On Sep 27, major Wall Street analysts update their ratings for $Accenture (ACN.US)$, with price targets ranging from $350 to $395.
Goldman Sachs analyst James Schneider maintains with a hold rating, and adjusts the target price from $335 to $370.
BofA Securities analyst Jason Kupferberg maintains with a buy rating, and sets the target price at $388.
Barclays analyst Ramsey El Assal maintains with a buy rating, and maintains the target price at $350.
Guggenheim analyst Jonathan Lee CFA maintains with a buy rating.
BMO Capital analyst Keith Bachman maintains with a hold rating, and adjusts the target price from $380 to $390.
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 the advent of Gen AI is expected to drive revenue growth in conjunction with ongoing capital return.
The key insights from Accenture's earnings discussion highlighted that the upper range of the FY25 constant currency revenue growth forecast between 3%-6% does not count on any uptick in discretionary spending. Conversely, the lower end has room to absorb a potential decline. It is believed that investors will value the understated nature of this early FY25 projection. Additionally, a comparison to the previous year shows a rise in the volume of substantial transformational contracts currently in backlog, which bolsters visibility.
Ongoing momentum within the Health & Public Service sector has bolstered management's confidence in achieving the upper boundary of the company's projected 0-3% year-over-year constant currency organic growth. This has resulted in a more optimistic narrative regarding the company's organic growth prospects for FY25.
Accenture's robust Q4 earnings surpassed expectations, attributed to the recognition of revenue from larger projects initiated in previous periods, which has significantly propelled sequential growth, especially within the Strategy & Consulting segment. Furthermore, a substantial increase was observed in gen-AI bookings for FY24, reaching over $3 billion, with corresponding revenues escalating to $900 million, compared to $300 million and $100 million in FY23.
The assessment reflects that Accenture's valuation is considered balanced in light of constrained organic growth, yet acknowledges the company's robust bookings. The projection for fiscal year 2025 is in line with general expectations, with the revenue outlook for 2024 slightly surpassing the consensus. Additionally, the company saw strong performance in Managed Services bookings and a modest enhancement in GenAI bookings.
Here are the latest investment ratings and price targets for $Accenture (ACN.US)$ from 11 analysts:
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美东时间9月27日，多家华尔街大行更新了$埃森哲 (ACN.US)$的评级，目标价介于350美元至395美元。
高盛集团分析师James Schneider维持持有评级，并将目标价从335美元上调至370美元。
美银证券分析师Jason Kupferberg维持买入评级，目标价388美元。
巴克莱银行分析师Ramsey El Assal维持买入评级，维持目标价350美元。
Guggenheim分析师Jonathan Lee CFA维持买入评级。
BMO资本市场分析师Keith Bachman维持持有评级，并将目标价从380美元上调至390美元。
此外，综合报道，$埃森哲 (ACN.US)$近期主要分析师观点如下：
预计该股的倍数将扩大，因为预计Gen AI的出现将推动收入增长以及持续的资本回报。
埃森哲财报讨论中的关键见解突出表明，25财年固定货币收入增长预测的上限在3％-6％之间，并不意味着全权支出会有任何增加。相反，低端有吸收潜在下跌的空间。据信，投资者将看重25财年初预测的低调性质。此外，与去年相比，目前积压的大量转型合同数量有所增加，这提高了知名度。
健康和公共服务领域的持续势头增强了管理层的信心，即实现公司预计的同比固定货币有机增长0-3％的上限。这使人们对公司25财年的有机增长前景有了更加乐观的看法。
埃森哲第四季度强劲的收益超出了预期，这要归因于前几个时期启动的大型项目的收入得到确认，这极大地推动了连续增长，尤其是在战略与咨询领域。此外，观察到24财年的Gen-AI预订量大幅增加，达到30亿美元以上，相应的收入从23财年的3亿美元和1亿美元增加到9亿美元。
该评估表明，鉴于有机增长受限，埃森哲的估值被认为是平衡的，但也承认了该公司的强劲预订。2025财年的预测符合总体预期，2024年的收入前景略高于市场预期。此外，该公司在管理服务预订方面表现强劲，GenAI预订量略有增加。
以下为今日11位分析师对$埃森哲 (ACN.US)$的最新投资评级及目标价：
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