EPAM Systems, Inc. (EPAM)

Over the last six months, EPAM's stock price has experienced a decline. As of July 16, 2025, the share price was $166.88, representing a 21.02% decline from July 17, 2024. Over the last six months, the stock has decreased by approximately 30.04%. In the past year, EPAM's stock has shown a 23.40% decrease. EPAM's earnings for the last quarter were $2.41 per share, exceeding the estimation of $2.27, resulting in a 6.10% surprise. The estimated earnings for the next quarter are $2.60 per share. The company's revenue for the last quarter amounted to $1.30 billion, despite an estimated figure of $1.28 billion. The next earnings report is expected on August 7, 2025.

While specific details on demand seasonality are not provided, EPAM operates in the technology services sector, which experiences fluctuations based on economic trends and client project cycles. Demand is influenced by corporate IT spending cycles. EPAM aligns its resource allocation and project planning with its clients' business cycles, which may exhibit seasonal patterns depending on the industries they serve.

EPAM Systems, Inc. is an American company specializing in software engineering services, digital platform engineering, and digital product design, headquartered in Newtown, Pennsylvania. It operates in the Technology Services sector, providing services like software product development, digital platform engineering, and business consulting. EPAM serves diverse industries, including financial services, travel, and healthcare, and offers products like TelescopeAI® and EPAM SolutionsHub. The company has strategic alliances with technology leaders like Microsoft and Amazon Web Services.

EPAM Systems, Inc. has a global geographic footprint, serving customers in over 35 countries across North America, Europe, Asia, and Australia. As of 2024, the company maintains a strategic presence in 19 countries across multiple continents and operates in 53 countries. Its net sales are distributed geographically, with the United States accounting for 56.7%, the United Kingdom 11%, Switzerland 8.6%, Germany 4.4%, Netherlands 4%, and Canada 1.9%. Other countries collectively represent 13.4% of net sales. EPAM has expanded its presence in Latin America through acquisitions, including Colombia-based S4N.

EPAM Systems has maintained a positive brand reputation, receiving recognition in Newsweek's Excellence 1000 Index and as a Most Loved Workplace for the third consecutive year. It was also named a Top IT Sourcing Vendor in the Netherlands for the second year in a row by Whitelane Research. The company's brand name and reputation are considered important corporate assets that help distinguish its services and aid in recruiting and retaining talent. However, its corporate reputation is susceptible to damage from actions or statements by current or former clients and employees, competitors, vendors, legal adversaries, government regulators, and the investment community and media.

EPAM Systems, Inc. has a diverse ownership structure, including institutional, individual, and retail investors. As of July 16, 2025, EPAM has 1227 institutional owners and shareholders holding a total of 60,750,150 shares. Institutional investors hold approximately 80.07% of the shares. The largest institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Invesco Ltd., State Street Corp, Capital World Investors, Ameriprise Financial Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Massachusetts Financial Services Co /ma/, VFINX - Vanguard 500 Index Fund Investor Shares, and Geode Capital Management, Llc. Individual investors hold approximately 3.56% of the shares. Russia Partners II LP is noted as the largest individual shareholder, owning 15.97 million shares, representing 28.18% of the company.