NYSE:EPAM ) shareholders are probably feeling a little disappointed, since its shares fell 7.7% to...
Narratiefupdate • Aug 07

EPAM: AI Disruption Fears Will Set Up Applied AI Repricing

EPAM Systems' updated analyst price target has moved lower. The fair value estimate has shifted from $144.06 to $127.94 as analysts factor in reduced revenue growth expectations, a slightly higher discount rate, and lower assumed future P/E multiples, partly offset by firmer profit margin assumptions.
Narratiefupdate • Jul 24

EPAM: AI Partnerships And Buybacks Will Counter Softer Demand And Automation Risks

The analyst fair value estimate for EPAM Systems has been revised from $99.00 to $83.00 as analysts adjust price targets across the IT services sector, citing a softer demand backdrop, geopolitical uncertainty, and the growing impact of AI-led coding on client decision-making. Analyst Commentary Recent research updates around EPAM Systems point to a more cautious stance from several bearish analysts, with a series of price target cuts and rating changes highlighting concerns around demand trends, geopolitical risks, and the implications of AI-led coding on the company’s growth profile.
Narratiefupdate • Jul 10

EPAM: AI Partnerships And Client Wins Will Offset Coding Automation Risks

EPAM Systems' fair value estimate has been revised to $99 from $110 as analysts trim price targets in response to sector-wide caution around geopolitical uncertainty, elongated decision cycles, and the growing impact of AI-led coding on traditional IT services demand. Analyst Commentary Recent Street research on EPAM Systems highlights a clear shift toward caution, with several bearish analysts revisiting ratings and valuation assumptions as they factor in geopolitical uncertainty, slower client decision making, and the impact of AI-led coding on traditional IT services work.
Narratiefupdate • Jun 26

EPAM: AI Disruption Fears Will Set Up 2026 Recovery Repricing

The updated fair value estimate for EPAM Systems has shifted from about $187 to $144. This change reflects analysts' lower price targets and more cautious assumptions on revenue growth as AI led coding and a softer demand backdrop weigh on sentiment for the stock.
Analyse-artikel • Jun 17

EPAM Systems (EPAM) Stock Could Be 17.7% Undervalued After TGS AI Win And Analyst Calls

EPAM Systems (EPAM) stock is back in focus after fresh analyst coverage and a new client milestone, as the company helped TGS deploy its AI enabled, cloud native seismic imaging platform on Amazon Web Services. See our latest analysis for EPAM Systems. Despite the recent client win with TGS and fresh analyst attention, EPAM Systems stock is trading at US$93.33, with the share price down sharply over the past quarter and the 1 year total shareholder return also declining. This suggests recent...
Narratiefupdate • Jun 11

EPAM: Enterprise AI Partnerships Will Counter Sector Caution On Coding Disruption

Narrative Update Analysts’ average price target for EPAM Systems has moved to $110, reflecting a series of recent downward revisions that cite a tougher demand backdrop and the ramp up of AI led coding as key risks for the stock. Analyst Commentary Recent Street commentary around EPAM Systems has turned more cautious, with several bearish analysts revisiting both ratings and valuation assumptions as AI led coding progresses and demand conditions remain uncertain.
Nieuw narratief • Jun 04

Expect EPAM's fair value to reach 59.38

EPAM Systems has long been a darling of the IT services world, but a convergence of structural dangers suggests the stock may be worth half its current value. Three unaddressed red flags point to a brutal de-rating ahead.
Narratiefupdate • May 28

EPAM: AI Partnerships And Buybacks Will Balance Execution And Margin Uncertainty

Analysts have reduced their fair value estimate for EPAM Systems to $110 from $140, reflecting a series of recent price target cuts and a shift to using a lower future P/E assumption. Views on profit margin potential, however, remain slightly more constructive.
Analyse-artikel • May 14

Investors Can Find Comfort In EPAM Systems' (NYSE:EPAM) Earnings Quality

The most recent earnings report from EPAM Systems, Inc. ( NYSE:EPAM ) was disappointing for shareholders. However, our...
Narratiefupdate • May 04

EPAM: AI Execution Milestones Will Likely Unlock Undervalued Upside Potential

EPAM Systems' analyst fair value estimate has been adjusted from $160 to $140 as analysts factor in more modest revenue growth, slightly lower profit margins, a higher discount rate and a reduced future P/E multiple, while still highlighting AI related opportunities from recent investor day commentary. Analyst Commentary Recent research updates on EPAM Systems point to a mixed backdrop, with several Bearish analysts trimming price targets after the company’s latest guidance and investor day.
Narratiefupdate • Apr 20

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.
Narratiefupdate • Apr 05

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.
Narratiefupdate • Mar 22

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.
Narratiefupdate • Mar 08

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.
Narratiefupdate • Feb 22

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.
Narratiefupdate • Feb 08

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.
Narratiefupdate • Jan 25

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.
Narratiefupdate • Jan 09

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.
Narratiefupdate • Dec 14

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.
Narratiefupdate • Nov 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.
Narratiefupdate • Nov 14

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.
Analyse-artikel • Nov 11

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

EPAM Systems, Inc. ( NYSE:EPAM ) shares have had a really impressive month, gaining 28% after a shaky period...
Analyse-artikel • Nov 08

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

Investors in EPAM Systems, Inc. ( NYSE:EPAM ) had a good week, as its shares rose 7.2% to close at US$175 following the...
Narratiefupdate • Oct 30

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.
Narratiefupdate • Oct 16

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.
Narratiefupdate • Sep 10

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.
Seeking Alpha • Mar 31

EPAM Systems: Growth Return Goes Unappreciated By The Market

Summary EPAM Systems is finally returning to positive growth momentum, as the company guides improving organic momentum throughout 2025. On the other hand, margins are expected to decline due to the acquisitions of NEORIS and First Derivative, weak pricing power in a still pressured industry, and future growth investments. EPAM stock price has become more attractive, and I estimate 25% upside to a fair value of $210.6. Yet, remaining uncertainty still warrants some caution. Read the full article on Seeking Alpha

Winst- en omzetgroeiprognoses

NYSE:EPAM - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20286,13953368573713
12/31/20275,85849765067919
12/31/20265,65743648658219
6/30/20265,617402483539N/A
3/31/20265,555387544594N/A
12/31/20255,457378613655N/A
9/30/20255,298372459502N/A
6/30/20255,071401410450N/A
3/31/20254,864412419453N/A
12/31/20244,728455527559N/A
9/30/20244,637449574600N/A
6/30/20244,621410548573N/A
3/31/20244,645431578605N/A
12/31/20234,691417534563N/A
9/30/20234,765475537577N/A
6/30/20234,839533560615N/A
3/31/20234,864432537603N/A
12/31/20224,825419382464N/A
9/30/20224,701407446563N/A
6/30/20224,462366397516N/A
3/31/20224,149462384508N/A
12/31/20213,758482461572N/A
9/30/20213,374425374447N/A
6/30/20213,038399355417N/A
3/31/20212,789351443494N/A
12/31/20202,659327476544N/A
9/30/20202,569316412510N/A
6/30/20202,505294338453N/A
3/31/20202,424286N/A351N/A
12/31/20192,294261N/A287N/A
9/30/20192,166246N/A286N/A
6/30/20192,046245N/A269N/A
3/31/20191,940237N/A285N/A
12/31/20181,843240N/A292N/A
9/30/20181,737149N/A240N/A
6/30/20181,647126N/A200N/A
3/31/20181,550114N/A171N/A
12/31/20171,45073N/A193N/A
9/30/20171,365128N/A175N/A
6/30/20171,285112N/A175N/A
3/31/20171,22099N/A183N/A
12/31/20161,16099N/A167N/A
9/30/20161,107102N/A123N/A
6/30/20161,04599N/A117N/A
3/31/201697994N/A80N/A
12/31/201591484N/A76N/A
9/30/201585675N/A113N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei EPAM ( 9.5% per jaar) ligt boven de spaarquote ( 3.7% ).

Winst versus markt: De winst van EPAM ( 9.5% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 17.4% per jaar).

Hoge groeiwinsten: De winst van EPAM zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van EPAM ( 3.8% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 13.5% per jaar).

Hoge groei-inkomsten: De omzet van EPAM ( 3.8% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen EPAM zal naar verwachting over 3 jaar laag zijn ( 14.6 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/09/10 01:04
Aandelenkoers aan het einde van de dag2026/09/10 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

EPAM Systems, Inc. wordt gevolgd door 30 analisten. 19 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Georgios KertsosBerenberg
Tyler DuPontBofA Global Research
Jason KupferbergBofA Global Research