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ACACN

Accenture plc

Hot onTrending downwardX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
$ACN·$79B·Information Technology Services·Technology
$127.98-18.0%YTD-52.4%1Y-55.2%
Mentions · last 7 days
2026-06-13: 26 posts2026-06-14: 37 posts2026-06-15: 135 posts2026-06-16: 49 posts2026-06-17: 71 posts2026-06-18: 720 posts2026-06-19: 142 posts1,181+14%
Price updated 18h ago·X counts updated 17h ago
ACACN
Accenture plc$ACN
$127.98-17.97%1.2k posts+14%
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 storySelling offAI verdict · as of 2026-06-20

Falling on heavy selling — points lower unless it turns around.

Accenture had its worst day since the 2001 IPO — bookings declined 2% YoY and AI-agent disruption just showed up in the print.

Accenture is the global IT consulting and systems integration leader — the firm that helps Fortune 500 companies build, deploy, and operate technology stacks. The Q3 FY26 print broke the chart: revenue beat at +8.3% YoY to $18.04B but bookings declined 2% YoY and the Q4 guide came in at $17.75-$18.40B versus $18.47B consensus — a 'worst-case framing of AI fails to magically transform their business' per the chatter. The stock fell ~18% on the print (its largest one-day decline since the 2001 IPO), is now down 52% YTD and 55% over twelve months, sits at the 1.3rd percentile of its 52-week range. Bears frame the 80,000+ employees as the cohort most disrupted by AI agents replacing consulting workflows. Bulls correctly note that with the price collapse, ACN trades at sub-10x earnings with a 4-6% dividend yield and a real TAM in AI deployment consulting. The bet is whether bookings stabilize before Q4 and Q1 prints turn the chart, or whether the AI-disruption thesis structurally compresses the multiple further.

Agrees with X sentimentThe bearish read is the right read — 2% bookings decline + below-consensus Q4 guide on a stock 'most disrupted by AI agents replacing consulting workflows' = the AI-disruption thesis is showing up in actual numbers, not just narrative. The bull case (sub-10x P/E, 4-6% dividend, AI deployment consulting TAM) is real but secondary to the bookings signal that the chart is reading.

What to watch: Q4 FY26 earnings September 24 — bookings trajectory and AI-services-revenue-as-percent-of-bookings disclosure. Without bookings stabilization, the chart stays under the 200-day. SueWallSt investigation outcome is the next sentiment overhang to monitor.

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

bookings declineai disruption thesis validatingworst day since ipo

X sentiment

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

Bearish sentiment⚠60 posts analyzed · as of 2026-06-19 · top-engagement diverged

Accenture dropped ~18% on its largest one-day decline since the 2001 IPO after guiding fiscal Q4 to $17.75-$18.40B vs $18.47B consensus and reporting a 2% bookings decline — a worst-case framing of 'AI fails to magically transform their business.' The stock is now down 42% YTD with 80,000+ employees positioned as the most disrupted by AI agents replacing consulting workflows. Bulls argue consulting models are resilient due to variable human-capital cost, P/E now under 10x, dividend yield at 4-6%, and that AI deployment consultancy remains a real TAM. Sentiment is heavily bearish on the structural AI-disruption read of the print.

Read the AI verdict + X sentiment for $ACN

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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

Federal AI modernization and DoD AI contract production ramp are the structural pull — SAIC, CACI, and LDOS benefit from multi-year DoD AI production contracts converting from pilots. Enterprise AI infrastructure (GPU cluster data centers) is a second vector, with APLD, SHAZ, KEEL, and WYFI all building hyperscale AI compute capacity benefiting from Goldman's $1T AI infra 2027 forecast.

What this means for $ACN

Direct beneficiary — Accenture's global AI consulting and cloud transformation services are in direct demand as enterprises need implementation partners to deploy AI agent workflows; federal AI modernization contracts add a DoD consulting layer.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-16.3%YTD
-15.2%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 $3.22

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 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$74.0B$73.7B – $74.4B$13.86$13.74 – $14.1420
FY27$77.9B$76.2B – $78.9B$14.92$14.64 – $15.2021
FY28$82.8B$82.7B – $82.9B$16.21$14.77 – $17.1217
FY29$91.6B$90.1B – $92.6B$18.28$17.88 – $18.548
FY30$99.6B$98.0B – $100.7B$18.71$18.31 – $18.989

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.7.4×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.1%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.-28.0%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.-43.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 612.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.8% 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.β1.075-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.

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
+ 54 other (53 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
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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

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 (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

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

Indian IT stocks slump up to 7% as Accenture cuts revenue outlook, fueling fresh concerns over sector growthcnbc.com·2d agoTCS, Infosys lead Indian IT rout as Accenture sparks demand fearsinvezz.com·2d agoIndian IT stocks tumble as bellwether Accenture flags weak outlookreuters.com·2d agoAccenture Just Had Its Worst Day in Years. Is AI Coming for the Consulting Business?fool.com·2d agoAccenture Investigation Initiated: SueWallSt Investigates the Officers and Directors of Accenture (ACN)prnewswire.com·2d ago

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