EPAM SystemsEPAM
EPAM
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
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 8 analysts
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]
35% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 62
33% more repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 170
3% more funds holding
Funds holding: 529 [Q2] → 544 (+15) [Q3]
0% more capital invested
Capital invested by funds: $10.2B [Q2] → $10.2B (+$23.4M) [Q3]
3.29% less ownership
Funds ownership: 93.49% [Q2] → 90.21% (-3.29%) [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
Low target
$210
8%
downside
Avg. target
$268
17%
upside
High target
$295
29%
upside
8 analyst ratings
7 positive
88%
1 neutral
13%
0 negative
0%
Barclays Ramsey El-Assal 62% 1-year accuracy 32 / 52 met price target | 27%upside $290 | Overweight Upgraded | 17 Dec 2024 |
Goldman Sachs James Schneider 56% 1-year accuracy 20 / 36 met price target | 29%upside $295 | Buy Upgraded | 6 Dec 2024 |
Mizuho Sean Kennedy 33% 1-year accuracy 1 / 3 met price target | 23%upside $282 | Outperform Maintained | 13 Nov 2024 |
Scotiabank Divya Goyal 38% 1-year accuracy 3 / 8 met price target | 20%upside $275 | Sector Outperform Upgraded | 11 Nov 2024 |
Susquehanna James Friedman 58% 1-year accuracy 38 / 65 met price target | 18%upside $270 | Positive Maintained | 8 Nov 2024 |
Financial journalist opinion
Based on 9 articles about EPAM published over the past 30 days
Neutral
Seeking Alpha
1 day ago
EPAM Systems: Strong Buy On Accelerating Top Line Growth
IT outsourcing is a strong investment theme due to the rise of remote work and companies placing IT expenses under greater scrutiny. EPAM Systems' Q3 earnings report showed a significant EPS beat and a return to revenue growth. Cash flows from operations increased significantly, and the company holds a substantial cash reserve which can be used for share buybacks.
Neutral
Zacks Investment Research
3 days ago
DXC or EPAM: Which Is the Better Value Stock Right Now?
Investors interested in Computers - IT Services stocks are likely familiar with DXC Technology Company. (DXC) and Epam (EPAM).
Neutral
Zacks Investment Research
3 days ago
Zacks Industry Outlook ServiceNow, EPAM Systems and DXC Technology
ServiceNow, EPAM Systems and DXC Technology have been highlighted in this Industry Outlook article.
Positive
Zacks Investment Research
4 days ago
3 IT Services Stocks Worth Betting on From a Prospering Industry
The Zacks Computers - IT Services Industry participants like ServiceNow (NOW), EPAM Systems (EPAM) and DXC Technology (DXC) are benefiting from ongoing digitization, strong demand for hybrid working solutions and improving IT spending.
Neutral
PRNewsWire
5 days ago
EPAM Expands Collaboration with Google Cloud to Deliver Scalable AI Solutions for Industry Transformation
New AI-powered solutions address generative AI, legacy modernization and data analytics to solve industry-specific challenges NEWTOWN, Pa. , Jan. 15, 2025 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital transformation services and product engineering company, today announced it has expanded its strategic partnership with Google Cloud to deliver innovative industry solutions for clients across the media and entertainment, energy and retail verticals.
Positive
Seeking Alpha
5 days ago
EPAM Systems Is Undervalued And Positioned Back To Growth Mode
EPAM Systems is poised for growth, leveraging AI and strategic acquisitions to enhance global presence and offset revenue losses from Russia operations. Despite geopolitical challenges and a tech consultancy slowdown, EPAM shows resilience with improving book value per share and strong financial management. EPAM's focus on AI capabilities, share buybacks, and a robust balance sheet positions it well for future growth and potential M&A activities.
Positive
Benzinga
6 days ago
IBM, Globant, EPAM Top IT Bets For 2025, Driven by Demand Trends And Margin Expansion: Analyst
Goldman Sachs analyst James Schneider expects fourth-quarter 2024 reports to reflect gradual demand improvement in 2025 guidance. Based on intra-quarter management commentary and Accenture ACN
Neutral
PRNewsWire
1 week ago
Newsweek Ranks EPAM Among Top 5 in IT Services & Consulting on its 2025 Excellence 1000 Index
NEWTOWN, Pa. , Jan. 8, 2025 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital transformation services and product engineering company, today announced it has been recognized by Newsweek in its 2nd annual rankings for the Excellence 1000 Index—ranking #754 overall and in the Top 5 for IT Services and IT Consulting.
Neutral
Zacks Investment Research
2 weeks ago
DXC vs. EPAM: Which Stock Is the Better Value Option?
Investors interested in stocks from the Computers - IT Services sector have probably already heard of DXC Technology Company. (DXC) and Epam (EPAM).
Positive
Zacks Investment Research
1 month ago
Epam (EPAM) Just Overtook the 20-Day Moving Average
From a technical perspective, Epam (EPAM) is looking like an interesting pick, as it just reached a key level of support. EPAM recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
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