Epam Sys Inc Stock Price, News & Analysis

EPAM (NYSE: EPAM) was named Innovation Partner of the Year – Global in the 2025 Geography and Global AWS Partner Awards announced at AWS re:Invent on December 2, 2025.

The award recognizes partners delivering end-to-end cloud services—assessments, architecture, migration, deployment and ongoing cloud management—focused on measurable business outcomes. EPAM highlighted co-built AI-enabled solutions published on AWS Marketplace, including EPAM AI/RUN for AWS Migration and Modernization, which uses AI insights and automation to accelerate and de-risk migrations and modernization.

EPAM (NYSE: EPAM) won the Innovate with Azure AI Platform 2025 Microsoft Partner of the Year award on November 13, 2025 for building next‑generation AI solutions on Azure that emphasize scale, governance and safety.

EPAM's entry highlighted a GenAI platform developed with Albert Heijn to power an employee virtual assistant that speeds product lookups, restocking and onboarding. EPAM was also named Microsoft Global Systems Integrator and was a finalist in three other Azure and industry award categories.

EPAM (NYSE: EPAM) reported third quarter 2025 results with revenues of $1.394 billion, up 19.4% year-over-year and organic constant currency revenue +7.1%. GAAP operating income was $144.9 million (10.4% of revenues) and non-GAAP operating income was $222.8 million (16.0% of revenues). GAAP diluted EPS was $1.91 and non-GAAP diluted EPS was $3.08. Cash provided by operations for the first nine months was $372.0 million, and cash totaled $1.244 billion as of Sept 30, 2025. The company repurchased $82.1 million of stock in Q3 and authorized a new $1.0 billion buyback program. EPAM raised full‑year 2025 revenue and EPS outlooks, now targeting $5.43–5.445B revenue and GAAP EPS $6.75–6.83.

EPAM (NYSE: EPAM) announced the launch of Agentic QA™ on October 28, 2025, an AI-native testing solution within EPAM's AI/Run™.Tools platform.

Agentic QA combines AI agentic methods with crowd-testing experience to provide a scriptless, adaptive testing approach called Adaptive Regression testing that aims to reduce lead times and testing costs by dynamically adapting to UI changes, navigating complex user paths, and testing functional and non-functional requirements in real time.

The release cites a Gartner report (June 13, 2025) noting test automation powered by generative AI as an increasingly essential capability for software engineering leaders.

EPAM (NYSE: EPAM) on October 23, 2025 launched AI/Run.Transform Playbook, an integrated, ROI-focused consulting and delivery model to accelerate enterprise AI-native transformation. The Playbook bundles AI/Run.Blueprints, AI/Run.Talent and AI/Run.Tools to combine industry verticalized teams, agentic capabilities, automation and partner technologies into a repeatable delivery framework.

The offering targets end-to-end AI business innovation and AI engineering throughout the product lifecycle, emphasizing adoption-at-scale, standardized workflows-as-code, and measurable AI ROI. EPAM cites Forrester on the need to align technical and business strategies and directs readers to its AI services page for more information.

EPAM (NYSE: EPAM) announced a new $1 billion stock repurchase program on Oct 21, 2025.

The program has a 24-month term, may use open-market purchases, privately negotiated transactions, or Rule 10b5-1 trading plans, and can be suspended or discontinued at any time; it does not obligate the company to repurchase any shares. Management cited three quarters of improving year-over-year organic constant-currency revenue growth, efficient free cash flow generation, and a strong balance sheet as the rationale for returning cash to shareholders while continuing business and AI investments.

Da Vinci Capital portfolio company Noventiq announced a significant equity investment from Niobrara Capital on October 13, 2025. Da Vinci Capital vehicles participated in an earlier financing round alongside Broadreach Group, and Niobrara holds an option to upsize its investment. Noventiq said it will use proceeds to support organic growth and pursue strategic international opportunities. The company also appointed Torgrim Takle as CEO, who brings two decades of international tech leadership and prior experience leading 15+ acquisitions at Crayon Group. Statements from Niobrara and Da Vinci emphasize a continuing partnership to expand Noventiq's service offerings.

EPAM (NYSE: EPAM) announced the unification of its engineering, consulting and AI-native services across Ibero-America under the EPAM NEORIS brand on October 9, 2025.

The alignment combines EPAM's global cloud, AI, software engineering and consulting capabilities with regional delivery teams from NEORIS, Optiva, Vates and S4N, targeting Spanish- and Portuguese-speaking markets and nearshoring relationships with the U.S., Canada and Europe. The move emphasizes AI-native solutions, partnerships with Google, AWS, Microsoft, SAP and Salesforce, and a regional focus on financial services, manufacturing, retail, telecom and media.

EPAM (NYSE: EPAM) on October 7, 2025 announced an expanded collaboration with Oracle to accelerate enterprise adoption of Oracle Cloud Infrastructure (OCI) and AI services across healthcare, life sciences, financial services and insurance.

EPAM said it brings 1,100+ global Oracle certifications (OCI Data Management, Integration, Migration, Security, Oracle Database to Cloud) and 30+ years of engineering experience to help clients integrate OCI into multi-cloud and GenAI strategies.

The partnership aims to speed deployment of AI-powered cloud solutions, improve scalability and cost efficiency, and streamline data-driven decision-making for joint customers.