EPAM is rebuilding after the Ukraine/Russia delivery center disruption, with strong relocation execution to Central Europe, India, and Latin America. Premium engineering positioning differentiates against commodity IT services, but discretionary tech spending has hurt the financial services and consumer client base. AI engineering services growth could reaccelerate the revenue line. Geographic diversification of delivery is a structural improvement.
Thesis reviewed May 29, 2026
EPAM Systems Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States66NEUTRALView United States risk detail →💻Technology24WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 29 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 29 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 29 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 29 | +7% | ↓8% | NEUTRAL |
| WIT | Wipro Ltd | 29 | +6% | ↓8% | NEUTRAL |
| SONY | Sony Group Corporation | 29 | +13% | ↓8% | EARLY |
Investors who hold EPAM may also have indirect exposure through these country funds.
EPAM expands India delivery footprint to 12,000 engineers
Financial services vertical bookings improve in Q1
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Apr 14, 26 | +3.3% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Mar 13, 26 | -23.7% |