EPAM Systems (NYSE:EPAM) Price Target Cut to $213.00 by Analysts at TD Cowen

EPAM Systems (NYSE:EPAM) had its price objective lowered by TD Cowen from $220.00 to $213.00 in a report issued on Monday,Benzinga reports. The brokerage currently has a buy rating on the information technology services provider’s stock.

EPAM has been the subject of several other reports. Morgan Stanley set a $160.00 target price on shares of EPAM Systems in a research report on Friday, February 20th. The Goldman Sachs Group dropped their target price on shares of EPAM Systems from $250.00 to $235.00 and set a “buy” rating for the company in a research report on Thursday, February 19th. Truist Financial dropped their target price on shares of EPAM Systems from $220.00 to $146.00 and set a “hold” rating for the company in a research report on Friday, February 20th. JPMorgan Chase & Co. dropped their target price on shares of EPAM Systems from $215.00 to $183.00 and set an “overweight” rating for the company in a research report on Friday, February 20th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of EPAM Systems in a research report on Monday, December 29th. Eleven research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $194.19.

EPAM Systems Trading Down 0.6%

Shares of EPAM opened at $137.15 on Monday. The stock has a market capitalization of $7.19 billion, a P/E ratio of 20.38, a PEG ratio of 1.34 and a beta of 1.73. The company has a quick ratio of 2.59, a current ratio of 2.59 and a debt-to-equity ratio of 0.01. The firm has a fifty day simple moving average of $154.32 and a two-hundred day simple moving average of $173.19. EPAM Systems has a twelve month low of $125.57 and a twelve month high of $222.53.

EPAM Systems (NYSE:EPAM) last posted its earnings results on Thursday, February 19th. The information technology services provider reported $3.26 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $1.39 billion. During the same period last year, the company posted $2.84 EPS. The company’s quarterly 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. On average, research analysts anticipate that EPAM Systems will post 8.9 EPS for the current year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Asset Management One Co. Ltd. raised its holdings in EPAM Systems by 2.5% in the fourth quarter. Asset Management One Co. Ltd. now owns 2,074 shares of the information technology services provider’s stock worth $439,000 after buying an additional 51 shares during the last quarter. Rothschild Investment LLC raised its holdings in EPAM Systems by 51.4% in the fourth quarter. Rothschild Investment LLC now owns 159 shares of the information technology services provider’s stock worth $33,000 after buying an additional 54 shares during the last quarter. Horizon Investments LLC raised its holdings in EPAM Systems by 6.4% in the fourth quarter. Horizon Investments LLC now owns 928 shares of the information technology services provider’s stock worth $190,000 after buying an additional 56 shares during the last quarter. MassMutual Private Wealth & Trust FSB raised its holdings in EPAM Systems by 34.9% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 232 shares of the information technology services provider’s stock worth $48,000 after buying an additional 60 shares during the last quarter. Finally, CVA Family Office LLC raised its holdings in EPAM Systems by 25.1% in the fourth quarter. CVA Family Office LLC now owns 309 shares of the information technology services provider’s stock worth $63,000 after buying an additional 62 shares during the last quarter. 91.58% of the stock is owned by hedge funds and other institutional investors.

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.