Stock Pulse
EPAM Systems reported better-than-expected Q4 2024 results, returning to organic revenue growth driven by increased client engagement in AI projects [3], [7], [9]. The company projects 10-14% revenue growth in 2025, fueled by AI and acquisitions like NEORIS and First Derivative, but anticipates margin pressure due to investments in talent, GenAI, and integration [3], [7], [9]. EPAM won a 2025 Google Cloud Industry Solutions Partner of the Year Award, demonstrating their strength in AI and cloud technologies [1]. Despite positive developments, the company faces shareholder activism regarding voting requirements [5] and a potential proxy battle [8]. While showing a consistent ROCE and strategic investments in AI, EPAM’s stock performance has been modest [4], and some uncertainty remains regarding its future growth potential [4], [5]. The upcoming Q1 2025 earnings release on May 8th will be a key indicator of the company's progress [2].