Did the BOSS Apple Vision Pro Motorsport Launch Just Shift EPAM Systems' (EPAM) Investment Narrative?

• BOSS and EPAM Systems recently launched an immersive motorsport experience powered by Apple Vision Pro, debuting in select BOSS stores across seven major cities ahead of the Formula 1 Singapore Airlines Singapore Grand Prix 2025.
• This collaboration highlights EPAM's expertise in delivering AI-driven, human-centered digital experiences and its ability to secure high-profile partnerships at the intersection of technology, sport, and luxury retail.
• We’ll now explore how this flagship partnership underscores EPAM’s ongoing shift toward higher-value, experience-led digital transformation services.

Find companies with promising cash flow potential yet trading below their fair value.

EPAM Systems Investment Narrative Recap

To be an EPAM shareholder, you need to believe in the company’s evolution from a custom IT services provider toward a leader in digital transformation, especially as clients demand AI-driven, immersive, experience-led solutions. The new BOSS collaboration spotlights EPAM’s capabilities at this intersection but does not materially change the near-term catalysts or alter the biggest risk: that generative AI and automation may eventually dampen demand for traditional services, exerting significant margin pressure.

Amid this focus on innovation, EPAM’s recent leadership shift, Arkadiy Dobkin transitioning to Executive Chairman as Balazs Fejes steps in as CEO, stands out as most relevant to the BOSS news. This leadership change could influence how boldly EPAM pursues its higher-value, experience-driven strategy and responds to evolving competitive threats from AI and large consulting rivals.

On the other hand, investors should watch closely for emerging impacts from rapid AI adoption, as margin risks may not be fully apparent yet...

Read the full narrative on EPAM Systems (it's free!)

EPAM Systems' outlook anticipates $6.5 billion in revenue and $582.4 million in earnings by 2028. This scenario requires an 8.8% annual revenue growth rate and an earnings increase of $181.2 million from the current $401.2 million earnings.

Uncover how EPAM Systems' forecasts yield a $211.12 fair value, a 38% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members value EPAM between US$160 and US$267 per share, with 8 unique perspectives published. As many peers see opportunity in EPAM’s technical depth for AI-led transformations, differing views signal ongoing debate about the pace of portfolio evolution and long-term revenue resilience.

Explore 8 other fair value estimates on EPAM Systems - why the stock might be worth as much as 75% more than the current price!

Build Your Own EPAM Systems Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your EPAM Systems research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free EPAM Systems research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate EPAM Systems' overall financial health at a glance.

Interested In Other Possibilities?

Our daily scans reveal stocks with breakout potential. Don't miss this chance:

• Outshine the giants: these 23 early-stage AI stocks could fund your retirement.
• The latest GPUs need a type of rare earth metal called Dysprosium and there are only 33 companies in the world exploring or producing it. Find the list for free.
• AI is about to change healthcare. These 31 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com