Accenture plc (NYSE:ACN) is one of the Must-Watch AI Stocks on Wall Street. On September 16, Stifel analyst David Grossman lowered the price target on the stock to $315.00 from $355.00 while maintaining a Buy rating. The firm noted how Accenture has lagged the equal-weight S&P by an estimated 2500 basis points over the last 90 days driven by flattish to low-single-digit industry growth and stronger performance of AI-leveraged software and semiconductor sectors. Several higher-risk areas were highlighted ...

Key Takeaways Accenture projects Q4 EPS of $2.98 and revenues of $17.3B, signaling year-over-year growth.GenAI bookings hit $1.5B in Q3, while revenues surpassed $700M, fueling client reinvention.ACN ended Q3 with $9.6B in cash and rising managed services demand.Accenture plc (ACN) is set to report fourth-quarter fiscal 2025 results on Sept. 25, before market open.The Zacks Consensus Estimate for earnings is pegged at $2.98 per share, suggesting 6.8% growth from the year-ago quarter’s reported level. The co ...

公司整体业绩预期 - 华尔街分析师预计公司季度每股收益为2.98美元，同比增长6.8% [1] - 预计季度营收将达到173.3亿美元，同比增长5.6% [1] - 过去30天内，市场对季度每股收益的共识预期保持不变 [1] 分业务类型收入预期 - 咨询类业务收入预计为85.7亿美元，同比增长3.8% [4] - 托管服务类业务收入预计为87.5亿美元，同比增长7.5% [4] 分行业收入预期 - 产品行业收入预计为52.2亿美元，同比增长5.4% [5] - 健康与公共服务行业收入预计为37.7亿美元，同比增长4.2% [5] - 金融服务行业收入预计为30.6亿美元，同比增长6.6% [6] - 通信、媒体与科技行业收入预计为28.6亿美元，同比增长4.1% [6] 分地区收入预期 - 美洲地区营收预计为87.2亿美元，同比增长9.4% [6] - 亚太地区营收预计为24.3亿美元，同比下降13.3% [7] - 欧洲、中东和非洲地区营收预计为61.1亿美元，同比增长8.3% [7] 新增订单预期 - 总新增订单预计为209.7亿美元，高于去年同期的201.5亿美元 [7] - 托管服务新增订单预计为120.2亿美元，高于去年同期的115.5亿美元 [8] - 咨询类新增订单预计为89.5亿美元，高于去年同期的85.9亿美元 [8] 近期市场表现 - 过去一个月公司股价回报率为-7.5%，同期标普500指数上涨4% [8]

收购交易概述 - 公司计划收购法国咨询公司Orlade Group以加强其大型资本项目的管理能力 [1] - 此次收购将为公司带来约200名专业人士主要位于巴黎和波尔多并在蒙特利尔和布里斯班设有额外办公室 [2] - 交易完成后Orlade团队将加入公司专注于基础设施和资本项目的Industry X部门 [2] 战略意图与协同效应 - 收购旨在提升公司支持能源、公用事业、铁路、航空航天和国防客户的能力 [3] - Orlade在项目规划与执行方面的专业知识与公司的数字和AI能力形成互补特别是在数据分析和技术交付物领域 [3] - 合并后将创造独特的数字化和AI驱动解决方案能力以交付大型项目 [4] 行业背景与挑战 - 行业面临大型项目复杂性上升的挑战包括供应链紧张、劳动力短缺和网络安全风险 [2] - 研究显示仅6%的组织能按时交付项目而大多数项目会延期并产生近30%的额外成本 [2] 公司并购活动与财务状况 - 此次收购是公司在欧洲和北美一系列交易的最新举措包括2025年初收购苏格兰的Soben和意大利的IQT Group [5] - 公司此前在2024年收购了西班牙的BOSLAN在2023年收购了美国的Anser Advisory和加拿大的Comtech [5] - 截至5月31日公司持有96.4亿美元现金及等价物当季产生35.2亿美元自由现金流 [6] 市场反应 - 消息公布后公司股价在盘前交易中上涨1.08%至242.29美元 [6]

Major market movers include Micron Technology Inc. after close Tuesday, with Accenture plc Class A (Ireland) pre-market and Costco Wholesale Corporation after close on Thursday, which also has the highest earnings density. Next Monday features a focus on the leisure sector, with Carnival Corporation and Carnival Plc ADS ADS reporting pre-market. Disclaimer: This article is for informational purposes only and does not constitute financial advice. We are not financial professionals. The authors and/or site op ...

CMS Energy Corporation (CMS) - Jim Cramer建议买入CMS Energy Corporation并评论其表现良好[1] - 公司于7月31日公布第二季度盈利超出市场预期[1] - 股价在周五下跌0.1%至70.12美元[5] Ramaco Resources, Inc. (METC) - Jim Cramer认为Ramaco Resources股价已大幅上涨建议等待回调[1] - Jefferies分析师Chris LaFemina于9月18日维持买入评级并将目标价从27美元上调至45美元[1] - 股价在周五下跌1.6%至30.42美元[5] Accenture plc (ACN) - Jim Cramer对Accenture持积极态度并表示愿意买入[2] - 公司于9月9日收购了加拿大私营身份与访问管理服务公司IAMConcepts[2] - 股价在周五上涨0.1%至239.70美元[5] Okta, Inc. (OKTA) - Jim Cramer表示看好Okta但建议关注Palo Alto Networks (PANW)[2] - 公司于8月26日公布第二季度营收7.28亿美元超过分析师预期的7.1201亿美元[3] - 第二季度调整后每股收益0.91美元超过分析师预期的0.84美元[3] - 股价在周五下跌0.3%至93.37美元[5] Rocket Companies, Inc. (RKT) - Jim Cramer建议投资者考虑富国银行而非Rocket Companies[3] - 公司与加拿大蒙特利尔银行于9月4日延长并扩大了现有总回购协议[3] - 股价在周五下跌3%至20.51美元[5]

PARIS--(BUSINESS WIRE)--Accenture has announced its intent to acquire French Orlade Group ("Orlade†). ...

According to Forge Global, a leading financial services platform, a total of seven of the highest-valued private tech companies are now worth $1.3 trillion on paper, almost double from the previous year.Leading the way is the AI startup that initiated the AI arms race, Sam Altman’s OpenAI. Forge values the startup at $324 billion, followed by Anthropic at $178 billion, and xAI at $90 billion. All of these notable names have witnessed their valuations soar driven by the AI boom.According to Forge CEO Kelly, ...

公司业务与规模 - 埃森哲是一家跨国专业服务公司 提供广泛的技术和咨询服务 帮助组织扩展业务 提升效率 整合新技术并制定商业策略 [2] - 公司市值达1500亿美元 [2] 财务表现与盈利能力 - 自2001年上市以来 公司每个季度均保持持续盈利 [3] - 年度净利润从不到10亿美元增长至近80亿美元 [3] 股息政策与股东回报 - 自2005年起持续向股东提供定期股息支付 [4] - 当前季度股息为每股1.48美元 [4] - 股息收益率为2.47% [4] - 股息随着利润增长而稳步增加 [3] 投资特征 - 被列入13只极其廉价的股息投资股票名单 [1] - 在廉价股息股票中成为令人意外的竞争者 [2]

Accenture (NYSE: ACN ) is going to report its Q4 numbers on the 25 th of September before the market opens, so I wanted to go through what to expect from the reportMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure:I/we have no stock, option or simi ...