8-K: EPAM to Host Investor Day on March 12, 2026

EPAM Systems, Inc. announced it will host an Investor Day on March 12, 2026, to detail its long-term growth strategy and AI-driven business transformation.

Summary

• EPAM Systems, Inc. will host an Investor Day in Boston on March 12, 2026, starting at 8:30 am ET and concluding around 12:30 pm ET.
• The event will focus on the company's long-term growth strategy and its positioning for sustained growth through 2026 and beyond, particularly in the next wave of AI-driven business transformation.
• Key speakers will include CEO and President Balazs Fejes, CFO Jason Peterson, and other executive leadership team members.
• Participants will hear from EPAM clients and partners and experience demonstrations of real-life AI applications.
• In-person attendance is by invitation only and requires advanced registration due to space limitations, while the event will also be webcast live and available for replay.
• Following presentations, in-person attendees are invited to a leadership luncheon and a guided tour of AI case studies and demonstrations.

Sentiment

Score: 8

Explanation: The filing conveys a strong positive sentiment, focusing on future growth, strategic positioning in AI and digital transformation, and the company's established leadership and capabilities. It's an announcement of a strategic event designed to highlight future opportunities.

Positives

• The Investor Day provides an opportunity to demonstrate solid progress against long-term strategic priorities and outline future growth plans.
• EPAM highlights its differentiated capabilities, deep client partnerships, and AI-Native engineering expertise as unique strengths for creating measurable value and driving durable, faster growth.
• The company is actively leveraging AI and Generative AI (GenAI) through platforms like EPAM AI/RUN and initiatives like DIALX Lab to deliver transformative solutions and accelerate client innovation.
• EPAM is recognized as a leading global provider of digital engineering, cloud, and AI-enabled transformation services, and a leading business and experience consulting partner.
• The company was added to the S&P 500 and Forbes Global 2000 in 2021, and recognized as a Most Loved Workplace by Glassdoor and Newsweek.
• EPAM is among the top 15 companies in Information Technology Services in the Fortune 1000 and recognized as a leader in IDC MarketScapes for Worldwide Experience Build Services, Worldwide Experience Design Services, and Worldwide Software Engineering Services.

Risks

• Estimates and forward-looking statements are subject to risks, uncertainties, and assumptions about future events that may not prove accurate.
• Potential impacts from developments relating to the war in Ukraine and escalation in the surrounding region.
• Risks associated with political and civil unrest or military action in geographies where EPAM conducts business and operates.
• Difficult conditions in global capital markets, foreign exchange markets, global trade, and the broader economy.
• Uncertainties regarding the adoption and implementation of artificial intelligence technologies by EPAM and its clients.
• The effect that these events may have on client demand, revenues, operations, access to capital, and profitability.

Future Outlook

EPAM plans to outline its long-term growth strategy for the next wave of AI-driven business transformation, positioning the company for sustained growth through 2026 and beyond. The company aims to demonstrate how its differentiated capabilities and AI-Native engineering expertise will create measurable value and drive durable, faster growth for shareholders.

Management Comments

• Balazs Fejes, CEO and President of EPAM, stated that the Investor Day is an opportunity to demonstrate solid progress against long-term strategic priorities and to outline how EPAM is positioning for sustained growth through 2026 and beyond.
• Fejes also noted that as clients enter the next wave of business transformation, EPAM's differentiated capabilities, deep client partnerships, and AI-Native engineering expertise uniquely position the company to create measurable value while driving durable, faster growth for shareholders.

Industry Context

This announcement positions EPAM at the forefront of the rapidly evolving digital and AI transformation landscape. By focusing on AI-driven business transformation and leveraging its extensive software engineering expertise, EPAM is aligning with major industry trends where companies are increasingly investing in AI and digital solutions to enhance competitive advantage and operational efficiency. The Investor Day aims to reinforce EPAM's leadership in this critical sector, particularly given its recognition in IDC MarketScapes for various engineering and experience services.

Comparison to Industry Standards

• EPAM is recognized as a leader in the IDC MarketScapes for Worldwide Experience Build Services, Worldwide Experience Design Services, and Worldwide Software Engineering Services, indicating strong performance against industry benchmarks in these specific areas.
• The company is listed among the top 15 companies in Information Technology Services in the Fortune 1000, demonstrating its significant scale and market presence compared to other IT service providers.
• In 2021, EPAM was added to the S&P 500 and the Forbes Global 2000, signifying its status among leading global corporations.

Stakeholder Impact

• Shareholders: The Investor Day aims to outline strategies for sustained growth and driving durable, faster growth, potentially impacting shareholder value.
• Clients: EPAM's focus on AI and digital transformation, along with demonstrations of real-life AI applications, indicates continued support and innovative solutions for clients.
• Partners: The event will feature remarks from EPAM clients and partners, highlighting collaborative efforts and potential for future partnerships.
• Employees: The company's emphasis on its 'expert teams of consultants, architects, designers and engineers' and being a 'Most Loved Workplace' suggests a positive impact on employee morale and opportunities within the AI and digital transformation space.

Next Steps

• A formal invitation to register for the Investor Day will be provided in the coming weeks.
• The Investor Day presentations will be webcast live and available for replay on EPAM's investor relations website.

Key Dates

Keywords

EPAM, Investor Day, AI Transformation, Digital Transformation, Growth Strategy, Software Engineering, Artificial Intelligence, Technology Services