EPAM

EPAM Systems, Inc. (EPAM) | Rumor.io

EPAM Systems

EPAM

Attention (50-day avg)0%

Attention rank (50-day avg)#1,581

Bullish sentiment (50-day avg)81%

Price to earnings ratio14.5

Market capitalization5.5B

Earnings per share7.37

Dividend yield (TTM)—

Revenue (annual)5.5B

Net income (annual)377.7M

Social

What share of all stock conversation is about EPAM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% +0

Aug 6

EPAM Systems, Inc. reported Q2 2026 earnings with revenue of $1.4B, beating estimates, and adjusted EPS of $3.38, up 22% YoY.
The company raised its FY26 guidance for adjusted EPS to $13.08-$13.24, and reduced its revenue growth forecast to 3.2%-4.2% from 4.0%-6.5%.
EPAM's Q2 results were mixed, with GAAP EPS up 26.3% YoY, but operating income and non-GAAP operating margin down from the previous quarter.

Generated by AI

Sentiment

Of the messages about EPAM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	74.39% +4.33	48.43% -46.51
Bearish	—	—	25.61% -4.33	51.57% +46.51

Bullish· Feb 20

EPAM's Q3 revenue growth of 232% YoY remains notable, supporting a bullish thesis.
A strong analyst price target movement for EPAM, with a recent downgrade resulting in a lower price target of $175, still maintains a Buy rating.
EPAM's enterprise software growth is linked to a turnaround narrative for another company, potentially benefiting from the asset's momentum.

Bearish· Feb 19

$EPAM's guidance for 2026 is bearish, with expected revenue growth of 6% in the mid-range and a 20% decline in the stock price.
The company's Q4 earnings report showed a 10.6% GAAP operating margin, compared to 16.3% non-GAAP, and a 14.3% decline in GAAP EPS.
$EPAM's stock has fallen to 7-year lows after the company's Q4 earnings report, with some analysts pointing to a "doom loop" in the AI software sector and a decline in the company's utilization rate.

Generated by AI

Topics

Of the messages about EPAM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	0%	35.71%	3.13%
Announcements	—	100%	19.64%	17.48%
Analysts	—	0%	0%	27.47%
Macro	—	0%	7.14%	31.23%
Earnings	—	0%	0%	16.91%
Controversies	—	0%	37.5%	3.78%

Earnings· Feb 19

$EPAM reported Q4 revenue of $1.41B, a 12.8% YoY increase, and Non-GAAP EPS of $3.26, exceeding the high end of guidance.
Q1 2026 guidance was provided, with Adj. EPS estimated at $2.70-$2.78 and Sales projected at $1.385B-$1.400B.
$EPAM's stock fell following its Q4 earnings report, with the company's Q1 GAAP EPS projections and full-year 2026 GAAP EPS forecast missing expectations.

Announcements· May 28

EPAM Systems, Inc. ($EPAM) will be replaced by FedEx Freight ($FDXF) in the S&P 500 index on June 1st.
This change is part of a regular index rebalancing, where a new stock is added and an existing one is removed.
FedEx Freight ($FDXF) will join the S&P 500 index on June 1st, marking a change in the index's composition.

Generated by AI

Community

Of the messages about EPAM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	0%	23.76%	14.24%
Newcomers	—	100%	76.24%	85.76%

Regulars· Feb 19

EPAM Systems reported a solid Q4 with revenue growth of 12.8% and expansion of operating income in both GAAP and non-GAAP, demonstrating strong execution and positioning in the digital transformation and AI market.
The company expects a 1T in line with the consensus, supported by ongoing business investment in digital transformation and AI, with estimated revenues of $1.380-$1.400M and a BPA adjusted earnings per share of $2.70-$2.78.
EPAM's Q4 earnings beat estimates, with adjusted EPS of $3.26, and revenue of $1.408B, but shares fell on guidance concerns, with Q1 2026 guidance for adjusted EPS of $2.70-$2.78 and sales of $1.385B-$1.400B.

Newcomers· May 28

The S&P 500 is getting a new member, FedEx Freight ($FDXF), which will join the index on June 1st, replacing EPAM Systems ($EPAM).
This change may lead to improved supply and demand for the logistics sector, as well as a shift in the market, with FedEx Freight ($FDXF) taking the spot of EPAM Systems ($EPAM) on June 1st.
The swap-out of EPAM Systems ($EPAM) for FedEx Freight ($FDXF) in the S&P 500 on June 1st may have a significant impact on the market, with some seeing it as a big change ahead.

Generated by AI

News

EPAM Systems Inc. stock outperforms competitors on strong trading day

4d agoMarketWatch

Epam Systems (EPAM) Receives a Buy from Wells Fargo

Detailed price information for Epam Systems Inc (EPAM-N) from The Globe and Mail including charting and trades.

5d agoThe Globe and Mail

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EPAM Systems, Inc.

Technology
Information Technology Services

EPAM Systems, Inc. is a global digital engineering and information technology services company that helps organizations design, build, and modernize software-driven products and platforms. EPAM Systems, Inc. combines software engineering, cloud services, data and artificial intelligence capabilities, customer experience design, cybersecurity, and business consulting to support digital transformation across enterprises and startups. Its work spans application development, platform integration, quality engineering, managed services, and modernization of legacy systems, making it a broad-based technology partner for complex digital initiatives. The company serves clients across industries including financial services, healthcare and life sciences, retail, consumer goods, media, travel, software, and high-tech. Headquartered in Newtown, Pennsylvania, EPAM Systems, Inc. is positioned in the IT services market as a provider of end-to-end engineering and consulting services for organizations seeking to improve technology operations and digital products.

Website

Location

41 University Drive

Newtown, PA, 18940

United States

Social

What share of all stock conversation is about EPAM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% +0

Aug 6

EPAM Systems, Inc. reported Q2 2026 earnings with revenue of $1.4B, beating estimates, and adjusted EPS of $3.38, up 22% YoY.
The company raised its FY26 guidance for adjusted EPS to $13.08-$13.24, and reduced its revenue growth forecast to 3.2%-4.2% from 4.0%-6.5%.
EPAM's Q2 results were mixed, with GAAP EPS up 26.3% YoY, but operating income and non-GAAP operating margin down from the previous quarter.

Generated by AI

Sentiment

Of the messages about EPAM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	74.39% +4.33	48.43% -46.51
Bearish	—	—	25.61% -4.33	51.57% +46.51

Bullish· Feb 20

EPAM's Q3 revenue growth of 232% YoY remains notable, supporting a bullish thesis.
A strong analyst price target movement for EPAM, with a recent downgrade resulting in a lower price target of $175, still maintains a Buy rating.
EPAM's enterprise software growth is linked to a turnaround narrative for another company, potentially benefiting from the asset's momentum.

Bearish· Feb 19

$EPAM's guidance for 2026 is bearish, with expected revenue growth of 6% in the mid-range and a 20% decline in the stock price.
The company's Q4 earnings report showed a 10.6% GAAP operating margin, compared to 16.3% non-GAAP, and a 14.3% decline in GAAP EPS.
$EPAM's stock has fallen to 7-year lows after the company's Q4 earnings report, with some analysts pointing to a "doom loop" in the AI software sector and a decline in the company's utilization rate.

Generated by AI

Topics

Of the messages about EPAM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	0%	35.71%	3.13%
Announcements	—	100%	19.64%	17.48%
Analysts	—	0%	0%	27.47%
Macro	—	0%	7.14%	31.23%
Earnings	—	0%	0%	16.91%
Controversies	—	0%	37.5%	3.78%

Earnings· Feb 19

$EPAM reported Q4 revenue of $1.41B, a 12.8% YoY increase, and Non-GAAP EPS of $3.26, exceeding the high end of guidance.
Q1 2026 guidance was provided, with Adj. EPS estimated at $2.70-$2.78 and Sales projected at $1.385B-$1.400B.
$EPAM's stock fell following its Q4 earnings report, with the company's Q1 GAAP EPS projections and full-year 2026 GAAP EPS forecast missing expectations.

Announcements· May 28

EPAM Systems, Inc. ($EPAM) will be replaced by FedEx Freight ($FDXF) in the S&P 500 index on June 1st.
This change is part of a regular index rebalancing, where a new stock is added and an existing one is removed.
FedEx Freight ($FDXF) will join the S&P 500 index on June 1st, marking a change in the index's composition.

Generated by AI

Community

Of the messages about EPAM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	0%	23.76%	14.24%
Newcomers	—	100%	76.24%	85.76%

Regulars· Feb 19

EPAM Systems reported a solid Q4 with revenue growth of 12.8% and expansion of operating income in both GAAP and non-GAAP, demonstrating strong execution and positioning in the digital transformation and AI market.
The company expects a 1T in line with the consensus, supported by ongoing business investment in digital transformation and AI, with estimated revenues of $1.380-$1.400M and a BPA adjusted earnings per share of $2.70-$2.78.
EPAM's Q4 earnings beat estimates, with adjusted EPS of $3.26, and revenue of $1.408B, but shares fell on guidance concerns, with Q1 2026 guidance for adjusted EPS of $2.70-$2.78 and sales of $1.385B-$1.400B.

Newcomers· May 28

The S&P 500 is getting a new member, FedEx Freight ($FDXF), which will join the index on June 1st, replacing EPAM Systems ($EPAM).
This change may lead to improved supply and demand for the logistics sector, as well as a shift in the market, with FedEx Freight ($FDXF) taking the spot of EPAM Systems ($EPAM) on June 1st.
The swap-out of EPAM Systems ($EPAM) for FedEx Freight ($FDXF) in the S&P 500 on June 1st may have a significant impact on the market, with some seeing it as a big change ahead.

Generated by AI

EPAM Systems

Social

Aug 6

Bullish· Feb 20

Bearish· Feb 19

Earnings· Feb 19

Announcements· May 28

Regulars· Feb 19

Newcomers· May 28

EPAM Systems Inc. stock outperforms competitors on strong trading day

Epam Systems (EPAM) Receives a Buy from Wells Fargo

EPAM Systems Inc. stock underperforms Thursday when compared to competitors

EPAM builds cloud infrastructure for EU consolidated tape

EPAM Systems Inc. stock underperforms Wednesday when compared to competitors

EPAM Systems Inc. stock underperforms Tuesday when compared to competitors

Also Discussed

EPAM Systems, Inc.

Company Information

Location

EPAM Systems Inc. stock outperforms competitors on strong trading day

Epam Systems (EPAM) Receives a Buy from Wells Fargo

EPAM Systems Inc. stock underperforms Thursday when compared to competitors

EPAM builds cloud infrastructure for EU consolidated tape

EPAM Systems Inc. stock underperforms Wednesday when compared to competitors

EPAM Systems Inc. stock underperforms Tuesday when compared to competitors

Also Discussed

Social

Aug 6

Bullish· Feb 20

Bearish· Feb 19

Earnings· Feb 19

Announcements· May 28

Regulars· Feb 19

Newcomers· May 28