EPAM Systems (NYSE:EPAM) 株価情報

EPAM SYSTEMS INC

EPAM Systems

EPAM Sys

EPAM Systems is a global IT services firm that offers platform engineering, software development, and consulting services. EPAM's largest market is North America, which represents approximately 60% of revenue. Offerings span assisting companies with new technologies, such as artificial intelligence, virtual reality, and robotics.

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今年の株式市場は、インフレーション圧力の緩和、企業の強い利益、およびAI（人工知能）技術の潜在的な利益に対する楽観的な期待を受けて、連邦準備制度が9月に金利を引き下げるとの期待が高まっています。

S&amp;P500上半期終了も史上最高値を更新せず

EPAM Systems Inc

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Shares of companies within the broader tech sector are higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A reduction in tariffs could alleviate some supply chain concerns and improve macro sentiment as well as demand visibility.

Barclays analyst Ramsey El-Assal maintains EPAM Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>) with a Overweight and raises the price target from $200 to $215.

Price Target

Analyst Ratings

Barclays Maintains Overweight on EPAM Systems, Raises Price Target to $215

Needham analyst Mayank Tandon maintains EPAM Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>) with a Buy and raises the price target from $185 to $215.

Needham Maintains Buy on EPAM Systems, Raises Price Target to $215

Guggenheim analyst Jonathan Lee maintains EPAM Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>) with a Buy and raises the price target from $210 to $215.

Guggenheim Maintains Buy on EPAM Systems, Raises Price Target to $215

Morgan Stanley analyst James Faucette maintains EPAM Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>) with a Equal-Weight and lowers the price target from $250 to $210.

Morgan Stanley Maintains Equal-Weight on EPAM Systems, Lowers Price Target to $210

Piper Sandler analyst Arvind Ramnani maintains EPAM Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>) with a Neutral and raises the price target from $170 to $194.

Piper Sandler Maintains Neutral on EPAM Systems, Raises Price Target to $194

EPAM Systems, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>) reported <a href="https://www.benzinga.com/pressreleases/25/05/n45279186/epam-reports-results-for-first-quarter-2025-and-raises-full-year-revenue-outlook" target="_blank" rel="noreferrer noopener">first-quarter</a> 2025 results on Thursday. Its sales grew 11.7% year-over-year to $1.302 billion, beating the analyst consensus estimate of $1.28 billion.
On an organic constant currency basis, revenue increased by 1.4% YoY.
Adjusted EPS of $2.41 is down from $2.56 a year ago, but beat the consensus <a href="https://www.benzinga.com/earnings">estimate of $2.27</a>.
Adjusted operating income for the quarter reached $175.8 million, up 1.2% YoY, and the margin stood at 13.5%, down from 14.9% YoY.
Also Read: <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45285797/forget-rate-cuts-this-year-bank-of-america-warns-after-powells-hawkish-tone">Forget Rate Cuts This Year, Bank Of America Warns After Powell&#8217;s Hawkish Tone</a>
The company's operating cash flow for the first quarter dropped to $24.2 million from $129.9 million year over year. Total cash fell 8.7% to $1.179 billion from $1.290 billion at year-end 2024.
EPAM repurchased 796,000 shares for $160 million in Q1 2025, with $277 million still authorized.
Total headcount reached ~61,700, including ~55,600 delivery professionals, up 0.9% since December 2024.
Second-quarter Outlook: EAPM expects revenue of $1.325 billion to $1.340 billion versus an estimated $1.30 billion, and adjusted EPS of $2.56 to $2.64 versus the $2.47 consensus.
2025 Outlook Raised: Revenue growth raised to 11.5% to 14.5% (or 2.0% to 5.0% organic, constant currency). The company now expects Sales Guidance of $5.27 billion to $5.41 billion (prior from $5.20 billion to $5.39 billion) versus the $5.27 billion consensus.
The company expects Adjusted EPS of $10.70 to $10.95 (prior $10.45 to $10.75) versus the consensus of $10.50. It sees GAAP operating margin at 9.0% to 10% and non-GAAP at 14.5% to 15.5%.
EPAM narrowed its GAAP EPS guidance from $6.78 to 7.08 to $6.78 to $7.00, compared to the $6.88 consensus.
Additionally, EPAM <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/n45279231/epam-announces-planned-leadership-succession" rel="noreferrer noopener">announced</a> that founder and CEO Arkadiy Dobkin will become Executive Chairman on September 1, 2025, with Balazs Fejes appointed as the new President and CEO to lead the company's next growth phase.
Price Action: EPAM shares are trading higher by 13.7% to $180.98 at the last check on Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45288753/google-at-staggering-42-discount-to-sp-500-after-150-billion-value-dive">Google At Staggering 42% Discount To S&amp;P 500 After $150 Billion Value Dive</a></li>
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Photo by Jobs 51 via Shutterstock

Earnings

Guidance

Movers

Tech

EPAM Soars On Strong Q1 Earnings, Raised Guidance

U.S. stocks were higher, with the Nasdaq Composite gaining around 100 points on Thursday.
Shares of Groupon, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRPN#NASDAQ">GRPN</a>) rose sharply during Thursday's session after the company reported <a href="https://in.benzinga.com/news/earnings/25/05/45285163/groupon-q1-billings-sees-double-digit-growth-in-north-america-guides-q2-above-consensus">better-than-expected first-quarter financial results.</a>
The company reported revenue of $117.2 million, beating estimates of $115.5 million, according to Benzinga Pro. Groupon reported an EPS of 18 cents, versus estimates for a loss of 11 cents.
Groupon shares jumped 26.3% to $21.45 on Thursday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul>
<li>SunOpta Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STKL#NASDAQ">STKL</a>) shares jumped 41.3% to $6.40 after the company reported better-than-expected first-quarter financial results and raised its FY25 sales guidance above estimates. Additionally, the company announced a $25 million share repurchase program.</li>
<li>Sezzle Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEZL#NASDAQ">SEZL</a>) gained 36.5% to $72.00 after the company reported better-than-expected first-quarter financial results and raised its FY25 guidance.</li>
<li>Dave Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DAVE#NASDAQ">DAVE</a>) rose 33.3% to $143.75 after the company reported strong first-quarter results and raised its FY25 sales guidance.</li>
<li>LegalZoom.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LZ#NASDAQ">LZ</a>) gained 30% to $9.42 after the company reported better-than-expected first-quarter sales results and issued second-quarter sales guidance with its midpoint above estimates. Also, the company issued FY25 sales guidance above estimates.</li>
<li>Regencell Bioscience Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGC#NASDAQ">RGC</a>) jumped 29% to $245.00.</li>
<li>QuidelOrtho Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QDEL#NASDAQ">QDEL</a>) gained 29% to $33.30 following upbeat quarterly earnings.</li>
<li>Alvotech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALVO#NASDAQ">ALVO</a>) gained 24% to $9.86 after the company reported better-than-expected first-quarter financial results.</li>
<li>D-Wave Quantum Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QBTS#NASDAQ">QBTS</a>) rose 22% to $8.41 after the company reported better-than-expected quarterly financial results.</li>
<li>Revolution Medicines, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RVMD#NASDAQ">RVMD</a>) jumped 15.5% to $43.39 following quarterly results.</li>
<li>AppLovin Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) gained 15.5% to $350.42 after the company reported better-than-expected first-quarter financial results.</li>
<li>EPAM Systems, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>) rose 14.8% to $182.95 after the company reported better-than-expected first-quarter financial results and issued second-quarter adjusted EPS guidance above estimates. Also, the company raised its FY25 guidance.</li>
<li>Watts Water Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WTS#NYSE">WTS</a>) gained 10.7% to $234.35 following strong quarterly results.</li>
<li>SharkNinja, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SN#NYSE">SN</a>) surged 10.1% to $89.36 after the company reported better-than-expected first-quarter financial results and raised its FY25 adjusted EPS guidance above estimates.</li>
<li>Axon Enterprise, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>) rose 9.6% to $659.40 after the company reported better-than-expected first-quarter financial results and raised FY25 sales guidance.</li>
<li>Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) rose 9.1% to $282.76 after the company reported better-than-expected first-quarter financial results.</li>
<li>Warner Bros. Discovery, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>) jumped 7.5% to $9.20 following quarterly results.</li>
<li>Viatris Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VTRS#NASDAQ">VTRS</a>) gained 7.6% to $9.26 after the company reported better-than-expected first-quarter financial results and raised its FY25 adjusted EPS guidance.</li>
<li>MercadoLibre, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MELI#NASDAQ">MELI</a>) gained 7% to $2,418.76 after the company reported better-than-expected first-quarter financial results.</li>
<li>Paycom Software, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PAYC#NYSE">PAYC</a>) rose 5.9% to $242.05 following upbeat quarterly results.</li>
</ul>
Now Read This: 
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<li><a href="https://www.benzinga.com/news/earnings/25/05/45284390/how-to-earn-500-a-month-from-mckesson-stock-ahead-of-q4-earnings">How To Earn $500 A Month From McKesson Stock Ahead Of Q4 Earnings</a> </li>
</ul>
Photo via Shutterstock

Intraday Update

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Groupon Posts Upbeat Earnings, Joins Axon Enterprise, Warner Bros. Discovery, MercadoLibre And Other Big Stocks Moving Higher On Thursday

<h3>Gainers</h3>
<ul>
<li>Intchains Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICG#NASDAQ">ICG</a>) stock increased by 19.8% to $2.66 during Thursday's pre-market session. The market value of their outstanding shares is at $160.5 million. </li>
<li>D-Wave Quantum (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QBTS#NYSE">QBTS</a>) stock rose 19.59% to $8.24. The market value of their outstanding shares is at $2.4 billion. As per the news, the Q1 earnings report came out today. </li>
<li>AppLovin (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) shares moved upwards by 13.45% to $344.28. The company's market cap stands at $116.4 billion. The company's, Q1 earnings came out yesterday. </li>
<li>EPAM Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>) shares increased by 12.43% to $179.0. The market value of their outstanding shares is at $10.1 billion. The company's, Q1 earnings came out today. </li>
<li>Greenidge Generation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GREE#NASDAQ">GREE</a>) stock moved upwards by 10.98% to $1.05. The market value of their outstanding shares is at $12.0 million. </li>
<li>Nvni Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVNI#NASDAQ">NVNI</a>) stock moved upwards by 10.04% to $0.51. The market value of their outstanding shares is at $46.9 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Consensus Cloud Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CCSI#NASDAQ">CCSI</a>) stock declined by 17.2% to $18.48 during Thursday's pre-market session. The market value of their outstanding shares is at $361.1 million. As per the news, the Q1 earnings report came out yesterday. </li>
<li>Cyngn (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYN#NASDAQ">CYN</a>) stock fell 14.86% to $4.47. The company's market cap stands at $7.8 million. As per the news, the Q1 earnings report came out yesterday. </li>
<li>Syntec Optics Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OPTX#NASDAQ">OPTX</a>) shares decreased by 14.48% to $1.3. The company's market cap stands at $47.6 million. </li>
<li>Nortech Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NSYS#NASDAQ">NSYS</a>) stock decreased by 12.38% to $8.46. The company's market cap stands at $23.3 million. </li>
<li>Fortinet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTNT#NASDAQ">FTNT</a>) stock decreased by 8.27% to $97.9. The company's market cap stands at $75.2 billion. As per the news, the Q1 earnings report came out yesterday. </li>
<li>Evolv Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVLV#NASDAQ">EVLV</a>) shares declined by 8.15% to $3.72. The market value of their outstanding shares is at $608.1 million. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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12 Information Technology Stocks Moving In Thursday's Pre-Market Session

EPAM Systems shares are trading higher after the company reported better-than-expected Q1 financial results and issued Q2 adjusted EPS guidance above estimates. Also the company raised its FY25 guidance.

EPAM Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>) is looking for Q2 Adj EPS of $2.56-$2.64 vs $2.47 analyst estimate. sees sales of $1.330 billion vs $1.30 billion analyst estimate.

EPAM Systems Sees Q2 Adj EPS $2.56-$2.64 vs $2.47 Est; Sees Sales $1.330B vs $1.30B Est

EPAM Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>) raises FY2025 Adj EPS guidance from $10.45-$10.75 to $10.70-$10.95 vs $10.50 analyst estimate. Raises FY2025 sales outlook from $5.20 billion-$5.39 billion to $5.27 billion-$5.41 billion vs $5.27 billion estimate.

EPAM Systems Raises FY2025 Adj EPS Guidance from $10.45-$10.75 to $10.70-$10.95 vs $10.50 Est; Raises FY2025 Sales Guidance from $5.20B-$5.39B to $5.27B-$5.41B vs $5.27B Est

<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="4" rowspan="1">table below:</td>
</tr>
<tr>
<td colspan="4" rowspan="1"> &nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">Second Quarter 2025</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">Full Year 2025</td>
</tr>
<tr>
<td colspan="1" rowspan="1">GAAP diluted earnings per share</td>
<td colspan="1" rowspan="1">$1.67 to $1.75</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">$6.78 to $7.03</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Stock-based compensation expenses</td>
<td colspan="1" rowspan="1">0.70</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">3.16</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Included in cost of revenues (exclusive of depreciation and amortization)</td>
<td colspan="1" rowspan="1">0.35</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">1.56</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Included in selling, general and administrative expenses</td>
<td colspan="1" rowspan="1">0.35</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">1.60</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Humanitarian support in Ukraine(a)</td>
<td colspan="1" rowspan="1">0.07</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">0.27</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Cost Optimization charges(b)</td>
<td colspan="1" rowspan="1">0.04</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">0.23</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Amortization of acquired intangible assets</td>
<td colspan="1" rowspan="1">0.31</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">1.22</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Change in fair value of contingent consideration</td>
<td colspan="1" rowspan="1">—</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">(0.03)</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Foreign exchange loss</td>
<td colspan="1" rowspan="1">—</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">0.19</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Provision for income taxes:</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">&nbsp;&nbsp;&nbsp;&nbsp; Tax effect on non-GAAP adjustments</td>
<td colspan="1" rowspan="1">(0.24)</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">(1.11)</td>
</tr>
<tr>
<td colspan="1" rowspan="1">&nbsp;&nbsp;&nbsp;&nbsp; Tax shortfall/(excess tax benefits) related to stock-based compensation</td>
<td colspan="1" rowspan="1">0.01</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">(0.01)</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Non-GAAP diluted earnings per share</td>
<td colspan="1" rowspan="1">$2.56 to $2.64</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">$10.70 to $10.95</td>
</tr>
</tbody>
</table>
</figure>

EPAM Systems Raises FY2025 Adj EPS Guidance from $10.45-$10.75 to $10.70-$10.95 vs $10.50 Est

EPAM Systems Narrows FY2025 GAAP EPS Guidance from $6.78-$7.08 to $6.78-$7.00 vs $6.88 Est

<ul>
<li>Principal Founder and CEO Arkadiy Dobkin to Become Executive Chairman</li>
<li>Balazs Fejes Appointed to Become President and Chief Executive Officer</li>
<li>Succession to be Effective on September 1, 2025</li>
</ul>

Management

EPAM Names Balazs Fejes CEO As Founder Arkadiy Dobkin Becomes Executive Chairman

EPAM Systems Sees Q2 Adj EPS $2.56-$2.64 vs $2.47 Est

EPAM Sys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EPAM#NYSE">EPAM</a>) reported quarterly earnings of $2.41 per share which beat the analyst consensus estimate of $2.27 by 6.17 percent. This is a 2.03 percent decrease over earnings of $2.46 per share from the same period last year. The company reported quarterly sales of $1.30 billion which beat the analyst consensus estimate of $1.28 billion by 1.49 percent. This is a 11.76 percent increase over sales of $1.17 billion the same period last year.

Earnings Beats

EPAM Sys Q1 Adj. EPS $2.41 Beats $2.27 Estimate, Sales $1.30B Beat $1.28B Estimate

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