EPAM Systems Inc

EPAM: XNYS (USA)

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EPAM Earnings: AI Traction Supports Performance; Competitive Pressure Can Be Intense

Luke Yang

May 7, 2026

EPAM's first-quarter revenue grew 8% to $1.4 billion, led by outstanding performance from the financial services and software groups. Non-GAAP operating margin improved 80 basis points year over year to 14.3%. The company also recently reached a multiyear partnership with Anthropic.

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EPAM Systems Inc

EPAM Earnings: AI Traction Supports Performance; Competitive Pressure Can Be Intense

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