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ACACN

Accenture plc

$ACN·$102B·Information Technology Services·Technology
$165.79+0.0%YTD-38.3%1Y-37.9%
Mentions · last 7 days
2026-07-25: 15 posts2026-07-26: 97 posts2026-07-27: 121 posts2026-07-28: 71 posts2026-07-29: 62 posts2026-07-30: 33 posts2026-07-31: 35 posts442
Price updated 11m ago·X counts updated 4d ago
ACACN
$ACNAccenture plc
$165.79+0.02%442 posts
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.

Comeback attemptAcceleratingAI verdict · as of 2026-08-03

The move is getting stronger, with heavier trading behind it.

Accenture is the IT-services consultant up 30%+ in July on the AI-services rotation — the UniCredit/IBM banking-platform deal is the substance.

Accenture is the largest scaled global IT services firm — the specific incumbent that everyone was betting AI would gut and instead has rebounded 30%+ in a single month as the sell-side re-rated the AI-services thesis. Down 38% year to date but up +30% in July alone, sitting at the 28th percentile of the 52-week range.

Where it stands:

  • The business is quietly steady: Q3 revenue was $18.72B (+8% YoY), gross margin 33%, operating margin 17%, and EPS $3.80 versus $3.70 estimate (+3% beat). The last four quarters have beaten EPS by 2-5% every time — durable execution.
  • The valuation is genuinely cheap: TTM P/E of 14, forward P/E of 12 on FY26 EPS estimates of $13.86, EV/EBITDA of 9, and a 11.4% trailing free-cash-flow yield. This is compounder-at-value-multiple math the market had priced -10% annual FCF growth into three months ago.
  • The strategic wins are landing: the UniCredit + IBM + Accenture partnership on Europe's next-generation banking platform (July 31) is a real multi-year contract vehicle, and the raised capital-return commitment to at least $9.5B annually funds continued shareholder compounding without needing multiple expansion.
  • The capital structure was reset: the July 10 $5B multi-tranche senior notes offering (300M floating-rate, $1B at 4.75% due 2031, plus longer-dated tranches) locks in refinancing at reasonable rates. Insider signal is quiet — one $1.7M sale by Joel Unruch on July 30, otherwise routine A-Awards.

Sep 24 needs revenue growth staying above 6% with dated commentary on AI-transformation deal wins to restart the move; a specific client-concentration or a bookings walk-back would compress the re-rated multiple back toward the recent low.

Agrees with X sentimentX is bullish and I agree — the 30%+ July rally on a reverse-DCF that had priced -10% annual FCF into the stock is a real value-catch-up trade. The bear risk to acknowledge is that a +30% single-month move demands beat-and-raise on Sep 24 to sustain, and the AI-services thesis is not yet baked into the current bookings pattern.

What to watch: Sep 24 fiscal Q4 earnings — good = revenue growth staying above 6% with dated commentary on AI-transformation deal wins and raised capital-return; bad = a specific client-concentration or bookings walk-back, which would compress the re-rated multiple back toward the recent low.

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

X sentiment

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

Bullish sentiment36 posts analyzed · as of 2026-08-03

Sentiment has flipped decisively bullish. The stock is up roughly 30% in a month, breaking out of a multi-year base, and value shops like Greenhaven and Torray Funds are being cited as buyers rotating out of tech-AI names. The reverse-DCF crowd is having a field day — one widely-shared thread notes the market had been pricing in -10% annual FCF growth for the next decade. Bulls point to 12x earnings, ~10% FCF yield, 4% dividend, 20 years of raises and re-framing Accenture as an AI enabler rather than a victim. Almost no bear voice — even the token-noise from an unrelated $ACN crypto is peripheral.

Read the AI verdict + X sentiment for $ACN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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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
-12.4%YTD
-12.2%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$75.9B – $77.6B$14.68$14.13 – $14.9820
FY28$80.7B$78.4B – $84.2B$15.75$14.61 – $16.6519
FY29$89.8B$88.7B – $91.6B$18.44$18.14 – $18.939
FY30$97.6B$96.4B – $99.6B$18.92$18.62 – $19.4315

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.0.6×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.28%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.+7.6%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.-21.3%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 today1.1% 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

SellJul 30Joel UnruchGeneral Counsel/Corp Secretary10.5K sh$1.7MSellApr 30Atsushi EgawaCEO1.9K sh$326K
+ 63 other (62 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 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.

Accenture (ACN) Outperforms Broader Market: What You Need to Knowzacks.com·4d agoAccenture: The Market Is Pricing In Too Much Permanent Damageseekingalpha.com·4d agoAccenture vs. Microsoft: What Diverging Revenue Growth Paths Tell Investorsfool.com·4d agoUniCredit, Accenture and IBM Collaborate to Build Europe's Next-Generation Banking Platformgurufocus.com·4d agoUniCredit, Accenture and IBM Collaborate to Build Europe's Next-Generation Banking Platformbusinesswire.com·4d ago

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Voices on X · top 15 · last 7 days

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