EPAM Systems, Inc.
No SEC Form 4 filings for $EPAM in the last 30 days.
EPAM 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%.
William 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.
EPAM Systems reported Q2 2026 revenue of $1.415B, up 4.5% year over year, and non-GAAP diluted EPS of $3.38, up 22%. AI native revenue was $160M, over 11% of total. GAAP diluted EPS rose 26.3% to $1.97. Full-year guidance: revenue growth 3.2% to 4.2% reported and non-GAAP EPS $13.08 to $13.24.
Over the past 7 days, alphai's AI scored 13 news stories mentioning EPAM (EPAM Systems, Inc.). Coverage has been balanced: 4 bullish, 5 neutral, and 4 bearish.
Recent EPAM coverage spans earnings, financial news and technology.
Guidance implies slower second-half growth and a North America growth gap, offset by margin expansion expectations and AI-led modernization demand.
The downgrade is a near-term sentiment headwind and may pressure relative performance versus peers, especially if investors were positioned for stronger earnings momentum.
Guidance and cash-flow deterioration (negative OCF and FCF) versus improving margins create a near-term earnings quality debate.
Guidance reset and timing shift toward H1 2027 AI deal ramp increases near-term revenue uncertainty while profitability/cost discipline remains supportive.
Margin improvement alongside higher EPS is likely supportive for EPAM’s near-term earnings expectations and sentiment.
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’ 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 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.
2 min readEPAM Systems reported Q2 2026 revenue of $1.415B, up 4.5% year over year, and non-GAAP diluted EPS of $3.38, up 22%. AI native revenue was $160M, over 11% of total. GAAP diluted EPS rose 26.3% to $1.97. Full-year guidance: revenue growth 3.2% to 4.2% reported and non-GAAP EPS $13.08 to $13.24.
6 min readEPAM Systems reported Q2 2026 results with AI-native revenue of $160 million, 11% of total, and six straight quarters of sequential double-digit growth. Management cited North America a “growth gap” and project ramp downs in non-AI services, and lowered full-year revenue guidance to 3.2% to 4.2%. Adjusted operating income guidance was raised to 15% to 16% and AI-native target remains $600 million for 2026.
6 min readEPAM Systems reported EPS of $1.97, saying margins improved. The article attributes the EPS increase to better profitability, citing improved margin performance in its results.
2 min readEPAM Systems reported Q2 2026 earnings call highlights, including AI-native revenue growing to over 11% of the business with double-digit sequential growth. The company lowered full-year 2026 revenue guidance to 3.2% to 4.2% growth, citing weaker North America demand and a shift away from task-based services. Q2 free cash flow was negative $18 million, and guidance implies about 70% full-year FCF conversion.
4 min readEPAM Systems shares rose 17.5% from July 24 to the prior session close, according to S&P Global Market Intelligence. Citigroup kept a neutral rating but cut its price target to $100 from $112. EPAM also joined OpenAI’s Partner Network as an Advanced Partner, citing plans to train and certify 5,000+ consultants in year one.
5 min readEPAM Systems (NYSE:EPAM) reported Q2 CY2026 revenue of $1.41 billion, up 4.5% year on year and 0.6% above Wall Street estimates. Non-GAAP EPS was $3.38, up from $2.77 and 7.6% above consensus. Next-quarter revenue guidance was $1.42 billion, 1.8% below estimates. Shares fell 6.8% to $102.57 after the release.
6 min readEPAM Systems reported higher Q2 net income than a year earlier, with non-GAAP EPS of $3.38 and revenue of $1.41B, according to dpa-AFX. The company guided for Q3 and lowered its FY26 outlook, which dpa-AFX said weighed on EPAM’s stock.
2 min readEPAM Systems shares fell about 9.1% in pre-open trading after its pre-market Q2 2026 results. Adjusted EPS was $3.38 vs $3.14 expected, and revenue was $1.42B vs $1.41B forecast, but full-year 2026 revenue growth guidance was cut to 3.2%–4.2% from 4.0%–6.5%. Cash fell to $794M, and operating cash flow was negative in H1.
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