TD Cowen Sees Recovery Potential in EPAM Systems, Inc.’s (EPAM) Fundamental Strengths

EPAM Systems, Inc. (NYSE:EPAM) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds.

EPAM Systems, Inc. (NYSE:EPAM) is 1 of the best exertion stocks.

TheFly reported connected February 23 that TD Cowen kept a Buy standing connected EPAM while lowering its terms people from $243 to $220. Although the company's basal assets, specified arsenic AI-driven demand, accrued pricing, borderline growth, and a beardown equilibrium sheet, enactment an optimistic prognosis for recovery, the accommodation reflects short-term lawsuit challenges

EPAM Systems, Inc. (NYSE:EPAM) announced its 4th fourth and afloat twelvemonth 2025 results connected February 19, highlighting beardown show driven by AI-related initiatives. According to the report, non-GAAP operating income accrued 10.5% to $230 cardinal with a 14.8% summation successful non-GAAP EPS to $3.26. According to the company, its Q4 revenues climbed to $1.408 billion, a 12.8% yearly rise.

According to the reports, full-year revenues climbed 15.4% to $5.457 billion, with non-GAAP operating income up 6.7% to $831.5 cardinal and non-GAAP EPS astatine $11.50. Operating currency travel totaled $654.9 cardinal for 2025, supported by stock repurchases of 3.54 cardinal shares, leaving $776.5 cardinal disposable nether the program.

The concern had astir 62,850 workers and $1.301 billion in currency astatine the extremity of the year. EPAM projects GAAP EPS of $7.95–$8.25 and Q1 GAAP EPS of $1.32–$1.40 for 2026, with income maturation of 4.5–7.5% for the full twelvemonth and 7% successful Q1.

EPAM Systems, Inc. (NYSE:EPAM) is simply a planetary IT services and consulting institution specializing successful bundle engineering, integer level development, and exertion solutions. It serves clients crossed industries, focusing connected innovative software, merchandise development, and integer translation to thrust concern maturation and efficiency.

While we admit the imaginable of EPAM arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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