EPAM Systems, Inc.
No SEC Form 4 filings for $EPAM in the last 30 days.
See all $EPAM insider activity →EPAM Systems (NYSE: EPAM) reported Q2 EPS up 26% and revenue up 4.5% to $1.415B. Operating margin rose to 10.8% from 9.3%, and adjusted diluted EPS increased 22% to $3.38. For 2026, EPAM forecasts revenue growth of 3.2% to 4.2% and GAAP diluted EPS $8.22 to $8.38. Operating cash fell to $38.8M in H1.
Security firms CloudSEK and Hudson Rock reported that a supply-chain attack involving LiteLLM exposed credentials for about 434,000 CI/CD pipelines. They said compromised LiteLLM versions were downloaded from PyPI during a 40-minute March window, extracting keys and secrets from a 195TB dataset. Firms urged affected users to rotate and revoke credentials, citing related infections from Trivy.
Capital World Investors (Capital Research and Management Company) filed a Schedule 13G/A reporting passive beneficial ownership of EPAM Systems (EPAM) common stock. It is deemed to hold 4,924,688 shares, or 9.4% of 52,244,451 shares believed outstanding. The filing states sole voting power over 4,908,801 shares and sole dispositive power over 4,924,688 shares.
Over the past 7 days, alphai's AI scored 4 news stories mentioning EPAM (EPAM Systems, Inc.). Coverage has been balanced: 1 bullish, 2 neutral, and 1 bearish.
Recent EPAM coverage spans earnings, financial news and technology.
Margin expansion plus a modestly higher full-year revenue outlook supports a constructive near-term earnings multiple narrative, but weaker first-half operating cash flow is a key offset.
Credential exposure increases risk to build and release pipelines, potentially affecting software delivery integrity.
A new large passive holder disclosure can shift positioning and influence near-term sentiment, but it does not indicate control or operational change.
Street sentiment is mixed, with a fresh Buy target from Mizuho offset by a recent Hold from William Blair.
Strong Financial Services growth and higher GAAP and non-GAAP margins suggest improving profitability quality, supporting a constructive near-term earnings multiple.
alphai scores every news story that mentions EPAM with an AI model for sentiment and relevance, and aggregates insider trades from EPAM Systems, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
EPAM Systems (NYSE: EPAM) reported Q2 EPS up 26% and revenue up 4.5% to $1.415B. Operating margin rose to 10.8% from 9.3%, and adjusted diluted EPS increased 22% to $3.38. For 2026, EPAM forecasts revenue growth of 3.2% to 4.2% and GAAP diluted EPS $8.22 to $8.38. Operating cash fell to $38.8M in H1.
4 min readSecurity firms CloudSEK and Hudson Rock reported that a supply-chain attack involving LiteLLM exposed credentials for about 434,000 CI/CD pipelines. They said compromised LiteLLM versions were downloaded from PyPI during a 40-minute March window, extracting keys and secrets from a 195TB dataset. Firms urged affected users to rotate and revoke credentials, citing related infections from Trivy.
7 min readCapital World Investors (Capital Research and Management Company) filed a Schedule 13G/A reporting passive beneficial ownership of EPAM Systems (EPAM) common stock. It is deemed to hold 4,924,688 shares, or 9.4% of 52,244,451 shares believed outstanding. The filing states sole voting power over 4,908,801 shares and sole dispositive power over 4,924,688 shares.
4 min readMizuho Securities analyst Sean Kennedy reiterated a Buy rating on EPAM and set a $130 price target. The article also notes another Buy from Needham’s Mayank Tandon and a recent downgrade to Hold by William Blair. EPAM reported $1.41B quarterly revenue and $102.98M net profit for the quarter ended June 30, versus $1.35B revenue and $88.03M net profit a year earlier.
2 min readEPAM Systems reported Q2 2026 revenue of $1.415 billion, up 4.5% year over year, with organic constant-currency growth of 3.4%. Financial Services revenue rose 11.5% to about $366 million. GAAP operating income rose 20.4% to $152.2 million, GAAP operating margin to 10.8%, and GAAP diluted EPS to $1.97. EPAM expects 2026 revenue growth of 3.2% to 4.2% and non-GAAP diluted EPS of $13.08 to $13.24.
4 min readEPAM Systems reported quarterly results with revenue of about $1.4B in line with analysts’ views, while statutory EPS of $1.97 slightly beat expectations. After the report, EPAM shares fell 7.7% to $97.43. For 2026, analysts forecast revenue of $5.66B and EPS of $8.35, with the consensus price target cut 8.2% to $124.
4 min readEPAM Systems (NYSE: EPAM) said it joined OpenAI’s Partner Network as an Advanced Partner to expand enterprise AI services. EPAM plans to train 5,000 consultants and develop OpenAI model integration for customers’ applications and data systems, with specialized engineer training targeting 10,000 credentials in year one. EPAM cited a 1&1 agentic AI platform deployed in under three months.
3 min readEPAM Systems’ CFO Jason Peterson said Q2 results benefited from earlier price increases, improved profitability on fixed-fee work, and cost-efficiency efforts. EPAM expects gross margin above 32% in Q3 and Q4. Management revised 2026 outlook to 3.2% to 4.2% reported revenue growth and GAAP diluted EPS of $8.22 to $8.38. North America growth lagged, while EMEA rose 10.9%.
6 min readEPAM Systems shares rose about 4.7% to around $97 in the first session after earnings. EPAM reported Q2 revenue of about $1.41b and non-GAAP EPS of $3.38, with non-GAAP operating margin at 16.4%. The article cites full-year revenue guidance of 3.2% to 4.2% and AI-native revenue above $160m, about 11% of sales.
6 min readWilliam Blair downgraded EPAM Systems to Market Perform from Outperform, according to the firm. The article references EPAM’s Q2 2026 earnings call and notes pre-market trading around $93.07, down about 15.29% versus the prior close.
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