核心观点 - 埃森哲公司被华尔街视为顶级人工智能股票 但投资者对其利润率持续存在担忧 尽管公司收入增长强劲且管理层提供的财年展望符合预期 [1][3] - 古根海姆分析师将公司目标价从305美元下调至285美元 但维持买入评级 目标价下调主要反映了行业估值倍数收缩 [1][3] 财务表现与展望 - 公司第四财季收入同比增长4.5%（固定汇率计算） 处于其1%至5%增长指引区间的高端 [3] - 管理层提供的2026财年展望与市场预期一致 [1][3] 利润率挑战与重组举措 - 公司在本季度宣布了新一轮重组 旨在释放资金用于人工智能相关技能的投资 这是公司三年内的第二次重组 [2][3] - 持续的总利润率挑战以及频繁的重组 引发了市场对管理层盈利能力算法可持续性的担忧 [2][3] - 这些重组举措虽然显示了在人工智能方面的进展 但也加剧了与利润相关的忧虑 [2] 中期前景 - 从中期来看 预计公司将受益于客户成本优化举措和转型议程 [3]

Accenture plc (NYSE:ACN) is one of the AI Stocks on Market Radar. On September 23, Wolfe Research analyst Darrin Peller lowered the price target on the stock to $285.00 (from $290.00) while maintaining an Outperform rating. The firm believes that Accenture holds a “best-in-class” digital franchise built on cloud, security, and industry-focused offerings. Investments in AI and cloud will position it to meet the growing demand for digital transformations. Looking ahead, the company’s end-to-end capabilitie ...

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 ...