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EPAM & Anthropic Team Up to Build the Future of Enterprise Transformation with Safe, Applied AI

(Moderate)
(Very Positive)
Tags
AI

EPAM (NYSE: EPAM) announced a strategic multi-year partnership with Anthropic to deliver safe, enterprise-grade generative AI solutions. EPAM will build a dedicated Claude practice targeting 10,000+ Claude-certified architects, with 1,300 certified today, 5,000 targeted by end of Q3 2026 and further scale in 2027. Over 20,000 EPAMers have completed Anthropic training. The collaboration combines EPAM engineering delivery with Anthropic's Claude models, Claude Code, Claude Agent SDK and Claude Security to help clients move AI from experimentation to production.

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Positive

  • Dedicated practice target of 10,000+ Claude-certified architects
  • 1,300 architects certified to date with 5,000 target by end-Q3 2026
  • 20,000+ EPAM employees trained via Anthropic Academy
  • Access to Anthropic Claude models, Claude Code, Claude Agent SDK and Claude Security

Negative

  • Aggressive certification timeline requires scaling to 5,000 certified architects by end-Q3 2026
  • No disclosed financial metrics or guidance quantifying revenue or margin impact from the partnership

News Market Reaction – EPAM

-2.44%
7 alerts
-2.44% Session close to close
+9.2% Peak Tracked
-2.9% Trough Tracked
$5.88B Market Cap
0.1x Rel. Volume

In the May 6 session, EPAM declined 2.44%, reflecting a moderate negative market reaction. Argus tracked a peak move of +9.2% during that session. Argus tracked a trough of -2.9% from its starting point during tracking. Our momentum scanner triggered 7 alerts that day, indicating moderate trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights EPAM’s strategic alignment with Anthropic to deliver enterprise-grade A...
Analysis

This announcement highlights EPAM’s strategic alignment with Anthropic to deliver enterprise-grade AI, backed by a CEO-driven plan for 10,000 Claude-certified architects and training for over 20,000 employees. In the past year, similar AI initiatives produced only small average price moves of about -0.07%, suggesting gradual rather than explosive re-rating. Investors may watch certification milestones, client wins tied to Claude, and upcoming earnings commentary to assess how effectively this partnership converts into revenue and margin contributions.

Key Figures

Target Claude architects: 10,000 architects Claude Black Belts: 250 engineers Certified architects to date: 1,300 architects +5 more
8 metrics
Target Claude architects 10,000 architects CEO-mandated Claude-certified architect practice
Claude Black Belts 250 engineers Specialized forward-deployed engineer Black Belts
Certified architects to date 1,300 architects Already Claude-certified at time of announcement
Certification goal by Q3 5,000 architects Claude certifications targeted by end of Q3
Anthropic Academy trainees 20,000+ employees EPAMers trained via Anthropic Academy
52-week range $107.49–$222.53 Current price $109.64 sits near 52-week low
Market cap $5,834,907,168 EPAM pre-news market capitalization
Price change -0.87% 24h move prior to/around the AI partnership news

Previous AI Reports

5 past events · Latest: Feb 17 (Positive)
Same Type Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Feb 17 AI agency expansion Positive -2.5% Expanded Empathy Lab AI-native agency in North America for CMO-led growth.
Dec 09 AI agents launch Positive +2.1% Launched seven production-ready AI agents on Google Cloud Marketplace.
Nov 13 AI partner award Positive +0.2% Won Microsoft Innovate with Azure AI Platform Partner of the Year award.
Oct 28 Agentic QA launch Positive -0.3% Introduced Agentic QA AI-native testing solution within AI/Run.Tools platform.
Oct 23 AI/Run.Transform debut Positive +0.2% Launched AI/Run.Transform Playbook for enterprise AI-native transformation.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

AI-focused announcements have mostly been positive strategically but produced small and mixed price moves, with both aligned gains and divergences into losses.

Recent Company History

Recent AI-tagged news for EPAM shows a steady build-out of AI-native capabilities. Since Oct 23, 2025, the company launched its AI/Run.Transform playbook, introduced Agentic QA™ for AI-driven testing, won a Microsoft Azure AI partner award, rolled out seven advanced AI agents on Google Cloud Marketplace, and expanded its Empathy Lab AI-native agency to North America. Despite these initiatives, average 24-hour moves around such AI news have been modest at about -0.07%, indicating limited immediate price impact historically.

Key Terms

genai, sdk, ai-native
3 terms
genai technical
"safely build and scale GenAI capabilities across their entire business"
Generative AI (genai) is a type of artificial intelligence designed to create new content, such as text, images, or music, that resembles human-produced work. It matters to investors because it has the potential to transform industries by automating tasks, enhancing creativity, and enabling new products and services, which can influence company performance and market opportunities.
sdk technical
"Claude Code and Claude Agent SDK."
An SDK (software development kit) is a bundled set of tools, code samples and instructions that lets outside developers build software that works with a company’s platform or product. Think of it as a toolbox and recipe that makes it faster and easier for others to create compatible apps or services. For investors, an SDK matters because widespread developer use can boost product adoption, create new revenue streams and strengthen customer lock‑in, signaling potential future growth.
ai-native technical
"EPAM is pioneering the next era of enterprise innovation as the premier architects of AI-native builds."
A company or product described as ai-native is built from the ground up around artificial intelligence rather than having AI added on later; its core processes, user experience and decision-making rely on machine learning models and data pipelines. Like a house designed for wheelchair access versus one retrofitted, ai-native firms can move faster, scale more cheaply and offer unique products or cost advantages—information investors use to judge future growth potential and risk exposure to model, data or regulatory failures.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Together, EPAM and Anthropic empower organizations to safely build and scale GenAI capabilities across their entire business by combining deep engineering expertise with responsible AI

NEWTOWN, Pa., May 6, 2026 /PRNewswire/ -- As enterprises face growing pressure to turn AI investments into real business value, EPAM Systems, Inc. (NYSE: EPAM) today announced a strategic, multi-year partnership with Anthropic to accelerate the delivery of safe, reliable and enterprise-grade AI. The partnership offers clients a trusted path to simplify complex legacy operations, automate workflows, analyze large-scale datasets and improve overall operational efficiency with EPAM's proven engineering excellence and Anthropic's industry-leading Claude models, Claude Code and Claude Agent SDK.

As part of a CEO-mandated program, EPAM is developing a dedicated practice of more than 10,000 Claude-certified architects, including 250 specialized, forward-deployed engineer Black Belts. To date, over 1,300 architects have already been certified, with 5,000 to be certified by the end of Q3 and thousands more in 2027. In addition, more than 20,000 EPAMers have successfully undertaken training via the Anthropic Academy.

"Our partnership with Anthropic is an important milestone in EPAM's mission to become the leading AI-native strategic service provider to our Global 2000 clients," said Elaina Shekhter, Chief Strategy & Transformation Officer at EPAM. "With over 30 years of experience in building enterprise-grade applications and solutions, EPAM is pioneering the next era of enterprise innovation as the premier architects of AI-native builds. As companies take on the challenge of transforming their businesses with AI, we look forward to working closely with Anthropic to shape the digital landscape and set new standards for how enterprises bridge technological speed and complexity with the necessary safety controls to create sustainable value."

As businesses work rapidly to establish a foundation for enterprise-wide, autonomous AI across several fronts, demand for service providers with complex engineering expertise has grown. EPAM's trusted engineering methodologies, proven delivery approach and applied AI practice, combined with Anthropic's cutting-edge models and agentic tools, offers clients a powerful pathway to unlocking innovative AI-native solutions and moving from experimentation to a truly AI-native enterprise — establishing a distinct market advantage that drives sustainable growth.

"We're excited to welcome EPAM as an Anthropic services partner. Building on its deep engineering heritage, EPAM has trained more than 20,000 EPAMers on Claude and is scaling a dedicated practice toward 10,000 certified architects. Together, we're helping enterprises strengthen operational resilience and meet their business objectives by taking AI from concept to production across Claude, Claude Code, Claude Security, and our Agent SDK," said Phil Samenuk, Head of Partnerships at Anthropic.

Discover how EPAM and Anthropic team up to deliver enterprise transformation through building safety with applied AI by visiting: www.epam.com/anthropic.

About EPAM Systems, Inc.
EPAM (NYSE: EPAM) is a global leader in AI transformation engineering and integrated consulting, serving Forbes Global 2000 companies and ambitious startups. With over thirty years of expertise in custom software, product and platform engineering, EPAM empowers organizations to become AI-Native enterprises, driving measurable value from innovation and digital investments. Recognized by industry benchmarks and leading analysts as a leader in AI, EPAM delivers globally while engaging locally, making the future real for clients, partners, and employees. 

We are proud to be recognized by Forbes, Glassdoor, Newsweek, Time Magazine, Great Place to Work and kununu as a Most Loved Workplace around the world. 

Learn more at www.epam.com and follow us on LinkedIn

Forward-Looking Statements
This press release includes estimates and statements which may constitute forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, the accuracy of which are necessarily subject to risks, uncertainties, and assumptions as to future events that may not prove to be accurate. Our estimates and forward-looking statements are mainly based on our current expectations and estimates of future events and trends, which affect or may affect our business and operations. These statements may include words such as "may," "will," "should," "believe," "expect," "anticipate," "intend," "plan," "estimate" or similar expressions. Those future events and trends may relate to, among other things, developments relating to the war in Ukraine and escalation of the war in the surrounding region, political and civil unrest or military action in the geographies where we conduct business and operate, difficult conditions in global capital markets, foreign exchange markets, global trade, and the broader economy, the adoption and implementation of artificial intelligence technologies by EPAM and its clients, and the effect that these events may have on client demand and our revenues, operations, access to capital, and profitability. Other factors that could cause actual results to differ materially from those expressed or implied include general economic conditions, the risk factors discussed in the Company's most recent Annual Report on Form 10-K and the factors discussed in the Company's Quarterly Reports on Form 10-Q, particularly under the headings "Management's Discussion and Analysis of Financial Condition and Results of Operations" and "Risk Factors" and other filings with the Securities and Exchange Commission. Although we believe that these estimates and forward-looking statements are based upon reasonable assumptions, they are subject to several risks and uncertainties and are made based on information currently available to us. EPAM undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as may be required under applicable securities law.

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SOURCE EPAM Systems, Inc.

FAQ

What is the EPAM and Anthropic partnership announced on May 6, 2026 (EPAM)?

It is a multi-year strategic services partnership to deliver safe, enterprise-grade generative AI across clients. According to EPAM, the partnership pairs EPAM engineering with Anthropic's Claude models, Agent SDK, Claude Code and Claude Security to move AI to production.

How many Claude-certified architects does EPAM plan under the Anthropic collaboration (EPAM)?

EPAM plans a dedicated practice of more than 10,000 Claude-certified architects. According to EPAM, 1,300 architects are certified today and 5,000 more will be certified by end of Q3 2026, with further scale into 2027.

How many EPAM employees have completed Anthropic training through the partnership (EPAM)?

Over 20,000 EPAM employees have undertaken Anthropic training to date. According to EPAM, that training is delivered via the Anthropic Academy as part of the program to scale Claude capabilities enterprise-wide.

Which Anthropic technologies will EPAM use in client solutions (EPAM)?

EPAM will use Anthropic's Claude family, including Claude models, Claude Code, Claude Security, and the Agent SDK. According to EPAM, these tools will be combined with EPAM engineering to build production-grade AI solutions.

What timeline has EPAM provided for certifying architects under the Claude program (EPAM)?

EPAM targets 5,000 certified architects by the end of Q3 2026 and plans to certify thousands more in 2027. According to EPAM, the program is CEO-mandated and part of a multi-year scaling effort.

Does EPAM disclose financial impact or revenue guidance from the Anthropic partnership (EPAM)?

No, EPAM did not provide quantified financial metrics or guidance tied to the partnership in the announcement. According to EPAM, the release focuses on capability building, certification targets, and technology integration.