EPAM Systems (NYSE:EPAM) Stock Gets Price Target Increase from Susquehanna

Key Points

• Susquehanna raised its EPAM Systems price target to $190 from $146 and maintained a positive rating, implying 13.46% upside from the stock’s then-current price.
• Analyst views remain mixed: six analysts rate EPAM a Buy and eleven a Hold, producing a consensus Hold rating and an average target of $133.67.
• EPAM’s latest quarterly results beat estimates, with EPS of $3.51 versus $3.41 expected and revenue of $1.43 billion, up 2.3% year over year. The article also cites improved full-year guidance and expanded shareholder-return plans.

EPAM Systems (NYSE:EPAM - Get Free Report) had its price objective lifted by stock analysts at Susquehanna from $146.00 to $190.00 in a report issued on Friday, Benzinga reports. The firm presently has a "positive" rating on the information technology services provider's stock. Susquehanna's target price points to a potential upside of 13.46% from the stock's current price.

Several other research analysts also recently issued reports on EPAM. Truist Financial reduced their price target on shares of EPAM Systems from $112.00 to $110.00 and set a "hold" rating on the stock in a research report on Friday, August 7th. Mizuho set a $130.00 price objective on shares of EPAM Systems in a report on Monday, August 10th. TD Cowen lowered their price objective on shares of EPAM Systems from $131.00 to $120.00 and set a "buy" rating for the company in a research report on Friday, August 7th. Guggenheim boosted their target price on shares of EPAM Systems from $140.00 to $160.00 and gave the stock a "buy" rating in a research note on Monday. Finally, Stifel Nicolaus set a $135.00 target price on shares of EPAM Systems in a research report on Thursday, August 6th. Six analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and an average price target of $133.67.

EPAM Systems Trading Up 21.9%

EPAM stock opened at $167.47 on Friday. The business has a fifty day moving average price of $120.95 and a 200 day moving average price of $121.64. EPAM Systems has a fifty-two week low of $73.06 and a fifty-two week high of $222.53. The stock has a market capitalization of $8.64 billion, a price-to-earnings ratio of 22.69, a P/E/G ratio of 1.43 and a beta of 1.28. The company has a debt-to-equity ratio of 0.01, a current ratio of 2.75 and a quick ratio of 2.75.

EPAM Systems (NYSE:EPAM - Get Free Report) last posted its quarterly earnings data on Thursday, November 5th. The information technology services provider reported $3.51 EPS for the quarter, topping analysts' consensus estimates of $3.41 by $0.10. The company had revenue of $1.43 billion for the quarter, compared to analyst estimates of $1.42 billion. EPAM Systems had a return on equity of 15.84% and a net margin of 7.15%. The business's revenue was up 2.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.08 earnings per share. Analysts expect that EPAM Systems will post 10.47 EPS for the current fiscal year.

Hedge Funds Weigh In On EPAM Systems

Several large investors have recently made changes to their positions in the company. Financial Management Professionals Inc. lifted its stake in shares of EPAM Systems by 47.3% in the 3rd quarter. Financial Management Professionals Inc. now owns 268 shares of the information technology services provider's stock valued at $29,000 after acquiring an additional 86 shares during the last quarter. Bradley Foster & Sargent Inc. CT grew its position in EPAM Systems by 4.7% during the 1st quarter. Bradley Foster & Sargent Inc. CT now owns 2,812 shares of the information technology services provider's stock worth $381,000 after acquiring an additional 126 shares during the last quarter. Pinnacle Wealth Planning Services Inc. grew its position in EPAM Systems by 14.3% during the 3rd quarter. Pinnacle Wealth Planning Services Inc. now owns 1,169 shares of the information technology services provider's stock worth $127,000 after acquiring an additional 146 shares during the last quarter. University of Texas Texas AM Investment Management Co. grew its position in EPAM Systems by 236.2% during the 3rd quarter. University of Texas Texas AM Investment Management Co. now owns 232 shares of the information technology services provider's stock worth $25,000 after acquiring an additional 163 shares during the last quarter. Finally, Nisa Investment Advisors LLC increased its holdings in EPAM Systems by 31.4% in the 3rd quarter. Nisa Investment Advisors LLC now owns 708 shares of the information technology services provider's stock worth $77,000 after purchasing an additional 169 shares in the last quarter. Institutional investors and hedge funds own 91.58% of the company's stock.

EPAM Systems News Roundup

Here are the key news stories impacting EPAM Systems this week:

• Positive Sentiment: Quarterly results topped estimates: Third-quarter non-GAAP EPS was $3.51 versus the $3.41 consensus, while revenue of $1.426 billion slightly exceeded estimates. Revenue increased 2.3% year over year, and operating margins improved. EPAM Q3 results
• Positive Sentiment: Higher full-year guidance: EPAM now expects 2026 revenue growth of 3.5%–3.7% and non-GAAP diluted EPS of $13.23–$13.31. It also raised its 2026 AI-native revenue target to $650 million, signaling stronger expectations for AI-related demand. FY26 outlook update AI target and shareholder return plan
• Positive Sentiment: Large shareholder-return commitment: The company expanded its remaining share-repurchase authorization to $1.8 billion, plans a $500 million accelerated buyback, and committed to return at least 50% of free cash flow to shareholders annually from 2027 through 2029. EPAM Q3 results
• Positive Sentiment: Analyst endorsement: Needham raised its price target to $200 from $120 and maintained a Buy rating, adding support to the bullish reaction. Needham rating
• Neutral Sentiment: Growth remains measured: Despite the improved outlook, third-quarter revenue growth was 2.3% year over year, so investors will likely watch whether AI demand and the broader recovery translate into faster growth.

EPAM Systems Company Profile

EPAM Systems, Inc is a global digital engineering and technology services company that helps organizations design, develop and modernize software and digital platforms. Its services support digital transformation initiatives across industries, including financial services, healthcare, life sciences, retail, travel and consumer products.

The company provides software engineering, product development, consulting, cloud services, data and analytics, artificial intelligence, cybersecurity, quality assurance and platform engineering.

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