EPAM stock rises after JPMorgan downgrade and Q2 guidance
Published on 08/27/2026 at 21:53 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
EPAM Systems (US26874Q1031) is trading at $107.85, up 7.42%, while market data shows a $11.113 billion market cap and a 52-week range of $158.00 to $197.00 as of August 27, 2026.
The move follows a JPMorgan downgrade reported by Moomoo and a Q2 2026 update that lifted the focus onto guidance: full-year revenue growth of 3.2% to 4.2% and GAAP operating margins of 10.5% to 11.0%.
Guidance is doing the heavy lifting
That outlook matters because the same Q2 2026 update also pointed to a revenue base that reached $1.41 billion in the quarter, up 4.5% year over year, with adjusted EPS of $2.86 beating estimates by 3.8%.
For investors, the comparison is cleaner than the headline move alone: revenue growth is now being judged against a mid-single-digit target, while margin guidance suggests management expects operating leverage to stay intact.
Analyst targets stay active
Consensus snapshots published on August 27, 2026 show a one-year price target of $135.24 against a latest share price of $107.09, which implies 26.3% upside in that model.
Another current screen puts EPAM at 7.5x forward P/E, with full-year EPS for the next 12 months estimated at $11.97 and revenue of $5.56 billion over the past 12 months.
What EPAM sells
EPAM builds digital engineering, cloud, and AI transformation services for enterprises that need software platforms, modernization, and product development support. Its Q2 2026 guide suggests the company is still leaning on execution more than narrative.
Price and trading level
EPAM stock trades on the Nasdaq in US dollars, and the latest market snapshot places it at $107.85 as of August 27, 2026.
Fact box
Company: EPAM Systems, Inc.
ISIN: US26874Q1031
Ticker: EPAM
Exchange: Nasdaq
Price (as of August 27, 2026): $107.85 USD
Market cap: $11.113 billion
Sector / Industry: Information Technology / IT Consulting & Other Services
Index membership: S&P 500
