EPAM stock holds near $100 after earnings beat
Published on 08/13/2026 at 13:36 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
EPAM Systems (US26874Q1031) held near $100 on August 13, 2026, after the company reported $3.38 in second-quarter EPS and $1.41 billion in revenue for the period ended June 30, 2026. The quarter also showed a 4.6% year-over-year revenue increase and FY 2026 EPS guidance of $13.08 to $13.24.
Earnings set the tone
The latest market coverage said EPAM beat the consensus EPS estimate of $3.16 by $0.22 and logged a 7.15% net margin in the quarter ended June 30, 2026. Revenue matched analyst expectations at $1.41 billion, which leaves the focus on margin durability rather than top-line surprise.
That quarter also compared with $2.77 EPS a year earlier, a gain of $0.61, while management pointed to Q3 2026 EPS guidance of $3.38 to $3.46. Sell-side estimates in the same coverage pointed to 10.4 EPS for the current fiscal year.
Ownership stays active
A recent passive-investment filing showed Capital World Investors with 4,924,688 shares, equal to 9.4% of EPAM's 52,244,451 shares believed to be outstanding. That kind of position size keeps institutional ownership in view after the earnings update.
Market data in the same session put EPAM at $100.27 with a market capitalization of $5.17 billion, while an extended-trading snapshot showed $99.50 after hours. The shares therefore traded at a market value that was only slightly above the $5 billion mark on August 13, 2026.
Product angle
EPAM's consulting and engineering work is still the core product story, and the quarter's $1.41 billion revenue base shows how much scale the services model now carries. The company's reported 7.15% net margin and 4.6% year-over-year revenue growth frame that model as a margin-and-growth balancing act rather than a pure revenue chase.
Price and setup
As of August 13, 2026, EPAM stock traded at $100.27, with extended trading at $99.50 and a market capitalization of $5.17 billion. The next read-through for investors is whether the $13.08 to $13.24 EPS guide can hold after a quarter that already beat consensus by $0.22.
Fact box
Company: EPAM Systems, Inc.
ISIN: US26874Q1031
Ticker: EPAM
Exchange: NYSE
Price (as of August 13, 2026, 3:58 p.m. ET): $100.27 USD
Market cap: $5.17 billion (as of August 13, 2026)
Sector / Industry: Information Technology / IT Services
Index membership: Nasdaq-100
