Epam Systems Inc. (EPAM)
EPAM Systems: Strong Buybacks And A Low Valuation Offer Upside
EPAM Systems faces a challenging transition as AI disrupts its traditional software services, but I see undervalued adaptability and capital return potential. AI-related revenue now comprises 11% of Q2 2026 sales, yet much of this merely replaces legacy work, limiting near-term growth acceleration. Management is aggressively repurchasing shares, supported by a strong net cash position and a compelling valuation (EV/EBITDA 7x, P/CF 11x).
Here's Why Epam (EPAM) is a Strong Value Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Here's Why Epam (EPAM) is a Strong Value Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
EPAM Systems: AI Is Eating The Old Business, But 8.7x Earnings Is Too Cheap
EPAM Systems faces near-term revenue headwinds as AI cannibalizes legacy services, but trades at just 8.7x forward non-GAAP earnings. AI-native revenue now exceeds 11% of EPAM, growing double-digit sequentially, while margins and adjusted EPS are improving despite flat topline growth. Engine Capital's activist push for a $750M buyback leverages EPAM's strong balance sheet and could materially shrink the share count at current valuations.
Why Epam (EPAM) is a Top Value Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
EPAM Systems Stock Up as Q2 Earnings & Revenues Surpass Estimates
EPAM's Q2 earnings and revenues top estimates as AI-native revenues accelerate, but slower North American growth leads to lower 2026 revenue guidance.
EPAM Systems Q2 Earnings Call Highlights
EPAM Systems NYSE: EPAM reported second-quarter 2026 revenue growth that reached the high end of its outlook range, while raising its profitability expectations for the full year. However, the company lowered its revenue outlook as it expects slower growth in North America and delayed contributions from larger AI-related opportunities.
Epam (EPAM) Reports Q2 Earnings: What Key Metrics Have to Say
The headline numbers for Epam (EPAM) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
EPAM Systems, Inc. (EPAM) Q2 2026 Earnings Call Transcript
EPAM Systems, Inc. (EPAM) Q2 2026 Earnings Call Transcript
Epam (EPAM) Q2 Earnings and Revenues Surpass Estimates
Epam (EPAM) came out with quarterly earnings of $3.38 per share, beating the Zacks Consensus Estimate of $3.14 per share. This compares to earnings of $2.77 per share a year ago.
Exploring Analyst Estimates for Epam (EPAM) Q2 Earnings, Beyond Revenue and EPS
Beyond analysts' top-and-bottom-line estimates for Epam (EPAM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
Epam (EPAM) is a Top-Ranked Value Stock: Should You Buy?
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
