EPAM Systems has been upgraded to a buy rating due to its strategic partnership with Anthropic, positioning it to meet growing enterprise AI governance and security demands. The company aims for $600 million in AI-native revenue by fiscal year 2026, with Q2 AI-native sales already exceeding $160 million and making up over 11% of total revenue. EPAM expects its AI-driven earnings per share to increase by more than 11% year-over-year, supported by the rise of autonomous software agents. EPAM currently trades at a significant discount compared to its IT peers, with a target price of $187 reflecting its AI growth potential and strategic positioning. As of Nov 03, 2026 08:11 WIB, EPAM Systems trades at USD 143.70 on Pluang, showing a 1-day gain of 2.27%. The stock's market cap stands at $7.25 billion with a strong buy sentiment of 91% among Pluang users.