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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Dave Grossman | Stifel | 12 | 17% |
| Jon Lee | Guggenheim | 11 | 18% |
| Bryan Bergin | TD Cowen | 11 | 0% |
| Maggie Nolan | William Blair | 11 | 0% |
| Jason Kupferberg | Wells Fargo | 9 | 0% |
| Jim Schneider | Goldman Sachs | 7 | 0% |
| Jamie Friedman | Susquehanna | 7 | 0% |
| Darrin Peller | Wolfe Research | 6 | 0% |
| Bryan Keane | Citigroup | 6 | 17% |
| Puneet Jain | JPMorgan | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Stifel | 1 | 12 | 17% |
| TD Cowen | 1 | 11 | 0% |
| William Blair | 1 | 11 | 0% |
| Guggenheim | 1 |
| 11 |
| 18% |
| Wells Fargo | 1 | 9 | 0% |
| Wolfe Research | 2 | 7 | 0% |
| Goldman Sachs | 1 | 7 | 0% |
| Susquehanna | 1 | 7 | 0% |
EPAM delivered Q1 2026 revenue of $1.4 billion at the high end of guidance with 7.6% year-over-year growth, while non-GAAP EPS surged 18.7% to $2.86 on improving margins. AI-native revenue exceeded $125 million with strong sequential growth, and the company announced a strategic partnership with Anthropic. Revenue guidance was lowered from 4.5-7.5% to 4-6.5% on North America underperformance, but EPS guidance was raised to $12.98-$13.28 as margin expansion outpaced the top-line softness.
Revenue Growth | Demand | Cloud & AI | Competitive Dynamics | Guidance Reliability | Margin | Pricing | Labor Market | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 4 | 1 | 3 | 3 | 3 | 4 | 2 |
| 2025Q1 | 7 | 6 | 3 | 4 | 4 | 3 | 2 | 2 |
| 2025Q2 | 1 | 4 | 7 | 4 | 2 | 3 | 1 | 4 |
| 2025Q3 | 6 | 3 | 6 | 4 | 2 | 4 | 2 | 2 |
| 2025Q4 | 6 | 4 | 4 | 2 | 3 | 3 | 4 | 1 |
| 2026Q1 | 2 | 7 | 5 | 7 | 7 | 4 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 6 | 7 | 1 | 6 | 6 | 2 |
| Demand | 4 | 6 | 4 | 3 | 4 | 7 |
| Cloud & AI | 1 | 3 | 7 | 6 | 4 | 5 |
| Competitive Dynamics | 3 | 4 | 4 | 4 | 2 | 7 |
| Guidance Reliability | 3 | 4 | 2 | 2 | 3 | 7 |
| Margin | 3 | 3 | 3 | 4 | 3 | 4 |
| Pricing | 4 | 2 | 1 | 2 | 4 | 1 |
| Labor Market | 2 | 2 | 4 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EPAM EPAM Systems | 8 | +7.6% | |
| ACN Accenture | 8 | +8.3% | |
| BR Broadridge Financial Solutions | 8 | +7.8% | |
| CDW CDW | 8 | +9.3% | |
| CTSH Cognizant | 8 | +5.8% | |
| FIS Fidelity National Information Services | 8 | +8.2% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| IT Gartner | 8 | +2.0% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |