Wall Street Zen Upgrades EPAM Systems (NYSE:EPAM) to Buy

EPAM Systems (NYSE:EPAM) was upgraded by equities research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a report released on Saturday.

A number of other research firms have also recently issued reports on EPAM. Zacks Research cut EPAM Systems from a “strong-buy” rating to a “hold” rating in a report on Wednesday, January 28th. Wells Fargo & Company decreased their target price on shares of EPAM Systems from $247.00 to $195.00 and set an “overweight” rating on the stock in a research report on Friday. Morgan Stanley set a $160.00 price objective on EPAM Systems in a research report on Friday. Weiss Ratings reiterated a “hold (c-)” rating on shares of EPAM Systems in a report on Monday, December 29th. Finally, Needham & Company LLC lowered their price target on EPAM Systems from $215.00 to $175.00 and set a “buy” rating for the company in a research report on Friday. Eleven equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $197.81.

EPAM Systems Trading Down 0.2%

Shares of EPAM opened at $138.83 on Friday. EPAM Systems has a 1-year low of $128.78 and a 1-year high of $223.45. The company has a market capitalization of $7.67 billion, a P/E ratio of 20.63, a P/E/G ratio of 1.67 and a beta of 1.72. The company has a debt-to-equity ratio of 0.01, a current ratio of 2.59 and a quick ratio of 3.02. The firm’s 50 day simple moving average is $200.27 and its 200 day simple moving average is $178.60.

EPAM Systems (NYSE:EPAM) last issued its quarterly earnings results on Thursday, February 19th. The information technology services provider reported $3.26 EPS for the quarter, topping analysts’ consensus estimates of $3.16 by $0.10. EPAM Systems had a net margin of 6.92% and a return on equity of 13.57%. The firm had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.39 billion. During the same quarter in the prior year, the firm earned $2.84 EPS. The business’s revenue for the quarter was up 12.8% compared to the same quarter last year. EPAM Systems has set its FY 2026 guidance at 12.600-12.900 EPS and its Q1 2026 guidance at 2.700-2.780 EPS. Sell-side analysts forecast that EPAM Systems will post 8.9 earnings per share for the current fiscal year.

Insider Buying and Selling at EPAM Systems

In related news, SVP Boris Shnayder sold 5,000 shares of the company’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $207.00, for a total value of $1,035,000.00. Following the sale, the senior vice president directly owned 15,645 shares of the company’s stock, valued at $3,238,515. This represents a 24.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 4.30% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On EPAM Systems

Several large investors have recently modified their holdings of EPAM. Sunbelt Securities Inc. raised its holdings in EPAM Systems by 4,233.3% in the fourth quarter. Sunbelt Securities Inc. now owns 130 shares of the information technology services provider’s stock worth $27,000 after buying an additional 127 shares during the last quarter. Sound Income Strategies LLC increased its position in shares of EPAM Systems by 279.5% during the fourth quarter. Sound Income Strategies LLC now owns 148 shares of the information technology services provider’s stock valued at $31,000 after acquiring an additional 109 shares in the last quarter. CYBER HORNET ETFs LLC purchased a new position in EPAM Systems in the 2nd quarter worth approximately $27,000. 1248 Management LLC bought a new position in EPAM Systems in the 4th quarter valued at approximately $32,000. Finally, Rothschild Investment LLC boosted its stake in EPAM Systems by 51.4% during the 4th quarter. Rothschild Investment LLC now owns 159 shares of the information technology services provider’s stock valued at $33,000 after purchasing an additional 54 shares during the last quarter. Hedge funds and other institutional investors own 91.58% of the company’s stock.

More EPAM Systems News

Here are the key news stories impacting EPAM Systems this week:

• Positive Sentiment: EPAM beat Q4 estimates: revenue $1.408B (+12.8% YoY) and adjusted EPS $3.26, and issued FY2026 EPS guidance (12.60–12.90) and Q1 guidance (2.70–2.78) above consensus — a fundamental positive signal for growth and profitability. EPAM Q4 press release
• Positive Sentiment: Major brokers largely retained constructive ratings (Overweight/Buy) even while trimming targets, signaling continued analyst confidence in medium‑term upside. Analyst coverage summary TickerReport on Wells Fargo
• Neutral Sentiment: Some market commentators argue the post‑earnings sell‑off is overdone given the beat and raised full‑year EPS guide — suggesting this pullback could represent a buying opportunity for value‑oriented investors. Seeking Alpha analysis
• Neutral Sentiment: Zacks highlights EPAM as a top‑ranked value stock and reviews Q4 metrics vs. estimates — useful for investors focused on quantitative screens rather than headline reaction. Zacks value ranking
• Negative Sentiment: Market reaction has been negative: shares plunged after management commentary and guidance nuance raised investor concerns about margin pressure from AI‑related investments and higher variable compensation; headlines point to weakness in near‑term sentiment. Yahoo Finance deep dive Barron’s coverage
• Negative Sentiment: Several firms trimmed price targets (JPMorgan, Wells Fargo, Needham, Truist), with some downgrades in upside — these reductions amplify short‑term selling pressure despite many shops keeping buy/overweight stances. Benzinga PT updates The Fly on Truist PT cut

About EPAM Systems

EPAM Systems, Inc is a global provider of digital platform engineering and software development services. The company partners with clients across industries—such as financial services, healthcare, retail, and technology—to design, develop, and maintain complex software applications and digital experiences. EPAM’s offerings include custom software development, application management, infrastructure management, quality assurance, and testing services, enabling organizations to accelerate digital transformation and enhance operational efficiency.

In addition to its core engineering capabilities, EPAM delivers a range of specialized services, including product design and consulting, data and analytics, cloud computing, DevOps, and cybersecurity.