NYSE

Accenture plc

ACN

3 articles

$113B Market cap · 2026-08-24

@catechwilliams May 22

catechwilliams on X

$EXLS Highly innovative founder-CEO rapidly taking share w AI-based services. High-teens topline growth w expanding margins, higher value-add mix to attractive end-markets. 17x P/E yet to reflect business transformation. 100% FCF to buybacks. Winning customers from $ACN $DXC $WIT

ACN · long 2026-05-11

Accenture PLC

Accenture has been repriced as an AI loser despite its expected near-term benefit from AI adoption.

ACN $113B

Value Investors Club May 11

The Consultant’s Dilemma: What AI Actually Does to Accenture ($ACN)

Accenture’s $5.9 billion in FY2025 genAI bookings supports implementation demand, while AI’s automation of junior work threatens the…

ACN $113B

Bearhold Research Apr 12

Investor Letters

Letters that discuss ACN.

Distillate Capital 2026 Q2 Letter to Investors: Momentum 2026 Q2 ACN $113BAMZN $2.8TAVGO $1.8TGOOGL $4.2T
Ariel Investments Portfolio Manager Letter Q2 2026 ACN $113BGNRC $12B
Weitz Investment Management Letter to Shareholders: Value Matters 3Q25 DHR $149BTMO $231BACN $113BAMZN $2.8T