Historical epam News Stories

EPAM $300M ASR, NEORIS Probe & AI Disruption Risk.

This week EPAM announced a $300M accelerated share repurchase, faced an investor probe after NEORIS client ramp‑down disclosures, and saw fresh analysis highlighting AI-driven pressure on its service model. Each development has concrete implications for EPS, customer concentration, and the firm’s longer-term revenue profile.

EPAM Rebounds: Muted Guide, $223.5M Buyback Mar12!

EPAM posted a solid Q4 beat but tempered 2026 guidance, prompting analyst target cuts even as the company announced a $223.5M buyback and an AI-focused Investor Day on March 12. Near-term stock moves hinge on clear execution of AI initiatives and margin guidance.

EPAM Falls 20% After Cautious 2026 Guidance Next24

EPAM reported strong Q4 and full‑year 2025 results but issued muted 2026 guidance that triggered a roughly 20% selloff. Analysts trimmed targets while most kept constructive ratings; an Investor Day on March 12 will be a crucial moment for management to reframe the AI-driven growth story.

EPAM Readies AI Investor Day — Stock Eyes Upgrade

EPAM Systems saw short-term share rebounds and elevated volumes last week ahead of its March 12 Investor Day in Boston. The event will spotlight EPAM's AI-first engineering strategy; investors are watching for concrete execution milestones and margin guidance that could materially affect the stock.

EPAM Up 5.19% as Cursor AI Deal Stokes Rally Feb19

EPAM shares climbed 5.19% on Feb 6 amid renewed investor interest tied to a generative AI partnership with Cursor and ahead of the company’s Feb 19 Q4 & FY2025 earnings call. Volume topped the 50-day average while EPAM still trails peers and sits roughly 30% below its 52-week high. Key items to watch: earnings guidance, AI investment commentary, and platform engineering demand.