EPAM EPAM SYSTEMS, INC. Loading... : Bullish and Bearish Analyst Opinions
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11:07
Aug 26
Aug 26
Wall Street analysts issued a broad batch of upgrades and downgrades across multiple sectors.
Wall Street analysts issued a broad batch of upgrades and downgrades across multiple sectors, with price target adjustments for companies including DTM, ARGX, NEOG, SEDG, TYGO, RNW, TJX, EPAM, TRUP, DKS, NKE, GDDY, INTU, and CNM.
09:54
Aug 09
Aug 09
EPAM IT services, AI driving growth.
The host recently bought EPAM at an average price of $85-90. EPAM is an IT services company where the AI segment is already 11% of revenue and growing 70-80% annually. Traditional IT services spending is weak due to global uncertainty, but the AI business will soon drive overall growth. The stock is cheap at about 4x EBITDA and 9-10x earnings, well below market averages, offering an asymmetric rebound opportunity.
MED
05:19
Aug 07
Aug 07
HSBC lowers its price target on EPAM Systems to 200 dollars from 225 while maintaining its.
HSBC lowers its price target on EPAM Systems to 200 dollars from 225 while maintaining its existing rating on the stock.
18:18
Jul 26
Jul 26
EPAM extremely cheap IT services buyback.
EPAM Systems es una empresa de servicios IT extremadamente barata (EV/EBIT 4x, PER 6x excluyendo caja), recomprando agresivamente casi el 20% de sus acciones al año. Aunque el crecimiento orgánico es modesto (2-4%), las recompras impulsan el BPA y los temores de disrupción por IA están sobrevalorados. El reciclaje del capital de la OPA de Nagarro hacia EPAM refuerza la convicción.
HIGH
18:12
Jul 17
Jul 17
Falling knife with unstable cash flow.
EPAM is a falling knife with unstable free cash flow and slowing EPS. It is fundamentally weaker than its peers and should be avoided until a clear reversal pattern emerges.
MED
16:34
Jun 18
Jun 18
Watch automotive and industrial suppliers as discretionary softness and energy costs pressure.
Watch automotive and industrial suppliers as discretionary softness and energy costs pressure consulting and software spend near-term.
MED
16:34
Jun 18
Jun 18
Watch all affected companies from Accenture's Q3 earnings read-through.
Watch all affected companies from Accenture's Q3 earnings read-through, with negative near-term sentiment for consulting-heavy IT services names and mixed outlook for managed services, but no author position disclosed.
MED
03:46
May 30
May 30
The author asks for thoughts on EPAM and GLOB without expressing a personal directional view.
The author asks for thoughts on EPAM and GLOB without expressing a personal directional view or position.
LOW
23:24
May 28
May 28
Watch EPAM Systems for consulting demand from enterprises modernising application and data.
Watch EPAM Systems for consulting demand from enterprises modernising application and data estates to support AI-enabled products.
MED
23:03
May 28
May 28
Watch EPAM due to risk that enterprise IT budgets shift away from discretionary consulting.
Watch EPAM due to risk that enterprise IT budgets shift away from discretionary consulting toward hardware and infrastructure.
MED
23:02
May 27
May 27
Watch EPAM Systems as AI coding agents and automated migration tools reduce the labor intensity.
Watch EPAM Systems as AI coding agents and automated migration tools reduce the labor intensity of implementation projects, creating medium-magnitude pressure on its engineering-heavy billable model.
MED
00:52
Mar 03
Mar 03
These stocks (EPAM, CoStar, Gartner) were the worst performers in February. Cramer agrees with the narrative that AI platforms can "write cheaper code" or aggregate data better than these consultants. This is the "AI Displacement" trade. If AI creates code and aggregates real estate data instantly, the moat for outsourced coding (EPAM) and data portals (CoStar) evaporates. The weak guidance confirms the structural threat is real, not just theoretical. AVOID. Do not bottom fish; the business models are fundamentally challenged. Market realizes AI is a tool for these companies, not a replacement, leading to a relief rally.
00:49
Feb 26
Feb 26
Watch EPAM for mixed AI coding read-throughs.
Watch EPAM for mixed read-throughs as AI coding agents compress implementation hours, depending on its pivot to outcome-based offerings.
MED
13:30
Feb 05
Feb 05
The company's pricing actions for 2026 don't fully cover the cocoa cost inflation for 2026, and they are taking a strategic and patient approach to pricing to preserve affordability, with 75% of portfolio under $4. — Indicates continued margin pressure for the entire chocolate category, but suggests Hershey's is prioritizing volume growth over margin recovery, a choice that puts pressure on premiumized competitors.
MED
About EPAM Analyst Coverage
Buzzberg tracks EPAM (EPAM SYSTEMS, INC.) across 8 sources. 2 bullish vs 0 bearish calls from 8 analysts. Sentiment: predominantly bullish (14%). 14 total trade ideas tracked. Latest voices: DeItaone, Alejandro Estebaranz, FirstSquawk.