JPMorgan Chase & Co. Lowers EPAM Systems (NYSE:EPAM) Price Target to $183.00

EPAM Systems (NYSE:EPAM) had its price objective reduced by analysts at JPMorgan Chase & Co. from $215.00 to $183.00 in a research report issued on Friday,Benzinga reports. The firm presently has an “overweight” rating on the information technology services provider’s stock. JPMorgan Chase & Co.‘s price objective points to a potential upside of 31.82% from the stock’s previous close.

Other analysts have also issued reports about the company. Wells Fargo & Company lowered their price objective on EPAM Systems from $247.00 to $195.00 and set an “overweight” rating for the company in a report on Friday. Truist Financial lowered their price target on EPAM Systems from $220.00 to $146.00 and set a “hold” rating for the company in a report on Friday. Needham & Company LLC dropped their price target on EPAM Systems from $215.00 to $175.00 and set a “buy” rating on the stock in a research report on Friday. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of EPAM Systems in a report on Monday, December 29th. Finally, Mizuho boosted their target price on shares of EPAM Systems from $225.00 to $228.00 and gave the company an “outperform” rating in a research note on Tuesday, November 11th. Eleven research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $197.81.

EPAM Systems Stock Down 0.2%

EPAM stock opened at $138.83 on Friday. The company has a current ratio of 2.59, a quick ratio of 3.02 and a debt-to-equity ratio of 0.01. The firm has a 50 day simple moving average of $200.27 and a 200-day simple moving average of $178.80. The company 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 has a twelve month low of $128.78 and a twelve month high of $223.45.

EPAM Systems (NYSE:EPAM) last posted its quarterly earnings data 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 firm had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.39 billion. EPAM Systems had a net margin of 6.92% and a return on equity of 13.57%. The firm’s revenue was up 12.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.84 EPS. 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. On average, equities research analysts predict that EPAM Systems will post 8.9 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other EPAM Systems news, SVP Boris Shnayder sold 5,000 shares of the firm’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 in the company, valued at approximately $3,238,515. This trade represents a 24.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 4.30% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On EPAM Systems

Several institutional investors have recently modified their holdings of EPAM. Fourth Sail Capital LP grew its stake in shares of EPAM Systems by 35.3% in the second quarter. Fourth Sail Capital LP now owns 71,700 shares of the information technology services provider’s stock worth $12,678,000 after purchasing an additional 18,700 shares in the last quarter. New York State Common Retirement Fund raised its stake in shares of EPAM Systems by 61.0% during the second quarter. New York State Common Retirement Fund now owns 118,996 shares of the information technology services provider’s stock valued at $21,041,000 after purchasing an additional 45,106 shares in the last quarter. Atlantic Union Bankshares Corp acquired a new stake in EPAM Systems in the third quarter worth about $1,384,000. Van Berkom & Associates Inc. grew its position in EPAM Systems by 4,413.0% in the 3rd quarter. Van Berkom & Associates Inc. now owns 369,435 shares of the information technology services provider’s stock valued at $55,707,000 after buying an additional 361,249 shares in the last quarter. Finally, Leeward Investments LLC MA grew its position in EPAM Systems by 16.9% in the 2nd quarter. Leeward Investments LLC MA now owns 53,725 shares of the information technology services provider’s stock valued at $9,500,000 after buying an additional 7,757 shares in the last quarter. 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.