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EPAM raises 2026 guidance on AI momentum; Q2 beat supports upside

Aug 6, 2026, 6:04 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Beat-and-raise dynamics typical of mid-cap services equities; EPAM’s margins expanded, and full-year guidance was lifted, which historically supports multiple expansion if demand stays robust. The combination of AI-driven demand and capital return (buybacks) could attract buyers in the near term.

AI summary

What happened, with direct paths to the underlying reporting

EPAM posted 2Q26 revenue of $1.415B, up 4.5% YoY with GAAP margins at 10.8% and non-GAAP margins at 16.4%. EPS rose to $1.97 (GAAP) and $3.38 (non-GAAP). Management raised full-year guidance and issued a Q3 revenue target, underscoring AI-native momentum and profitability improvements that could support near-term upside if demand holds.

Q2 revenue $1.415B, up 4.5% YoY; organic CC growth 3.4%.
GAAP op margin 10.8%; non-GAAP 16.4% of revenues.
GAAP EPS $1.97; non-GAAP EPS $3.38; up 26% and 22% YoY.
Share repurchases: $85M in Q2; $409M YTD.
Full-year revenue growth 3.2–4.2%; organic CC 2.0–3.0%; Q3 guide $1.41–$1.425B.

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