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ACN

Accenture

NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-05-08

$180.42+0.13%
Close 2026-05-08 · 1-day change
The bottom line

As of May 8, 2026, ACN has a composite score of 33.8 and a signal label of "favorable." This score is driven by a high confidence level of 80.1, with strengths in management (62.8) and quality (73.6), while facing elevated market risk (64.8) and low momentum (17.8). The analysis is provisional, reflecting recent changes in macroeconomic conditions and sector trends.

Composite +34as of 2026-05-08

Price

Daily closes from AlphaVantage. Earnings/event dots are placed inline.

Close 2026-05-08
Daily closes. Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event

Factor signals

Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.

L1

Thesis

is this a strong company over a 1–3 year hold?
F1 · Recent financial performance
weak
Bottom 30% of information technology cohort
Why this rank
  • Direction share
    1.00
  • Slope (norm)
    -0.02
  • Bonus
    0.00
Operating income, last 4 quarters ($M)
2983205028742494
F2 · Value
cheap
Cheapest 10% of information technology cohort
Why this rank
Price
$180.42
TTM EPS
$12.78
Earnings yield
7.1%
P/E (TTM)
14.1

Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2

F3 · Earnings quality
neutral
Mid-cohort cash conversion
Why this rank
TTM NI ($M)
7,648
TTM CFO ($M)
13,080
CFO/NI
1.71
L2

Watch

has something changed worth re-reading?
F4 · Management stability
volatile
Bottom 30% activity in information technology cohort· see deep-dive ↓
capital unfriendlyBottom 10% — net capital-unfriendly direction
Earnings setup · pre-print positioning
forward-looking
bearish0 positive, 2 negative material events / 30dfor period ending 2026-05-31
Why this setup
Consensus revisions

EPS estimate $3.73 → $3.73 (-0.1% / 30d). 7 raised, 12 cut, 20 covering analysts.

Rating actions

0 upgrades, 0 downgrades / 30d. 64% of analysts rate Buy.

Material events

0 positive, 2 negative / 30d. See F4 management tile for the event list.

F4 · Management deep-dive — recent events, stated priorities, guidance track record
2

Stated priorities

3 priorityies extracted from earnings transcripts (as of 2026-05-08).

  1. 1.Achieve revenue growth of 3% to 5%growthbehind3% progress
    3/19: Company now expects full-year fiscal 2026 revenue growth to be 3% to 5% in local currency.
    Why this status

    Stated in 3 of last 3 quarters. Revenue grew from $16.66B in 2025-Q2 to $18.04B in 2026-Q2, indicating progress towards the 3% to 5% growth target. However, the growth trajectory remains behind expectations as per prior priorities.

  2. 2.Target adjusted EPS of $13.65 to $13.90growthbehind3% progress
    3/19: Now expects full-year adjusted earnings per share to be in the range of $13.65 to $13.90.
    Why this status

    Stated in 3 of last 3 quarters. EPS was $2.93 in 2026-Q2, down from $3.54 in 2026-Q1, indicating challenges in meeting the adjusted EPS target of $13.65 to $13.90. The trajectory is behind expectations.

  3. 3.Maintain strong free cash flowcapital allocationmixed30% progressprovisional
    12/18: Free Cash Flow $9.8B – $10.5B.
    Why this status

    Stated in 2 of last 2 quarters. Cash from operating activities was $3.82B in 2026-Q2, contributing to the free cash flow target of $9.8B to $10.5B. The trajectory shows progress but remains behind expectations.

3

Guidance track record

Insufficient guidance history for this ticker.

L3

Position context

how violent might the path be while I hold it?
Risk profile · realized
backward-looking
elevatedworst 12m loss −45%, typical day ±1.7%
Why this risk level

Recent vol — 30d annualized 38%; 252d 34%.

Drawdown — Max 1y −45%. Bad day move −4%.

Beta to sector ETF (XLK) 0.04 over 1y.

Liquidity — score 100/100.

Sub-scores — vol 44/100, drawdown 11/100, beta 4/100, earnings vol .

Sector regime
tailwind+15.9%sector vs S&P 500, 60d

via XLK

Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.

AI cycle regime · market-wide
2-axis classifier
HeatingManiaSquallCrisisEarnings →Mood ↑
HeatingE +0.13 · M +0.71
Single-axisCHASEz +2.97+1.285d

Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.

Not investment advice. As of 2026-05-08.

3

What changed

The most important moves since the prior daily snapshot.

  1. No material changes since the prior snapshot.

No material changes since the prior snapshot.

as of 2026-05-08

4

Management scorecard

How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.

Composite62.8 / 100
Capital allocation54
Earnings discipline95
Margin discipline70
Balance sheet39
Guidance credibility
Post-call reaction45
as of 2026-05-08
4

What management is focused on

Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.

  • #1

    Achieve revenue growth of 3% to 5%

    GrowthNew since 2026-05-04

    Management aims for a revenue growth target of 3% to 5% in local currency for fiscal 2026.

    Behind

    Stated in 3 of last 3 quarters. Revenue grew from $16.66B in 2025-Q2 to $18.04B in 2026-Q2, indicating progress towards the 3% to 5% growth target. However, the growth trajectory remains behind expectations as per prior priorities.

    3%
    CEO/CFO:Company now expects full-year fiscal 2026 revenue growth to be 3% to 5% in local currency.
    Multiple sourcesSource dated 2026-03-19Stated 3 of last 8 quartersFirst seen 2026-05-04
    Show history (3)
    • 2026-Q2Multiple sources

      Company now expects full-year fiscal 2026 revenue growth to be 3% to 5% in local currency.

    • 2026-Q1Multiple sources

      Company continues to expect full-year revenue growth to be 2% to 5% in local currency.

    • 2025-Q4Multiple sources

      Company expects full-year revenue growth of 2% to 5% in local currency.

  • #2

    Target adjusted EPS of $13.65 to $13.90

    GrowthNew since 2026-05-04

    Management targets adjusted EPS in the range of $13.65 to $13.90 for fiscal 2026.

    Behind

    Stated in 3 of last 3 quarters. EPS was $2.93 in 2026-Q2, down from $3.54 in 2026-Q1, indicating challenges in meeting the adjusted EPS target of $13.65 to $13.90. The trajectory is behind expectations.

    3%
    CEO/CFO:Now expects full-year adjusted earnings per share to be in the range of $13.65 to $13.90.
    Multiple sourcesSource dated 2026-03-19Stated 3 of last 8 quartersFirst seen 2026-05-04
    Show history (3)
    • 2026-Q2Multiple sources

      Now expects full-year adjusted earnings per share to be in the range of $13.65 to $13.90.

    • 2026-Q1Multiple sources

      Expects full-year adjusted EPS of $13.52 to $13.90, a 5% to 8% increase.

    • 2025-Q4Multiple sources

      Expects full-year adjusted EPS of $13.52 to $13.90.

  • #3

    Maintain strong free cash flow

    Capital allocationNew since 2026-05-04

    Management aims to maintain strong free cash flow, targeting $9.8B to $10.5B for fiscal 2026.

    BehindMixed

    Stated in 2 of last 2 quarters. Cash from operating activities was $3.82B in 2026-Q2, contributing to the free cash flow target of $9.8B to $10.5B. The trajectory shows progress but remains behind expectations.

    30%
    CEO/CFO:Free Cash Flow $9.8B – $10.5B.
    Multiple sourcesSource dated 2025-12-18Stated 2 of last 8 quartersFirst seen 2026-05-04provisional
    Show history (2)
    • 2026-Q1Multiple sources

      Free Cash Flow $9.8B – $10.5B.

    • 2025-Q4Multiple sources

      Free Cash Flow $9.8B – $10.5B.

as of 2026-05-08
5

How this stock is priced

Two ways to read price: against peers in the same business, and against the company's own history.

Compared to peers
88higher = cheaper

Looks cheaper than most peers in the same business.

Compared to its own history
97higher = cheaper

Cheaper than its own typical valuation.

P/E
13.5x
EV/EBITDA
FCF yield
11.1%

P/E over the last 5 years

71 monthly points
inexpensiveas of 2026-05-08
7

How this compares

A side-by-side read on composite, valuation, and risk versus peers.

StockCompositeValuationRisk
ACN
Accenture
+34inexpensiveelevated
NVDA
NVIDIA Corporation
+20fullmoderate
AAPL
Apple Inc
+19fullmoderate
MSFT
Microsoft
+27fairelevated
AVGO
Broadcom
+11expensiveelevated
8

Risk — how this stock moves

What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.

A typical day
How much price usually moves either way.
1.7%
A bad day (95th %ile)
A rough but not unusual down day.
-3.6%
Worst 12-month loss
Deepest peak-to-trough drop in the last year.
-44.5%
Earnings-day move
How much price usually moves on earnings day.
elevatedas of 2026-05-08
9

What could change this view

Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.

Upside triggers
  • If information_technology sector trend rises from +0.08 into 'improving' (>= +0.20)+5.0 pts
Downside triggers
  • If next-quarter guidance is cut (currently RAISED as of 2026-03-19)-16 pts
  • If rates state reverses from -0.37 (negative) to +0.37 (positive)-7.3 pts
  • If information_technology sector trend falls from +0.08 into 'weakening' (<= -0.20)-5.0 pts
  • If growth state reverses from +0.25 (positive) to -0.25 (negative)-3.0 pts
10

Material updates

Recent SEC 8-K filings ranked by likely impact, confidence, and recency.

  1. 2026-04-2415d agoItem 1.01

    Entry into a Material Definitive Agreement On April 22, 2026, Accenture plc (“Accenture”), as guarantor, and certain of Accenture’s subsidiaries, as borrowers (the “Borrowers”), entered into (i) a credit agreement (the “Five-Year Credit Agreement”) with Bank of America, N.A., as administrative agent (the “Agent”), and the lenders named therein (the “Lenders”), which provides for a $5.925 billion senior unsecured revolving credit facility with a term of five years from the date of the Five-Yea…

    capital allocationneutralscore 47
  2. 2026-04-2415d agoItem 2.03

    Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant The information provided in

    capital allocationnegativescore 37
  3. 2026-04-2415d agoItem 1.02

    Termination of a Material Definitive Agreement The information provided in

    mna activitynegativescore 37
  4. 2026-03-191mo agoItem 2.02

    Results of Operations and Financial Condition On March 19, 2026, Accenture plc (“Accenture”) issued a news release announcing financial results for its second quarter of fiscal 2026, which ended on February 28, 2026. A copy of the news release is attached hereto as Exhibit 99. All information in the news release is furnished but not filed. Non-GAAP Financial Information In the attached news release Accenture discloses the following non-GAAP financial measures: • Free cash flow (defined as ope…

    earnings preannouncementneutralscore 21
  5. 2026-01-283mo agoItem 5.02

    Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On January 28, 2026, Accenture plc (“Accenture”) held its 2026 annual general meeting of shareholders (the “Annual Meeting”). At the Annual Meeting, Accenture’s shareholders approved an amendment and restatement of the Amended and Restated Accenture plc 2010 Share Incentive Plan (as amended and restated, the “Amended SIP”), which had previously been…

    executive changeneutralscore 6
11

Score history

The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.

60 snapshots
Data freshness · As of 2026-05-08 · Macro 2026-05-08 · Sector 2026-05-07 · Fundamentals 2026-03-19 · Price 2026-05-07 · Generated 2026-05-08 · Spec 2.3

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.