NYSE:ACN

Accenture Ltd. (ACN)

165.92
+2.63 (1.61%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
144 watching
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Investor Insights
star iconAug 1, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Accenture Ltd. (ACN) is currently facing challenges as the consulting sector grapples with the impact of AI technologies, leading to fears that traditional consulting roles may be diminished. While analysts have lowered their price targets, some view the sell-off as overdone, suggesting that ACN can leverage AI to become more efficient without losing the necessity of their services. The company continues to show growth, but with concerns about layoffs and slowing IT spending. Despite a technical downturn in stock price, some experts maintain a long-term positive outlook, citing the company's strong fundamentals and history of innovation as reasons for potential recovery. Overall, opinions are mixed, with a shared belief that ACN can adapt to the evolving landscape.

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Consensus
Mixed
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Valuation
Undervalued
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BUY
Seldom goes on sale. Shareholder returns increase annually, plus share buybacks, and he likes those types of companies. The underlying theme of digitization isn't going way. At these levels, you may have to hold your nose and buy. May sell off after next Fed rate decision. If you see it going south, pick some up. He'd buy today for new clients.
TOP PICK
Has owned for years. It is a consulting company with clients all around the world and is a good way to invest in technology. They are consultants in cloud computing, security and ESG related platforms. Also more recently has become involved in the Metaverse and is growing that platform. One third of cash flow goes to acquiring niche companies in high growth areas, one third to dividend growth, and one third to stock buybacks. It is down 22% from its highs and is at 30X earnings, the lower end of the range.
PAST TOP PICK
(A Top Pick Jan 21/21, Up 39%) Took profit, trying to find space to buy again. Leading IT consulting powerhouse. Cloud integration and project management. Massive client base of top companies. Price target of $416, decent runway. Buy in thirds here at $353, 335, and 315-320. If it breaks a stop of 300, something nasty is happening. Yield is 1.4%.
BUY ON WEAKNESS
It reports Thursday. A great company, but it trades erratic in the wake of earnings before settling at the end of the day.
TOP PICK
Will support companies as they transition to a post-Covid world. Growing dividend, buys back shares. Best in breed in the space. Good company, further upside. Organic growth, with tuck-in acquisitions. Also good for a TFSA. Yield is 1.09%. (Analysts’ price target is $373.17)
COMMENT
They report Thursday. They're fine tech consultants. Listen to the conference call for information on how businesses can go digital to be more efficient.
PAST TOP PICK

(A Top Pick Jun 18/20, Up 43%) Good growth rate and dividend. They are also buying back shares. Has run up since recommending. Likes the company and continues to buy for new clients.

TOP PICK
Best of breed. Work from home will continue even after vaccines, and this will create opportunities for ACN. Organic growth plus tuck-in acquisitions. Spread across government and healthcare. Great story, dividend growth. Yield is 1.37%. (Analysts’ price target is $278.52)
TOP PICK
Kings of IT consulting. Client base includes more than 75% of the Fortune Global 500. Help transition companies to the cloud. On the software side of AI and machine learning. Price target of $280. Buy a third here at $260, another at $245, and then at $225 if you're lucky. Yield is 1.35%. (Analysts’ price target is $275.46)
BUY ON WEAKNESS

Top of his watchlist for a long time. He owns CGI instead. The sort of high quality stock you want to buy on the big dips. High quality and free cash flow. Don't trade around, just hold it.

TOP PICK
He likes it here. On the other side of COVID, companies will be looking to reduce costs and so outsourcing will be a good one. They buy back shares regularly and raise the dividend. (Analysts’ price target is $193.92)
COMMENT

Rather than GIB, he prefers ACN. If he wanted to expand into information services, he would add GIB.

PAST TOP PICK
(A Top Pick May 13/19, Up 15%) They perform global consulting to help companies integrate tech. It's a soft play on cloud computing. He has high hopes for this in the future. You can buy it now.
PAST TOP PICK

(A Top Pick Jun 06/19, Up 18%) One of the largest consulting companies in the world. He liked how they have evolved in areas like digital innovation, cloud applications and security. It is a lower multiple way of playing the space, although they are a little smaller than their competitors. They operate from government to financial services and communications. He is still very bullish.

HOLD
A great company, but it is not inexpensive here. She likes their re-occuring revenue model with outsourcing. If you own it, hold. She would not be buying it here.
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