How Investors Are Reacting To EPAM Systems (EPAM) Expanding Its AI-Native Partnership With Cursor

Simply Wall St.01-15

In early January 2026, Cursor announced a partnership with EPAM Systems to roll out generative AI–native engineering workflows across large enterprise development teams worldwide, combining Cursor’s ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2603274676?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8031000-choice2-main-header/1585186598236","is_english":true,"pubTime":"2026-01-15 07:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2603274676","market":"nz","top_or_hot":-1,"title":"How Investors Are Reacting To EPAM Systems (EPAM) Expanding Its AI-Native Partnership With Cursor","media":"Simply Wall St.","content":"<div>\n<p>In early January 2026, Cursor announced a partnership with EPAM Systems to roll out generative AI–native engineering workflows across large enterprise development teams worldwide, combining Cursor’s ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nyse-epam/epam-systems/news/how-investors-are-reacting-to-epam-systems-epam-expanding-it\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Investors Are Reacting To EPAM Systems (EPAM) Expanding Its AI-Native Partnership With Cursor</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Investors Are Reacting To EPAM Systems (EPAM) Expanding Its AI-Native Partnership With Cursor\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 07:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nyse-epam/epam-systems/news/how-investors-are-reacting-to-epam-systems-epam-expanding-it><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In early January 2026, Cursor announced a partnership with EPAM Systems to roll out generative AI–native engineering workflows across large enterprise development teams worldwide, combining Cursor’s ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nyse-epam/epam-systems/news/how-investors-are-reacting-to-epam-systems-epam-expanding-it\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0106261612.USD","symbol_name":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nyse-epam/epam-systems/news/how-investors-are-reacting-to-epam-systems-epam-expanding-it","article_id":"2603274676","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8031000-choice2-main-header/1585186598236"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nyse-epam/epam-systems/news/how-investors-are-reacting-to-epam-systems-epam-expanding-it","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603274676","pubTimestamp":1768434071,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"In early January 2026, Cursor announced a partnership with EPAM Systems to roll out generative AI–native engineering workflows across large enterprise development teams worldwide, combining Cursor’s AI coding platform with EPAM’s more than 50,000 engineers and delivery frameworks.\nThis collaboration underscores how EPAM is turning its internal AI investments into client-facing solutions that aim to change how software is built at scale.\nNext, we’ll examine how EPAM’s expanded AI-native...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","BK4587":"ChatGPT概念","BK4566":"资本集团","ISBC":"投资者银行","IE00B0169N27.USD":"STEWARD INVESTORS GLOBAL EMERGING MARKETS LEADERS \"I\" (USD) ACC","BK4528":"SaaS概念","AI":"C3.ai, Inc.","BK4588":"碎股","EPAM":"Epam Systems","BK4134":"信息科技咨询与其它服务","BK4551":"寇图资本持仓","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","BK4211":"区域性银行","BK4023":"应用软件","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","BK4543":"AI","LU0012050646.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" (USD) INC AV","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","BK4585":"ETF&股票定投概念"},"translate_title":"投资者对EPAM Systems(EPAM)扩大与Cursor的人工智能原生合作伙伴关系有何反应","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EPAM":1.5,"ISBC":1.5,"AI":0.9},"content_text":"In early January 2026, Cursor announced a partnership with EPAM Systems to roll out generative AI–native engineering workflows across large enterprise development teams worldwide, combining Cursor’s AI coding platform with EPAM’s more than 50,000 engineers and delivery frameworks. This collaboration underscores how EPAM is turning its internal AI investments into client-facing solutions that aim to change how software is built at scale. Next, we’ll examine how EPAM’s expanded AI-native partnership with Cursor could influence the company’s existing investment narrative around AI-led transformation. Find companies with promising cash flow potential yet trading below their fair value.AdvertisementEPAM Systems Investment Narrative RecapTo own EPAM, you generally need to believe that demand for complex digital and AI-heavy transformation work will keep requiring large, global engineering partners. The new Cursor partnership directly targets the structural risk from generative AI and automation by embedding AI-native workflows into EPAM’s delivery model, but it does not fundamentally change the near term reliance on continued client spending and stable project pipelines. The upcoming March 2026 Investor Day, which will spotlight EPAM’s AI and digital transformation capabilities with client and partner case studies, ties closely to the Cursor announcement. Together, they frame AI-native engineering as a core part of EPAM’s story, at a time when the share price already reflects relatively high earnings multiples and investors are watching how quickly AI-led services translate into sustained profitability. Yet even as EPAM leans into AI-native offerings, investors should be aware of the risk that widespread automation tools could... Read the full narrative on EPAM Systems (it's free!)EPAM Systems' narrative projects $6.5 billion revenue and $582.4 million earnings by 2028. This requires 8.8% yearly revenue growth and a $181.2 million earnings increase from $401.2 million today.Uncover how EPAM Systems' forecasts yield a $207.88 fair value, a 6% downside to its current price.Exploring Other PerspectivesEPAM 1-Year Stock Price Chart Seven members of the Simply Wall St Community see EPAM’s fair value anywhere between US$160 and US$255 per share, highlighting very different expectations. When you set those against EPAM’s push into AI-native delivery through Cursor, it underlines how differently investors are weighing the long term impact of generative AI on its business model.Explore 7 other fair value estimates on EPAM Systems - why the stock might be worth 28% less than the current price!Build Your Own EPAM Systems NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your EPAM Systems research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.Our free EPAM Systems research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate EPAM Systems' overall financial health at a glance.Seeking Other Investments?Our top stock finds are flying under the radar-for now. Get in early:This technology could replace computers: discover 29 stocks that are working to make quantum computing a reality.Uncover the next big thing with financially sound penny stocks that balance risk and reward.These 14 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if EPAM Systems might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603274676","isCrawlerRequest":true}