EPAM rises as strong IT services read-through lifts the group

EPAM Systems (EPAM) is up 5.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears to be driven mainly by a sector-wide rally rather than a new EPAM-specific announcement. A larger IT services peer posted better-than-expected quarterly results and a solid outlook on October 1, 2026, which likely improved investor sentiment toward consulting, software services, and digital transformation names such as EPAM.

Details:

A major global IT consulting company reported quarterly revenue above the high end of its guidance, along with strong earnings, bookings, cash flow, and profitability.

That report pointed to broad-based client demand across markets and work types, supporting the view that enterprise technology spending may be holding up better than feared.

EPAM’s own most recent quarterly update, released in August, showed continued year-over-year growth, positive non-GAAP operating margin expansion, and ongoing share repurchases, giving investors a constructive baseline to respond to stronger sector news.

No clear company-specific press release or SEC filing tied to today’s jump was evident, so the gain looks most consistent with sympathy buying across IT services peers.

Sources:

Accenture Investor Relations, EPAM Systems Investor Relations, Yahoo Finance

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$EPAM Insider Trading Activity

$EPAM insiders have traded $EPAM stock on the open market 6 times in the past 6 months. Of those trades, 6 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $EPAM stock by insiders over the last 6 months:

BALAZS FEJES (CEO, President, Director) purchased 77 shares for an estimated $7,499
LAWRENCE F SOLOMON (SVP/Chief People Officer) purchased 77 shares for an estimated $7,499
JASON D. PETERSON (Chief Financial Officer) purchased 77 shares for an estimated $7,499
GARY C ABRAHAMS (VP, Corporate Controller, PAO) purchased 77 shares for an estimated $7,499
VIKTAR DVORKIN (Chief Deliv Off, EVP, Americas) purchased 77 shares for an estimated $7,499
EDWARD ROCKWELL (SVP/Chief Legal Officer) purchased 77 shares for an estimated $7,499

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$EPAM Hedge Fund Activity

We have seen 216 institutional investors add shares of $EPAM stock to their portfolio, and 308 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BLACKROCK, INC. added 2,548,891 shares (+62.3%) to their portfolio in Q2 2026, for an estimated $202,254,500
BOSTON PARTNERS removed 2,076,668 shares (-98.4%) from their portfolio in Q2 2026, for an estimated $164,783,605
CAPITAL WORLD INVESTORS removed 2,015,102 shares (-29.5%) from their portfolio in Q2 2026, for an estimated $159,898,343
INVESCO LTD. removed 1,967,927 shares (-44.9%) from their portfolio in Q2 2026, for an estimated $156,155,007
AMERIPRISE FINANCIAL INC added 1,676,208 shares (+44.3%) to their portfolio in Q2 2026, for an estimated $133,007,104
BAILLIE GIFFORD & CO removed 1,193,056 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $94,668,993
MILLENNIUM MANAGEMENT LLC added 946,345 shares (+4811.1%) to their portfolio in Q2 2026, for an estimated $75,092,475

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$EPAM Congressional Stock Trading

Members of Congress have traded $EPAM stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $EPAM stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 04/14.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$EPAM Analyst Ratings

Wall Street analysts have issued reports on $EPAM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 05/07/2026

To track analyst ratings and price targets for $EPAM, check out Quiver Quantitative's $EPAM forecast page.

$EPAM Price Targets

Multiple analysts have issued price targets for $EPAM recently. We have seen 11 analysts offer price targets for $EPAM in the last 6 months, with a median target of $131.0.

Here are some recent targets:

Bryan Bergin from TD Cowen set a target price of $131.0 on 07/09/2026
Steven Wahrhaftig from Wedbush set a target price of $99.0 on 06/15/2026
Surinder Thind from Jefferies set a target price of $110.0 on 05/29/2026
Jason Kupferberg from Wells Fargo set a target price of $151.0 on 05/08/2026
Jonathan Lee from Guggenheim set a target price of $165.0 on 05/08/2026
James Schneider from Goldman Sachs set a target price of $110.0 on 05/08/2026
Arvind Ramnani from Truist Securities set a target price of $112.0 on 05/08/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.