文章核心观点 - 在任何时候,股票市场上都会有一些应该避免购买的股票,同时也会有一些应该尽快买入的股票 [1] - 大部分股票都会随着整体经济表现而呈现周期性价格模式 [2] - 即使整体经济并未下滑,某些公司的股票价格也可能表现不佳,这可能是由于需求下降、客户偏好变化、竞争加剧或基本面恶化等因素导致 [3][4] 公司总结 EPAM Systems (EPAM) - EPAM Systems股价在5月9日暴跌27%,原因是公司宣布销售低于预期并下调了本年度收入指引 [6][7] - 尽管盈利超过分析师预期,但EPAM的其他指标如同比业绩和GAAP/非GAAP收益都令投资者担忧,导致其成为标普500指数中表现最差的公司 [8] - 公司将此归咎于"需求环境具有挑战性" [8] - EPAM股价从年初的约290美元跌至175美元,年初至今下跌44%,较2021年末的历史高点下跌超过75% [8] - 尽管EPAM股票在MarketWatch上有增持评级,但中性或看跌的分析师评级(13家)超过了买入和增持评级 [9] Paycom Software (PAYC) - Paycom Software股价自5月1日财报发布以来下跌22%,年初至今下跌29% [11] - 公司本季度的财务数据相对稳健,但与过去两年同期相比有所下滑 [12] - 例如,第一季度收入同比增长11%,而2023年和2022年同期的收入增长率分别为28%和30%,呈现下降趋势 [12] - 这主要是由于公司的明星产品Beti导致,该产品使得客户几乎完全依赖于该软件,"消除了某些可计费项目,从而蚕食了部分服务和非计划收入" [13] - MarketWatch上Paycom的平均分析师评级为持有,对于寻求短期大涨的投资者来说,Paycom可能是一只应该回避的股票 [13] Roblox Corp (RBLX) - Roblox Corp股价在5月9日的一季度财报发布后盘中下跌21%,但随后迅速反弹回到前期平均水平 [14] - 尽管如此,Roblox股价自年初以来仍下跌超过20%,显示投资者对其持谨慎态度 [15] - 多家投资公司下调了Roblox的目标价格,如BTIG Research从54美元下调至46美元,Wedbush从56美元下调至46美元,高盛从48美元下调至38美元并给予中性评级 [16] - 此外,Roblox还面临着难以保持或增加用户参与度的挑战,公司下调了全年预期营收指引 [17] - 尽管Roblox目前的挑战不会彻底击垮它,但对于一些看好它的投资者来说,Roblox可能是本季度应该回避的股票之一 [18]

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You've no doubt heard both investing adages many times. But could combining the two sayings be a smart strategy by buying on stocks that dipped in May and then go away? Is it time to buy May's worst-performing S&P 500 stocks? Let's take a look. 1. EPAM Systems EPAM Systems (EPAM -0.95%) was the biggest loser in the S&P 500 last month. Shares of the information technology services provider plunged 24% in May. EPAM is now down more than 40% year to date. The May sell-off came after EPAM's first-quarter update ...

We've been experimenting with AI for decades. Our hybrid, networked teams have developed numerous proprietary data accelerators, as well as repeatable AI frameworks and methodologies, that can be implemented quickly, responsibly, securely and at scale. IDC MarketScape: Worldwide Artificial Intelligence Services 2023 Vendor Assessment Integrated Gen AI into operations workflows to optimize software development for a premier luxury automotive brand. EPAM Proprietary & Confidential. 22 SUSTAINABILITY Our commi ...

EPAM Systems, Inc. (EPAM) reported better-than-expected first-quarter 2024 results. However, shares of the company plunged 27% on Thursday as the digital transformation services and product provider lowered its full-year 2024 guidance due to a challenging demand environment.EPAM Systems’ first-quarter non-GAAP earnings of $2.46 per share beat the Zacks Consensus Estimate of $2.32. However, the figure came a penny lower than the year-ago quarter’s earnings of $2.47 per share, primarily due to lower revenues ...

For the quarter ended March 2024, Epam (EPAM) reported revenue of $1.17 billion, down 3.8% over the same period last year. EPS came in at $3.06, compared to $2.47 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.16 billion, representing a surprise of +0.30%. The company delivered an EPS surprise of +31.90%, with the consensus EPS estimate being $2.32.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they com ...

Key TakeawaysThe S&P 500 added 0.5% on Thursday, May 9, 2024, as an uptick in first-time jobless claims bolstered hopes for interest rate cuts by the Federal Reserve.Equinix shares soared after the data center operator reported strong quarterly results, driven by demand for AI products.Epam Systems stock tumbled after the software engineering firm provided lackluster quarterly and annual guidance, citing a difficult demand environment. Major U.S. equities indexes advanced as data showed that initial unemplo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________to________ Commission file number: 001-35418 EPAM SYSTEMS, INC. (Exact name of registrant as specified in its charter) FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR Indicate by check mark whether the registr ...

Appreciate the detail there. Thank you. Hi, thank you. I understand the commentary about the rate cards in India and how that's impacting your top line, but it also sounded like there were some delays, some push outs of projects. It didn't sound like much in the way of cancellations, which is encouraging. But I'm trying to understand where there are particular types of projects, particular verticals in that vein that drove your change in expectations? Jason Peterson Okay. And then youÂ've obviously made som ...

First quarter revenues of $1.165 billion, down 3.8% year-over-year GAAP income from operations was 9.5% of revenues and non-GAAP income from operations was 14.9% of revenues for the first quarter First quarter GAAP diluted EPS of $1.97, an increase of $0.24, and non-GAAP diluted EPS of $2.46, a decrease of $0.01 on a year-over-year basis For the full year, EPAM updates expected revenues to now be in the range of $4.575 billion to $4.675 billion, updates expected GAAP diluted EPS to now be in the range of ...