EPAM SYSTEMS, INC. EPAM

Zacks Investment Research 9 nov

Innodata raised its 2026 revenue-growth outlook to at least 42% driven by strong AI demand, but trades at a premium valuation of 21.8X forward earnings above industry benchmarks. While the company benefits from expanding hyperscaler relationships and strong cash position ($164M with no debt), significant risks include high customer concentration (73% from two customers), a $12M revenue gap from an ended program, and uncertain replacement program timing. The stock carries a Zacks Rank #4 (Sell) rating, suggesting investors should exercise caution despite favorable growth prospects.

Zacks Investment Research 9 nov

Innodata Inc. (INOD) shares fell 15.5% in a week following a major customer program termination that will reduce Q4 revenue by $12 million. Despite strong 53% revenue growth to $95.6 million and five new hyperscaler wins expected to contribute $20 million in 2027, the company faces near-term headwinds from customer concentration (73% from top two customers), timing risks on replacement programs, and margin sensitivity to business mix. The stock carries a Zacks Rank #4 (Sell) rating.

The Motley Fool 6 nov

During market sell-offs, five companies are aggressively buying back their own stock at discounted prices, which allows them to retire more shares and increase shareholder value. PayPal, General Motors, EPAM Systems, Lam Research, and Airbnb have all authorized or executed substantial buyback programs, with share counts declining significantly over the past year.

Zacks Investment Research 5 nov

Epam reported Q3 2026 revenue of $1.43 billion, up 2.3% year-over-year, beating consensus estimates by 0.56%. EPS of $3.51 exceeded the $3.41 estimate by 2.93%. Key strengths included strong growth in Financial Services (+13.7%), Life Sciences & Healthcare (+9.9%), and Fixed-price contracts (+17.8%), though Software & Hi-Tech declined 6.1%. The stock has gained 26.8% over the past month and holds a Zacks Rank #3 (Hold) rating.

Zacks Investment Research 5 nov

EPAM Systems reported Q3 2026 earnings of $3.51 per share, beating consensus estimates of $3.41, with revenues of $1.43 billion slightly exceeding expectations. However, the stock has declined 33% year-to-date compared to the S&P 500's 12.3% gain. The company received a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the market.