EPAM Systems (NYSE:EPAM) Releases FY 2026 Earnings Guidance

EPAM Systems (NYSE:EPAM) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 12.600-12.900 for the period, compared to the consensus EPS estimate of 11.470. The company issued revenue guidance of $5.7 billion-$5.9 billion, compared to the consensus revenue estimate of $5.8 billion. EPAM Systems also updated its Q1 2026 guidance to 2.700-2.780 EPS.

EPAM Systems Stock Performance

EPAM stock opened at $167.87 on Thursday. EPAM Systems has a 1-year low of $138.15 and a 1-year high of $261.50. The company has a current ratio of 3.02, a quick ratio of 3.02 and a debt-to-equity ratio of 0.01. The firm has a market cap of $9.27 billion, a PE ratio of 25.63, a P/E/G ratio of 1.94 and a beta of 1.72. The business’s 50-day moving average price is $203.12 and its two-hundred day moving average price is $178.98.

EPAM Systems (NYSE:EPAM) last released its quarterly earnings data on Thursday, February 19th. The information technology services provider reported $2.62 earnings per share for the quarter, missing the consensus estimate of $3.16 by ($0.54). EPAM Systems had a net margin of 7.01% and a return on equity of 13.16%. 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. As a group, research analysts forecast that EPAM Systems will post 8.9 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms have recently weighed in on EPAM. Zacks Research cut shares of EPAM Systems from a “strong-buy” rating to a “hold” rating in a report on Wednesday, January 28th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of EPAM Systems in a research note on Monday, December 29th. Citigroup lifted their price target on EPAM Systems from $170.00 to $225.00 and gave the company a “neutral” rating in a research note on Thursday, January 29th. Truist Financial began coverage on EPAM Systems in a report on Tuesday, January 6th. They issued a “hold” rating and a $220.00 price target on the stock. Finally, TD Cowen reaffirmed a “buy” rating on shares of EPAM Systems in a research report on Friday, January 9th. Ten investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $214.20.

Insider Buying and Selling at EPAM Systems

In related news, SVP Boris Shnayder sold 5,000 shares of the business’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $207.00, for a total transaction of $1,035,000.00. Following 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 4.30% of the company’s stock.

Institutional Investors Weigh In On EPAM Systems

A number of institutional investors and hedge funds have recently modified their holdings of EPAM. Banco Bilbao Vizcaya Argentaria S.A. grew its holdings in EPAM Systems by 4.5% during the fourth quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 1,570 shares of the information technology services provider’s stock worth $322,000 after purchasing an additional 67 shares during the period. Bradley Foster & Sargent Inc. CT lifted its position in shares of EPAM Systems by 2.8% in the fourth quarter. Bradley Foster & Sargent Inc. CT now owns 2,686 shares of the information technology services provider’s stock valued at $550,000 after buying an additional 74 shares during the last quarter. Corient Private Wealth LLC lifted its position in shares of EPAM Systems by 8.1% in the second quarter. Corient Private Wealth LLC now owns 1,823 shares of the information technology services provider’s stock valued at $322,000 after buying an additional 137 shares during the last quarter. Snowden Capital Advisors LLC boosted its stake in shares of EPAM Systems by 5.5% during the 2nd quarter. Snowden Capital Advisors LLC now owns 2,696 shares of the information technology services provider’s stock worth $477,000 after acquiring an additional 141 shares during the period. Finally, CYBER HORNET ETFs LLC acquired a new position in shares of EPAM Systems during the 2nd quarter worth approximately $27,000. 91.58% of the stock is owned by institutional investors.

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.