EPAM Systems Inc (EPAM)

Nov 11, 2026

Citigroup has increased its price target for EPAM Systems (NYSE:EPAM) from $140 to $172, while maintaining a neutral rating, implying a potential upside of approximately 5.1%. This adjustment comes after EPAM Systems reported better-than-expected quarterly earnings and revenue, with an EPS of $3.51 against an estimated $3.41 and revenue of $1.43 billion, surpassing the $1.42 billion consensus. Despite mixed analyst ratings, with an average target of $145.87, Needham & Company LLC holds a more optimistic outlook with a $200 target and a "buy" rating.

Nov 10, 2026

EPAM Systems has launched a $500 million accelerated share repurchase program with UBS, expecting to receive an initial 2,550,695 shares by November 10. This buyback is part of a larger $1.8 billion authorization through 2029, with EPAM committing to return at least 50% of its free cash flow to shareholders annually from 2027. The company is funding the repurchase through cash on hand and existing credit facilities, following a strong third-quarter performance but with a cautious outlook on 2027 growth.

Nov 10, 2026

Shares of EPAM Systems Inc. (EPAM) advanced 4.67% to $164.14 on Tuesday, defying a generally negative trend in the stock market where both the S&P 500 Index and Dow Jones Industrial Average experienced declines. This rise broke a two-day losing streak for the stock.

Nov 10, 2026

On November 9, 2026, XRP ETFs experienced a $10.4 million withdrawal, contributing to a total net outflow of $4.2 million since mid-October. However, this one-day outflow was largely driven by a single fund (Bitwise XRP ETF), and the overall reduction in XRP ETF assets is primarily attributed to the falling price of XRP rather than widespread investor capitulation. XRP's price is currently below key moving averages, indicating continued selling pressure, and a sustained period of inflows and a close above $1.27 would be needed to signal recovery.

Nov 9, 2026

EPAM Systems, Inc. (NYSE:EPAM) published its slide deck in conjunction with their Q3 2026 earnings call. The company reported Q3 EPS of $3.51, beating estimates by $0.10, and revenue of $1.43 billion, an increase of 2.30% year-over-year, beating estimates by $6.59 million.

Nov 9, 2026

A major European telecommunications company shifted its business-critical Oracle estate to Spinnaker Support, a third-party provider, after finding gaps in its existing Oracle coverage and facing high costs. This move not only resulted in significant cost savings and faster issue resolution but also allowed the telco to bring older databases back under support and gain more flexibility in modernizing its applications. The decision highlights a growing trend for highly regulated companies to consider third-party support as a lower-risk option for complex, stable systems.

Nov 8, 2026

EPAM Systems (NYSE:EPAM) reported strong quarterly earnings, beating analyst expectations with $3.51 EPS on $1.43 billion in revenue, a 2.3% year-over-year increase. The company raised its 2026 revenue outlook and committed to substantial shareholder returns, including a $500 million accelerated share repurchase and 50% of free cash flow annually from 2027-2029. Despite modest organic growth forecasts for Q4 and 2027, EPAM is actively investing in AI capabilities, with AI-native revenue exceeding $185 million and a raised 2026 target of $650 million.

Nov 7, 2026

Vise Technologies Inc. significantly increased its stake in EPAM Systems, Inc. by 217.9% in the third quarter, purchasing an additional 10,131 shares. This move is part of broader institutional investor activity, with other hedge funds also adjusting their positions in the information technology services provider. The article highlights EPAM Systems' positive third-quarter results, including an earnings beat, raised 2026 outlook, and expanded share repurchase authorization, alongside varied analyst ratings.

Nov 7, 2026

EPAM Systems reported strong Q3 2026 sales and net income, raised full-year EPS guidance, and authorized a new US$1.8 billion share repurchase program through 2029. The company is shifting towards higher-value, AI-focused contracts, and management has committed to returning at least 50% of free cash flow to shareholders over the next three years. Analysts project steady revenue growth and margin expansion, combined with buybacks, to drive significant earnings per share growth by 2029.

Nov 6, 2026

AIA Group Ltd significantly reduced its stake in EPAM Systems by selling 19,809 shares, cutting its holdings by 63.4% to 11,440 shares valued at approximately $1.24 million. This reduction comes despite EPAM Systems exceeding quarterly earnings and revenue estimates, reporting EPS of $3.51 and revenue of $1.43 billion, alongside raising its 2026 guidance. Analyst sentiment remains mixed, with the stock holding a consensus "Hold" rating and an average price target of $130.73.

Nov 5, 2026

Jim Cramer reiterated his belief that Costco represents "great value," a claim he made after the stock had rallied significantly. This assessment is tested against Costco's current high P/E ratio, though the company's strong membership renewal rates and consistent performance support Charlie Munger's long-held view that Costco's P/E can be overlooked due to its unique business model. Despite its premium valuation, the article suggests that Costco's business fundamentals remain strong, but investors should monitor membership growth and new warehouse openings.

Nov 5, 2026

CDW (CDW) stock surged 12.7% after the company reported better-than-expected third-quarter results and raised its full-year earnings forecast. The company's revenue beat estimates significantly, driven by strong hardware sales including AI-related investments, although gross margins were thinner due to the mix. CDW also increased its quarterly dividend by 8%, and its stock closed at a new one-year high.

Nov 5, 2026

EPAM Systems (NYSE:EPAM) reported third-quarter 2026 revenue of $1.426 billion, a 2.3% year-over-year increase, with GAAP diluted EPS rising 32.5% to $2.53 and adjusted diluted EPS up 14% to $3.51. The company also announced a new $1.8 billion share repurchase program, including a $500 million accelerated buyback planned for the week of November 9, 2026. Following these announcements, EPAM shares increased by approximately 11.74% in premarket trading.

Nov 5, 2026

Privia Health (NASDAQ:PRVA) reported a strong third quarter in 2026, with revenue climbing 13.2% to $657 million and net income soaring 96.6% to $13.5 million. The company has raised its full-year 2026 revenue guidance to $2.50 billion–$2.55 billion and adjusted EBITDA guidance to $154 million–$157 million, following a $36 million acquisition of American Choice Healthcare MSSP. Privia also announced an exit from its Montana partnership, expecting no material impact on 2027 adjusted EBITDA.

Nov 5, 2026

EPAM Systems, Inc. announced strong results for its third quarter ended September 30, 2026, with revenues increasing to $1.426 billion, up 2.3% year-over-year. The company also reported significant increases in GAAP and non-GAAP diluted EPS and increased its share repurchase authorization by $1.5 billion, committing to return at least 50% of free cash flow to shareholders annually from 2027 through 2029. EPAM provided updated full-year and fourth-quarter 2026 outlooks, expecting continued revenue growth and strong earnings.

Nov 5, 2026

EPAM Systems reported better-than-expected Q3 non-GAAP EPS and revenue, driven by increased profitability and share buybacks, though revenue growth remains slow. The company secured its first large AI-led deals, increased its AI-native revenue target, and announced a significant share buyback authorization and plan to return at least 50% of free cash flow annually through 2029. However, concerns persist about a Q4 slowdown, shrinking non-AI business, flat 2027 operating margins, and the stock's high valuation after a recent rally.

Nov 5, 2026

Alexander Johansson, SVP SBU/GM Steel Solutions at Greif, Inc., acquired 1,932 restricted stock units (RSUs) on November 2, 2026, which are set to vest around January 15, 2030. This transaction, reported via a Form 4 filing, also corrected a previous clerical error, bringing his total RSU holdings to 4,908 units. The RSUs were acquired at no cost and entitle him to Class A common stock upon vesting.

Nov 4, 2026

An Argus research report dated November 4, 2026, provides an analysis of Floor & Decor Holdings Inc. (FND), a specialty retailer in the hard surface flooring market. The report includes information on FND's current stock price of $53.41 and offers a price target. Premium access is required to view the full report, which covers details on the company's rating and earnings estimates.

Nov 4, 2026

EPAM Systems (NYSE:EPAM) has received a consensus "Hold" rating from seventeen brokerages, with an average twelve-month price target of $122.53. The company recently reported quarterly earnings of $3.38 per share, exceeding estimates, and revenue of $1.41 billion, matching expectations. While some analysts lowered price targets, Citigroup raised its target to $140.00, and institutional investors have been modifying their holdings in the stock.

Nov 2, 2026

Bridge City Capital LLC significantly increased its stake in EPAM Systems, Inc. during the third quarter, purchasing an additional 16,815 shares and bringing its total holdings to 44,772 shares valued at $4.85 million. Other institutional investors also adjusted their positions in EPAM Systems, with BlackRock Inc. acquiring a new stake worth $526.68 million and Dimensional Fund Advisors LP increasing its holdings by 25.8%. The company recently reported strong quarterly earnings, surpassing analyst estimates, and analysts have set various price targets, with an average "Hold" rating for the stock.

Nov 1, 2026

This article provides an in-depth analysis of Epam Systems Inc. (NASDAQ: EPAM), highlighting strong near and mid-term sentiment but a weak long-term outlook. It details AI-generated institutional trading strategies, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for support and resistance levels. The report emphasizes rules-based execution for optimal risk management.

Oct 30, 2026

Vanguard Portfolio Management has reported a 6.94% beneficial ownership in EPAM Systems Inc, holding 3,585,265 shares as of September 30, 2026. This information was disclosed in an amended Schedule 13G filed with the SEC on October 30, 2026. Vanguard maintains sole dispositive authority over all these shares and sole voting power over 31,992 shares.

Oct 30, 2026

Shares of EPAM Systems Inc. (EPAM) rose 4.31% to $140.51 on Friday, outperforming the broader market despite a poor trading session for the S&P 500 and Dow Jones Industrial Average. The stock closed 36.86% below its 52-week high.

Oct 29, 2026

EPAM Systems Inc. (EPAM) shares experienced a 1.12% decline to $134.70, underperforming the broader market which also saw losses for the S&P 500 Index and Dow Jones Industrial Average. Despite the daily loss, the article's title suggests the stock's overall performance outpaced its competitors. The company's stock is currently 39.47% below its 52-week high of $222.53.

Oct 29, 2026

Argus has raised its target price for Floor & Decor Holdings Inc. (FND) to $46.00. The company operates as a specialty retailer in hard surface flooring, offering a variety of flooring products and accessories at low prices. This report provides a quantitative analysis and price target update for FND.

Oct 28, 2026

EPAM Systems Inc. (EPAM) stock rose 2.13% to $136.23 on Wednesday, outperforming the broader market. The S&P 500 Index and Dow Jones Industrial Average also saw gains. EPAM Systems Inc. is currently 38.78% below its 52-week high achieved on January 15th.