IT咨询公司EPAM Systems（EPAM）今日盘中股价大涨5.68%，引发市场关注。这一显著涨幅主要源于公司上调了2025年财务预期，反映出IT服务支出的强劲增长趋势。
根据最新公告，EPAM将2025财年调整后每股收益（EPS）预期上调至11.36美元至11.44美元之间，高于此前预期的10.96美元至11.12美元。同时，公司还将全年营收增长预期提高至14.8%至15.2%，超过先前预测的13.0%至15.0%。这两项预测均超出了分析师的平均预期。
推动EPAM业绩增长的主要因素包括企业对人工智能、云计算和自动化系统的持续投资。公司第三季度业绩也表现亮眼，实现营收13.9亿美元，调整后每股收益为3.08美元，均超过市场预期。此外，金融服务、软件和消费品领域的稳定需求也为公司业绩提供了有力支撑。EPAM的强劲表现反映了整个IT咨询行业的积极趋势，显示企业正在加大对数字化转型的投入。
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