EPAM Earnings
Thursday, May 07 2026
EPS Estimate
$2.75
$2.73 – $2.79
Revenue Estimate
$1.4B
Current Price
$132.12
Our Position
bearishWorst S&P 500 stock in February
structured data
est. revisions stable
(-0.5pp / 30d)
This isn't a temporary dip — it's a structural threat. If generative AI continues delivering enterprise-grade code at a fraction of EPAM's pricing, the company's labor arbitrage model faces existential pressure.
Watch: Next earnings call and any commentary on AI-driven demand destruction. If management can't articulate a pivot or AI integration strategy, the downturn continues.
Data Signal Summary
1 bullish
2 bearish
Insider buying cluster
Put/call 1.3 (bearish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-1.6%
P/E Ratio
19.7
Est. Revisions (30d)
+0.0% 7up/6dn
Analyst Target (mean)
$187 $140–$246 +42%
Options P/C Ratio
1.32
Est. Dispersion
2% 17 analysts
Insider Cluster
strong buy
Fund Convergence
moderate D.E. Shaw, Citadel
Recent Activity
insider trades
76 transactions
Award
·
DVORKIN VIKTAR (Officer)
·21,695 shares
Exercise
·
DOBKIN ARKADIY (Officer and Director)
·41,026 shares
·$2,893,154
Award
·
DOBKIN ARKADIY (Officer and Director)
·15,743 shares
Award
·
FEJES BALAZS (Chief Executive Officer)
·26,238 shares
Award
·
DVORKIN VIKTAR (Officer)
·11,370 shares
71 more
Award
·
ROCKWELL EDWARD FENWICK
·5,947 shr
Award
·
SHEKHTER ELAINA
·8,221 shr
Award
·
SOLOMON LAWRENCE F
·11,370 shr
Award
·
ABRAHAMS GARY C
·1,154 shr
Award
·
PETERSON JASON D
·16,618 shr
Other
·
SEGERT ROBERT E
·312 shr
Sell
·
SHNAYDER BORIS
·5,000 shr
·$1,035,000
Exercise
·
SHNAYDER BORIS
·5,000 shr
·$352,600
Sell
·
ABRAHAMS GARY C
·600 shr
·$107,574
Sell
·
DVORKIN VIKTAR
·2,500 shr
·$454,497
Buy
·
DVORKIN VIKTAR
·111 shr
·$15,000
Buy
·
SHNAYDER BORIS
·111 shr
·$15,000
Buy
·
SOLOMON LAWRENCE F
·111 shr
·$15,000
Buy
·
ABRAHAMS GARY C
·111 shr
·$15,000
Sell
·
YEZHKOV SERGEY
·1,511 shr
·$227,058
Sell
·
YEZHKOV SERGEY
·10,079 shr
·$1,520,518
Award
·
FEJES BALAZS
·4,112 shr
Award
·
VARGO RONALD P
·1,372 shr
Award
·
SMART JILL B
·1,372 shr
Award
·
ROBB KARL
·1,372 shr
Award
·
SHAN HELEN L
·1,372 shr
Award
·
ROMAN EUGENE
·1,372 shr
Award
·
AGUIRRE DEANNE
·1,372 shr
Award
·
MCMAHON CHANDRA
·1,372 shr
Award
·
SEGERT ROBERT E
·1,372 shr
Award
·
MAYORAS RICHARD MICHAEL
·1,372 shr
Sell
·
SHNAYDER BORIS
·10,500 shr
·$1,931,685
Exercise
·
SHNAYDER BORIS
·10,500 shr
·$778,155
Buy
·
YEZHKOV SERGEY
·56 shr
·$7,499
Other
·
DVORKIN VIKTAR
·14,450 shr
Exercise
·
DOBKIN ARKADIY
·50,000 shr
·$3,069,000
Award
·
DOBKIN ARKADIY
·22,189 shr
Award
·
FEJES BALAZS
·10,736 shr
Award
·
YEZHKOV SERGEY
·4,175 shr
Award
·
DVORKIN VIKTAR
·7,158 shr
Award
·
ROCKWELL EDWARD FENWICK
·3,579 shr
Award
·
SHEKHTER ELAINA
·5,368 shr
Award
·
SHNAYDER BORIS
·3,579 shr
Award
·
SOLOMON LAWRENCE F
·7,158 shr
Award
·
ABRAHAMS GARY C
·752 shr
Award
·
PETERSON JASON D
·10,736 shr
Exercise
·
YEZHKOV SERGEY
·18,000 shr
·$1,104,840
Sell
·
YEZHKOV SERGEY
·18,000 shr
·$3,583,260
Sell
·
FEJES BALAZS
·5,400 shr
·$1,080,000
Exercise
·
DVORKIN VIKTAR
·12,868 shr
·$942,838
Sell
·
PETERSON JASON D
·1,078 shr
·$277,046
Other
·
DVORKIN VIKTAR
·5,242 shr
Other
·
DOBKIN ARKADIY
·25,600 shr
Sell
·
DVORKIN VIKTAR
·6,758 shr
·$1,733,641
Exercise
·
DVORKIN VIKTAR
·12,000 shr
·$736,560
Sell
·
PETERSON JASON D
·464 shr
·$119,248
Other
·
SEGERT ROBERT E
·1,060 shr
Sell
·
PETERSON JASON D
·1,000 shr
·$237,000
Award
·
FEJES BALAZS
·88 shr
·$17,182
Award
·
DVORKIN VIKTAR
·88 shr
·$17,182
Award
·
ROCKWELL EDWARD FENWICK
·88 shr
·$17,182
Award
·
SHNAYDER BORIS
·88 shr
·$17,182
Award
·
SOLOMON LAWRENCE F
·88 shr
·$17,182
Award
·
ABRAHAMS GARY C
·88 shr
·$17,182
Award
·
PETERSON JASON D
·88 shr
·$17,182
Award
·
YEZHKOV SERGEY
·88 shr
·$17,182
Award
·
VARGO RONALD P
·1,051 shr
Award
·
SMART JILL B
·1,051 shr
Award
·
ROBB KARL
·1,051 shr
Award
·
SHAN HELEN L
·1,051 shr
Award
·
ROMAN EUGENE
·1,051 shr
Award
·
AGUIRRE DEANNE
·1,051 shr
Award
·
MCMAHON CHANDRA
·1,051 shr
Award
·
SEGERT ROBERT E
·1,051 shr
Award
·
MAYORAS RICHARD MICHAEL
·1,051 shr
Other
·
DVORKIN VIKTAR
·5,195 shr
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