Epam Sys Stock Price, News & Analysis
Company Description
EPAM Systems, Inc. (NYSE: EPAM) is a global technology company that focuses on digital engineering, cloud and AI-enabled transformation services, and business and experience consulting for large enterprises and startups. Founded in 1993, EPAM has built its business around deep software engineering expertise and operates within the Professional, Scientific, and Technical Services sector, with an industry classification in custom computer programming services.
According to the company, EPAM addresses clients’ transformation challenges by combining EPAM Continuum's integrated strategy, experience and technology consulting with more than 30 years of engineering execution. This approach is intended to speed clients’ time to market and help them extract greater value from their digital investments and innovations.
Core Business and Services
EPAM describes itself as a global provider of digital engineering, cloud and AI-enabled transformation services and a business and experience consulting partner. Its work spans:
- Digital engineering and product engineering, where its software engineering heritage underpins the design and development of experiences, products and platforms that clients bring to market.
- Cloud transformation, including consulting and implementation services that run on major cloud ecosystems such as Amazon Web Services and Google Cloud, as reflected in its recognition as AWS Global Innovation Partner of the Year and its collaboration with Google Cloud Marketplace.
- AI-enabled transformation, where EPAM emphasizes AI-native approaches, generative AI (GenAI) capabilities, and agentic workflows embedded into software development and business processes.
- Experience and business consulting, delivered through EPAM Continuum, which integrates strategy, experience design and technology consulting.
EPAM states that it delivers globally but engages locally through teams of consultants, architects, designers and engineers. Its multidisciplinary teams serve customers across six continents and across diverse industries, including financial services, manufacturing, retail, telecommunications, media, healthcare, and other sectors mentioned in its regional initiatives and AI offerings.
AI-Native Strategy and Platforms
A central theme in EPAM’s recent communications is its focus on becoming and enabling AI-native enterprises. The company highlights several AI-related platforms and initiatives:
- EPAM AI/RUN™, described as a platform and suite of capabilities that support AI-enabled transformation, including tools for migration and modernization on AWS and AI/Run™.Tools for testing and quality engineering.
- AI/Run™.Transform Playbook, a next-generation integrated consulting model built with AI to support enterprise-wide AI-native transformation. This playbook brings together AI-native delivery, strategic consulting, engineering expertise, operational practices and partner technologies.
- DIALX Lab, an initiative the company associates with integrating advanced AI technologies into tailored business strategies and fostering continuous innovation.
- AI agents on Google Cloud Marketplace, including agents for Know Your Customer (KYC), clinical document authoring, drug discovery workflows, SQL query optimization, retail media orchestration, video processing, and natural-language data interaction.
- Agentic QA™, an AI-native testing solution within AI/Run™.Tools that combines AI agents with EPAM’s engineering and crowd-testing experience to deliver adaptive, scriptless testing capabilities.
Through these platforms, EPAM emphasizes the use of AI and GenAI to accelerate digital innovation, enhance competitive positioning for clients, and support AI-native workflows across the software development lifecycle.
Geographic Reach and Market Position
EPAM states that its multidisciplinary teams serve customers across six continents and that it delivers globally while engaging locally. The company notes that it has been added to the S&P 500 and the Forbes Global 2000 in 2021, and that it ranks among the top 15 companies in Information Technology Services in the Fortune 1000. It also highlights recognition by Glassdoor and Newsweek as a Most Loved Workplace.
Historically, EPAM hosted large engineering bases in Ukraine, Belarus and Russia, and it now indicates that it delivers from various locations across different continents. EPAM also notes that its largest market is North America, which represents a substantial portion of its revenue, and that it serves customers across Spanish- and Portuguese-speaking markets through the EPAM NEORIS brand in Ibero-America.
EPAM NEORIS and Regional Focus
EPAM has unified its engineering, consulting and AI-native services in Ibero-America under the EPAM NEORIS brand. EPAM NEORIS is described as a digital accelerator that combines EPAM’s global expertise in cloud, AI, digital and software engineering, consulting, testing and experience design with regional delivery capabilities of NEORIS, Optiva, Vates and S4N.
EPAM NEORIS focuses on Spanish- and Portuguese-speaking markets and serves industries such as financial services, manufacturing, retail, telecom and media, among others. The company highlights nearshoring solutions that provide culturally and time-zone-aligned services for clients in regions including the U.S., Canada and Europe, and notes strategic alliances with technology providers such as Google, AWS, Microsoft, SAP and Salesforce.
Partnership Ecosystem
EPAM’s business model places significant emphasis on partnerships with major technology platforms. The company’s communications reference:
- A 360-degree collaboration with Google Cloud, including engineering, solutions and go-to-market strategies, and the publication of AI agents on Google Cloud Marketplace.
- A deep relationship with Amazon Web Services (AWS), highlighted by the 2025 AWS Global Innovation Partner of the Year award and the publication of EPAM AI/RUN™ solutions on AWS Marketplace.
- Strategic alliances in Ibero-America with Google, AWS, Microsoft, SAP, Salesforce, Databricks and others through EPAM NEORIS.
These partnerships support EPAM’s positioning as a collaborator for cloud migration, modernization, AI adoption and digital transformation initiatives.
Corporate and Capital Structure Highlights
EPAM Systems, Inc. is incorporated in Delaware and lists its common stock on the New York Stock Exchange under the ticker symbol EPAM. The company has disclosed several corporate and capital-related developments through recent SEC filings:
- Share repurchase program: In October 2025, EPAM announced that its Board of Directors authorized a stock repurchase program of up to $1 billion of its outstanding common stock.
- Credit facility: In October 2025, EPAM entered into an amended and restated credit agreement providing a five-year revolving credit facility, with the potential to increase the total commitments subject to lender agreement and conditions.
- Executive compensation and governance: The company adopted an Executive Severance Plan in June 2025 and disclosed a CEO transition in which Balazs Fejes was appointed Chief Executive Officer and President and Arkadiy Dobkin became Executive Chairman.
These disclosures illustrate EPAM’s use of capital markets tools such as credit facilities and share repurchase programs and its attention to executive compensation structures and governance.
Recognition and Industry Standing
EPAM highlights multiple external recognitions that relate to its scale and capabilities in IT services and digital transformation. The company notes that it:
- Was added to the S&P 500 and the Forbes Global 2000 in 2021.
- Is among the top 15 companies in Information Technology Services in the Fortune 1000.
- Has been recognized as a Most Loved Workplace by Glassdoor and Newsweek.
- Is recognized in IDC MarketScapes for Worldwide Experience Build Services, Worldwide Experience Design Services and Worldwide Software Engineering Services.
These references provide context on EPAM’s scale and its role within the broader information technology services landscape, as described by the company.
Client and Industry Focus
EPAM states that it serves global enterprises and ambitious startups and that it works across diverse industries. In Ibero-America, EPAM NEORIS cites industries such as manufacturing, financial services, consumer packaged goods, retail, telecommunications, media, energy and agri-business. EPAM’s AI agents on Google Cloud Marketplace are described as addressing challenges in finance, healthcare, retail and other sectors, indicating a cross-industry orientation for its AI and digital solutions.
The company emphasizes a client-centric and AI-native mindset, describing its work as co-creating solutions with clients, using advanced engineering practices and partner ecosystems to support digital modernization, operational efficiency and business growth.
Stock and Investor Information
EPAM’s common stock trades on the New York Stock Exchange under the symbol EPAM. The company periodically reports financial results and material events through SEC filings, including Form 8-K reports that reference earnings releases, capital programs, credit agreements and governance changes. EPAM has also announced plans to host an Investor Day to discuss its long-term growth strategy and its approach to AI-driven business transformation.
Investors who follow EPAM may focus on its digital engineering and AI-enabled transformation capabilities, its position in major indices such as the S&P 500, its partnership ecosystem with leading cloud providers, and its use of capital allocation tools such as share repurchase programs and revolving credit facilities, as described in its public disclosures.