Research, Charts & Company Announcements
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|29Mar17 12:30||GNW||EPAM Announces Appointment of New Chief Financial Officer|
|27Mar17 18:00||GNW||EPAM Named a Strong Performer Among Mobile Enterprise Application Services Providers by Independent Research Firm|
|02Mar17 16:00||GNW||EPAM Awarded ISAE 3402 Type 2 Certification for All Major Development Centers Worldwide|
|23Feb17 18:00||GNW||EPAM and WorkFusion Partner to Accelerate Customer Adoption of Smart Automation Solutions|
|17Jan17 17:02||GNW||UBS Signs Strategic Multi-Year Agreement With EPAM to Boost Innovation|
|20Dec16 19:27||GNW||EPAM Recognized as a Leader in Application Outsourcing Capabilities|
|14Nov16 13:40||GNW||EPAM Expands EU Footprint With Opening of Ireland Office|
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Research reports on
EPAM SYSTEMS INC
EPAM SYSTEMS INC
N+1 Singer - IQE - Upgrade cycle set to continue
24 Mar 17
IQE’s FY’16 results showed good growth in all key segments and came in c.4% ahead of our recently upgraded forecasts. We have upgraded our forecasts today by 5% and 3% in FY’17 and FY’18 respectively, but expect the upgrade cycle to continue. The increase in capex in FY’16 looks to us a strong indication of future volume increases, and we see scope for significant upgrades through the course of our forecast horizon. We highlight three opportunities in this note, each of which could materially move the needle in its own right. IQE is one of our key picks for 2017 and has performed strongly YTD (+48%), but we believe there is more to go for. We increase our target price to 76p and retain our Buy recommendation.
Or, helping a juggernaut turn on a dime
24 Mar 17
Sopheon has spent many years evolving a state-of-the-art platform allowing Enterprise customers to manage and monitor their pipelines of innovation. As this market matures and on the back of some major reference client wins, Sopheon’s Accolade product is beginning to see material success on a number of fronts. This note describes the marketplace, the technology, and the progress now being achieved.
Acquisition of Infracast Limited
27 Mar 17
IMImobile have announced the acquisition of Infracast Limited for an initial consideration of £8.2m. Infracast is a leading provider of multi-channel messaging applications and will expand IMImobile’s customer base whilst providing significant cross-selling opportunities. This looks another high quality acquisition. We remain Buyers and increase our T/P to 220p.
N+1 Singer - Instem - Investment to accelerate growth trajectory
28 Mar 17
FY16 results were as expected, reflecting some contract slippage towards the year end, the largest of which has since been signed. The outlook remains buoyant, particularly around SEND, where Instem continues to dominate the market. Further investment is however being made to further capitalise on the numerous growth opportunities. This will constrain short term profitability, but should pay back relatively quickly and leave forecasts on a higher for longer growth trajectory.