NYSE:ACN

Accenture Ltd. (ACN)

186.72
-6.40 (3.31%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
144 watching
0
Investor Insights
star iconSep 5, 2026, 12:00 am

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

Accenture Ltd. (ACN) has faced significant stock price declines amid market concerns over the impact of artificial intelligence (AI) on the consulting industry. Despite a rough financial performance recently, some analysts argue that the sell-off may be overdone, as the firm possesses a strong reputation and client base that remains sticky. The consensus is that while AI will affect their business model, it will also enhance ACN's operational effectiveness, allowing them to deliver consulting services more efficiently. There is a belief that ACN can leverage AI to drive growth despite the current fears regarding industry disruption. Overall, while the market remains cautious, opportunities for recovery and innovation continue to exist within the company's framework.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Undervalued
review icon
Similar
Cognizant, CTSH
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.
HOLD
A great company. IT outsourcing and consulting. Doesn't own it, struggles a little bit with the valuation, owns Infosys instead. Corporations are trying to bring down cost and they are using technology to do it. If you own he wouldn't be selling at this point, thinks it's a great long term hold.
BUY ON WEAKNESS
The IT service space has had a lot of consolidation. If there was another pullback in price, he would be a buyer.
TOP PICK
He loves it for it touching all industries, consumer to manufacturing, government and technology. He likes the way the management works and the recurring revenue. They switched their business model to cloud security and digital innovations. They have lots of opportunities for cross selling. (Analysts’ price target is $183.00)
TOP PICK
Chicken way of playing technology. Business consulting, plus leaders is helping businesses integrate technology. Great free cash flow story. They buy bright, smart, young businesses that will solve the world's problems. Yield is 1.71%. (Analysts’ price target is $182.30)
HOLD
He likes the good price trend, decent valuation and relatively stable stock. ROE is near 40%. Not the cheapest stock based on PE. Small yield, but a big balance sheet which could lead to higher dividends down the road.
PAST TOP PICK
(A Top Pick Apr 02/18, Up 8%) A safe way to play cloud computing. It's one of the largest business compuer companies; they consult. A wonderful dividend grower. It's cheap.
PAST TOP PICK
(A Top Pick Jul 25/18, Up 28%) Still owns it as they buy things for the long term. A consulting company. A soft play on tech growth. They are hired by everybody to implement technology. Funny stock because every time they announced earnings, even as they are good and beat expectations, the stock falls by 5-6%. Buy it after earnings.
COMMENT
He's neutral. Good ROE and good balance sheet, but no real yield. It's in no-man's land for him.
BUY

He likes it. It helps companies get to service models and get to the cloud. Once you sign on you are very committed. They are signing up a lot of companies. He is positive on it. They are using their cash flow very well to make acquisitions which he thinks will ramp up. They have low debt.

PAST TOP PICK

(A Top Pick Sep 20/17, Up 23%) Companies like this don’t have tariff risks. It is a great company with great margins because of recurring service revenue.

PAST TOP PICK

(A Top Pick July 20/17 Up 33%). He would keep buying this today. The company helps its customer’s business become more efficient. The long term up trend remains intact.

BUY

He sees them offering banks, hospitals and others outsourcing services that will grow over time. The company has performed well, but it always seems too expensive. He sees it as a buy.

PAST TOP PICK

(A Top Pick July 20/17, Up 21.03%) These guys are good at making other people run their business. It had a slow march until the middle of last year and then it went faster.

BUY

In the top 25% in all metrics. A really good payout ratio but a small dividend. It is a stable stock. Decent price momentum. Valuation is pretty good.

Showing 61 to 75 of 86 entries