Inscription Capital LLC Buys New Shares in EPAM Systems, Inc. $EPAM

Inscription Capital LLC purchased a new stake in shares of EPAM Systems, Inc. (NYSE:EPAM) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 4,802 shares of the information technology services provider’s stock, valued at approximately $520,000.

A number of other institutional investors and hedge funds also recently modified their holdings of EPAM. Financial Management Professionals Inc. lifted its holdings in EPAM Systems by 47.3% during the third quarter. Financial Management Professionals Inc. now owns 268 shares of the information technology services provider’s stock worth $29,000 after acquiring an additional 86 shares during the period. Signaturefd LLC grew its stake in EPAM Systems by 1,068.3% in the 2nd quarter. Signaturefd LLC now owns 479 shares of the information technology services provider’s stock valued at $38,000 after purchasing an additional 438 shares during the period. Elevation Wealth Partners LLC grew its stake in EPAM Systems by 94.1% in the 3rd quarter. Elevation Wealth Partners LLC now owns 493 shares of the information technology services provider’s stock valued at $53,000 after purchasing an additional 239 shares during the period. Global Retirement Partners LLC bought a new position in EPAM Systems in the 2nd quarter valued at $43,000. Finally, EverSource Wealth Advisors LLC increased its position in shares of EPAM Systems by 611.2% during the 1st quarter. EverSource Wealth Advisors LLC now owns 569 shares of the information technology services provider’s stock valued at $77,000 after purchasing an additional 489 shares during the last quarter. 91.58% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting EPAM Systems

Here are the key news stories impacting EPAM Systems this week:

• Positive Sentiment: Third-quarter non-GAAP EPS of $3.51 topped the $3.41 consensus, and revenue of $1.426 billion exceeded estimates of $1.42 billion, rising 2.3% year over year. EPAM also raised its 2026 outlook, forecasting full-year non-GAAP EPS of $13.23–$13.31 and revenue growth of 3.5%–3.7%. EPAM Reports Results for Third Quarter 2026
• Positive Sentiment: EPAM expanded its remaining share-repurchase authorization to $1.8 billion, plans a $500 million accelerated repurchase, and committed to return at least 50% of free cash flow to shareholders annually from 2027 through 2029. It also lifted its 2026 AI-native revenue target to $650 million. EPAM shareholder-return and AI revenue plans
• Positive Sentiment: Several firms raised price targets after the results. Susquehanna lifted its target to $190 with a positive rating, while Wells Fargo raised its target to $176 and maintained an overweight rating. Susquehanna recommendations
• Neutral Sentiment: Revenue growth remains in the low single digits, which may temper enthusiasm despite the earnings beat and improved outlook. Analyst views are also mixed: Truist kept a hold rating and Wedbush a neutral rating after raising their targets. EPAM 2026 earnings guidance

EPAM Systems Stock Down 4.1%

Shares of NYSE EPAM opened at $158.83 on Friday. EPAM Systems, Inc. has a 52 week low of $73.06 and a 52 week high of $222.53. The business has a 50-day simple moving average of $121.86 and a two-hundred day simple moving average of $121.40. The company has a quick ratio of 2.75, a current ratio of 2.76 and a debt-to-equity ratio of 0.01. The company has a market cap of $8.19 billion, a P/E ratio of 19.85, a P/E/G ratio of 1.66 and a beta of 1.28.

EPAM Systems (NYSE:EPAM) last posted its earnings results on Thursday, November 5th. The information technology services provider reported $3.51 earnings per share for the quarter, beating analysts’ consensus estimates of $3.41 by $0.10. EPAM Systems had a return on equity of 16.76% and a net margin of 7.53%. The business had revenue of $1.43 billion during the quarter, compared to analyst estimates of $1.42 billion. During the same quarter in the previous year, the firm earned $3.08 EPS. The company’s quarterly revenue was up 2.3% compared to the same quarter last year. Research analysts anticipate that EPAM Systems, Inc. will post 10.47 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

EPAM has been the topic of a number of recent analyst reports. Morgan Stanley lifted their target price on EPAM Systems from $97.00 to $140.00 and gave the stock an “equal weight” rating in a research note on Wednesday. Wedbush boosted their price target on shares of EPAM Systems from $99.00 to $160.00 and gave the stock a “neutral” rating in a report on Friday. Guggenheim increased their price target on shares of EPAM Systems from $160.00 to $190.00 and gave the company a “buy” rating in a research report on Friday. William Blair downgraded shares of EPAM Systems from an “outperform” rating to a “market perform” rating in a report on Thursday, August 6th. Finally, Mizuho set a $130.00 price objective on shares of EPAM Systems in a research report on Monday, August 10th. Six investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $143.73.

About EPAM Systems

EPAM Systems, Inc is a global digital engineering and technology services company that helps organizations design, develop and modernize software and digital platforms. Its services support digital transformation initiatives across industries, including financial services, healthcare, life sciences, retail, travel and consumer products.

The company provides software engineering, product development, consulting, cloud services, data and analytics, artificial intelligence, cybersecurity, quality assurance and platform engineering.