Accenture plcNYSE: ACN
Information Technology · IT Consulting & Other Services
$179.70
+0.55%
Vol: 2.7M
Research Digest
Friday, May 1, 2026
Accenture Ventures invests in Netomi $110M round for agentic AI; CEO restructured org tied to AI fluency.
Accenture Ventures invested in Netomi customer experience AI platform, which raised $110 million led by Accenture and Adobe Ventures. Partnership to deploy agentic AI systems. CEO Julie Sweet dismantled 50-year org structure tied to AI fluency. Q2 FY26 saw 4% local currency revenue growth, record $22.1B bookings, 30bps margin expansion, and FY26 guidance raise to 3-5% local currency revenue growth.
Previous Market Intelligence
13 daysApr 30Accenture completes largest enterprise Copilot deployment to 743,000 employees; ranked Leader in 2025 Gartner Magic Quadrant for Public Cloud IT Transformation.Positive▶
Accenture deployed Microsoft Copilot across its entire 743,000-person workforce, the largest enterprise Copilot implementation to date, with 97% of employees reporting 15x faster routine task completion and 53% noting significant productivity gains. Company launched Accenture Snowflake Business Group for enterprise AI and data transformation. Recent investments include Faculty AI acquisition valued at over $1 billion and Lyzr Series A funding participation. Angie Park promoted to CFO effective December 1. Analysts maintain Buy consensus with $270.81 average target (52.35% upside).
Apr 16Accenture announced Beeline Medicines investment, Keepler Data Tech acquisition, and DOE Genesis Mission contract; stock up 1.91% on April 16Positive▶
Accenture expanded its AI and technology footprint through multiple announcements including investment in Keepler Data Tech (cloud AI/data), partnership with Replit for AI-driven software development, and a contract with the U.S. Department of Energy for the Genesis Mission focusing on critical mineral supply chains. The stock rose 1.91% on April 16 amid positive investor sentiment around AI expansion, though management lowered FY2026 guidance to $71.8B-$73.2B revenue and $13.65-$13.90 EPS. The company trades at ~15.6x P/E, below the IT industry average of 20.2x.
Apr 14Accenture cuts FY2026 guidance below consensus; shares down ~30% in 2026 on AI disruption fearsNegative▶
Cut FY2026 revenue guidance to $71.8-$73.2B vs consensus $73.9B. Q2 revenue grew 8%. Acquiring Faculty and Keepler for AI. Down ~30% in 2026.
Apr 13Accenture lowers FY 2026 revenue guidance to $71.8-73.2B (below $73.9B consensus), triggering 4.14% stock decline on April 10.Negative▶
Accenture issued weaker-than-expected FY 2026 revenue guidance of $71.8-73.2 billion versus consensus of $73.9 billion on April 9, 2026, causing significant sell-off. The guidance miss reflects broader IT services sector concerns about client spending caution on large transformation projects amid economic uncertainty. Accenture acquired Keepler Data Tech (Spanish AI/cloud company) and announced a strategic investment in Replit for AI-driven software development. Citigroup slashed its price target from $266 to $215.
Apr 10Accenture issued softer-than-expected FY2026 revenue guidance; acquired Keepler Data Tech.Mixed▶
Accenture acquired Keepler Data Tech (Spanish cloud-native AI/data company). FY2026 guidance: EPS $13.65-13.90, revenue $71.8-73.2B (below consensus $73.9B). Stock down 38.5% YTD reaching 52-week low. Invested in Replit AI software platform. 21 analysts maintain Buy consensus with $270.81 target (+45.57% upside).
Apr 9Accenture Acquires Keepler Data Tech to Strengthen AI Capabilities Across EMEA RegionPositive▶
Accenture acquired Keepler Data Tech, a Spanish cloud-native AI and data company, adding 240+ professionals across Madrid, London, and Lisbon. Despite 33% YTD decline, analysts project intrinsic value of $311.12/share. FY2025 revenue $69.67B (up 7.36%), earnings $7.68B (up 5.69%). 21 analysts rate Buy; 12-month PT $270.81 (+37.32%).
Apr 8Accenture shares down 26% from highs; Q2 earnings beat; Ookla acquisition announced.Mixed▶
Accenture reported Q2 2026 record bookings with EPS $2.93 vs $2.84 expected. Stock declined 1.15% overnight amid AI disruption concerns, though company raised shareholder returns guidance to $9.3B+ for 2026. Ookla acquisition announced to strengthen network intelligence. 21 Buy with target $270.81 (+37.32%).
Apr 7Accenture completes Faculty acquisition; Q2 FY26 record $22.1B bookings.Positive▶
Accenture completed acquisition of UK-based AI company Faculty on March 16, 2026, to scale AI capabilities. Announced investment in DaVinci Commerce through Accenture Ventures with strategic partnership. Q2 fiscal 2026 results showed record bookings of $22.1 billion including record 41 clients with >$100M quarterly bookings. Q2 revenue of $18.0 billion at top of guidance with basic EPS of $2.96. Company accelerating AI work across enterprise and expanding Cyber.AI initiative. Margin slip to 10.6% tests bullish earnings narratives.
Apr 6Accenture Q1 FY2026 beat: revenue $18.04B, EPS $2.93; Cyber.AI launched with Anthropic.Positive▶
Accenture Q1 FY2026: revenue $18.04B, EPS $2.93, both beating consensus. Launched Cyber.AI security solution powered by Claude. Acquiring Ookla for network intelligence. Announced $1.63 dividend ex-date April 9. UBS Buy $320 PT; Argus Buy $335.
Apr 3Accenture acquires Ookla to expand network intelligence capabilities; stock trades 4.47% down on federal contract reductions.Mixed▶
Accenture agreed to acquire Ookla, a leader in network intelligence and benchmarking. The company also launched Accenture Snowflake Business Group and expanded AI partnerships. However, ACN shares fell 4.47% as the Trump administration targets consulting contract cuts. Despite near-term headwinds, analysts remain bullish with Buy rating and $270.81 price target (37.43% upside). Q3 revenue grew 8% year-over-year with EPS climbing 15%.
Apr 1Accenture beats earnings expectations with $2.93 EPS and launches Cyber.AI platform powered by Anthropic's Claude.Positive▶
Accenture reported Q3 2026 earnings on March 19 with EPS of $2.93 beating consensus of $2.84 and revenue of $18.04 billion (+7.8% YoY). Stock surged 4.8% following results. Company launched Cyber.AI, an AI-driven cybersecurity platform. Declared quarterly dividend of $1.63 per share payable May 15, 2026. Analysts remain optimistic on AI initiatives and record bookings.
Mar 31Accenture reported record $22.1B bookings and 8.3% revenue growth; launched Cyber.AI powered by Claude.Positive▶
Accenture record $22.1B bookings with 8.3% revenue growth. Raised FCF guidance by $1.0B. Launched Cyber.AI powered by Anthropic Claude. Dividend up 10% to $1.63. Repurchased 6.8M shares. Analysts $270.81 target (40.61% upside).
Mar 30Accenture Q2 FY2026 bookings $22.1B; acquiring Ookla for $1.2BMixed▶
ACN Q2 revenue $18.04B, EPS $2.93 beat. Record bookings $22.1B. Acquiring Ookla $1.2B. Launched Cyber.AI with Anthropic Claude. Completed Faculty acquisition. FY2026 guidance 3-5% growth. Stock down ~30% YTD. Buy consensus $280 PT.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| IBMINTL | $232.50 | +0.66% | -6.4% | 17.2x | 0.69 | $217.1B |
| ACNACCENTURE | $179.70 | +0.55% | -10.2% | 12.0x | 1.24 | $110.0B |
| CTSHCOGNIZANT | $52.48 | -0.80% | -15.2% | 8.6x | 0.98 | $25.0B |
| ITGARTNER | $146.63 | -1.25% | -4.7% | 10.1x | 1.04 | $10.0B |
| EPAMEPAM | $112.25 | -1.34% | -17.0% | 8.2x | 1.73 | $6.0B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.