TD Cowen将埃森哲的目标价从313美元下调至295美元，仍维持"买入"评级。(格隆汇) ...

高盛将埃森哲的目标价从370美元下调至330美元，仍维持"买入"评级。(格隆汇) ...

Core Viewpoint - RBC Capital has lowered the price target for Accenture (ACN) to $285 from $372 while maintaining an Outperform rating, citing mixed initial FY26 estimates as a primary reason for stock price pressure [1] Group 1: Financial Performance - Accenture delivered solid Q4 results, but the initial FY26 guidance was mixed compared to prior estimates, contributing to stock price pressure [1] - Bookings have returned to year-over-year growth, with Gen AI bookings exceeding $1.8 billion, indicating a shift from proof of concept to production for more projects [1] Group 2: Valuation Adjustments - RBC is adjusting its earnings model, reducing the forward earnings multiple from 26 times to 20 times, which is a discount to the share's historical average but aligns with similar growth peers [1]

Core Insights - Accenture's fourth-quarter earnings exceeded expectations and highlighted the company's strategic reorganization related to artificial intelligence (AI) [1] - The company initiated a six-month business optimization program, incurring charges of up to $865 million, which includes divestitures of previously acquired companies [1] Group 1: Business Optimization Program - The program focuses on three main strategies: investing in upskilling employees, exiting individuals where reskilling is not feasible, and identifying areas for operational efficiencies [2] - Accenture anticipates savings of over $1 billion from this program, which will be reinvested into the business and its workforce [2] - The company aims to increase overall headcount by 2026 despite the current exits [2] Group 2: Upskilling and AI Adoption - Accenture is committed to upskilling its employees, referred to as "reinventors," to better utilize AI in enterprise settings [3] - There is a recognized need for new skills among the workforce to effectively implement AI, as many companies face challenges with fragmented processes and siloed organizations [3] - Accenture reported 37 new clients with quarterly bookings exceeding $100 million in the fourth quarter, contributing to a total of 129 such bookings for the year, indicating significant demand for its services [3]

Accenture (NYSE: ACN ) is in an interesting spot. The company just finished a strong fiscal 2025 with revenue up 7 percent and earnings up 8 percent. That shows it still has the scale andWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t chase narratives. I follow ...

Core Insights - Accenture has reported a strong fiscal 2025 with revenue growth of 7 percent and earnings growth of 8 percent, indicating its robust market position and operational scale [1] Financial Performance - Revenue increased by 7 percent in fiscal 2025 [1] - Earnings rose by 8 percent during the same period [1]

Accenture plc (NYSE:ACN) is one of the AI Stocks in the Spotlight This Week. On September 24, Evercore ISI analyst Amit Daryanani lowered the price target on the stock to $300.00 (from $330.00) while maintaining an Outperform rating. As per the analyst, Accenture’s upcoming quarterly report seems promising. The firm expects it to deliver a “steady performance with some upside potential” owing to a stable FX backdrop and  de-risked setup. Post earnings, the firm lowered the price target on the stock to $2 ...

Accenture plc (NYSE: ACN) posted better-than-expected fourth-quarter 2025 results on Thursday.The company reported quarterly earnings of $3.03 per share, topping the analyst consensus estimate of $2.96. The company reported sales of $17.60 billion, slightly exceeding the analyst consensus estimate of $17.36 billion.Accenture projected fiscal 2026 sales $71.07 billion-$73.16 billion versus $69.43 billion consensus estimate. It expects fiscal 2026 GAAP EPS of $13.19-$13.57 compared to $12.88 analyst consensus ...

Core Viewpoint - Accenture's stock has experienced a significant decline in 2025, with a total return of approximately -33% as of September 25, leading to a historically low valuation multiple, presenting a potential recovery opportunity, particularly in its GenAI business [1][2]. Financial Performance - In Q4, Accenture reported revenues of $17.60 billion, reflecting a 7.3% increase year-over-year, surpassing analyst expectations of $17.34 billion [2][3]. - Adjusted earnings per share (EPS) reached $3.03, an 8.6% growth, exceeding the anticipated $2.98, but the stock fell nearly 3% due to weak fiscal 2026 guidance [3][4]. Guidance and Market Sentiment - For fiscal 2026, Accenture projects revenue growth of 2% to 5% in local currency and adjusted EPS of $13.71 at the midpoint, slightly below analyst expectations of $13.78 [3][4]. - Despite a slight EPS beat, the market reacted negatively to the guidance, reflecting ongoing low sentiment towards the stock [4][11]. Booking Metrics - New bookings totaled $21.3 billion in Q4, a 6% increase in U.S. dollars, indicating stabilization after previous declines in bookings [6][7]. - GenAI bookings grew impressively to $1.8 billion from $1.5 billion in Q3, totaling $5.9 billion for fiscal 2025, outperforming IBM's $5.5 billion in the same period [8]. Operating Margins - Accenture's adjusted operating margin increased by 10 basis points in Q4 and for the full year, which, while modest, is better than expected given the stock's decline [9]. Analyst Outlook - Analysts project a 12-month stock price forecast of $321.33, indicating a potential upside of 38.39%, although recent updates suggest a more conservative average target of $291, implying around 25% upside [10][11]. - The current market consensus suggests Accenture is undervalued, but sentiment remains low due to ongoing restructuring and concerns about the impact of GenAI on future business [11][12]. Restructuring and Challenges - Accenture is undergoing significant restructuring, expecting combined charges of $865 million in Q4 and fiscal Q1 2026, as it shifts its workforce towards GenAI capabilities [12]. - There are concerns that advancements in GenAI could lead clients to rely more on these tools rather than consulting Accenture, posing a long-term risk [13][14].

Accenture (NYSE: ACN) reported fourth-quarter revenue of $17.6 billion, topping expectations, with bookings rising 3% to $21.3 billion.The company issued fiscal 2026 guidance in line with forecasts but announced another restructuring to fund AI-related investments.Guggenheim analyst Jonathan Lee maintained an Accenture Buy rating and lowered the price forecast from $305 to $285.Also Read: Accenture’s AI Push Sparks Growth And Boosts Dividend PayoutsFor Q4, Accenture reported:Revenue of $17.6 billion, above ...