Accenture plc

NYSE:ACN 주식 리포트

시가총액: US$110.0b

Accenture 향후 성장

Future 기준 점검 2/6

Accenture (는) 각각 연간 8.9% 및 5.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 23.8% 로 예상됩니다.

핵심 정보

8.9%

이익 성장률

9.64%

EPS 성장률

IT 이익 성장18.6%
매출 성장률5.5%
향후 자기자본이익률23.82%
애널리스트 커버리지

Good

마지막 업데이트24 May 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • May 14

Investors Playing Limbo With Accenture

Summary Accenture plc is trading at a 38% discount to fair value, with robust fundamentals and a compelling long-term investment case. ACN's Q2 revenue grew 8.3% YoY to $18.04 billion, driven by Managed Services and Consulting, and bookings hit a record $22.1 billion. Strong free cash flow enables aggressive buybacks and a well-covered 3.6% dividend yield, supporting 10%+ annual dividend growth. Despite AI disruption concerns, ACN benefits from AI build-out, maintains an AA- credit rating, and offers 63% total return potential by May 2027. Read the full article on Seeking Alpha
내러티브 업데이트 • May 12

ACN: Enterprise AI Partnerships And Agent Adoption Will Support Next Modernization Wave

Accenture's updated analyst price target edges slightly lower, with fair value moving from about $250.51 to $249.19 as analysts factor in recent target cuts citing softer bookings, slower enterprise AI spending, and industry wide multiple compression. These pressures are partly balanced by references to solid recent quarters and maintained long term growth frameworks.
내러티브 업데이트 • Apr 24

ACN: Enterprise AI Partnerships And Agent Adoption Will Drive Next Modernization Wave

Accenture's updated analyst price target edges slightly lower to about $250, as analysts balance recent target cuts tied to softer bookings, cautious macro commentary, and AI adoption uncertainty with some more constructive views following what several described as another solid quarter. Analyst Commentary Recent research updates show a split tape on Accenture, with most firms trimming price targets but framing the latest quarter as solid and the long term AI story as intact, if slower to play through than some previously expected.
내러티브 업데이트 • Apr 09

ACN: Enterprise AI Partnerships And Adoption Will Drive Next Modernization Wave

Analyst price targets on Accenture have been revised lower in aggregate by a wide range, with several firms cutting their views by $25 to $70, while a smaller group raised targets by $4 to $24. Analysts are factoring in softer bookings, AI related uncertainty and broader multiple compression, despite what some describe as another solid quarter.
내러티브 업데이트 • Mar 26

ACN: GenAI Partnerships And AI Adoption Will Drive Enterprise Modernization

Accenture's fair value estimate is adjusted from about $283 to $252, as analysts temper revenue growth and profit margin assumptions and apply a lower future P/E multiple in response to a broad wave of reduced price targets, despite generally constructive views on the latest quarterly performance. Analyst Commentary Recent Street research around Accenture clusters around a common theme, with many firms trimming price targets while still generally acknowledging solid execution and a credible long term story in areas like GenAI and digital transformation.
새로운 내러티브 • Mar 18

Accenture (ACN): The "Reinvention" Partner Bridging the AI Execution Gap

Accenture (ACN) is currently the talk of the NYSE after its March 19, 2026, fiscal second-quarter earnings report triggered a dramatic "V-shaped" recovery. After a 5% pre-market plunge, the stock rallied to close at $203.44 USD , up 4.25% on the day.
새로운 내러티브 • Mar 12

AI And Cloud Demand Will Shape Earnings While Margin Risks Keep Expectations Measured

Catalysts About Accenture Accenture is a global professional services firm that provides consulting, technology, AI and managed services across multiple industries and regions. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Mar 11

ACN: GenAI Partnerships And Internal Adoption Will Shape Future Enterprise Modernization

Accenture's updated analyst price target edges down to about $283 from roughly $292, as analysts factor in sector wide multiple compression and a more cautious stance on enterprise AI demand and partner spending. Analyst Commentary Recent research on Accenture highlights a mix of optimism and caution, with most firms trimming their price targets while reassessing expectations for AI driven growth, partner spending and overall valuation multiples.
새로운 내러티브 • Feb 26

AI Infrastructure And Cloud Reinvention Will Transform This Consulting Leader Over The Next Decade

Catalysts About Accenture Accenture is a global professional services firm that helps enterprises use technology and consulting services to reinvent their operations and customer experiences. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Feb 25

ACN: GenAI Enterprise Modernization Partnerships Will Drive Future Returns

Accenture’s analyst price targets have been reset lower, with figures such as Citi’s move from $266 to $215 contrasted by higher targets like Truist’s $317, as analysts weigh concerns around near term IT services demand and GenAI related cannibalization against steady margins, exposure to enterprise modernization and the potential support implied by modestly adjusted growth, margin and future P/E assumptions in recent models. Analyst Commentary Recent research commentary on Accenture reflects a split tape, with some firms dialing back expectations and others leaning into the long term GenAI and enterprise modernization story while keeping a close eye on valuation and execution risk.
내러티브 업데이트 • Feb 10

ACN: GenAI Enterprise Modernization And Partnerships Will Shape Future Returns

Analysts have inched their fair value estimate for Accenture higher by about $0.44 to roughly $292, reflecting recent price target increases and supportive views on GenAI driven enterprise modernization, IT services sentiment, and fresh bullish initiations. Analyst Commentary Bullish Takeaways Bullish analysts view Accenture as a relatively attractive way to gain exposure to GenAI driven enterprise modernization, highlighting potential for growth tied to client transformation projects.
내러티브 업데이트 • Jan 27

ACN: GenAI Modernization Partnerships And Cannibalization Risks Will Steer Future Returns

Analysts have nudged their fair value estimate for Accenture higher to about $292, a move of roughly $3, as recent research highlights renewed interest in the stock, supported by fresh coverage and upward price target revisions tied to GenAI driven enterprise modernization potential. Analyst Commentary Bullish Takeaways Bullish analysts see Accenture as a relatively attractive way to gain exposure to GenAI driven enterprise modernization, with the current valuation framed as reasonable versus its own history.
내러티브 업데이트 • Jan 09

ACN: Gen AI Enterprise Modernization And IT Services Uncertainty Will Shape Returns

Analysts have nudged their fair value estimate for Accenture higher to about $289 from roughly $281, citing a mix of expected mid single digit growth, generally stable margins, and a P/E that they view as reasonable relative to history, supported by recent initiation commentary that highlights both GenAI related opportunities and current caution around IT services demand. Analyst Commentary Recent initiation reports frame Accenture as a way to gain exposure to enterprise modernization tied to GenAI, while also flagging sector level uncertainty around IT services demand and AI driven disruption.
내러티브 업데이트 • Dec 14

ACN: Gen AI Adoption And Margin Pressures Will Shape Future Performance

Analysts nudged our Accenture fair value estimate higher to about $281 from $277 as they balance lower sector multiples and lingering margin concerns against solid Q4 execution, resilient FY26 revenue expectations, and growing conviction that Accenture is investing appropriately to capture generative AI driven demand. Analyst Commentary Street research following Accenture's Q4 results and initial FY26 outlook reflects a mixed but generally constructive stance, with most firms lowering price targets to reflect sector multiple compression while maintaining positive or neutral ratings.
내러티브 업데이트 • Nov 30

ACN: Gen AI Adoption And Margin Pressures Will Shape Sector Performance

Accenture's analyst price target was revised downward by less than $1 per share to $277.08. Analysts cite persistent IT services headwinds, cautious sentiment around AI-driven structural challenges, and gross margin pressures, which are offset by ongoing business transformation efforts.
내러티브 업데이트 • Nov 16

ACN: Generative AI Investments Will Drive Bookings Momentum And Sector Leadership

Analysts have reduced their price targets for Accenture by a wide margin. Most are citing lingering concerns over IT services demand, ongoing margin pressures, and headwinds from generative AI as key factors behind the downward revisions.
내러티브 업데이트 • Nov 01

ACN: AI Partnerships And Sector Headwinds Will Shape Performance Through 2026

Accenture's fair value estimate was modestly reduced by analysts to $277.60 from $278.32 per share. This change reflects continued caution around persistent industry challenges, including tepid IT services demand and near-term pressures on margins, despite some resilience from partner-driven growth and investments in generative AI capabilities.
내러티브 업데이트 • Oct 18

Gen AI And Industry X Investments Will Drive Digital Transformation

Accenture's average analyst price target has been lowered by a considerable margin. Analysts cite mixed fiscal Q4 results, reduced industry multiples, and ongoing margin pressures as primary reasons for the downward revisions.
내러티브 업데이트 • Oct 04

Gen AI And Industry X Investments Will Drive Digital Transformation

Accenture's analyst price target has been revised downward from approximately $305 to $278 per share. This change reflects recent reductions in projected revenue growth rates and industry-wide valuation multiples, as analysts cite persistent margin pressures and a mixed demand outlook despite ongoing investments in generative AI.
분석 기사 • Oct 03

Why Accenture's (NYSE:ACN) Earnings Are Better Than They Seem

The market seemed underwhelmed by last week's earnings announcement from Accenture plc ( NYSE:ACN ) despite the healthy...
분석 기사 • Sep 29

Accenture's (NYSE:ACN) Shareholders Will Receive A Bigger Dividend Than Last Year

Accenture plc ( NYSE:ACN ) has announced that it will be increasing its dividend from last year's comparable payment on...
내러티브 업데이트 • Sep 19

Gen AI And Industry X Investments Will Drive Digital Transformation

Analysts have lowered Accenture’s price target from $316.05 to $305.23, citing persistent concerns over weak bookings, headwinds in federal services and IT, and the need for more evidence of accelerating growth despite some optimism around consulting and AI momentum. Analyst Commentary Bearish analysts cite lingering concerns over weak bookings, particularly in federal services, and believe consensus expectations for near-term revenue growth, especially FY26, are still too high.
분석 기사 • Sep 08

Accenture (NYSE:ACN) Could Easily Take On More Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 • Sep 04

Gen AI And Industry X Investments Will Drive Digital Transformation

Accenture’s consensus price target remained unchanged at $318.86, as concerns over near-term bookings softness, macroeconomic uncertainty, weaker federal and new business trends, and limited revenue visibility were partially balanced by its execution strength, digital leadership, and margin resiliency. Analyst Commentary Bookings softness, especially year-on-year declines and recent quarters’ light bookings, raise concerns over near-term revenue visibility and the sustainability of top-line growth.
새로운 내러티브 • Aug 08

Accenture's Revenue to Climb 5% with a Promising 11% Profit Margin Boost

Fundamental 1) Valuation & Quality Multiples: TTM P/E ~20.3x , Forward P/E ~18.1x , EV/EBITDA ~13.3x , P/S ~2.36x , P/B ~5.21x (all trending well below 2024 peaks). Scale & Efficiency: Revenue (TTM) ~US$68.5B , Operating margin ~16.8% , Net margin ~11.6% , ROE ~26.9%.
분석 기사 • Jul 21

Calculating The Intrinsic Value Of Accenture plc (NYSE:ACN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Accenture fair value estimate is US$304 With US$282 share...
Seeking Alpha • Apr 19

Accenture: Buy The Trump Slump (Technical Analysis)

Summary Accenture's stock plunge due to the DOGE is an overreaction, creating a buying opportunity with technical bottoming signs indicating a likely bullish reversal. Despite Trump headwinds, Accenture's Q2 earnings were respectable, and guidance for Q3 and FY2025 shows strong resilience and confidence in their outlook. Technical analysis reveals a strong downtrend, but positive divergence in MACD, RSI, and stochastics suggests a bullish reversal is imminent. The P/S ratio has plummeted, indicating undervaluation; combined with resilient fundamentals, this makes Accenture a buy. Read the full article on Seeking Alpha
Seeking Alpha • Mar 18

Accenture Q2 Preview: Long-Term Growth Remains Unchanged

Summary I reiterate a 'Strong Buy' rating on Accenture with a one-year target price of $415 per share, despite recent stock price pressures. Accenture's Q1 FY25 results showed 8% constant revenue growth and 10% adjusted EPS growth, with healthy 12-month rolling booking growth. Accenture's investment in AI and cloud computing positions it well for future growth, despite current economic and US federal government spending uncertainties. I anticipate Accenture's revenue to grow 3% organically in FY25, with 6% organic growth from FY26 onwards, supported by M&A activities and margin expansion. Read the full article on Seeking Alpha
Seeking Alpha • Feb 21

Accenture's GenAI Strategy Is Catching A Cold (Rating Downgrade)

Summary Accenture's acquisition-led GenAI strategy has boosted revenue growth to 4-7%, up from 2-3% previously, but comes with increased debt and interest expenses. The company raised $5B in debt to fund acquisitions, increasing its debt load to $8.1B, impacting earnings growth potential, due to the additional $20M per quarter in interest overhead. Despite projected 13.1% GAAP operating income growth, higher interest expenses will depress earnings, making the stock fairly valued at a forward PE of ~24x. Downgrade to Hold due to balanced growth prospects and valuation concerns amidst increased debt and interest expenses. Read the full article on Seeking Alpha
Seeking Alpha • Jan 25

Accenture: AI Threatens Its Consulting Business

Summary Accenture faces challenges as ERP projects phase out and AI innovations threaten its consulting model, leading to a negative outlook and hold rating. Streamlined cloud solutions and increased in-house IT integration reduce demand for Accenture's services, impacting its growth prospects. ACN's vague AI strategy and overvaluation by the market suggest potential revenue struggles, with 2025 growth projections likely to be over-optimistic. The company's earnings are a weak proxy for free cash flows, which seem to be lower than the market is pricing-in. A continued stagnation in growth will move investors to value the company on the basis of its present value, leading to pressures on the stock price. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:ACN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
8/31/202882,7259,92112,11813,30017
8/31/202777,9899,17611,61912,87327
8/31/202674,0808,39611,27012,26027
2/28/202672,1107,64812,49713,080N/A
11/30/202570,7267,61111,51212,116N/A
8/31/202569,6737,67810,87411,474N/A
5/31/202568,4837,94910,24410,950N/A
2/28/202567,2217,6839,74710,407N/A
11/30/202466,3627,5709,0559,655N/A
8/31/202464,8967,2658,6159,131N/A
5/31/202464,4766,9538,6689,151N/A
2/29/202464,5747,0318,7989,298N/A
11/30/202364,5886,8809,0299,527N/A
8/31/202364,1126,8728,9969,524N/A
5/31/202363,5507,1649,3809,905N/A
2/28/202363,1446,9409,1029,680N/A
11/30/202262,3777,0518,8709,506N/A
8/31/202261,5946,8778,8239,541N/A
5/31/202259,5906,6287,4108,187N/A
2/28/202256,6956,3926,7837,524N/A
11/30/202153,7366,1987,2347,903N/A
8/31/202150,5335,9078,3958,975N/A
5/31/202147,9495,7789,1629,695N/A
2/28/202145,6775,4579,51110,035N/A
11/30/202044,7305,2518,4349,031N/A
8/31/202044,3275,1087,6168,215N/A
5/31/202044,5474,9506,5247,175N/A
2/29/202044,6564,9725,9156,557N/A
11/30/201943,9684,861N/A6,386N/A
8/31/201943,2154,779N/A6,627N/A
5/31/201942,6634,678N/A6,620N/A
2/28/201942,2594,472N/A6,484N/A
11/30/201841,7144,211N/A6,048N/A
8/31/201840,9934,060N/A6,027N/A
5/31/201839,6393,963N/A5,859N/A
2/28/201837,8113,589N/A5,664N/A
11/30/201736,2193,564N/A4,895N/A
8/31/201736,1773,445N/A4,973N/A
5/31/201734,1893,582N/A5,097N/A
2/28/201733,7573,810N/A4,899N/A
11/30/201633,3854,297N/A5,108N/A
8/31/201632,8834,112N/A4,667N/A
5/31/201632,2823,780N/A4,106N/A
2/29/201631,6183,677N/A3,925N/A
11/30/201531,1653,041N/A3,862N/A
8/31/201531,0483,054N/A4,176N/A
5/31/201530,9373,017N/A4,237N/A

애널리스트 향후 성장 전망

수입 대 저축률: ACN 의 연간 예상 수익 증가율(8.9%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: ACN 의 연간 수익(8.9%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: ACN 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: ACN 의 수익(연간 5.5%)이 US 시장(연간 11.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ACN 의 수익(연간 5.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ACN의 자본 수익률은 3년 후 23.8%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 04:09
종가2026/05/26 00:00
수익2026/02/28
연간 수익2025/08/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Accenture plc는 51명의 분석가가 다루고 있습니다. 이 중 27명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James KelleherArgus Research Company
David KoningBaird
Darrin PellerBarclays