EPAM Systems (EPAM) News Today

EPAM Systems, Inc. (EPAM) — Investors are bidding the stock higher today, driven mainly by a new $1 billion buyback and bullish analyst action, though gains are being tempered by insider selling and analyst warnings about upcoming quarterly earnings. Below are the headlines most likely influencing intraday moves.

• Positive Sentiment: Wells Fargo upgraded EPAM to a "strong-buy," providing a bullish analyst catalyst that can support buying interest. EPAM Raised to Strong-Buy at Wells Fargo
• Positive Sentiment: The Board authorized a $1.0 billion share repurchase program (up to ~12.4% of shares), a direct capital-return move that typically boosts EPS expectations and signals management believes the shares are undervalued. Board Initiates Stock Repurchase Program
• Positive Sentiment: EPAM launched AI/Run™.Transform — a packaged, enterprise AI transformation playbook — which may strengthen its AI services positioning and future revenue growth narrative. EPAM Launches AI/Run.Transform
• Neutral Sentiment: Citigroup initiated/updated coverage on EPAM with a "neutral"/"hold" view and a $170 price target — a validation of the stock but not an immediate buy signal. Citigroup Upgrades EPAM to Hold
• Neutral Sentiment: Zacks and other screeners highlighted EPAM among tech names to watch using Earnings ESP — informational but not a direct catalyst. Zacks: Take Advantage of These Tech Stocks
• Negative Sentiment: An EPAM senior VP sold ~1,511 shares for ~$227k at ~$150.27, a large reduction in his position; insider sales can raise short-term concern among investors. SVP Sells $227k in Stock
• Negative Sentiment: Analysts are flagging an expected double-digit decline in Q3 2025 earnings, a near-term earnings risk that could cap upside if results miss lowered expectations. Q3 2025 Earnings: What to Expect

Investor takeaway: buyback and bullish research (Wells Fargo) plus the AI product launch are driving buying interest; offset risks are insider selling and potential near-term earnings weakness. Monitor upcoming quarterly results and management commentary on buyback timing and AI contract wins for the next directional cues.