EPAM Systems Aktie News

White Falcon's top 5 positions for the White Falcon portfolio are precious metal royalty companies, AMD, NFI Group, EPAM, and Nu Holdings. Nu is likely to keep growing earnings at 30+% for many years to come and its stock price will likely follow. NFI currently trades at 11x this year's earnings and we think it can re-rate to 15-20x within the next two years.

NEWTOWN, Pa., Jan. 19, 2026 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital transformation services and product engineering company, will host a conference call at 8:00 a.m.

EPAM Systems receives a hold rating after a strong Q3 2025, reflecting organic growth, record cash flow, and positive guidance revision. Despite operational improvements and AI-driven optimism, EPAM trades at a premium to peers, with pressured margins and downside risk after a 30% price rally. Management's AI-first strategy and global delivery diversification support the investment case, but ma...

Sharing Long-Term Growth Strategy for the Next Wave  of AI-Driven Business Transformation NEWTOWN, Pa., Jan. 13, 2026 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital and AI transformation company, will host an Investor Day in Boston on March 12, 2026.

I continue to assign a "Buy" rating to EPAM Systems, after assessing the factors driving its FY2026 results. EPAM's strategic partnerships and market share gains are supportive of a potential revenue growth acceleration this year. Its operating margins are expected to widen on the back of cost optimization and a shift to higher-value work.

Combining Cursor's AI-native IDE with EPAM's AI/Run™ delivery, the partnership moves enterprises beyond AI coding pilots and delivers measurable gains in productivity, sustainable quality and an enhanced developer experience for thousands of engineers. NEWTOWN, Pa.

Chicago-based Wishbone Management acquired 100,000 shares of EPAM Systems in the third quarter. The shares were worth about $15.08 million as of September 30.

Dollar General is expanding and becoming more profitable. Expedia stock is having a moment due to increased travel demand.