EPAM · EPAM Systems, Inc.
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. EPAM beat Q2 expectations on revenue, margins, and EPS, but lowered full-year 2026 revenue growth guidance to 3.2%-4.2% (organic constant currency 2%-3%) and pushed expected meaningful revenue from large AI-led deals from 2H26 into 1H27, citing a North America growth gap and demand shifting from task-based services to AI-led modernization.
- + Q2 revenue grew 4.5% YoY to $1.415B with organic constant currency growth of 3.4%, beating the high end of outlook
- + Full-year 2026 non-GAAP operating margin guidance raised to the high end of the prior 15%-16% range (now 15.5%-16.0%)
- + AI-native revenue reached more than $160M in Q2 (~11% of revenue), the sixth consecutive quarter of sequential double-digit growth, tracking to the $600M 2026 goal
- − Management expects more meaningful revenue contribution from large AI-led deals to slip from 2H 2026 into 1H 2027
- − North America growth now expected to run below expectations in 2H due to demand shifting from task-based services toward AI-led modernization and go-to-market capability gaps
- − Software & high-tech vertical declined 1.3% YoY due to project ramp-downs and business information & media declined 2.1% YoY
- − AI-native revenue scaling will take time; constraint is enterprise adoption motion, with AI-native only ~11% of business and growth expected to be uneven
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Information Technology Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EPAM
this stock
EPAM Systems, Inc.
|
$5.58B | -47.1% | +25.0% | 14.7 | 12.4% |
|
IBM
International Business Machines Corp
|
$212.46B | -25.8% | +7.6% | 20.0 | 2.4% |
|
ACN
Accenture plc
|
$116.59B | -31.7% | +7.4% | 14.0 | 3.7% |
|
INFY
Infosys Ltd
|
$42.53B | -39.6% | — | — | 3.1% |
|
CTSH
Cognizant Technology Solutions Corp
|
$27.26B | -30.8% | +7.0% | 12.5 | 7.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EPAM | -1.5% | -6.9% | -12.5% | -8.0% | -47.1% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -0.9% | -7.0% | -24.7% | -7.5% | -59.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.