Wells Fargo & Company Issues Pessimistic Forecast for EPAM Systems (NYSE:EPAM) Stock Price

EPAM Systems (NYSE:EPAM) had its target price dropped by stock analysts at Wells Fargo & Company from $247.00 to $195.00 in a report issued on Friday,Benzinga reports. The firm presently has an “overweight” rating on the information technology services provider’s stock. Wells Fargo & Company‘s target price suggests a potential upside of 40.46% from the stock’s current price.

A number of other research analysts have also weighed in on the stock. Mizuho raised their target price on shares of EPAM Systems from $225.00 to $228.00 and gave the stock an “outperform” rating in a research note on Tuesday, November 11th. Weiss Ratings reiterated a “hold (c-)” rating on shares of EPAM Systems in a research report on Monday, December 29th. TD Cowen reissued a “buy” rating on shares of EPAM Systems in a research note on Friday, January 9th. JPMorgan Chase & Co. raised their target price on EPAM Systems from $201.00 to $215.00 and gave the stock an “overweight” rating in a research note on Friday, November 7th. Finally, Zacks Research cut shares of EPAM Systems from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, January 28th. Eleven analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, EPAM Systems presently has a consensus rating of “Moderate Buy” and an average price target of $197.81.

EPAM Systems Trading Down 0.2%

Shares of EPAM stock opened at $138.83 on Friday. EPAM Systems has a fifty-two week low of $128.78 and a fifty-two week high of $223.45. The company has a debt-to-equity ratio of 0.01, a quick ratio of 3.02 and a current ratio of 2.59. The stock’s fifty day moving average is $200.27 and its two-hundred day moving average is $178.80. The firm has a market capitalization of $7.67 billion, a P/E ratio of 20.63, a PEG ratio of 1.67 and a beta of 1.72.

EPAM Systems (NYSE:EPAM) last issued its earnings results on Thursday, February 19th. The information technology services provider reported $3.26 EPS for the quarter, beating analysts’ consensus estimates of $3.16 by $0.10. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.39 billion. EPAM Systems had a net margin of 6.92% and a return on equity of 13.57%. The company’s quarterly revenue was up 12.8% compared to the same quarter last year. During the same period in the prior year, the business earned $2.84 earnings per share. 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. Research analysts expect that EPAM Systems will post 8.9 earnings per share for the current fiscal year.

Insider Buying and Selling at EPAM Systems

In other news, SVP Boris Shnayder sold 5,000 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $207.00, for a total transaction of $1,035,000.00. Following the completion of the transaction, the senior vice president directly owned 15,645 shares in the company, valued at approximately $3,238,515. This represents a 24.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 4.30% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of EPAM. Boston Partners acquired a new stake in shares of EPAM Systems during the fourth quarter valued at about $349,428,000. Capital World Investors increased its holdings in EPAM Systems by 59.4% in the 4th quarter. Capital World Investors now owns 3,679,590 shares of the information technology services provider’s stock valued at $753,874,000 after purchasing an additional 1,371,557 shares during the last quarter. Norges Bank acquired a new stake in EPAM Systems in the 2nd quarter valued at approximately $137,671,000. Price T Rowe Associates Inc. MD raised its position in EPAM Systems by 849.3% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 784,101 shares of the information technology services provider’s stock valued at $160,649,000 after purchasing an additional 701,500 shares during the period. Finally, Ameriprise Financial Inc. lifted its stake in EPAM Systems by 28.9% during the third quarter. Ameriprise Financial Inc. now owns 2,662,843 shares of the information technology services provider’s stock worth $401,532,000 after purchasing an additional 596,760 shares in the last quarter. Hedge funds and other institutional investors own 91.58% of the company’s stock.

Key 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.