Accenture remains a hold; shares are fully valued at $273.74, reflecting modest growth and AI optimism already priced in. Q1 results beat expectations with $18.7B revenue (+6% YoY) and $3.94 EPS (+10%), but FY guidance stays cautious at 2-5% revenue growth. AI bookings surged 76% YoY to $2.2B, yet meaningful revenue impact from AI remains in early stages, with upside dependent on organic growth acceleration.
Accenture plc (ACN) Q1 2026 Earnings Call Transcript
ACN tops 1Q26 earnings and revenue estimates as bookings rise in the double digits, while managed services strength offsets mixed consulting results.
The headline numbers for Accenture (ACN) give insight into how the company performed in the quarter ended November 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Accenture (ACN) came out with quarterly earnings of $3.94 per share, beating the Zacks Consensus Estimate of $3.73 per share. This compares to earnings of $3.59 per share a year ago.
Accenture beat Wall Street expectations for first-quarter revenue on Thursday, driven by robust demand for its artificial intelligence solutions that help clients integrate the technology to enhance productivity.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Accenture (ACN), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended November 2025.
ACN eyes modest Q1 top-line growth as regional demand strengthens, even as its earnings outlook and stock performance face pressure.
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Accenture (ACN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Accenture is a hold, as growth moderates and valuation offers limited alpha despite its recent price decline. FY25 saw 7% growth and record contracts, but FY26 guidance is only 2-5% with restructuring underway, dampening near-term upside. ACN's forward PEG is 33% above the sector median; despite the illusion of value, this is the "value trap" tell.
The US Equity Income Fund underperformed its benchmark, the Russell 1000 Value Index, net of fees during the third quarter. Enterprise software company, Oracle Corporation, was a top contributor to relative returns during the quarter. Our position in consumer healthcare company, Kenvue Inc., was a top detractor from relative performance during the month.