EPAM Systems (EPAM) Earnings Analysis

EPAM Systems (EPAM) beat expectations in FY2026 on revenue of $55.9B versus the $54.6B estimate (+14.3% YoY) and EPS of $2.30. Below is the full EPAM Systems earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

EPAM Systems (EPAM) Earnings Analysis — key stats

Latest reported quarterFY2026
Earnings verdictBeat
Institutional ownership71.9% (13F as of 2026-06-30)
Top 10 holders58.8% (of shares outstanding)
Insider activity11 buys / 1 sells (recent Form 4 filings)
Revenue$55.9B (vs $54.6B est · +2.4% surprise · +14.3% YoY)
EPS$2.30 (vs $2.17 est · +6.0% surprise · +28.1% YoY)
Share price$530.57 (+0.4%)
Market cap$1.98T

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.12.3%6.6M$526.7M+62.3%
Ameriprise Financial INC10.1%5.5M$434.0M+44.3%
Capital World Investors9.0%4.8M$382.9M-29.5%
Undisclosed filer6.4%3.5M$275.1M+17.2%
Invesco Ltd.4.5%2.4M$191.3M-44.9%
Vanguard Capital Management LLC4.2%2.3M$180.6M-34.3%
State Street Corp3.6%2.0M$155.2M-12.4%
Dimensional Fund Advisors LP3.1%1.6M$130.8M+54.2%
Citadel Advisors LLC2.9%1.6M$124.5M+1770.5%
Aikya Investment Management Ltd2.5%1.4M$108.4M+50.0%

Recent insider transactions

InsiderRoleDateTypeSharesValue
Vargo Ronald Pdirector2026-05-21Buy2K
Roman Eugenedirector2026-05-21Buy2K
Roman Eugenedirector2026-05-22Sell673$69447
Mayoras Richard Michaeldirector2026-05-21Buy2K
McMahon Chandradirector2026-05-21Buy2K
Shan Helen L.director2026-05-21Buy2K
Smart Jilldirector2026-05-21Buy2K
Robb Karldirector2026-05-21Buy2K

What you'll find

Frequently asked questions

When is EPAM Systems's next earnings date?
Magnisto tracks EPAM Systems's (EPAM) earnings schedule and shows the confirmed next earnings date, the options-implied expected move and the estimates analysts are modeling into the print.
Did EPAM Systems (EPAM) beat or miss earnings?
In FY2026, EPAM Systems (EPAM) posted beat results — revenue of $55.9B versus the $54.6B estimate (+2.4% surprise) and EPS of $2.30 versus $2.17 expected (+6.0% surprise). Magnisto decodes every EPAM Systems (EPAM) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
Who are the largest shareholders of EPAM Systems?
Institutions hold about 71.9% of EPAM Systems's (EPAM) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (12.3%), Ameriprise Financial INC (10.1%), Capital World Investors (9.0%). Magnisto lists EPAM Systems's (EPAM) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling EPAM Systems (EPAM)?
In the most recent Form 4 filings Magnisto tracks, EPAM Systems (EPAM) insiders recorded 11 purchases and 1 sale — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for EPAM Systems (EPAM) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for EPAM Systems (EPAM), anchored to the current $530.57 share price, so you can weigh the bull, base and bear cases for EPAM Systems side by side.
Is EPAM Systems (EPAM) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether EPAM Systems fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.