Core Viewpoint - Epam (EPAM) has consistently beaten earnings estimates and is well-positioned for future earnings reports, particularly with a recent average surprise of 6.15% over the last two quarters [1][2]. Earnings Performance - For the last reported quarter, Epam achieved earnings of $2.77 per share, surpassing the Zacks Consensus Estimate of $2.61 per share, resulting in a surprise of 6.13% [2]. - In the previous quarter, the company was expected to report earnings of $2.27 per share but delivered $2.41 per share, yielding a surprise of 6.17% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Epam, with a positive Zacks Earnings ESP (Expected Surprise Prediction), indicating a strong likelihood of an earnings beat [5]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6]. Analyst Sentiment - Epam currently has an Earnings ESP of +0.52%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [8]. - The combination of a positive Earnings ESP and a Zacks Rank 3 indicates a potential for another earnings beat in the upcoming report [8]. Upcoming Earnings Report - The next earnings report for Epam is expected to be released on November 6, 2025 [8].

Core Insights - EPAM Systems has expanded its collaboration with Oracle to enhance multi-cloud transformation for enterprises, focusing on scalability, efficiency, and cost-effectiveness [1][2] - The partnership aims to integrate Oracle Cloud Infrastructure (OCI) and AI services into various industries, including healthcare, financial services, and insurance [1][2] Company Overview - EPAM Systems, established in 1993, is a leading global provider of digital engineering, cloud, and AI-enabled transformation services [5] - The company has over 1,100 global Oracle certifications, showcasing its expertise in implementing and managing OCI [2][5] Strategic Focus - The collaboration leverages EPAM's engineering strengths and over 30 years of expertise in Oracle products to deliver AI and cloud-native solutions [3][5] - EPAM aims to help organizations quickly realize value from OCI solutions within multi-cloud strategies [3] Industry Impact - The partnership is designed to assist enterprises in adopting effective AI solutions that address real-world challenges and enhance business growth [3][6] - EPAM integrates advanced AI technologies into tailored business strategies, driving significant industry impact and fostering continuous innovation [6][7]

Core Insights - EPAM Systems, Inc. will host a conference call on November 6, 2025, at 8:00 a.m. ET to discuss its Q3 2025 financial results, with a news release to be issued prior to the call [1] - The company has established itself as a leading global provider of digital engineering, cloud, and AI-enabled transformation services since its inception in 1993 [2] - EPAM leverages AI and GenAI to enhance clients' digital innovation and competitive edge through platforms like EPAM AI/RUN™ and initiatives such as DIALX Lab [3] - The company emphasizes local engagement with expert teams to deliver tailored solutions that improve lives and provide competitive advantages across various industries [4] - EPAM was added to the S&P 500 and Forbes Global 2000 in 2021 and recognized as a top company in Information Technology Services by Fortune 1000 and IDC MarketScapes [5]

Core Insights - EPAM Systems, Inc. has announced a strategic collaboration with BOSS to create an immersive spatial experience for motorsport fans, utilizing Apple Vision Pro technology [1][3] - This initiative aims to redefine the fan experience by integrating elements of premium fashion, luxury retail, sport, and technology [1][3][4] Company Collaboration - The experience is designed by EPAM's Empathy Lab, focusing on bringing fans closer to the racing action through interactive elements like precision visual targeting and 3D spatial puzzles [2][4] - The collaboration emphasizes the transformation of traditional fan engagement into an immersive storytelling experience [3][4] Launch Details - The immersive experience will debut on October 2, 2025, ahead of the Formula 1 Singapore Airlines Singapore Grand Prix, in select BOSS locations across seven cities: London, Paris, Düsseldorf, Barcelona, Las Vegas, Dubai, and Singapore [3][4] Market Positioning - The initiative is positioned as a groundbreaking approach to fan engagement in the age of spatial computing, aiming to make the exclusive world of motorsports accessible to a global audience [3][4] - BOSS and EPAM are leveraging this innovation to enhance brand connection with audiences, celebrating their heritage in sports partnerships [4]

Company Overview - EPAM Systems, Inc. (NYSE:EPAM) is recognized as one of the oversold growth stocks to buy according to analysts [1] - The company specializes in digital engineering and transformation services, leveraging AI, cloud, and advanced technologies to enhance customer experiences and drive growth [3] Recent Developments - On September 12, EPAM announced the rebranding of The Reference, Belgium's first digital agency, to Empathy Lab [1] - The merger of The Reference with the former Emakina Belgium team aims to establish Empathy Lab as a leader in AI-driven, human-centered digital experiences across Europe [2] Strategic Focus - Empathy Lab will focus on delivering AI-powered marketing, commerce, and customer engagement solutions that are designed to generate real business growth [2] - The new entity will combine expertise from data scientists, AI experts, strategists, and creatives to enhance its service offerings [2]

Company Overview - EPAM Systems, Inc. is based in Newtown, Pennsylvania, and specializes in digital platform engineering and software development services, with a market cap of $8.7 billion [1] - The company serves a diverse range of industries, including financial services, healthcare, retail, travel, and technology [1] Market Position - EPAM is classified as a mid-cap stock, with its market cap exceeding $2 billion, highlighting its size and influence in the information technology services industry [2] - The company is known for its ability to combine consulting, design, and engineering to provide end-to-end digital transformation solutions, recognized for agility, innovation, and top-tier engineering talent [2] Stock Performance - EPAM shares have decreased 42.7% from their 52-week high of $269, reached on February 18, and have declined 8.3% over the past three months, underperforming the Fidelity MSCI Information Technology Index ETF's (FTEC) 17.6% return [3] - Over the past 52 weeks, EPAM has fallen 22.5%, significantly lagging behind FTEC's 29.3% increase, and on a year-to-date basis, shares are down 34.1%, compared to FTEC's 19.9% rise [4] Recent Financial Performance - Following an impressive Q2 earnings release, EPAM shares surged 4.3% on August 7, with revenue improving 18% year-over-year to $1.4 billion and adjusted EPS advancing 13.1% to $2.77 [5] - The company raised its fiscal 2025 guidance, expecting revenue growth in the range of 13% to 15% and projecting adjusted EPS between $10.96 and $11.12, which has bolstered investor confidence [5] Competitive Analysis - EPAM has outperformed its rival Accenture plc, which experienced a 30.6% drop over the past 52 weeks, although EPAM has lagged behind Accenture's 33.1% loss on a year-to-date basis [6]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Opportunity - Wall Street is investing heavily in AI, but there is a looming energy crisis as AI technologies require vast amounts of electricity, comparable to the energy consumption of small cities [2][3] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI data centers, making it a potentially lucrative investment opportunity [3][8] Company Profile - The company owns significant nuclear energy infrastructure assets and is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] - It is noted for being debt-free and having a substantial cash reserve, which is nearly one-third of its market capitalization, providing financial stability and growth potential [8][10] Market Position - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend driven by tariffs [5][6] - It has an equity stake in another AI-related company, offering investors indirect exposure to multiple growth engines in the AI sector [9][10] Future Outlook - The article emphasizes the importance of investing in AI and energy infrastructure as the future of technology and innovation, with a call to action for investors to seize the opportunity before significant price increases occur [11][12][13] - The potential for substantial returns is highlighted, with projections of over 100% returns within 12 to 24 months for those who invest now [15][19]

Core Insights - The article compares two companies, Epam (EPAM) and CoStar Group (CSGP), to determine which stock is more undervalued for investors in the Computers - IT Services sector [1] Valuation Metrics - EPAM has a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook compared to CSGP, which has a Zacks Rank of 4 (Sell) [3] - EPAM's forward P/E ratio is 13.84, significantly lower than CSGP's forward P/E of 100.94, suggesting EPAM is more attractively priced [5] - The PEG ratio for EPAM is 1.75, while CSGP's PEG ratio is 2.37, indicating that EPAM's valuation is more favorable when considering expected earnings growth [5] - EPAM's P/B ratio is 2.36, compared to CSGP's P/B of 4.25, further supporting the argument that EPAM is undervalued [6] Investment Conclusion - Based on the stronger estimate revision activity and more attractive valuation metrics, EPAM is positioned as the superior option for value investors at this time [7]

Core Insights - Investing in stocks based on valuation metrics, particularly the price-to-sales (P/S) ratio, can identify opportunities with strong upside potential, especially for unprofitable or early-stage companies [1][2][3] Valuation Metrics - The P/S ratio compares a company's market capitalization to its revenues, providing a clearer picture of value when earnings are minimal or volatile [2][5] - A P/S ratio below 1 indicates a good bargain, as investors pay less than a dollar for each dollar of revenue generated [6] - The P/S ratio is preferred over the price-to-earnings (P/E) ratio due to the difficulty of manipulating sales figures compared to earnings [7] Investment Opportunities - Companies like Oshkosh Corporation (OSK), EPAM Systems, Inc. (EPAM), Green Dot (GDOT), The Mosaic Company (MOS), and PagSeguro Digital (PAGS) have low P/S ratios and strong growth drivers, making them attractive for investors [4][10] - Each of these companies combines low P/S ratios with strong fundamentals such as innovation, cost control, or digital expansion [10] Company Profiles - **Oshkosh Corporation (OSK)**: Engaged in designing and manufacturing custom-built vehicles, with a focus on electrification and strategic acquisitions to enhance its market presence. Currently holds a Value Score of B and Zacks Rank 1 [12][13] - **EPAM Systems, Inc. (EPAM)**: Provides software engineering and IT consulting services, benefiting from digital transformation and strategic acquisitions. Holds a Value Score of B and Zacks Rank 2 [14][15] - **Green Dot (GDOT)**: A leader in prepaid cards and Banking-as-a-Service, with a strong balance sheet and significant cash reserves. Holds a Value Score of A and Zacks Rank 1 [16][17] - **The Mosaic Company (MOS)**: A major producer of phosphate and potash, benefiting from strong demand in agriculture and cost transformation efforts. Holds a Value Score of A and Zacks Rank 2 [18][20] - **PagSeguro Digital (PAGS)**: Offers a suite of financial solutions in Brazil, focusing on digital banking and sustainable growth. Holds a Value Score of A and Zacks Rank 2 [21][22]

Core Viewpoint - EPAM (EPAM) has shown a 7.3% gain over the past four weeks, with a mean price target of $214.14 indicating a potential upside of 26.4% from the current price of $169.46 [1] Price Target Analysis - The mean estimate consists of 14 short-term price targets with a standard deviation of $20.95, suggesting variability in analyst predictions. The lowest estimate is $171.00 (0.9% increase), while the highest is $246.00 (45.2% increase) [2] - A low standard deviation among price targets indicates strong agreement among analysts regarding the stock's price movement direction, which can serve as a starting point for further research [7] Earnings Estimates and Analyst Sentiment - There is increasing optimism among analysts about EPAM's earnings prospects, as evidenced by a positive trend in earnings estimate revisions. This trend has shown a strong correlation with near-term stock price movements [9] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 2.8%, with six estimates moving higher and no negative revisions [10] Zacks Rank and Investment Potential - EPAM currently holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates, indicating a strong potential for upside in the near term [11] - While the consensus price target may not be a reliable indicator of the extent of potential gains, it does provide a useful guide for the direction of price movement [12]