EPAM Systems demonstrated a positive performance in
Q3 2025, raising its
full-year revenue and
EPS outlook. It also received recognition, winning the
Microsoft Innovate with Azure AI Platform Partner of the Year Award and being recognized as the
top IT service vendor in both the UK, Ireland, and Switzerland. EPAM entered into a
multi-year deal with the States of Guernsey and announced a
leadership succession with Balazs Fejes becoming the new CEO. The company had positive
Q2 results and market participants anticipated
earnings pushing the shares 28% higher.
AI-driven growth and investment in
AI-native transformation services were seen as main progress indicators. This included partnerships with tech giants like
Oracle and
Google Cloud to aid in the acceleration and adoption of AI solutions. EPAM was named a top IT vendor in Mexico and Netherlands. However,
Morgan Stanley maintains an 'Equal Weight' rating with a lowered price target for the firm. The company reported
$1 billion buyback which sparked interest in its future AI investment strategy. Recently, there was news of
insider selling in the company. Despite these challenges, financial look strong and hence investing in this stock could be considered.
Epam Systems EPAM News Analytics from Wed, 08 Jan 2025 08:00:00 GMT to Sat, 22 Nov 2025 09:00:00 GMT -
Rating 7
- Innovation 7
- Information 8
- Rumor -5
