EPAM SystemsEPAM
About: EPAM Systems is a global IT services firm that offers platform engineering, software development, and consulting services. EPAM's largest market is North America, which represents approximately 60% of revenue. Offerings span assisting companies with new technologies, such as artificial intelligence, virtual reality, and robotics.
Employees: 53,150
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
50% more funds holding in top 10
Funds holding in top 10: 2 [Q2] → 3 (+1) [Q3]
33% more repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 170
22% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 69
3% more funds holding
Funds holding: 529 [Q2] → 544 (+15) [Q3]
0% more capital invested
Capital invested by funds: $9.96B [Q2] → $10B (+$36.4M) [Q3]
3.09% less ownership
Funds ownership: 91.44% [Q2] → 88.34% (-3.09%) [Q3]
28% less call options, than puts
Call options by funds: $64M | Put options by funds: $89.1M
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Barclays Ramsey El-Assal 67% 1-year accuracy 37 / 55 met price target | 17%upside $290 | Overweight Upgraded | 17 Dec 2024 |
Goldman Sachs James Schneider 58% 1-year accuracy 21 / 36 met price target | 19%upside $295 | Buy Upgraded | 6 Dec 2024 |
Mizuho Sean Kennedy 33% 1-year accuracy 1 / 3 met price target | 14%upside $282 | Outperform Maintained | 13 Nov 2024 |
Scotiabank Divya Goyal 63% 1-year accuracy 5 / 8 met price target | 11%upside $275 | Sector Outperform Upgraded | 11 Nov 2024 |
Susquehanna James Friedman 67% 1-year accuracy 42 / 63 met price target | 9%upside $270 | Positive Maintained | 8 Nov 2024 |
Financial journalist opinion
Based on 6 articles about EPAM published over the past 30 days
