EPAM Systems' Quarterly Earnings Preview: What You Need to Know

Company Overview - EPAM Systems, Inc. was founded in 1993 and provides digital platform engineering and software development services globally, with a market capitalization of $11.7 billion [1] Earnings Projections - For Q4 2025, analysts expect EPAM to generate earnings of $2.55 per share, a 14.4% increase from $2.23 per share in the same quarter last year [2] - For fiscal 2025, the expected EPS is $9.03, reflecting a 1.8% increase from $8.87 in fiscal 2024, with a projected rise to $9.84 in fiscal 2026, indicating nearly 9% year-over-year growth [3] Stock Performance - EPAM stock has declined by 7.2% over the past 52 weeks, underperforming the S&P 500 Index's 16.9% rise and the State Street Technology Select Sector SPDR ETF's 26.4% return during the same period [4] Strategic Developments - The stock experienced a slight increase on January 8 following the announcement of a strategic partnership with Cursor to enhance enterprise adoption of generative AI engineering [5] - On December 9, shares rose by 2.1% after the announcement of new high-impact AI agents available on Google Cloud Marketplace, positioning EPAM favorably in the AI sector [5] Analyst Ratings - The consensus opinion among analysts is moderately bullish, with a "Moderate Buy" rating overall; 11 out of 18 analysts recommend a "Strong Buy," one suggests a "Moderate Buy," and six advise a "Hold" [6] - The average analyst price target for EPAM is $223.69, indicating a potential upside of 5.2% from current levels [6]