EPAM Joins the Microsoft Intelligent Security Association
Rhea-AI Summary
EPAM (NYSE: EPAM) joined the Microsoft Intelligent Security Association (MISA) on March 11, 2026, as a services partner. EPAM will deepen technical collaboration with Microsoft around Microsoft Security technologies, including Microsoft Sentinel and Microsoft Defender XDR, to help joint customers scale and operate unified security platforms.
Membership signals closer ecosystem alignment, stronger coordination across Microsoft security partners, and continued emphasis on delivering Microsoft-aligned security services at production scale.
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Key Figures
Market Reality Check
Peers on Argus
EPAM fell 2.79% while several peers also declined: KD (-2.61%), PSN (-6.14%), G (-4.02%), EXLS (-4.8%). GDS diverged, rising 4.25%. With no peers in the momentum scanner, moves appear stock- and name-specific rather than a unified sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Mar 10 | Industry recognition | Positive | -2.8% | Named 2026 Top IT Vendor in the Netherlands with high satisfaction scores. |
| Mar 05 | Capital return | Positive | +2.6% | Entered $300M accelerated share repurchase under existing $1.0B authorization. |
| Feb 25 | Platform integration | Positive | +1.8% | Deltix trading platform integrated with AX perpetual futures exchange. |
| Feb 25 | Correction notice | Neutral | +1.8% | Correction release reiterating details of Deltix integration announcement. |
| Feb 19 | Earnings results | Positive | -17.0% | Reported Q4 and 2025 revenue growth with improved non-GAAP profitability. |
Recent history shows several positive corporate updates, yet shares have occasionally sold off on good news, notably around earnings and industry recognition.
Over the last few weeks, EPAM reported strong Q4 and full-year 2025 results with revenue of $1.408B in Q4 and $5.457B for the year, plus an accelerated $300M share repurchase under a $1.0B authorization. It also highlighted trading-platform integrations and was named a top IT vendor in the Netherlands. Today’s Microsoft security ecosystem news follows this pattern of strategic partnership and capability expansion rather than a shift in financial outlook.
Market Pulse Summary
This announcement highlights EPAM’s deeper integration into Microsoft’s security ecosystem via MISA membership, reinforcing its engineering-led focus on tools like Microsoft Sentinel and Defender XDR. In recent months EPAM combined revenue growth, buybacks, and trading-platform integrations, so this development extends its partnership and AI-enabled security narrative. Investors may watch for concrete metrics—such as security-related revenue mix and customer wins—to gauge how this collaboration scales over time.
AI-generated analysis. Not financial advice.
"Joining MISA as a services partner reflects the maturity of EPAM's security services and marks an important milestone in the evolution of our existing collaboration with Microsoft," said Elaina Shekhter, SVP, Chief Strategy and Transformation Officer, EPAM. "Being part of the MISA ecosystem is a meaningful validation of how we deliver Microsoft-aligned security services at scale, and it reinforces our commitment to helping joint customers build security capabilities that are resilient in production and designed for long-term outcomes."
EPAM's security services are centered on an engineering-led approach to Microsoft Security technologies – including Microsoft Sentinel and Microsoft Defender XDR – helping clients integrate and operate security as a unified platform rather than a one-time deployment.
For joint customers, MISA membership means closer ecosystem alignment and tighter technical collaboration between EPAM and Microsoft to accelerate execution and improve security outcomes in production environments. It also supports stronger coordination across the Microsoft security ecosystem, helping customers scale and continuously improve security operations across cloud and AI-enabled environments.
"The Microsoft Intelligent Security Association has grown into a vibrant ecosystem comprised of the most reliable and trusted security vendors across the globe," said Maria Thomson, Director, Microsoft Intelligent Security Association. "Our members, like EPAM, share Microsoft's commitment to collaboration within the cybersecurity community to improve our customers' ability to predict, detect, and respond to security threats faster."
Established in 2018 to bring together Microsoft leaders and security vendors, MISA focuses on collaborating to combat security threats and create a safer environment for all. Its mission is to provide intelligent, industry-leading security solutions that work together to help protect organizations at the speed and scale of AI in an ever-increasing threat landscape.
Partners who are interested in learning more can visit the MISA Website: Microsoft Intelligent Security Association.
To learn more about EPAM's Microsoft security work and what the MISA membership means for EPAM and Microsoft's customers, read this EPAM blog: www.epam.com/insights/blogs/engineering-resilience-epam-and-microsofts-unified-security-approach
To learn more about how EPAM prepares next-gen enterprises for security solutions on Azure, visit: marketplace.microsoft.com/en-us/marketplace/consulting-services/epam-2436412.azuresecurityassessment
About EPAM Systems:
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
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SOURCE EPAM Systems, Inc.
FAQ
What does EPAM joining MISA mean for EPAM (NYSE: EPAM) customers?
Which Microsoft security technologies will EPAM focus on as a MISA member?
How could EPAM's MISA membership affect EPAM's security services offering?
Does EPAM's MISA membership change how customers access EPAM security services on Azure?
When did EPAM officially announce its membership in the Microsoft Intelligent Security Association?