EPAM: AI growth and strategic deals strengthened outlook as North America and 2027 margins remain watchpoints

Q3 revenue, profitability, and EPS exceeded outlook, with AI-native revenue reaching over $185 million and three large deals signed. FY26 organic constant currency growth is forecast at 2.5%-2.7%; 2027 deal ramps support improving growth, while margin faces lower Poland tax benefits.

Based on EPAM Systems, Inc. [EPAM] Q3 2026 Audio Transcript — Nov. 5 2026