Blue Door Asset Management added 88,100 shares of NICE (valued at $10.64 million) in Q4 2025, bringing its total position to 142,900 shares worth $16.15 million. Despite NICE stock declining 16.5% over the past year, the company showed strong fundamentals with 8% revenue growth to $2.95 billion, 13% cloud segment expansion, and 43% EPS growth in 2025, with AI products driving accelerating adoption.

Despite Waystar's stock declining 31.5% over the past year, Blue Door Asset Management purchased 322,600 shares worth $11.49 million in the latest quarter. The healthcare software company reported strong fundamentals with $1.10 billion in revenue (up 17% YoY) and adjusted EBITDA of $462 million (up 21% YoY), suggesting institutional confidence despite market weakness in software stocks.

Pomerantz Law Firm is investigating potential securities fraud claims against EPAM Systems following the company's disclosure on February 19, 2026 that its largest NEORIS customer is ramping down business. The announcement triggered a 6.61% stock price decline ($9.20 per share) over two trading sessions. The firm is also investigating similar claims against Chemours Company and Alight, Inc.

Law firm Bragar Eagel & Squire is investigating EPAM Systems for potential federal securities law violations following the company's February 19, 2026 earnings report. EPAM's CFO disclosed a significant revenue decline from its largest NEORIS customer, causing the stock to fall 6.61% ($9.20 per share) to $129.96 on February 23, 2026. The firm is seeking affected stockholders to discuss legal options.

EPAM Systems stock fell 16.4% this week despite beating Q4 earnings expectations on revenue and EPS. The decline was driven by muted 2026 guidance showing deceleration in growth rates and concerns about AI disruption in the consulting industry. The company now trades at a low 11x adjusted EPS multiple, presenting either a buying opportunity or potential value trap depending on AI's actual impact on consulting services.

Walmart, Wayfair, and EPAM Systems reported strong Q4 2025 earnings results. Walmart achieved $190.7B in revenue with 5.6% YoY growth driven by eCommerce surge, Wayfair beat EPS expectations significantly with improved profitability, and EPAM delivered 12.8% revenue growth fueled by AI and digital transformation services. All three companies provided positive guidance for 2026.

EPAM Systems stock plummeted 18.4% despite beating earnings expectations with $3.26 EPS vs. $3.16 expected and $1.4B+ in sales. However, GAAP profits declined 14% year-over-year, raising concerns about profitability. The company projects 20% earnings growth in 2026, suggesting the sell-off may present a buying opportunity at a 16.8x P/E ratio.

The article highlights three S&P 500 stocks with strong recent performance and promising outlooks for 2026: Dollar General, Expedia Group, and EPAM Systems, each showing positive financial results and upward momentum.

The article highlights three under-the-radar tech stocks with potential upside: Align Technology, Marvell Technology, and EPAM Systems. These companies offer unique opportunities beyond the Magnificent Seven tech stocks, with strong fundamentals and growth potential in their respective niches.

Three financial companies - Capital One, EPAM Systems, and Barclays - have recently announced significant share buyback programs, potentially boosting investor value through reduced share counts and improved financial metrics.

Despite concerns about an AI bubble, three companies show strong potential for AI-driven growth: Amazon, EPAM Systems, and ASML. Each company offers unique advantages in cloud computing, IT services, and semiconductor manufacturing that position them well in the evolving AI landscape.

AI stocks experienced volatility in 2025, with initial drops followed by a strong recovery. The Morningstar Global AI Select Index is up 16% year-to-date, outperforming the S&P 500, with significant variations among individual AI stocks.