DailyIQ
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Sector:TechnologyAll sectors
Last updated 9 minutes ago

ACN·Accenture plc

$.
-. (-.%)
After Hours
High
$142.76
Open
$141.37
Market Cap
86.86B
52W High
$304.19
Low
$134.85
P. Close
$139.05
P/E
11.15
52W Low
$118.15
Fwd P/E
9.28
DailyIQ Est.
$188.22
Technical Score (1D)
27
SELL
News Sentiment
56
BULLISH
Accenture and Alphabet’s launch of agentic AI solutions expands ACN’s AI service portfolio, potentially boosting revenue and competitive positioning; traders should watch adoption rates, pricing, and margin impact. Lipe & Dalton’s reduction in ACN holdings signals a shift in institutional confidence, which could affect short‑term liquidity; traders should monitor subsequent trading volume and any commentary from the firm. The €200 million NATO cloud deal strengthens ACN’s defense‑technology credentials and opens avenues for new government contracts; traders should monitor contract milestones and future defense procurement announcements. The surge in investor searches indicates heightened interest amid market volatility, possibly reflecting expectations of strategic moves or earnings revisions; traders should watch for the next earnings report and any partnership announcements. Together, these developments suggest ACN is diversifying its revenue base across commercial AI and defense, which may increase earnings pressure in the next 1–10 trading days. The AI launch could also intensify competition with other consulting firms, potentially impacting ACN’s market share; traders should watch for any competitive responses or client churn. The NATO partnership may provide a more stable, long‑term revenue stream, reducing sensitivity to commercial market swings; traders should watch for any changes in defense spending or regulatory approvals. Lipe & Dalton’s sell‑off could trigger a liquidity squeeze if other institutional investors follow suit; traders should watch for any subsequent institutional trades or changes in short‑term volatility. Finally, the increased search activity may foreshadow a rally or correction depending on how the company capitalizes on these contracts; traders should watch for any forward guidance or analyst revisions that could shift sentiment.
Earnings Summary
Accenture plc is a global professional services firm that delivers consulting, technology, and operational services, including cloud, AI, and data analytics, across a broad spectrum of industries such as financial services, healthcare, and consumer goods. In the most recent reporting cycle, the company posted Q2 2026 EPS of $2.93 versus an estimate of $3.75 and a revenue of $18.04 billion versus $18.74 billion, marking a decline from Q1 2026 but an improvement over Q1 2025, while Q3 2026 EPS rose to $3.80 beating the $3.71 estimate and revenue climbed to $18.72 billion, a modest gain over Q2 2026; overall, Accenture has delivered EPS beats in six of seven quarters, with only the Q2 2026 quarter falling short of consensus. Historically, the firm has maintained a steady upward trajectory in revenue, with year‑over‑year growth rates ranging from 7.7 % in Q4 2025 to 6.3 % in Q3 2026, and has consistently outperformed analyst expectations on earnings, underscoring a resilient earnings profile even as revenue momentum moderates. Recent news highlights margin‑pressure concerns that prompted several analysts to trim price targets, while the company’s strategic acquisitions of Industries Excellence Group and Alfahealth, along with a high‑profile partnership with Unilever to deploy AI‑enabled digital twins, are positioned to offset potential revenue slowdowns by opening new high‑growth markets; investors should watch how these deals translate into incremental revenue and synergies in the coming quarters. Looking ahead, key watch points include guidance on revenue mix and margin performance, the pace of integration of the new acquisitions, the impact of the Unilever partnership on recurring revenue, and any updates on the company’s AI strategy, as these factors will shape investor sentiment and valuation multiples in the next earnings cycle.

EPS

EstBeatMiss
$2.78$3.11$3.44$3.76$4.09Q3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$3.71$3.80+2.5%
Q2'26$3.75$2.93-21.9%
Q1'26$3.78$3.94+4.3%
Q4'25$3.72$3.94+5.9%
Q3'25$2.97$3.03+2.0%

Revenue

EstBeatMiss
$17.4B$17.8B$18.3B$18.7B$19.1BQ3'25Q4'25Q1'26Q2'26Q3'26
QtrEstActual+/−
Q3'26$18.9B$18.7B-1.1%
Q2'26$18.7B$18.0B-3.7%
Q1'26$18.7B$18.7B+0.2%
Q4'25 - $18.7B -
Q3'25 - $17.6B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

ACN Stock Snapshot

ACN is currently trading at $138.80, giving Accenture plc a market cap of 86.86B and a P/E ratio of 11.2. Today's range spans $134.85–$142.76, with shares opening at $141.37 and moving down $0.25 (0.2%) from the prior close. DailyIQ's technical score sits at 27/100 (SELL) with a news sentiment reading of 56/100.

Over the past year ACN has traded between $118.15 and $304.19 - the current price is +17.5% off the 52-week low and -54.4% from the high. 34 analysts cover the stock with a Buy consensus and a mean 12-month target of $179.29 (range $130.00–$275.00), implying upside of +29.2%.

The path of least resistance for Accenture plc (ACN) is currently lower - 27/100 (SELL), neutral sentiment (56/100), price $138.80 (near 52-week lows within $118.15–$304.19). The current P/E ratio stands at 11.2. At 86.86B in Technology market cap, this large-cap name is in the zone where portfolio risk managers - not just traders - are making decisions. Trimming positions on technical deterioration is standard practice at this size, and the current setup gives them a clear rationale to act.

Analyst coverage for ACN becomes a double-edged factor in a SELL phase: at 86.86B in Technology market cap, active coverage is high enough that downgrade risk is real and impactful. The 27/100 technical reading and neutral sentiment (56/100) at $138.80 (near 52-week lows) place the stock in the zone where one or two high-profile estimate cuts can convert a grinding decline into a sharper re-rating — the $118.15–$304.19 range establishes where that repricing lands.