EPAM recognized as top IT vendor in Europe for third consecutive year
EPAM Systems Inc. has seen its stock price drop by 10.54%, hitting a 20-day low amid a broader market decline, with the Nasdaq-100 down 1.10% and the S&P 500 down 0.43%.
Despite the stock's decline, EPAM has been recognized as an 'Exceptional Performer' in Whitelane Research's 2025/2026 European IT Sourcing Study, ranking #1 in Application Services and General Satisfaction. This recognition underscores EPAM's leadership in digital and AI transformation, reflecting strong client satisfaction and competitive positioning in the IT market.
This acknowledgment highlights EPAM's commitment to continuous innovation and its strategic importance as enterprises increase investments in AI and GenAI. The company's strong performance in the study may bolster its reputation and client trust, potentially leading to future growth opportunities.
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- Investigation Launched: The Portnoy Law Firm has initiated an investigation into EPAM Systems for possible securities fraud and may file a class action on behalf of investors, aiming to protect their legal rights and recover losses.
- Significant Stock Decline: EPAM's stock price plummeted by $9.20, or 6.61%, over two trading days, closing at $129.96, primarily due to a significant revenue reduction disclosed in the company's fiscal year 2025 financial results, which severely impacted investor confidence.
- Client Loss Impact: During the earnings call, the CFO confirmed that the largest customer of the NEORIS business would ramp down operations between Q4 and Q1, raising concerns about future revenue and exacerbating the stock price decline as the market adjusted to this anticipated loss.
- Investor Losses Worsen: The reduction in a major client has led to a pessimistic outlook on EPAM's organic growth and quarterly revenue targets, resulting in a steady erosion of shareholder value, with the Portnoy Law Firm committed to seeking compensation for affected investors.
- Customer Satisfaction Boost: EPAM has been recognized as a top IT sourcing vendor in Belgium and Luxembourg by Whitelane Research in its 2026 study, highlighting its exceptional capabilities in digital and AI transformation, which further solidifies its market leadership.
- Integrated Technical Expertise: EPAM's strong engineering expertise and integrated technical capabilities enable it to accelerate clients' transformation processes, ensuring they are AI-ready in a rapidly changing market environment, thereby enhancing their competitive edge.
- Enhanced Market Adaptability: As organizations continuously adapt and scale to meet evolving market demands, EPAM's services are deemed critical for achieving digital transformation, underscoring its significance and influence within the industry.
- Increased Industry Recognition: This accolade not only reflects EPAM's outstanding performance in the IT outsourcing sector but also lays a solid foundation for future business growth and market expansion, enhancing client trust in its services.
- Outstanding Client Satisfaction: EPAM achieved an impressive 83% rating in both application services and overall satisfaction in Whitelane Research's 2026 BeLux IT Sourcing Study, highlighting its robust capabilities in digital and AI transformation and reinforcing its position as a trusted IT service partner.
- Leading Service Delivery Quality: With a service delivery quality rating of 85%, EPAM stands out as an exceptional performer in the industry, reflecting its strong alignment with modern enterprise needs and providing clients with consistent, measurable value that enhances competitive advantage.
- Growing Market Recognition: For the third consecutive year, EPAM has been recognized as a leading IT provider in Europe, ranking first across multiple key categories, indicating a strengthening leadership position in the IT market, particularly in Belgium and Luxembourg.
- Solid Client Base: The survey revealed zero dissatisfied clients, which not only validates EPAM's exceptional service quality but also lays a solid foundation for future business growth, further driving the company's strategic development in AI and digital transformation.
- Share Increase: Blue Door Asset Management acquired an additional 88,100 shares of NICE in Q4 2025, with an estimated transaction value of $10.64 million, indicating confidence in the company's future growth prospects.
- Value Growth: The value of NICE's position at quarter-end rose by $8.22 million, reflecting both the addition of shares and price appreciation, showcasing the company's robust performance in the market.
- Financial Performance: NICE generated $2.95 billion in revenue for 2025, an 8% year-over-year increase, with its cloud segment growing 13% to $2.24 billion, highlighting strong demand in the digital transformation space.
- Market Performance: Despite a 16.5% decline in NICE's stock price over the past year, shares have risen about 4% at the start of 2026, demonstrating investor recognition of its long-term value.

- Strategic Milestone: EPAM Systems announced its membership in the Microsoft Intelligent Security Association (MISA), reflecting the maturity of its security services and enhancing its existing collaboration with Microsoft to better protect customers against increasing cyber threats.
- Integrated Security Services: EPAM's security services are centered on an engineering-led approach utilizing Microsoft Security technologies, such as Microsoft Sentinel and Microsoft Defender XDR, helping clients integrate and operate security as a unified platform, thereby improving efficiency and effectiveness in security management.
- Ecosystem Collaboration: Joining MISA means tighter technical collaboration between EPAM and Microsoft, accelerating execution and improving security outcomes in production environments while supporting customers in continuously enhancing their security operations across cloud and AI-enabled environments.
- Industry Leadership: Since its establishment in 2018, MISA has grown into a vibrant ecosystem of the most reliable security vendors globally, and EPAM's membership further solidifies its leadership position in the cybersecurity community, enabling customers to predict, detect, and respond to security threats more rapidly.
- Strategic Milestone: EPAM Systems has officially joined the Microsoft Intelligent Security Association (MISA), reflecting the maturity of its security services and strengthening its collaboration with Microsoft to jointly address increasing cyber threats.
- Integrated Security Services: EPAM's security offerings are based on an engineering-led approach utilizing Microsoft security technologies, such as Microsoft Sentinel and Microsoft Defender XDR, helping clients integrate security into a unified platform, thereby enhancing operational efficiency and effectiveness.
- Enhanced Customer Value: With MISA membership, EPAM will have closer technical collaboration with Microsoft, accelerating execution and improving security outcomes in production environments, ultimately providing customers with stronger security capabilities.
- Ecosystem Development: Since its establishment in 2018, MISA has evolved into a vibrant ecosystem of the most reliable security vendors globally, and EPAM's inclusion further enhances the collaborative capacity of this ecosystem, aiming to improve customers' ability to predict, detect, and respond to security threats.









