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ACACN

Accenture plc

$ACN·$88B·Information Technology Services·Technology
$144.73+0.8%YTD-46.2%1Y-48.8%
Mentions · last 7 days
2026-07-13: 114 posts2026-07-14: 90 posts2026-07-15: 66 posts2026-07-16: 116 posts2026-07-17: 52 posts2026-07-18: 4 posts2026-07-19: 8 posts461-5%
Price updated 10h ago·X counts updated 1d ago
ACACN
$ACNAccenture plc
$144.73+0.81%461 posts-5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ACN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storyStalledAI verdict · as of 2026-07-20

The move has stalled — likely just drifts unless something new shows up.

Accenture is the S&P consulting bellwether down 47% YTD — cheap on multi-year math but AI is eating the story.

Accenture is one of the world's largest IT services and consulting firms — a bellwether for enterprise consulting demand, cloud migration, and now AI-implementation services. The stock is down 47% YTD to $143.57 after a Q3 profit beat in June was met with a 18-20% one-day crash on guidance cuts, and the crowd is debating whether AI is eating traditional consulting demand.

  • The business is still generating meaningful cash: revenue $18B last quarter (+8.3% YoY), operating margin 15%, gross margin 32% — the top line is decelerating from prior double-digit levels but the FCF yield sits at 11.4% which supports the current price.
  • The AI-consulting dynamic is real: 'AI eating consulting demand' captures the multi-year concern, but ACN's own AI bookings then smashed records in the June update — the story is uncertain, and the crowd read is that ACN is transitioning through the AI disruption of its own business model.
  • The valuation is genuinely cheap: PE 14.3x TTM, 1.5x sales, 9x EV/EBITDA — this is 'the market thinks growth is done' pricing on a business with 25% ROE, and record-breaking dividend growth per the Dividend Dogs analysis defends the value case.
  • Position at 15% of the 52-week range, -9% vs. the 50-day, with just routine A-Awards from officers — no cluster of insider selling or buying, just a stock working through the multi-quarter reset.

The next print is Sept 24 (Q4 FY26) — 9 weeks away, so ACN trades on: enterprise-tech-services demand headlines, competitive commentary from IBM/CTSH/TCS, and any specific AI-bookings updates from management. A confirmed AI-bookings acceleration + a raised FY27 guide can unlock the trend back toward $175. A soft demand environment or another guide cut sends the stock back to $125 where the pre-cycle multiple would test. The 11.4% FCF yield defends the downside; the AI-disruption narrative caps the upside.

Agrees with X sentimentX's small (5-post) bullish framing (call setups riding toward the gap above $134.70, Q3 profit beat with shares cratering on AI-eating-consulting-demand guidance cut but AI bookings then smashing records, contrarian pick, record dividend growth) captures the value-plus-uncertainty setup correctly. The multi-year AI-disruption debate is real.

What to watch: Sept 24 Q4 FY26 earnings — revenue growth (must hold >8%), AI-bookings trajectory (must accelerate), operating margin defense at 15%+, and FY27 guide direction. Also watch CTSH, IBM competitive read-through. A clean beat with AI-bookings acceleration unlocks $175; a soft print sends the stock to $125.

On the calendar: 2026-09-24 — Q4 FY26 earnings

ai consulting disruptionhigh fcf yieldat 52w low

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment5 posts analyzed · as of 2026-07-20

Accenture appears as a top portfolio performer in the day, up 5.54% in one tracked book, with a trader eyeing calls above the $134.70 level targeting the gap. A dividend-focused piece highlights record earnings and a yield near 5% while noting the shares are down roughly 50% in a rising market, and Dietze flags ACN as a contrarian pick alongside STZ and PSKY. Overhang persists from the roughly 18-20% June drop on guidance cuts tied to AI eroding consulting demand, though record AI bookings partially offset the concern.

Read the AI verdict + X sentiment for $ACN

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  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global IT consulting and outsourcing giant spanning strategy, cloud, digital transformation, and managed services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Information Technology Services sits in its cycle right now — and what that implies for $ACN.

Information Technology Services · Technology

No material change from last week — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots to deployed systems.

What this means for $ACN

Neutral — Global IT consulting and outsourcing giant spanning strategy, cloud, digital transformation, and managed services; limited read-through from information technology services macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.7%YTD
-16.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
17.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
24.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 18, 2026$3.80$3.70+2.7%
Q4 2025Mar 19, 2026$2.93$2.86+2.4%
Q3 2025Dec 18, 2025$3.94$3.74+5.3%
Q2 2025Sep 25, 2025$3.03$2.98+1.7%
Next earningsThu, Sep 24·consensus EPS $3.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$18.0B+8.3%30.3%13.8%$2.96$3.7B
Q1 FY26$18.7B+6.0%32.9%16.8%$3.57$1.5B
Q4 FY25$17.6B+7.3%31.9%11.6%$2.27$3.8B
Q3 FY25$17.7B+7.7%32.9%16.8%$3.52$3.5B

Forward consensus

5-year forecast · up to 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$73.6B$73.5B – $73.7B$13.86$13.73 – $13.9018
FY27$76.6B$75.8B – $77.6B$14.65$14.10 – $14.9520
FY28$80.6B$80.4B – $80.7B$15.71$14.59 – $16.6218
FY29$89.8B$89.0B – $91.0B$18.44$18.23 – $18.789
FY30$97.6B$96.8B – $99.0B$18.92$18.71 – $19.2717

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.15%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-32.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 610.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.125-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 30Atsushi EgawaCEO4.9K sh$863K
+ 62 other (61 awards · 1 inkind) in window

See when $ACN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Jul 10424B5
AI summary

Accenture Capital Inc. filed a 424B5 prospectus supplement for its $5 billion multi-tranche senior notes offering: $300M floating-rate (SOFR + 70bps) due 2029, $1B at 4.750% due 2029, $1.5B at 5.000% due 2031, $1.1B at 5.300% due 2033, and $1.1B at 5.600% due 2036, all fully and unconditionally guaranteed by Accenture plc. This is the prospectus supplement (not a new deal) formally pricing and documenting the offering that closed July 10, 2026. The $5B raise is Accenture-scale debt financing and not dilutive to equity holders.

424B5Prospectus supplement (offering)Jul 8424B5
AI summary

Accenture Capital Inc., a wholly owned subsidiary of Accenture plc (ACN), filed a preliminary 424B5 for a multi-tranche senior notes offering (floating rate + up to four fixed-rate tranches); dollar amounts and coupon rates are left blank as this is a preliminary (subject to completion). The notes are fully and unconditionally guaranteed by Accenture plc, ranking as senior unsecured obligations. This is a routine debt capital markets access filing for an investment-grade issuer — no equity dilution, final terms to be disclosed at pricing.

8-KPress release / Reg FDJun 238-K — Item 7.01: Press release / Reg FD
AI summary

Ireland 001-34448 98-0627530 furnished a Reg FD disclosure covering: me of each exchange on which registered Class A ordinary shares, par value $0.0000225 per share ACN New York Stock Exchange Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerg.

8-KAgreement terminatedApr 248-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

ACN (ACN) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $5.925 billion. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

8-KOfficer or director changeJan 288-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

ACN or ROP: Which IT Services Stock Should Grace Your Portfolio Now?zacks.com·20h agoBuyback Boom: These 3 Companies Are Betting Billions on Their Own Stocksmarketbeat.com·1d agoBoston Common Asset Management LLC Has $715,000 Position in Accenture PLC $ACNdefenseworld.net·1d agoSentiment Vs. Fundamentals: The Battle Wages Over Accentureseekingalpha.com·6d agoIBM Plunge Triggers Tech Stock Selloff After Revenue Miss Warninggurufocus.com·7d ago

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Voices on X · top 5 · last 7 days

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