Warren Buffett's Top Tech Stocks: EPAM Systems Leads the Pack

EPAM SYSTEMS INC (EPAM) is a mid-cap growth stock in the Computer Services industry. The company provides digital engineering, cloud, and AI-enabled transformation services. According to Validea's Patient Investor model based on Warren Buffett's strategy, EPAM has a rating of 72% due to its predictable profitability, low debt, and reasonable valuation. The strategy seeks out firms with long-term, predictable profitability and low debt that trade at reasonable valuations.

EPAM Systems, Inc. (EPAM), a leading global provider of digital engineering, cloud, and AI-enabled transformation services, has expanded its operations to Azerbaijan. The company, which operates in over 55 countries and employs more than 62,000 professionals, has opened a representative office in Baku, set to function as both an operational center and an innovation hub for large-scale digital initiatives [1].

EPAM Systems plans to focus on several key areas in Azerbaijan, including the digitalization of public services, training local IT specialists, and developing technological competencies. The company aims to integrate AI-powered solutions to automate processes, enhance service delivery accuracy and speed, and improve user experience [1].

Farid Osmanov, Chairman of the Innovation and Digital Development Agency, emphasized the significance of EPAM Systems' entry into the Azerbaijani market, highlighting its potential to contribute to digital governance, AI technologies, and human capital development [1]. Yuri Antaniuk, Vice President of EPAM Systems, noted Azerbaijan's rapid development and clear digital vision, expressing EPAM's eagerness to contribute to the country's transformation journey [1].

EPAM Systems' expansion to Azerbaijan is part of the company's broader strategy to leverage its expertise in digital transformation and AI to drive growth and innovation. The company has a proven track record in the public sector, having implemented digitalization projects in various countries, including the UK, Ukraine, and the UAE [1].

According to Validea's Patient Investor model based on Warren Buffett's strategy, EPAM Systems has a rating of 72%. This high rating is due to the company's predictable profitability, low debt, and reasonable valuation. The strategy seeks out firms with long-term, predictable profitability and low debt that trade at reasonable valuations [2].

EPAM Systems reported strong financial results for its fiscal second quarter of 2025, with revenue of $1.35 billion, reflecting 18.04% year-over-year growth. The company also raised its full-year revenue growth forecast to between 13% and 15% [3]. Analysts have been bullish on the stock, with the price surging around 9.36% since the announcement [3].

EPAM Systems' continued growth and expansion demonstrate its resilience and adaptability in the digital economy. The company's focus on AI and digital transformation positions it well to capitalize on emerging trends and opportunities [3].

References:
[1] https://markets.financialcontent.com/wral/article/zexprwire-2025-8-31-us-company-epam-systems-global-leader-in-it-and-digital-transformation-expands-to-azerbaijan
[2] https://www.nasdaq.com/articles/valideas-top-information-technology-stocks-based-warren-buffett-9-3-2025
[3] https://finance.yahoo.com/news/wall-street-bullish-epam-systems-034953933.html