EPAM Systems: AI Is Eating The Old Business, But 8.7x Earnings Is Too Cheap
EPAM’s AI-native revenue exceeds 11% and is growing sequentially as legacy services weaken; Engine Capital seeks a $750 million buyback…
Eudaemon Research 1 clickNYSE
EPAM Systems, Inc.
EPAM
1 story
$5.6B Market cap · 2026-10-08
Eudaemon Research 1 clickInvestor Letters
Letters that discuss EPAM.
- Royce Investment Partners Royce Small-Cap Opportunity Fund Manager Commentary first half of 2026 AAOI $9.3BAORT $1.1BCOHU $3.2B
- White Falcon Capital Management Q2 2026 Partner Update Letter Q2 2026 AMD $959BEPAM $5.6BNU $74B
- Broyhill Asset Management The Broyhill Letter 2024.Q3 Q3 2024 BAX $12BDANOY $42BDG $27B
- Aikya Investment Management UCITS Fund – Monthly Report – July 2026 July 2026 —
