Why EPAM Systems (EPAM) Stock Is Up Today

EPAM Systems (EPAM) is up 5.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst is a new AI partnership announced on July 28, 2026. Investors appear to be responding to EPAM joining a major enterprise AI partner ecosystem at an advanced tier, which strengthens its positioning in applied AI services and could support future client wins.

Details:

EPAM announced that it joined the OpenAI Partner Network as an Advanced Partner, expanding its role in helping enterprises deploy AI systems at scale.

The company said the offering combines frontier models with EPAM’s engineering, cybersecurity and compliance capabilities, which fits closely with enterprise demand for production-ready AI projects.

Management said the partnership will include global training efforts aimed at certifying more than 5,000 consultants and delivering more than 10,000 credentials in the first year.

The announcement builds on EPAM’s broader AI push, following first-quarter 2026 results that showed revenue growth, higher earnings and updated full-year guidance earlier this year.

Sources:

EPAM, OpenAI, EPAM Investors

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 228 institutional investors add shares of $EPAM stock to their portfolio, and 316 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL WORLD INVESTORS added 3,160,552 shares (+85.9%) to their portfolio in Q1 2026, for an estimated $427,938,740
SENVEST MANAGEMENT, LLC removed 821,432 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $111,221,892
MORGAN STANLEY added 632,970 shares (+130.3%) to their portfolio in Q1 2026, for an estimated $85,704,138
MILLENNIUM MANAGEMENT LLC removed 598,608 shares (-96.8%) from their portfolio in Q1 2026, for an estimated $81,051,523
AQR CAPITAL MANAGEMENT LLC added 545,666 shares (+1322.9%) to their portfolio in Q1 2026, for an estimated $73,883,176
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 414,610 shares (+38.6%) to their portfolio in Q1 2026, for an estimated $56,138,194
BOSTON PARTNERS added 406,453 shares (+23.8%) to their portfolio in Q1 2026, for an estimated $55,033,736

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 2 times in the past 6 months. Of those trades, 1 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. has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/13 and 1 sale worth 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 2 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
Goldman Sachs issued a "Buy" rating on 02/20/2026

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 13 analysts offer price targets for $EPAM in the last 6 months, with a median target of $135.0.

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.