EPAM Systems (NYSE:EPAM) Updates Q3 2025 Earnings Guidance

Key Points

• EPAM Systems has updated its Q3 2025 earnings guidance, projecting an EPS of 2.980-3.060 and maintaining revenue guidance of $1.4 billion, aligning with consensus estimates.
• Wall Street analysts have varied opinions on EPAM's stock, with a consensus rating of "Moderate Buy" and an average price target of $231.73, indicating optimism about the company's future.
• The stock price of EPAM Systems increased by 8.0%, reflecting positive investor sentiment and the company's strong quarterly performance exceeding earnings expectations.

EPAM Systems (NYSE:EPAM - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Thursday morning. The company provided EPS guidance of 2.980-3.060 for the period, compared to the consensus EPS estimate of 2.906. The company issued revenue guidance of $1.4 billion-$1.4 billion, compared to the consensus revenue estimate of $1.4 billion. EPAM Systems also updated its FY 2025 guidance to 10.960-11.120 EPS.

Wall Street Analysts Forecast Growth

EPAM has been the subject of several recent analyst reports. Piper Sandler upped their target price on shares of EPAM Systems from $170.00 to $194.00 and gave the company a "neutral" rating in a research note on Friday, May 9th. Guggenheim increased their price objective on shares of EPAM Systems from $210.00 to $215.00 and gave the company a "buy" rating in a research report on Friday, May 9th. Susquehanna reduced their price objective on shares of EPAM Systems from $270.00 to $210.00 and set a "positive" rating on the stock in a research note on Wednesday, April 23rd. Deutsche Bank Aktiengesellschaft initiated coverage on EPAM Systems in a report on Thursday, July 17th. They issued a "hold" rating and a $171.00 target price on the stock. Finally, Barclays lifted their price target on shares of EPAM Systems from $200.00 to $215.00 and gave the stock an "overweight" rating in a report on Monday, May 12th. Four research analysts have rated the stock with a hold rating and twelve have issued a buy rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $231.73.

EPAM Systems Stock Down 2.9%

Shares of EPAM traded down $4.58 during midday trading on Monday, hitting $153.42. The company had a trading volume of 469,551 shares, compared to its average volume of 748,744. The company's 50 day moving average price is $169.93 and its 200 day moving average price is $183.87. The stock has a market cap of $8.55 billion, a price-to-earnings ratio of 21.90, a PEG ratio of 2.35 and a beta of 1.67. EPAM Systems has a 52 week low of $138.15 and a 52 week high of $269.00. The company has a quick ratio of 3.17, a current ratio of 3.17 and a debt-to-equity ratio of 0.01.

EPAM Systems (NYSE:EPAM - Get Free Report) last released its earnings results on Thursday, August 7th. The information technology services provider reported $2.77 earnings per share for the quarter, topping analysts' consensus estimates of $2.61 by $0.16. EPAM Systems had a return on equity of 14.00% and a net margin of 7.91%. The firm had revenue of $1.35 billion during the quarter, compared to the consensus estimate of $1.33 billion. During the same period in the prior year, the firm posted $2.45 earnings per share. The firm's revenue for the quarter was up 18.0% compared to the same quarter last year. On average, equities research analysts predict that EPAM Systems will post 8.9 EPS for the current year.

Institutional Investors Weigh In On EPAM Systems

Several large investors have recently bought and sold shares of the company. Brighton Jones LLC acquired a new stake in shares of EPAM Systems during the 4th quarter worth about $218,000. Goldman Sachs Group Inc. raised its stake in EPAM Systems by 53.8% in the 1st quarter. Goldman Sachs Group Inc. now owns 335,150 shares of the information technology services provider's stock worth $56,587,000 after purchasing an additional 117,170 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of EPAM Systems by 68.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 9,539 shares of the information technology services provider's stock valued at $1,611,000 after buying an additional 3,880 shares in the last quarter. Empowered Funds LLC increased its position in EPAM Systems by 134.1% during the 1st quarter. Empowered Funds LLC now owns 2,254 shares of the information technology services provider's stock worth $381,000 after purchasing an additional 1,291 shares in the last quarter. Finally, United Services Automobile Association acquired a new position in EPAM Systems during the 1st quarter worth approximately $229,000. Institutional investors own 91.58% of the company's stock.

EPAM Systems Company Profile

EPAM Systems, Inc provides digital platform engineering and software development services worldwide. The company offers engineering services, including requirements analysis and platform selection, customization, cross-platform migration, implementation, and integration; infrastructure management services, such as software development, testing, performance tuning, deployment, maintenance, and support services.