Needham & Company LLC Lowers EPAM Systems (NYSE:EPAM) Price Target to $175.00

EPAM Systems (NYSE:EPAM) had its target price reduced by research analysts at Needham & Company LLC from $215.00 to $175.00 in a report issued on Friday,Benzinga reports. The firm currently has a “buy” rating on the information technology services provider’s stock. Needham & Company LLC’s target price would indicate a potential upside of 26.05% from the company’s current price.

A number of other brokerages have also recently commented on EPAM. Truist Financial began coverage on shares of EPAM Systems in a research note on Tuesday, January 6th. They issued a “hold” rating and a $220.00 price objective on the stock. JPMorgan Chase & Co. increased their price target on shares of EPAM Systems from $201.00 to $215.00 and gave the company an “overweight” rating in a research report on Friday, November 7th. Wells Fargo & Company raised their price objective on shares of EPAM Systems from $185.00 to $247.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. TD Cowen reaffirmed a “buy” rating on shares of EPAM Systems in a research note on Friday, January 9th. Finally, Mizuho raised their price target on EPAM Systems from $225.00 to $228.00 and gave the stock an “outperform” rating in a research report on Tuesday, November 11th. Eleven equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $197.81.

EPAM Systems Stock Performance

NYSE EPAM opened at $138.83 on Friday. The business has a 50 day moving average price of $200.27 and a 200 day moving average price 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 1-year low of $128.78 and a 1-year high of $223.45. The company has a debt-to-equity ratio of 0.01, a current ratio of 2.59 and a quick ratio of 3.02.

EPAM Systems (NYSE:EPAM) last posted its earnings results on Thursday, February 19th. The information technology services provider reported $3.26 earnings per share for the quarter, beating the consensus estimate of $3.16 by $0.10. EPAM Systems had a return on equity of 13.57% and a net margin of 6.92%.The company 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 company earned $2.84 earnings per share. EPAM Systems’s revenue 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 expect that EPAM Systems will post 8.9 EPS for the current fiscal year.

Insider Buying and Selling

In other EPAM Systems news, SVP Boris Shnayder sold 5,000 shares of the business’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 completion of the transaction, the senior vice president directly owned 15,645 shares in the company, valued at approximately $3,238,515. The trade was a 24.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 4.30% of the company’s stock.

Institutional Trading of EPAM Systems

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Manning & Napier Advisors LLC acquired a new stake in shares of EPAM Systems in the third quarter worth approximately $25,000. Sunbelt Securities Inc. boosted its position in EPAM Systems by 4,233.3% during the 4th quarter. Sunbelt Securities Inc. now owns 130 shares of the information technology services provider’s stock worth $27,000 after purchasing an additional 127 shares during the period. CYBER HORNET ETFs LLC acquired a new stake in EPAM Systems in the second quarter valued at approximately $27,000. True Wealth Design LLC increased its holdings in EPAM Systems by 1,870.0% during the 3rd quarter. True Wealth Design LLC now owns 197 shares of the information technology services provider’s stock worth $30,000 after purchasing an additional 187 shares during the last quarter. Finally, MUFG Securities EMEA plc bought a new stake in shares of EPAM Systems in the 2nd quarter worth about $30,000. Hedge funds and other institutional investors own 91.58% of the company’s stock.

Trending Headlines about EPAM Systems

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

EPAM Systems Company Profile

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.