
NYSE:ACM
This summary was created by AI, based on 1 opinions in the last 12 months.
Aecom (ACM-N) has faced challenges in the past year, primarily linked to widespread anxieties surrounding artificial intelligence (AI) and its potential impact on the engineering and construction sectors. Some experts express skepticism about the severity of these AI-related threats, suggesting that market fears have been overblown. For instance, one analyst explicitly indicates a preference for companies like Stantec and Atkins over Aecom, highlighting a lack of engineering or construction holdings as a contributing factor to their assessment. However, it's important to note that these fears may not fully reflect the intrinsic value of Aecom, indicating a need to reassess the company's position in the market. Overall, while concerns are present, some believe that the potential negative impact of AI on Aecom may be less significant than investors currently assume.
47% of their business is defence, 17% civilian, 15% energy/environment, 11% intelligence and 10% space. Clients include NASA, Air Force and federal agencies, so they depend on government contracts. Defence is a solid business, unless Washington reduces this spend. Last earnings were good: beating revenues and earnings and reiterated full-year guidance. However, the growth rate disappointed the street and DOGE threatens to kill some of their government contracts, though he thinks that's overblown. ACM has longstanding relationships with government agencies and they have a huge order backlog. He wants to see their big shareholders reduce their stakes before jumping in, but this is worth watching.
Aecom is a American stock, trading under the symbol ACM (previously ACM-N on Stockchase) on the New York Stock Exchange (ACM). It is usually referred to as NYSE:ACM or ACM
In the last year, 1 stock analyst issued a Buy, Sell, or Hold rating on ACM (previously ACM-N on Stockchase). 0 analysts recommended to BUY and 1 analyst recommended to SELL the stock. The latest stock analyst rating is DON'T BUY. Read the latest stock experts' ratings for Aecom.
Aecom was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Aecom.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Aecom.
Aecom is followed by 10 investors on Stockchase and is a trending stock that is worth watching.
On 2026-09-02, Aecom (ACM) stock closed at a price of $66.46.
He owns no engineering or construction, which have had a tough 12 months over AI fears. Prefers Stantec of Atkins. He doesn't believe the AI threats is as dire as the market fears.