How Investors Are Reacting To EPAM (EPAM) AI Agent Launch And New US$1 Billion Buyback Program

• Earlier this month, EPAM Systems launched seven production-ready AI agents on Google Cloud Marketplace to tackle use cases ranging from automated KYC and SQL optimization to searchable video libraries across finance, healthcare and retail clients.
• At the same time, EPAM’s Board approved a new US$1.00 billion stock repurchase program, underscoring management’s confidence in the company’s financial position and AI-led cloud services push.
• We’ll now examine how EPAM’s Google Cloud AI agent launch and large-scale buyback program could reshape its AI-focused investment narrative.

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EPAM Systems Investment Narrative Recap

To own EPAM today, you generally need to believe it can convert its deep engineering roots into profitable, AI-centric cloud projects even as competition intensifies and margins face pressure. The Google Cloud AI agents and the new US$1,000 million buyback support that narrative near term, but they do not fully resolve the key risk that generative AI and automation could eventually reduce demand for traditional custom IT services.

The newly authorized US$1,000 million repurchase program sits alongside an existing US$500 million plan, with roughly US$499.78 million already deployed, and signals a continued focus on shareholder returns during a period of margin compression. For investors tracking catalysts, this capital return story now runs in parallel with EPAM’s push into production-ready AI solutions on Google Cloud, creating a twin focus on cash deployment and portfolio evolution.

Yet while EPAM is leaning into AI, investors should also be aware that widespread adoption of automated, low or no-code tools could eventually...

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

EPAM Systems’ narrative projects $6.5 billion revenue and $582.4 million earnings by 2028. This requires 8.8% yearly revenue growth and about a $181 million earnings increase from $401.2 million today.

Uncover how EPAM Systems' forecasts yield a $207.88 fair value, in line with its current price.

Exploring Other Perspectives

Nine fair value estimates from the Simply Wall St Community span roughly US$160 to US$267 per share, with clusters across the entire range. You can weigh those views against the risk that AI-enabled automation could, over time, reduce demand for traditional custom IT services and consider how that might influence EPAM’s earnings power.

Explore 9 other fair value estimates on EPAM Systems - why the stock might be worth as much as 27% 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 2 key rewards and 1 important warning sign 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.

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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.

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