EPAM Systems (EPAM) News Today

EPAM Systems, Inc. (NYSE: EPAM) shares moved as investors digested the company’s Q2 2025 results, updated guidance and strategic AI initiatives. Below are the key takeaways:

• Positive Sentiment: Q2 earnings and revenue beat consensus: non-GAAP EPS of $2.77 vs. est. $2.61 and revenues of $1.353 billion, up 18% year-over-year; the company also raised its full-year 2025 revenue growth outlook to 13%–15%. PR Newswire
• Positive Sentiment: EPAM lifted its FY 2025 EPS guidance to $10.96–$11.12 (consensus $10.845) and Q3 EPS guidance to $2.98–$3.06 (consensus $2.906), signalling confidence in AI-driven demand. Reuters
• Positive Sentiment: EPAM’s new GenAI platform “DIAL” is now available on the AWS Marketplace, expanding its AI services portfolio. Yahoo Finance
• Positive Sentiment: The company reiterated a 13–15% revenue growth target for 2025 amid a CEO transition and accelerated AI initiatives. MSN
• Neutral Sentiment: EPAM’s GAAP EPS of $1.56 missed targets despite revenue topping estimates, highlighting currency and macro headwinds. GuruFocus
• Neutral Sentiment: The Q2 earnings call emphasized strong organic revenue growth but cautioned on macroeconomic challenges impacting margins. GuruFocus
• Neutral Sentiment: FY 2025 revenue guidance of $5.3 billion–$5.4 billion is in line with consensus, though the lower end slightly trails expectations. MarketBeat
• Negative Sentiment: One report noted EPAM lagged Q2 GAAP EPS estimates, reporting $2.45 vs. consensus $2.61, underscoring accounting vs non-GAAP differences. Zacks