Group 1 - EPAM Systems forecasted first-quarter revenue between $1.38 billion and $1.40 billion, aligning with analysts' estimates [2] - The company expects adjusted profit per share in the range of $2.70 to $2.78, also in line with estimates [2] - For the fourth quarter, EPAM reported revenue of $1.41 billion, exceeding analysts' expectations of $1.39 billion, with adjusted EPS of $3.26 also above estimates [3] Group 2 - The company's 2026 revenue guidance of +3-6% year-over-year organic growth reflects a cautious outlook, disappointing investors as 2025's organic growth was 5% year-over-year [1] - Despite economic uncertainty, businesses continue to invest in software development and AI-driven transformation projects to remain competitive in the AI sector [2]