Financial PerformanceEPAM reported strong second-quarter results that beat estimates across the board, and management provided above-consensus third-quarter guidance while raising the fiscal 2025 growth and EPS outlook.
Growth PotentialEPAM's accelerating organic growth, trough in profitability, active capital allocation, and discounted valuation make for an attractive risk-reward.
Innovative InitiativesAI is becoming a material contributor to pipeline momentum, which is also helping EPAM expand wallet share and win new logos.