On Sep 28, major Wall Street analysts update their ratings for $Accenture (ACN.US)$, with price targets ranging from $360 to $415.
UBS analyst Kevin Mcveigh maintains with a buy rating, and adjusts the target price from $400 to $415.
Guggenheim analyst Jonathan Lee CFA maintains with a buy rating.
Mizuho Securities analyst Dan Dolev maintains with a buy rating, and maintains the target price at $365.
SIG analyst James Friedman maintains with a hold rating, and adjusts the target price from $350 to $360.
Furthermore, according to the comprehensive report, the opinions of $Accenture (ACN.US)$'s main analysts recently are as follows:
The stock is anticipated to experience an expansion in its multiple as General AI is expected to drive revenue growth in conjunction with sustained capital return.
The key insights from Accenture's earnings discussion indicated that the upper limit of their FY25 constant currency revenue growth forecast, ranging from 3% to 6%, does not rely on an uptick in discretionary spending. Conversely, the lower end of the guidance is designed to withstand potential declines. The conservative nature of this early FY25 projection is thought to resonate well with investors, bolstered by a greater quantity of significant transformational agreements in the current backlog compared to the previous year.
The ongoing momentum within the Health & Public Service sector has bolstered management's belief in achieving the upper spectrum of the company's annual constant currency organic growth projection, which ranges from 0-3%. This has resulted in commentary regarding the fiscal year 2025 organic growth that is more optimistic than initially anticipated.
Accenture's recent quarter showed satisfactory performance with a 24% increase in bookings, marking the most favorable comparison in several years. The company's forecast of 3%-6% growth is considered an appropriate initial estimate. Historically, Accenture has shown variability in achieving the mid-point of its guidance. It's suggested that the results may align with the forecasted range, with potential for higher outcomes.
Accenture's robust Q4 earnings surpassed expectations, bolstered by the recognition of revenue from larger projects initiated in prior periods. This has led to a significant quarter-over-quarter advancement, most notably within its Strategy & Consulting segment. Additionally, Accenture's FY24 gen-AI bookings have exceeded $3B with revenue reaching $900M, a sharp increase from $300M in bookings and $100M in revenue reported in FY23.
Here are the latest investment ratings and price targets for $Accenture (ACN.US)$ from 4 analysts:
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美東時間9月28日，多家華爾街大行更新了$埃森哲 (ACN.US)$的評級，目標價介於360美元至415美元。
瑞士銀行分析師Kevin Mcveigh維持買入評級，並將目標價從400美元上調至415美元。
Guggenheim分析師Jonathan Lee CFA維持買入評級。
瑞穗證券分析師Dan Dolev維持買入評級，維持目標價365美元。
海納國際分析師James Friedman維持持有評級，並將目標價從350美元上調至360美元。
此外，綜合報道，$埃森哲 (ACN.US)$近期主要分析師觀點如下：
由於預計通用人工智能將推動收入增長以及持續的資本回報，該股的倍數預計將擴大。
埃森哲業績討論中的關鍵見解表明，其25財年固定貨幣收入增長預測的上限，從3％到6％不等，並不依賴於全權支出的增加。相反，該指引的下限旨在承受潛在的下跌。據認爲，25財年早期預測的保守性質引起了投資者的共鳴，這得益於當前積壓的重大轉型協議與去年相比數量的增加。
健康與公共服務領域的持續勢頭增強了管理層的信念，即實現公司年度固定貨幣有機增長預測的上限，範圍爲0-3％。這導致對2025財年有機增長的評論比最初的預期更加樂觀。
埃森哲最近一個季度的表現令人滿意，預訂量增長了24％，這是幾年來最有利的比較。該公司對3％-6％的增長的預測被認爲是適當的初步估計。從歷史上看，埃森哲在實現其指導目標的中點方面表現出可變性。有人認爲，結果可能與預測區間一致，有可能產生更高的結果。
埃森哲第四季度強勁的收益超出了預期，這得益於對前期啓動的大型項目的收入的確認。這帶來了顯著的季度同比增長，最值得注意的是其戰略與諮詢板塊。此外，埃森哲24財年的Gen-AI預訂量已超過30億美元，收入達到9億美元，較23財年公佈的3億美元預訂量和1億美元收入大幅增加。
以下爲今日4位分析師對$埃森哲 (ACN.US)$的最新投資評級及目標價：
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