EPAM Systems Inc vs Palantir Technologies Inc — how do they compare? EPAM Systems Inc trades at $85.95 (market cap $4.49B), while Palantir Technologies Inc trades at $132.22 (market cap $320.66B). The key difference: Palantir Technologies Inc is far larger — about 71.4× EPAM Systems Inc's market cap, and Palantir Technologies Inc is trading nearer its 52-week high, EPAM Systems Inc nearer its low. Which is the better fit depends on your goals.
| EPAM | PLTR | |
|---|---|---|
Market Cap | $4.49B | $320.66B |
Sector | Technology | Technology |
52-Week High | $221.40 | $207.18 |
52-Week Low | $76.04 | $107.27 |
Enterprise Value | $3.74B | $312.85B |
Signals from Pluang's Aura AI — not financial advice
EPAM Systems trades at $87.22, up 3.22% today, with strong analyst support (65% buy ratings) and a consensus price target of $128.55 suggesting 47% upside. The stock shows attractive valuation metrics with P/E of 12.35 and P/S of 0.86, though technical indicators signal bearish momentum. Recent quarters show consistent earnings beats, with Q1 2026 EPS of $2.86 exceeding expectations by $0.11. The company maintains solid profitability with 6.96% net margin and 10.93% ROE.
EPAM presents a compelling value opportunity with significant upside potential based on analyst targets, though near-term technical weakness and recent index reclassification from S&P 500 to SmallCap 600 create headwinds. The company's AI transformation expertise and strong client partnerships position it for growth, but investors should monitor execution risks and competitive pressures in the IT services sector.
Palantir (PLTR) trades at $133.72, up 2.82% today, with strong technical momentum as the stock approaches resistance near $136. The company demonstrates exceptional fundamental performance with 2025 revenue reaching $4.48B and net income soaring to $1.63B, representing a 36.3% profit margin. Recent earnings beats and strategic AI partnerships with companies like Nvidia highlight continued growth potential despite premium valuations.
Outlook remains positive with analyst consensus target of $185.75 suggesting 39% upside potential. Key risks include elevated valuation multiples (P/E 150, P/S 66) and competitive pressures in the AI software space. The upcoming Q2 2026 earnings report on August 3 will be critical for validating current growth trajectory and sustaining investor confidence.
Trailing returns across standard periods
Latest headlines on both assets
EPAM Systems Inc provides software product development and digital platform engineering services to clients located around the world. The company services include Software Product Development, Custom Application Development, Application Testing, Enterprise Application Platforms, Application Maintenance, and Support and Infrastructure Management. The company focuses on innovative and scalable software solutions. The company uses industry standard and custom developed technology, tools, and platforms to deliver results to handle business challenges. The company primarily offers its solutions in the following industries: financial services, travel and consumer, software and hi-tech, life sciences and healthcare. The majority of revenue is generated from North American clients.
Read more on EPAM →Palantir Technologies provides organizations with solutions to manage large disparate data sets in an attempt to gain insight and drive operational outcomes. Founded in 2003, Palantir released its Gotham software platform in 2008, which focuses on the government intelligence and defense sectors. Palantir expanded into various commercial markets with its Foundry software platform in 2016 with the intent of becoming the data operating system for companies and industries. The Denver company had 125 customers as of its initial public offering and roughly splits its revenue between commercial and government customers.
Read more on PLTR →