2026 Q3 -tulosraportti
22 päivää sitten
‧59 min
1,63 USD/osake
Viimeisin osinko
4,58%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 1.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 18.6. | ||
2026 Q2 -tulosraportti 19.3. | ||
2026 Q1 -tulosraportti 18.12.2025 | ||
2025 Q4 -tulosraportti 25.9.2025 | ||
2025 Q3 -tulosraportti 20.6.2025 |
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Liity keskusteluun Nordnet Socialissa
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·10 t sitten · MuokattuI wrote a small thesis, this is my view from a system architect's perspective, who is in the thick of this every day. Hope it helps A significant misunderstanding has arisen in the market regarding Accenture (ACN), which has led to an unjustified share price drop. The fear is that generative AI will render traditional IT consulting business redundant. This overlooks the fundamental way large companies (enterprises) actually operate. The truth is that technology itself is no longer the bottleneck; the real barrier is implementation, data structuring, and change management. Global companies currently have fragmented data and outdated systems, making it impossible to roll out advanced AI agents on their own. They know they need to use AI, but they have no idea how or where it actually creates measurable results. This is where Accenture comes in as the inevitable winner. Companies like this will thrive because the enterprise market is completely dependent on external expertise to redesign its core processes. Accenture doesn't just sell hours; they sell the bridge between raw technology and real business value. When companies need to transform their data and integrate AI into existing cloud architecture to remain competitive, Accenture is the natural partner. The share price decline reflects short-term skepticism towards the IT sector in general, as well as temporarily subdued order books because companies are adjusting their budgets. Nevertheless, Accenture delivers solid margin growth and is now gearing up for the next wave through massive acquisitions in cybersecurity and tailored AI services for the mid-market. Today's valuation does not account for the enormous, multi-year transformation wave that has just begun. Companies do not buy AI directly from developers – they pay Accenture to integrate it so that it actually increases efficiency. The stock therefore appears strongly mispriced and represents a solid buying opportunity. I believe this will become clear to Wall Street; it will be visible in the results and the guidance the company provides. I know that sour sentiment takes time to turn around, but when it does, this will take off. Let me use AMD as an example; see what the stock did from spring 24 a year onwards: the stock dropped 50% because everyone thought NVDA would eat up all the business. That's not how the world works; the stock is probably up 300% from where it suddenly became clear to everyone. PS! I also bought it on the way down at 25, and have now sold everything there. Machines do not create fantastic companies; people with incredible knowledge create fantastic companies. The long version is posted on Substack https://substack.com/@jenspettereikeland/note/p-206418059?r=2hco7i&utm_medium=ios_source=notes-share-action
Very well written and absolutely spot on. I believe an AI narrative has established itself in the market that is based on a misunderstanding of what AI actually is. Accenture has already implemented extensive AI programs for all employees. That says something about how strategically important AI is for the company. At the same time, customers will still need training, transformation, and strategic consulting. Most businesses are still in an early phase and need help to identify relevant use cases, develop an AI strategy, and document ROI before they invest. Nor is it the case that all AI projects automatically create value. Costs are starting to become significant. Microsoft charges well for Copilot. Therefore, cost-benefit and documented business value become more important than ever. AI's true potential lies in developing new services, automating work processes, improving decision support, and creating new business models. That's where the long-term values are created. As Julie Sweet says: "We invest in long-term growth." In addition, Accenture is not a pure consulting firm. Through a series of acquisitions within software, cybersecurity, and AI, the company has built an increasingly stronger technology platform, combined with a large managed services business. In my view, the market still prices Accenture as a traditional consulting company, while many believe AI will eat up their business model. I believe that is a misunderstanding. 1 (professional expertise - consultant) + 2 (technology - AI) = 3 (high value) or more.
·1 päivä sittenIs this correct and is that why it's falling today? Buying opportunity for more shares then perhaps? Accenture (ACN) has a declared quarterly dividend of $1.63 per share, which equates to an annualized payout of $6.52 and represents a dividend yield of approximately 4.75%. For this upcoming payment, the ex-dividend date was set for July 9, 2026, and the dividend is scheduled to be paid to shareholders on August 14, 2026.Correct,. Accenture (ACN) has a quarterly dividend of $1,63 per share, which corresponds to $6,52 per year and around 4,75 % dividend yield based on today's share price level. The ex-dividend date is 9. July 2026, and payment occurs 14. August 2026. That is to say, you will get that money in your account soon. 1,63 x number of shares.. 😉 It seems some stop loss went off today. Managed to pick up some today.. 😎- ·2 päivää sittenUndervalued (227,74 USD fair value)? https://finance.yahoo.com/markets/stocks/articles/accenture-acn-wins-nato-ai-170955973.html
- 2 päivää sitten · MuokattuNATO Announces Major Contract with Accenture to Help Advance Towards a More Agile and Resilient Digital Infrastructure Accenture (NYSE: ACN) has signed a multi-million euro contract with the NATO Communications and Information Agency (NCIA) for the Protected Business Network (PBN) program, marking a key step in delivering NATO’s secure, cloud-enabled digital enterprise. Accenture will work with Leonardo to deliver the contract over the next seven years. https://newsroom.accenture.com/news/2026/nato-announces-major-contract-with-accenture-to-help-advance-towards-a-more-agile-and-resilient-digital-infrastructure
4.7. · MuokattuAccenture plc (ACN) DCF-snapsot: Intrinsic value 5 year, 10% annual return expectation. Numbers from Yahoo. My guestimate in brackets. Shares: 611.94M TTM FCF: 8820M $ Expected growth: 5% (0%) Liability: 0 $ Intrinsic value: 219$ (177$) Current price:: 137$ Margin of safety -37% (-22.5%) Parts of the software service sector is left for dead. Contrarian investor can make focused bets against AI. Market is pricing this consulting conglomerate for -5% decline. Or is expecting a 18% annual return for their money. What ever rocks your boat. Dividend distribution is safe, 45% from TTM cash flow. So there is room for a rise or a heck of a beating. This is so called "cash flow machine". I may consider with 12% annual return and 20-40% MoS. Price of 120$ is on that ball park. Seems a slam dunk for risk tolerant investor. Any business changes, debt or one off impacts are up to investor evaluation. --- DCF = Dicounted Cash Flow TTM = Trailing Twelve Months FCF = Free Cash Flow MoS = Margin of Safety M = Million
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q3 -tulosraportti
22 päivää sitten
‧59 min
1,63 USD/osake
Viimeisin osinko
4,58%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·10 t sitten · MuokattuI wrote a small thesis, this is my view from a system architect's perspective, who is in the thick of this every day. Hope it helps A significant misunderstanding has arisen in the market regarding Accenture (ACN), which has led to an unjustified share price drop. The fear is that generative AI will render traditional IT consulting business redundant. This overlooks the fundamental way large companies (enterprises) actually operate. The truth is that technology itself is no longer the bottleneck; the real barrier is implementation, data structuring, and change management. Global companies currently have fragmented data and outdated systems, making it impossible to roll out advanced AI agents on their own. They know they need to use AI, but they have no idea how or where it actually creates measurable results. This is where Accenture comes in as the inevitable winner. Companies like this will thrive because the enterprise market is completely dependent on external expertise to redesign its core processes. Accenture doesn't just sell hours; they sell the bridge between raw technology and real business value. When companies need to transform their data and integrate AI into existing cloud architecture to remain competitive, Accenture is the natural partner. The share price decline reflects short-term skepticism towards the IT sector in general, as well as temporarily subdued order books because companies are adjusting their budgets. Nevertheless, Accenture delivers solid margin growth and is now gearing up for the next wave through massive acquisitions in cybersecurity and tailored AI services for the mid-market. Today's valuation does not account for the enormous, multi-year transformation wave that has just begun. Companies do not buy AI directly from developers – they pay Accenture to integrate it so that it actually increases efficiency. The stock therefore appears strongly mispriced and represents a solid buying opportunity. I believe this will become clear to Wall Street; it will be visible in the results and the guidance the company provides. I know that sour sentiment takes time to turn around, but when it does, this will take off. Let me use AMD as an example; see what the stock did from spring 24 a year onwards: the stock dropped 50% because everyone thought NVDA would eat up all the business. That's not how the world works; the stock is probably up 300% from where it suddenly became clear to everyone. PS! I also bought it on the way down at 25, and have now sold everything there. Machines do not create fantastic companies; people with incredible knowledge create fantastic companies. The long version is posted on Substack https://substack.com/@jenspettereikeland/note/p-206418059?r=2hco7i&utm_medium=ios_source=notes-share-actionVery well written and absolutely spot on. I believe an AI narrative has established itself in the market that is based on a misunderstanding of what AI actually is. Accenture has already implemented extensive AI programs for all employees. That says something about how strategically important AI is for the company. At the same time, customers will still need training, transformation, and strategic consulting. Most businesses are still in an early phase and need help to identify relevant use cases, develop an AI strategy, and document ROI before they invest. Nor is it the case that all AI projects automatically create value. Costs are starting to become significant. Microsoft charges well for Copilot. Therefore, cost-benefit and documented business value become more important than ever. AI's true potential lies in developing new services, automating work processes, improving decision support, and creating new business models. That's where the long-term values are created. As Julie Sweet says: "We invest in long-term growth." In addition, Accenture is not a pure consulting firm. Through a series of acquisitions within software, cybersecurity, and AI, the company has built an increasingly stronger technology platform, combined with a large managed services business. In my view, the market still prices Accenture as a traditional consulting company, while many believe AI will eat up their business model. I believe that is a misunderstanding. 1 (professional expertise - consultant) + 2 (technology - AI) = 3 (high value) or more.
- ·1 päivä sittenIs this correct and is that why it's falling today? Buying opportunity for more shares then perhaps? Accenture (ACN) has a declared quarterly dividend of $1.63 per share, which equates to an annualized payout of $6.52 and represents a dividend yield of approximately 4.75%. For this upcoming payment, the ex-dividend date was set for July 9, 2026, and the dividend is scheduled to be paid to shareholders on August 14, 2026.Correct,. Accenture (ACN) has a quarterly dividend of $1,63 per share, which corresponds to $6,52 per year and around 4,75 % dividend yield based on today's share price level. The ex-dividend date is 9. July 2026, and payment occurs 14. August 2026. That is to say, you will get that money in your account soon. 1,63 x number of shares.. 😉 It seems some stop loss went off today. Managed to pick up some today.. 😎
- ·2 päivää sittenUndervalued (227,74 USD fair value)? https://finance.yahoo.com/markets/stocks/articles/accenture-acn-wins-nato-ai-170955973.html
- 2 päivää sitten · MuokattuNATO Announces Major Contract with Accenture to Help Advance Towards a More Agile and Resilient Digital Infrastructure Accenture (NYSE: ACN) has signed a multi-million euro contract with the NATO Communications and Information Agency (NCIA) for the Protected Business Network (PBN) program, marking a key step in delivering NATO’s secure, cloud-enabled digital enterprise. Accenture will work with Leonardo to deliver the contract over the next seven years. https://newsroom.accenture.com/news/2026/nato-announces-major-contract-with-accenture-to-help-advance-towards-a-more-agile-and-resilient-digital-infrastructure
- 4.7. · MuokattuAccenture plc (ACN) DCF-snapsot: Intrinsic value 5 year, 10% annual return expectation. Numbers from Yahoo. My guestimate in brackets. Shares: 611.94M TTM FCF: 8820M $ Expected growth: 5% (0%) Liability: 0 $ Intrinsic value: 219$ (177$) Current price:: 137$ Margin of safety -37% (-22.5%) Parts of the software service sector is left for dead. Contrarian investor can make focused bets against AI. Market is pricing this consulting conglomerate for -5% decline. Or is expecting a 18% annual return for their money. What ever rocks your boat. Dividend distribution is safe, 45% from TTM cash flow. So there is room for a rise or a heck of a beating. This is so called "cash flow machine". I may consider with 12% annual return and 20-40% MoS. Price of 120$ is on that ball park. Seems a slam dunk for risk tolerant investor. Any business changes, debt or one off impacts are up to investor evaluation. --- DCF = Dicounted Cash Flow TTM = Trailing Twelve Months FCF = Free Cash Flow MoS = Margin of Safety M = Million
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 1.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 18.6. | ||
2026 Q2 -tulosraportti 19.3. | ||
2026 Q1 -tulosraportti 18.12.2025 | ||
2025 Q4 -tulosraportti 25.9.2025 | ||
2025 Q3 -tulosraportti 20.6.2025 |
2026 Q3 -tulosraportti
22 päivää sitten
‧59 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 1.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 18.6. | ||
2026 Q2 -tulosraportti 19.3. | ||
2026 Q1 -tulosraportti 18.12.2025 | ||
2025 Q4 -tulosraportti 25.9.2025 | ||
2025 Q3 -tulosraportti 20.6.2025 |
1,63 USD/osake
Viimeisin osinko
4,58%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·10 t sitten · MuokattuI wrote a small thesis, this is my view from a system architect's perspective, who is in the thick of this every day. Hope it helps A significant misunderstanding has arisen in the market regarding Accenture (ACN), which has led to an unjustified share price drop. The fear is that generative AI will render traditional IT consulting business redundant. This overlooks the fundamental way large companies (enterprises) actually operate. The truth is that technology itself is no longer the bottleneck; the real barrier is implementation, data structuring, and change management. Global companies currently have fragmented data and outdated systems, making it impossible to roll out advanced AI agents on their own. They know they need to use AI, but they have no idea how or where it actually creates measurable results. This is where Accenture comes in as the inevitable winner. Companies like this will thrive because the enterprise market is completely dependent on external expertise to redesign its core processes. Accenture doesn't just sell hours; they sell the bridge between raw technology and real business value. When companies need to transform their data and integrate AI into existing cloud architecture to remain competitive, Accenture is the natural partner. The share price decline reflects short-term skepticism towards the IT sector in general, as well as temporarily subdued order books because companies are adjusting their budgets. Nevertheless, Accenture delivers solid margin growth and is now gearing up for the next wave through massive acquisitions in cybersecurity and tailored AI services for the mid-market. Today's valuation does not account for the enormous, multi-year transformation wave that has just begun. Companies do not buy AI directly from developers – they pay Accenture to integrate it so that it actually increases efficiency. The stock therefore appears strongly mispriced and represents a solid buying opportunity. I believe this will become clear to Wall Street; it will be visible in the results and the guidance the company provides. I know that sour sentiment takes time to turn around, but when it does, this will take off. Let me use AMD as an example; see what the stock did from spring 24 a year onwards: the stock dropped 50% because everyone thought NVDA would eat up all the business. That's not how the world works; the stock is probably up 300% from where it suddenly became clear to everyone. PS! I also bought it on the way down at 25, and have now sold everything there. Machines do not create fantastic companies; people with incredible knowledge create fantastic companies. The long version is posted on Substack https://substack.com/@jenspettereikeland/note/p-206418059?r=2hco7i&utm_medium=ios_source=notes-share-actionVery well written and absolutely spot on. I believe an AI narrative has established itself in the market that is based on a misunderstanding of what AI actually is. Accenture has already implemented extensive AI programs for all employees. That says something about how strategically important AI is for the company. At the same time, customers will still need training, transformation, and strategic consulting. Most businesses are still in an early phase and need help to identify relevant use cases, develop an AI strategy, and document ROI before they invest. Nor is it the case that all AI projects automatically create value. Costs are starting to become significant. Microsoft charges well for Copilot. Therefore, cost-benefit and documented business value become more important than ever. AI's true potential lies in developing new services, automating work processes, improving decision support, and creating new business models. That's where the long-term values are created. As Julie Sweet says: "We invest in long-term growth." In addition, Accenture is not a pure consulting firm. Through a series of acquisitions within software, cybersecurity, and AI, the company has built an increasingly stronger technology platform, combined with a large managed services business. In my view, the market still prices Accenture as a traditional consulting company, while many believe AI will eat up their business model. I believe that is a misunderstanding. 1 (professional expertise - consultant) + 2 (technology - AI) = 3 (high value) or more.
- ·1 päivä sittenIs this correct and is that why it's falling today? Buying opportunity for more shares then perhaps? Accenture (ACN) has a declared quarterly dividend of $1.63 per share, which equates to an annualized payout of $6.52 and represents a dividend yield of approximately 4.75%. For this upcoming payment, the ex-dividend date was set for July 9, 2026, and the dividend is scheduled to be paid to shareholders on August 14, 2026.Correct,. Accenture (ACN) has a quarterly dividend of $1,63 per share, which corresponds to $6,52 per year and around 4,75 % dividend yield based on today's share price level. The ex-dividend date is 9. July 2026, and payment occurs 14. August 2026. That is to say, you will get that money in your account soon. 1,63 x number of shares.. 😉 It seems some stop loss went off today. Managed to pick up some today.. 😎
- ·2 päivää sittenUndervalued (227,74 USD fair value)? https://finance.yahoo.com/markets/stocks/articles/accenture-acn-wins-nato-ai-170955973.html
- 2 päivää sitten · MuokattuNATO Announces Major Contract with Accenture to Help Advance Towards a More Agile and Resilient Digital Infrastructure Accenture (NYSE: ACN) has signed a multi-million euro contract with the NATO Communications and Information Agency (NCIA) for the Protected Business Network (PBN) program, marking a key step in delivering NATO’s secure, cloud-enabled digital enterprise. Accenture will work with Leonardo to deliver the contract over the next seven years. https://newsroom.accenture.com/news/2026/nato-announces-major-contract-with-accenture-to-help-advance-towards-a-more-agile-and-resilient-digital-infrastructure
- 4.7. · MuokattuAccenture plc (ACN) DCF-snapsot: Intrinsic value 5 year, 10% annual return expectation. Numbers from Yahoo. My guestimate in brackets. Shares: 611.94M TTM FCF: 8820M $ Expected growth: 5% (0%) Liability: 0 $ Intrinsic value: 219$ (177$) Current price:: 137$ Margin of safety -37% (-22.5%) Parts of the software service sector is left for dead. Contrarian investor can make focused bets against AI. Market is pricing this consulting conglomerate for -5% decline. Or is expecting a 18% annual return for their money. What ever rocks your boat. Dividend distribution is safe, 45% from TTM cash flow. So there is room for a rise or a heck of a beating. This is so called "cash flow machine". I may consider with 12% annual return and 20-40% MoS. Price of 120$ is on that ball park. Seems a slam dunk for risk tolerant investor. Any business changes, debt or one off impacts are up to investor evaluation. --- DCF = Dicounted Cash Flow TTM = Trailing Twelve Months FCF = Free Cash Flow MoS = Margin of Safety M = Million
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt