EPAM Systems
EPAM has seen a significant rise in its share price, with a recent 18% rebound, and a valuation reassessment after winning the AWS 2025
Global Innovation Partner of the Year award. Share movements included Skandinaviska Enskilda Banken AB publ and Korea Investment CORP selling their shares, while the New York State Common Retirement Fund and Norges Bank are purchasing new stakes in the company. The new CEO, Balazs Fejes, is focusing on
AI and engineering, boosting innovation, modernization and efficiency. The demand for EPAM services has increased due to stronger demand for AI and Cloud services, leading to full-year revenue and EPS outlook being raised for Q3 2025. Increased investment from Brandes Investment Partners LP and Schroder Investment Management Group also highlighted a positive trend. Expectedly, there are high expectations for AI adoption in their operations soon.
EPAM, rebranding The Reference as Empathy Lab, expanded its initiatives into AI. Despite a lowered price target from
Morgan Stanley, the global tech company outperformed sales expectations in Q3. Additionally, EPAM launched an AI-Native agency, "Empathy Lab" aimed at accelerating AI-Native transformation for enterprises.
Epam Systems EPAM News Analytics from Wed, 15 Jan 2025 08:00:00 GMT to Fri, 05 Dec 2025 20:20:28 GMT -
Rating 8
- Innovation 9
- Information 7
- Rumor -3
