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EPAM logo

EPAM Systems, Inc. Stock Price

NYSE:EPAM Community·US$5.9b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 102 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

EPAM Share Price Performance

US$114.68
-38.42 (-25.09%)
​
US$122.82
Fair Value
US$114.68
-38.42 (-25.09%)
6.6% undervalued intrinsic discount
US$122.82
Fair Value
Price US$114.68
AnalystConsensusTarget US$122.82
Westminster US$113.38
AnalystLowTarget US$94.00
Fri, 21 Aug 26
Fair ValueUS$122.82
Share Pricen/a

EPAM Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$122.82 6.6% undervalued intrinsic discount

EPAM: Recovery Momentum And AI Shifts Will Drive Sector Transformation

0users have liked this narrative
0users have commented on this narrative
41users have followed this narrative
WE
Westminster's
Fair Value
·
Fair Value US$113.38 1.1% overvalued intrinsic discount

Expect EPAM's fair value to reach 59.38

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$94 22.0% overvalued intrinsic discount

NEORIS, First Derivative And GenAI Will Expand Global Opportunities

0users have liked this narrative
1users have commented on this narrative
2users have followed this narrative
EPAM logo
EPAM Systems
1.1% overvalued intrinsic discount

Expect EPAM's fair value to reach 59.38

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WE
Westminster
Published 4 Jun
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EPAM logo
EPAM Systems
22.0% overvalued intrinsic discount
Updated

NEORIS, First Derivative And GenAI Will Expand Global Opportunities

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AN
AnalystLowTarget
AnalystLowTarget
Updated 5 Sep
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EPAM logo
EPAM Systems
6.6% undervalued intrinsic discount

EPAM: Recovery Momentum And AI Shifts Will Drive Sector Transformation

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 Aug
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EPAM logo
EPAM Systems
56.5% undervalued intrinsic discount

Acquisitions And GenAI Services Will Open New Global Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 22 Mar
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Trending Discussion

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Recently Updated Narratives

WE
EPAM logo

Expect EPAM's fair value to reach 59.38

Fair Value: US$113.38 1.1% overvalued intrinsic discount
4 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
EPAM logo

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

Fair Value: US$94 22.0% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
EPAM logo

EPAM: AI Native Momentum Will Offset North America Reset Concerns

Fair Value: US$122.82 6.6% undervalued intrinsic discount
41 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

0 Risks
4 Rewards
View Full Analysis

EPAM Systems, Inc. Key Details

US$5.6b

Revenue

US$4.0b

Cost of Revenue

US$1.7b

Gross Profit

US$1.3b

Other Expenses

US$401.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
7.79
29.45%
7.15%
0.7%
View Full Analysis

About EPAM

Founded
1993
Employees
62850
CEO
Balazs Fejes
WebsiteView website
www.epam.com

EPAM Systems, Inc. provides digital platform engineering and software development services worldwide. The company offers engineering services, including requirements analysis and platform selection, customization, cross-platform migration, implementation, and integration; cloud services for creating a roadmap to set and refine IT and business goals while identifying new and emerging opportunities leveraging cloud technologies; data, analytics, and artificial intelligence; customer experience; marketing; and cybersecurity. It also offers operation solutions comprising integrated engineering practices and smart automation services. In addition, the company offers software product and platform development services, which comprise product research, customer experience design and prototyping, program management, component design and integration, full lifecycle software testing, product deployment and end-user customization, performance tuning, product support and maintenance, managed services, as well as cross-platform migration and modernizing legacy platforms. The company has a collaboration with Wiz to help organizations turn cloud risk intelligence into continuous, AI-powered, and engineering-led remediation across complex multi-cloud environments. The company serves the financial services; consumer goods, retail, and travel; software and hi-tech; business information and media; life sciences and healthcare; and emerging vertical industries. EPAM Systems, Inc. was founded in 1993 and is headquartered in Newtown, Pennsylvania.

Recent EPAM News & Updates

User avatar
Narrative Update • 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

Recent updates

No updates

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