Accenture Is A 'Key Beneficiary Of' GenAI: Analysts Raise Forecasts After Q4 Results
Accenture Is A 'Key Beneficiary Of' GenAI: Analysts Raise Forecasts After Q4 Results
Accenture reported $1 billion in GenAI-related bookings, bringing the total GenAI bookings to $3 billion for fiscal 2024, of which $900 million were converted into revenues during the year, Ramnani said in the upgrade note. Accenture Plc (NYSE:ACN) shares came under pressure in early trading on Friday, even after the company reported upbeat results for its fiscal fourth quarter.
週五早盤，Accenture Plc（紐交所：ACN）股價承壓，即使公司公佈了其財政第四季度樂觀的業績。
The company reported its results amid an exciting earnings season. Here are some key analyst takeaways.
公司在一個激動人心的盈利季節公佈了其業績。以下是一些關鍵的分析師觀點。
Piper Sandler On Accenture
派傑投資對埃森哲的看法
Analyst Arvind Ramnani upgraded the rating from Neutral to Overweight while lifting the price target from $329 to $395.
分析師阿爾文德·拉姆納尼將評級從中立調升至超配，同時將目標股價從329美元提高至395美元。
Accenture reported $1 billion in GenAI-related bookings, bringing the total GenAI bookings to $3 billion for fiscal 2024, of which $900 million were converted into revenues during the year, Ramnani said in the upgrade note.
拉姆納尼在升級通知中表示，埃森哲報告了10億美元的GenAI相關訂單，使財年2024年的GenAI訂單總額達到30億美元，其中9千萬美元在該年轉化爲收入。
Both bookings and revenues from GenAI grew by 10x in the year, he added.
他補充道，GenAI的訂單和收入在該年增長了10倍。
The analyst stated he was bullish on "the underlying metrics," which includes conservative guidance, robust bookings of $20.2 billion and a significant increase in hiring.
該分析師表示看好「基本指標」，包括保守的指導、高額訂單達到202億美元以及大幅增加招聘人數。
"Overall, we believe owning ACN is attractive, given improving top-line metrics, a conservative guide and that it is a key beneficiary of GenAI-related work," he further wrote.
他進一步寫道：「總的來說，我們認爲擁有ACN股票很有吸引力，因爲其頂線數據不斷改善，提供保守的指引，並且是GenAI相關工作的重要獲益者。」
Check out other analyst stock ratings.
查看其他分析師的股票評級。
RBC Capital Markets On Accenture
RBC資本市場關於埃森哲的看法
Analyst Daniel Perlin maintained an Outperform rating while raising the price target from $377 to $389.
分析師丹尼爾·佩林維持優於評級，將價格目標從377美元上調至389美元。
Accenture reported revenues of $16.41 billion and earnings of $2.79 per share, excluding charges, versus consensus of $16.38 billion and $2.79 per share, respectively, Perlin said.
埃森哲報告的營收爲164.1億美元，每股收益爲2.79美元，不包括費用，在柏林看來，相較市場預期的163.8億美元和每股2.79美元。
Operating margins, excluding charges, expanded 10 basis points (bps) year-on-year to 15.5%, versus Street expectations of 15.1%, he added.
不包括費用的運營利潤率同比擴張了10個點子（bps）至15.5%，超過了街道的預期15.1%，他補充道。
The midpoint of management's guidance for fiscal 2025 implies revenues of $68.79 billion and adjusted earnings of $12.73 per share, versus consensus of $68.16 billion and $12.78 per share, the analyst stated.
管理層2025財年指導的中間點意味着687.9億美元的營收和每股調整後的盈利爲12.73美元，相對於市場預期的681.6億美元和每股12.78美元，分析師表示。
"We believe ACN is uniquely positioned to help clients migrate to a digital core in order to take advantage of opportunities with AI and GenAI holistically," he further wrote.
「我們認爲ACN在幫助客戶全面利用人工智能和GenAI機會遷移到數字核心方面處於獨特位置，」他進一步寫道。
BMO Capital Markets On Accenture
BMO資本市場關於埃森哲的看法
Analyst Keith Bachman reiterated a Market Perform rating while raising the price target from $380 to $390.
分析師Keith Bachman重申了市場表現評級，同時將價格目標從380美元上調至390美元。
Accenture delivered quarterly results that were "largely in line with our estimates," Bachman said. "We think the guide of 3%-6% y/y CC, including 3+ % of M&A, is the right starting point," he added.
埃森哲發佈的季度業績「基本符合我們的預期」，巴赫曼表示。「我們認爲年同比增長3%-6%的指引，包括3％以上的併購，是正確的起點，」他補充說。
"Accenture has been inconsistent in meeting the mid-point of guidance the past few years, and we envision in-line results with upside tension to this range," the analyst wrote.
「埃森哲在過去幾年中未能達到指引的中間值，我們預計業績符合預期，並有朝着區間上限的上漲壓力，」分析師寫道。
He further stated that both Accenture and IBM can gain share in AI workloads.
他進一步表示，埃森哲和IBM都可以在人工智能工作負載中獲得份額。
ACN Price Action: Shares of Accenture had declined by 0.49% to $354.01 at the time of publication on Friday.
ACN股價走勢：埃森哲的股價在週五發表時下跌了0.49%，至354.01美元。
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。