US · Technology · Information Technology Services
EPS came in at 2.93 against a street estimate of 2.44 — a beat of 20.1%.
Analysts rate EPAM Systems Inc a buy (14 buy, 6 hold, 1 sell out of 21) with an average price target of $122.82.
MIXED Q2 beat guidance on revenue and EPS; AI native revenue hit $160M with double-digit sequential growth. North America underperforming; FY26 guidance cut to 3.2–4.2% growth. Company owns execution gaps, not macro. Q2 2026 Americas (57% of revenue) severely underperforming; EMEA (41%) delivering double-digit growth via domain-led go-to-market transformation already deployed there. North America weakness attributed to internal go-to-market capability gap and client budget reallocation to tokens/infrastructure, not competitor losses. Analysts pressed on North America durability given T&M contract volatility, large deal timing/composition, and margin sustainability in low-growth scenario. Management owned execution gaps, distinguished SaaS spend reallocation (not lost to peers) from broader go-to-market capability weakness, and outlined EMEA playbook as proven fix. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Capital World Investors | 9.35% |
| Amvescap Plc. | 8.49% |
| BlackRock Inc | 7.93% |
| Ameriprise Financial Inc | 7.33% |
| Vanguard Capital Management, LLC | 6.71% |
| Vanguard Portfolio Management, LLC | 5.73% |
| State Street Corp | 4.33% |
| Boston Partners Global Investors, Inc | 4.09% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 EPAM SYSTEMS, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenues (6 months): $2,814,828 thousand ($2.81 billion) — up 6.0% vs. $2,655,135 | 2026-08-06 |
| Results announced · Q3 2026 EPAM SYSTEMS Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 revenues: $1.415 billion, up 4.5% year-over-year (+$61.3 million) • Q2 2026 organic | 2026-08-06 |
| Board / officer change · Q2 2026 EPAM SYSTEMS, INC. - FORM 8-K SUMMARY (May 21, 2026) HEADLINE NUMBERS • Annual Meeting held May 21, 2026 with 52,756,846 shares entitled to vote • 4 | 2026-05-26 |
| Quarterly report · Q1 2026 EPAM SYSTEMS, INC. — Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Revenues: $1,400,061 thousand (Q1 2026) vs $1,301,692 thousand (Q1 2025) — up 7.5% | 2026-05-07 |
| Results announced · Q2 2026 EPAM SYSTEMS Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 revenues: $1.400 billion, up 7.6% year-over-year ($98.4 million increase) • Organic | 2026-05-07 |
| Proxy statement · Q2 2026 EPAM SYSTEMS, INC. — 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 (Board Recommendation: FOR): Elect four Class II dire | 2026-04-06 |
| Board / officer change · Q1 2026 EPAM SYSTEMS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Restricted Stock Unit (RSU) grant valued at $3,000,000 approved by Board of Directors on Ma | 2026-04-01 |
| Annual report FY2025 EPAM SYSTEMS, INC. - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization (as of June 30, 2025): $9.57 billion • Outstanding s | 2026-02-26 |
Readable in the app.
| Announcement | Date |
|---|---|
| Entered into $300 million accelerated share repurchase agreement EPAM Systems announced a $300 million accelerated share repurchase (ASR) agreement with Morgan Stanley on March 5, 2026. Under this deal, EPAM will pay $300 million upfront and immediately r | 2026-03-05 |
| Board approves $1 billion common stock repurchase program EPAM Systems' Board of Directors approved a $1 billion stock repurchase program on October 21, 2025. This authorization allows the company to buy back up to $1 billion of its own common stoc | 2025-10-21 |
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Google PlayApp StoreData updated 2026-09-18.