EPAM

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EPAM Systems faces near-term revenue headwinds as AI cannibalizes legacy services, but trades at just 8.7x forward non-GAAP earnings. AI-native revenue now exceeds 11% of EPAM, growing double-digit sequentially, while margins and adjusted EPS are improving despite flat topline growth. Engine Capital's activist push for a $750M buyback leverages EPAM's strong balance sheet and could materially shrink the share count at current valuations.

The partnership combines Wiz's production-grade cloud and AI security platform with EPAM's AI-native engineering and modernization capabilities to help organizations move from risk visibility to remediation across complex multi-cloud environments. NEWTOWN, Pa.

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EPAM's Q2 earnings and revenues top estimates as AI-native revenues accelerate, but slower North American growth leads to lower 2026 revenue guidance.

The headline numbers for Epam (EPAM) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

EPAM Systems, Inc. (EPAM) Q2 2026 Earnings Call Transcript

Epam (EPAM) came out with quarterly earnings of $3.38 per share, beating the Zacks Consensus Estimate of $3.14 per share. This compares to earnings of $2.77 per share a year ago.

EPAM Systems on Thursday cut its annual revenue forecast, indicating a slowing demand for its software services ​and sending its shares down 11% in premarket ‌trading.

Second quarter revenues of $1.415 billion, up 4.5% year-over-year Second quarter GAAP income from operations increased to 10.8% of revenues from 9.3%, and non-GAAP income from operations increased to 16.4% of revenues from 15.0%, on a year-over-year basis Second quarter GAAP diluted EPS of $1.97, an increase of $0.41, or 26.3%, and non-GAAP diluted EPS of $3.38, an increase of $0.61, or 22.0%, on a year-over-year basis Continued to return capital to shareholders, spending $85 million in the second quarter on share repurchases and $409 million since the beginning of the year For the full year, EPAM now expects the year-over-year revenue growth rate to be in the range of 3.2% to 4.2% and now expects the year-over-year revenue growth rate on an organic constant currency basis to be in the range of 2.0% to 3.0% For the full year, EPAM now expects its GAAP diluted EPS to be in the range of $8.22 to $8.38, and non-GAAP diluted EPS to be in the range of $13.08 to $13.24 NEWTOWN, Pa., Aug. 6, 2026 /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital and AI transformation company, today announced results for its second quarter ended June 30, 2026.