EPAM beat analyst expectations for revenue and adjusted EPS. However, muted 2026 guidance left investors wary over potential AI disruption.

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Although the revenue and EPS for Epam (EPAM) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

EPAM Systems Inc.'s Q4 report sent the stock plummeting -17%. Growth decelerated slightly, and margins were slower due to higher variable compensation, but EPAM's Q4 results were still close to expectations. EPAM's 2026 guidance suggests weaker-than-expected growth but primarily reflects one key transitory headwind.

EPAM Systems, Inc. (EPAM) Q4 2025 Earnings Call Transcript

Revenue: Over $1.4 billion in Q4, a 12.8% year-over-year increase.Organic Revenue Growth: 5.6% in Q4 on a constant currency basis.AI-Native Revenue: Over $105

EPAM's sell-off today looks like a buying opportunity.

EPAM's Q4 earnings and revenues beat estimates and register double-digit year-over-year growth, fueled by strong AI-driven growth across key sectors.

Epam (EPAM) came out with quarterly earnings of $3.26 per share, beating the Zacks Consensus Estimate of $3.16 per share. This compares to earnings of $2.84 per share a year ago.

Private equity firms are sitting on a record amount of dry powder, and leveraged buyout financing has improved as interest rates stabilize.