Epam (EPAM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Epam (EPAM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
EPAM is rebuilding post-Ukraine conflict, leveraging acquisitions to enhance AI, e-commerce and financial services capabilities for future growth. Short-term margin pressures stem from integration costs and workforce restructuring, but these investments (including building AI capabilities) are positioning EPAM for long-term gains. Organic growth remains modest, but recent acquisitions are driving top-line recovery and expanding EPAM's reach in high-value markets; organic growth usually follows.
EPAM's first-quarter results reflect growth across Financial Services, Software & Hi-Tech and Life Sciences and Emerging.
Although the revenue and EPS for Epam (EPAM) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
EPAM Systems, Inc. (NYSE:EPAM ) Q1 2025 Earnings Conference Call May 8, 2025 8:00 AM ET Company Participants Mike Rowshandel - Head of Investor Relations Arkadiy Dobkin - Chief Executive Officer and President Jason Peterson - Chief Financial Officer Conference Call Participants Bryan Bergin - TD Cowen Ramsey El-Assal - Barclays Maggie Nolan - William Blair David Grossman - Stifel Jonathan Lee - Guggenheim Jason Kupferberg - Bank of America Jamie Friedman - Susquehanna Puneet Jain - JP Morgan Darrin Peller - Wolfe Research Jim Schneider - Goldman Sachs Operator Good day, and welcome to EPAM Systems First Quarter 2025 Earnings Conference Call. All lines have been placed on mute to prevent any background noise.
Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Epam (EPAM), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2025.
Epam (EPAM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
EPAM Systems trades at 15x forward Non-GAAP P/E due to war-related risks, tight IT budgets, and wage inflation, but remains profitable and sound. The market poor sentiment persists, but EPAM's geographic diversification and stable fundamentals suggest story is not permanently broken. Despite low organic growth guidance for 2025, EPAM's fundamentals remain intact with stable profitability, growing headcount, and new project starts indicating a gradual rebound.
EPAM's Q4 results reflect strength in the Financial Services, Software & Hi-Tech, Life Sciences and Emerging verticals, offset by Business Info and Travel & Consumer.
The Investment Committee debate the latest Calls of the Day.
EPAM Systems, Inc. (NYSE:EPAM ) Q4 2024 Earnings Conference Call February 20, 2025 8:00 AM ET Company Participants Mike Rowshandel - Head of Investor Relations Arkadiy Dobkin - Chief Executive Officer and President Jason Peterson - Chief Financial Officer, Senior Vice President and Treasurer Conference Call Participants Maggie Nolan - William Blair Jamie Friedman - Susquehanna Bryan Bergin - TD Cowen David Grossman - Stifel Jason Kupferberg - Bank of America Darrin Peller - Wolfe Research Jonathan Lee - Guggenheim Partners Operator Good day and welcome to the Fourth Quarter and Full Year 2024 EPAM Systems Earnings Conference Call. All lines have been placed on mute to prevent any background noise.