EPAM Sets March 12, 2026 Investor Day to Highlight Growth and Strategy

Breaking: EPAM Announces Investor Day Set For March 12, 2026

EPAM Systems has disclosed plans to host an Investor Day on March 12, 2026. The event is intended to provide shareholders and analysts with a strategic update from the software engineering and digital platform services company. For readers new to investor days, see Investopedia’s Investor Day explainer.

What this means for investors

The date marks a formal possibility for EPAM to outline its growth plan, product roadmap, and financial outlook directly to the market. Details on the venue and format have not been released, but the company typically uses these sessions to reinforce its strategy and long-term targets. Investors will be listening for clarity on demand trends, delivery capacity, and how EPAM plans to navigate a competitive tech-services landscape.

Event at a glance

Fact	Details
Event	Investor Day
Date	March 12, 2026
Organizer	EPAM Systems
Focus	Strategic update for investors and analysts
Location	Details to be announced
Notes	Additional data to follow

evergreen insights for readers

Investor Day events are a pivotal channel for tech firms to translate their growth narratives into concrete numbers and milestones. They offer a window into management’s thinking on revenue mix, margin expansion, and geographic or vertical priorities.

For technology services providers like EPAM, these gatherings often emphasize how the company plans to scale delivery capacity, expand digital offerings, and manage talent in a competitive market.They also serve as a barometer for how external factors—such as client spend, macro headwinds, and technology adoption cycles—could influence performance in the near term.

to get the most from such events,readers should track the alignment between stated strategy and near-term execution,including any updates to financial targets,capital allocation,or strategic partnerships.External perspectives from industry analysts, client trends, and peer benchmarks can add context to any announced roadmap.

For broader context on how investors evaluate annual or semi-annual strategy days, see Investopedia’s coverage of investor days.

Reader engagement

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Disclaimer: This article is for informational purposes and does not constitute investment advice. Always consult official company materials for the latest details.

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EPAM Investor Day – March 12, 2026: Core Agenda and Strategic Highlights

Date & Format

• When: Saturday, March 12, 2026
• Time: 09:00 – 17:00 GMT (virtual webcast with optional in‑person sessions in New York and London)
• Access: Registration via EPAM’s Investor Relations portal; live Q&A and downloadable slide deck available after the event

Why the Investor Day Matters

• Serves as EPAM’s primary platform to showcase FY 2026 growth trajectory and long‑term strategy
• Provides analysts and shareholders direct access to C‑suite commentary on market dynamics, technology trends, and financial outlook

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1. Strategic Priorities Unveiled at the Investor Day

priority	EPAM’s Focus	Expected Impact
Digital Change	Expand end‑to‑end services for enterprise clients,emphasizing industry‑specific solutions (e.g., fintech, healthtech)	Accelerate revenue growth in high‑margin verticals
Artificial Intelligence & Machine Learning	Launch AI‑enabled platform “EPAM Insight” for predictive analytics and automation	Capture emerging AI market estimated at $500 B by 2028
Cloud‑Native Modernization	Deepen partnerships with AWS, Azure, Google Cloud; introduce “Cloud‑First” delivery framework	Boost cloud services revenue by 15 % YoY
Sustainability & ESG	Commit to net‑zero carbon emissions by 2035; publish ESG roadmap aligned with SEC guidelines	Enhance investor confidence and meet ESG‑focused fund criteria
Talent & Innovation	Increase R&D spend to $750 M; launch global “EPAM Academy” for upskilling in emerging tech	Strengthen talent pipeline and reduce attrition risk

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2. Financial Highlights Presented by the CFO

• FY 2025 revenue: $5.9 B, up 19 % from FY 2024
• Operating margin: 16.8 %, driven by higher‑value digital services
• FY 2026 guidance:

1. revenue target $7.0 B (≈ 18 % YoY growth)
2. Adjusted EPS $4.12
3. Free cash flow conversion > 30 %

“Our growth engine remains anchored in high‑margin digital transformation and AI‑driven solutions, positioning EPAM for sustainable double‑digit expansion,” – CFO Alain Leblanc (Investor Day slide deck, March 2026).

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3. Executive Session Breakdown (Numbered Overview)

1. Opening Keynote – CEO Arkadiy Dobkin

• Vision for EPAM’s market positioning amid a $1.2 T global IT services spend
• Competitive advantage: deep engineering talent pool (> 500 K professionals)

2. Growth Engine – President & COO Mike Howard

• Operational roadmap: delivery model optimization, client‑centric delivery centers
• Metrics: < 24‑hour SLA achievement for 90 % of cloud migration projects

3. Financial Outlook – CFO Alain Leblanc (see Section 2)

4. Technology Spotlight – VP of AI & Data Science, Dr. Sofia Patel

• Demo of “EPAM Insight” use cases: fraud detection for a major bank, demand forecasting for a global retailer

5. ESG & Sustainability – Chief Sustainability Officer, Luis Martínez

• Progress on carbon reduction, diversity & inclusion targets, and governance enhancements

6. Investor Q&A – Open floor with senior leadership

• Live polling to prioritize topics for follow‑up analyst briefings

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4. Real‑World Case Studies Highlighted

• FinTech Acceleration: EPAM partnered with a top‑10 European bank to modernize its core banking platform using micro‑services and AI‑based credit scoring, reducing time‑to‑market for new products by 40 %.
• Retail Digital Revamp: Delivered an omnichannel experience for a global apparel brand,integrating AI‑driven personalization,resulting in a 12 % lift in online conversion rates within six months.
• Healthcare Data Platform: Co‑developed a HIPAA‑compliant data lake for a US health system, enabling real‑time analytics for patient outcomes and cutting operational costs by $25 M annually.

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5. Practical Tips for Investors Attending the Virtual Event

1. Pre‑Register early – Secure a personalized login to access breakout rooms and the live chat feature.
2. download the Investor Pack – Review the pre‑read deck (PDF, 32 pages) to formulate targeted questions.
3. Set Up Alerts – Use the webcast’s built‑in note‑taking tool; tag sections (e.g., “AI roadmap”) for quick reference.
4. Leverage the Q&A Queue – Submit concise questions (≤ 150 characters) to increase the chance of being addressed live.
5. post‑Event Follow‑Up – Request the full earnings call transcript and analyst briefings within 48 hours for deeper due‑diligence.

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6. Key Investor Takeaways

• Revenue Growth: EPAM targets $7 B in FY 2026, underpinned by AI and cloud services.
• Margin Expansion: Operational efficiencies and higher‑value contracts forecast a +2 % margin increase YoY.
• Strategic Partnerships: Strengthened alliances with leading cloud providers and AI platforms open new cross‑selling opportunities.
• ESG Commitment: Transparent sustainability roadmap aligns EPAM with growing ESG‑focused capital inflows.
• Talent Advantage: Expanded R&D and internal academy mitigate talent scarcity risk, ensuring delivery capacity for large‑scale digital projects.

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Frequently Asked Questions (FAQ)

Question	short Answer
When will the Investor Day slides be publicly available?	Within 24 hours on EPAM’s IR website (archived under “Investor Day 2026”).
Will there be a live translation for non‑English speakers?	Yes – simultaneous translation in Spanish, Mandarin, and german.
How does EPAM plan to fund its increased R&D spend?	Through a combination of operating cash flow and a planned $500 M revolving credit facility.
What is the expected impact of “EPAM Insight” on the company’s AI revenue line?	Projected contribution of $250 M by FY 2027, representing a 12 % share of total AI services revenue.
Are there any new dividend announcements?	No change to the current quarterly dividend of $0.25 per share; dividend policy to be reviewed at FY 2026 year‑end.