EPAM Systems Inc. has seen noteworthy financial and strategic activity in recent quarters.
JPMorgan Chase & Co., MAI Capital Management, and Vanguard Group Inc., among others, hold significant stock holdings in the company. The company's
Q3 2025 earnings showcased strong results, leading to raised revenue and EPS outlooks for the full year.
AI and cloud demand continue to grow, strengthening the investment case for EPAM. Its market leadership was also reinforced in the German IT market with top rankings in a 2025 Whitelane Research Study. Meanwhile, the company's new CEO,
Balazs Fejes, is betting on an
AI-native future for the company, and has been pivotal in reshaping software engineering at Edward Jones through generative AI. This has led to a rise of nearly 14% in stock prices after a strong Q3 performance and guidance raise, as well as a $1B buyback announcement.
Mizuho maintains an outperform recommendation for EPAM and strong growth is expected as the tech giant expanded its largest hub in India. The company also plans to incorporate AI literacy into its hiring process. The stock's performance, however, is in question with a steep, years-long decline, and reduced holdings by entities like the Swiss National Bank and Nomura Asset Management Co. Ltd.
Epam Systems EPAM News Analytics from Wed, 15 Jan 2025 08:00:00 GMT to Sat, 29 Nov 2025 10:12:21 GMT -
Rating 7
- Innovation 8
- Information 8
- Rumor 5
