Core Viewpoint - Marsh (MRSH) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the earnings report expected on January 29, 2026 [1][2]. Earnings Expectations - The consensus estimate for Marsh's quarterly earnings is $1.97 per share, reflecting a year-over-year increase of 5.4%, while revenues are projected to be $6.52 billion, up 7.4% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 0.35%, indicating a reassessment by analysts regarding the company's earnings prospects [4]. Earnings Surprise Prediction - The Zacks Earnings ESP for Marsh is -0.02%, suggesting that the Most Accurate Estimate is lower than the Zacks Consensus Estimate, which indicates a bearish outlook from analysts [12]. Historical Performance - In the last reported quarter, Marsh exceeded the expected earnings of $1.79 per share by delivering $1.85, resulting in a surprise of 3.35%. The company has beaten consensus EPS estimates in all of the last four quarters [13][14]. Investment Considerations - Despite the potential for an earnings beat, other factors may influence stock movement, and the current Zacks Rank for Marsh is 3, making it challenging to predict a definitive earnings beat [15][17].

Core Insights - Accenture plc (NYSE:ACN) is considered one of the most undervalued tech giants, with over half of analysts rating it as 'Buy' and a median target price of $300, indicating an upside potential of 11.12% [1] Analyst Ratings and Price Targets - Kevin McVeigh from UBS raised the price target for ACN to $320 from $315 while maintaining a 'Buy' rating, citing the company's strong position in artificial intelligence and steady demand [2] - RBC Capital increased its price target for Accenture to $295 from $285 and reaffirmed an 'Outperform' rating, driven by optimism regarding the company's evolving AI partnership ecosystem [5] Financial Performance and Growth Drivers - Accenture's Advanced AI segment generated $1.1 billion in revenue in the first quarter, reflecting a 120% year-over-year increase, with bookings reaching $2.2 billion, up 76% from the previous year [3] - The company is expanding into data center professional services, a market expected to double in size by 2030, which is anticipated to enhance overall performance [4] Company Overview - Accenture plc is an Ireland-based provider of strategy, consulting, technology, and operations services, offering a range of services including security, intelligent platforms, software engineering, and automation [6]

Core Insights - Accenture is expected to report an EPS of $3.74 and revenue of approximately $18.51 billion on December 18, 2025, indicating strong market performance [1] - The EPS for the quarter ending November 2025 is projected to be $3.74, reflecting a 4.2% increase year-over-year, while revenue is anticipated to reach $18.56 billion, marking a 4.9% rise from the previous year [2][6] - Recent consensus EPS estimates have been slightly revised downwards by 0.1%, indicating a reassessment by analysts that may influence investor actions [3] Financial Metrics - Accenture has a price-to-earnings (P/E) ratio of approximately 22.06, indicating the price investors are willing to pay for each dollar of earnings [4] - The company’s price-to-sales ratio is about 2.44, reflecting the value placed on each dollar of sales, while the enterprise value to sales ratio is around 2.39 [4] - The enterprise value to operating cash flow ratio is approximately 14.53, and the earnings yield stands at 4.53%, providing a return on investment relative to earnings [5] - Accenture's debt-to-equity ratio is 0.26, indicating a relatively low level of debt compared to equity, and a current ratio of 1.42 suggests good liquidity to cover short-term liabilities [5][6]

Company Overview - Accenture plc (ACN) has a market capitalization of $164.1 billion and operates as a global professional services company, providing strategy, consulting, technology, and operations services across major regions worldwide [1] - The company is categorized as a "large-cap" stock, serving various sectors and partnering with organizations like AWS for digital transformation initiatives [2] Stock Performance - Accenture's shares have decreased by 37.4% from their 52-week high of $398.35 and have declined 2.4% over the past three months, underperforming the S&P 500 Index, which gained 5.1% in the same period [3] - Year-to-date, ACN stock is down 29.2%, while the S&P 500 has risen over 15%. Over the past 52 weeks, Accenture shares have dropped 31.4%, compared to a 13% return for the S&P 500 [4] Financial Results - In Q4 2025, Accenture reported adjusted EPS of $3.03, an 8.6% year-over-year increase, and revenue of $17.6 billion, which rose 7.3% due to strong performance in financial services and products [5] - The company achieved robust bookings of $21.3 billion and provided optimistic fiscal 2026 guidance, projecting Q1 revenues between $18.10 billion and $18.75 billion, exceeding consensus estimates [5] Analyst Sentiment - Despite the stock's recent underperformance, analysts maintain a moderately optimistic outlook on Accenture, with a consensus rating of "Moderate Buy" from 24 analysts and a mean price target of $284.29, indicating a 14.1% premium to current levels [6]

Core Insights - Accenture (ACN) stock is currently trading approximately 37% lower than its peak over the past year, with a price-to-sales (PS) multiple below the average of the last three years, indicating potential value investment opportunities [2] - The company is undergoing a strategic shift towards generative and agentic AI, with projected GenAI revenue expected to triple to $2.7 billion in FY2025 and bookings nearly doubling to $5.9 billion, driven by a $3 billion multi-year investment and recent acquisitions [3] - Despite a challenging macroeconomic environment, Accenture reported revenue of $69.7 billion in FY2025 and $80.6 billion in bookings, showcasing continued market share expansion in high-value services [3] Financial Performance - Accenture's revenue growth stands at 7.4% for the last twelve months (LTM) and an average of 4.2% over the past three years, reflecting a focus on margin and value [7] - The company maintains a strong average operating margin of approximately 14.4% over the past three years, with no significant margin collapse in the last 12 months [7] - The stock is currently trading at a price-to-earnings (PE) multiple of 19.9, indicating a modest valuation despite encouraging fundamentals [7]

Core Viewpoint - Accenture (ACN) is highlighted as a stable performer in a volatile market, characterized by solid fundamentals and a discounted valuation, demonstrating that "boring" can still be attractive [2] Financial Performance - ACN stock is currently priced about 36% lower than its 1-year peak and trades at a price-to-sales (PS) multiple below the average of the past 3 years, indicating a potential value investment opportunity [3] - Revenue growth stands at 7.4% for the last twelve months (LTM) and an average of 4.2% over the last 3 years, suggesting modest growth with margin and value opportunities [8] - The average operating margin for Accenture is approximately 14.4% over the past 3 years, with no significant margin decline in the past 12 months [8] - The stock is currently traded at a price-to-earnings (PE) multiple of 20.3, reflecting a modest valuation despite positive fundamentals [8] Market Trends and Returns - Average returns for ACN stock are projected at 12.7% over the next 6 months and 25.8% over the next 12 months, with a win rate exceeding 70% for both durations [9] - The stock has shown resilience, with an average 12-month return of nearly 20% during non-crash periods, maintaining a 67% win rate [9] Historical Performance and Risks - Accenture has experienced significant declines in the past, including a 38% drop during the Global Financial Crisis, a 40% decline amid the 2022 inflation impact, and a 33% decrease during the Covid pandemic [10] - The company is not immune to declines even in favorable market conditions, as stock prices can drop due to earnings reports, business news, or changes in outlook [11]

Core Viewpoint - CI&T, a global technology transformation specialist, will report its Q3 2025 financial results on November 12, 2025, after market close [1] Financial Reporting - The earnings release will be followed by a video conference call hosted by CI&T's senior management team to discuss the financial and operating results on the same day, November 12 [1]

Group 1: Travelers Companies, Inc. (TRV) - The company is an insurance services provider with a Zacks Rank of 1 [1] - The Zacks Consensus Estimate for its next year earnings has increased by 7.9% over the last 60 days [1] - The price-to-earnings ratio (P/E) is 11.46, lower than the industry average of 12.90, and it has a Value Score of A [1] Group 2: Par Pacific Holdings, Inc. (PARR) - The company operates in the energy and infrastructure sector and holds a Zacks Rank of 1 [2] - The Zacks Consensus Estimate for its current year earnings has surged by 100.6% over the last 60 days [2] - The price-to-earnings ratio (P/E) is 9.57, slightly below the industry average of 9.70, and it has a Value Score of A [2] Group 3: CI&T Inc. (CINT) - The company specializes in strategy, design, and software engineering services, also holding a Zacks Rank of 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 3.3% over the last 60 days [3] - The price-to-earnings ratio (P/E) is 14.84, significantly lower than the S&P 500 average of 24.74, and it has a Value Score of A [3]

Group 1: CI&T Inc. (CINT) - CI&T Inc. is a strategy, design, and software engineering services company with a Zacks Rank of 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 3.3% over the last 60 days [1] - The company has a price-to-earnings ratio (P/E) of 13.55, slightly lower than the industry average of 13.60, and possesses a Value Score of A [1] Group 2: Newmont Corporation (NEM) - Newmont Corporation is a producer and explorer of gold and other metals, also holding a Zacks Rank of 1 [2] - The Zacks Consensus Estimate for its current year earnings has risen by 6.9% over the last 60 days [2] - The company has a P/E ratio of 16.29, significantly lower than the S&P 500 average of 24.48, and has a Value Score of B [2] Group 3: Daktronics, Inc. (DAKT) - Daktronics, Inc. specializes in electronic display systems and carries a Zacks Rank of 1 [3] - The Zacks Consensus Estimate for its current year earnings has also increased by 6.9% over the last 60 days [3] - The company has a P/E ratio of 17.94, which is lower than the S&P 500 average of 24.48, and holds a Value Score of B [3]

Core Viewpoint - Accenture Plc. is considered a cheap AI stock to buy, but UBS has cut its price target due to concerns over the company's 2026 outlook [1][2]. Financial Performance - For Q4 of fiscal 2025, Accenture reported a 9% increase in earnings per share to $3.03, supported by a 7% revenue increase to $17.6 billion [2]. - The company experienced lower US federal government spending and weakness in its consulting business during the quarter [2]. - Bookings for the quarter totaled $21.3 billion, with $1.8 billion attributed to artificial intelligence-related bookings [2]. Future Outlook - Accenture anticipates revenue growth between $18.1 billion and $18.75 billion for Q1 of 2026, slightly above the $18.51 billion expected by analysts [3]. - The company projects full-year earnings per share to range from $13.19 to $13.57, indicating a 12% increase [3]. Company Overview - Accenture is a global professional services firm that provides strategy, consulting, technology, and operations services, focusing on helping businesses leverage technology, data, and AI [4]. - The company specializes in areas such as cloud computing, artificial intelligence, digital transformation, supply chain management, and cybersecurity [4].