2026 Q3 -tulosraportti
26 päivää sitten
‧59 min
1,63 USD/osake
Viimeisin osinko
4,71%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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·3 t sittenAccenture – A Mystery Case or an Obvious Case? Accenture has so far this year completed share buybacks for billions USD, and the program is scheduled to conclude on August 31. The goal is to buy back for 7.2 billion USD. When the entire buyback program is completed and the effect of a lower number of outstanding shares fully kicks in, EPS could reach around 15 USD. The interesting thing about the Accenture case is that the market today prices the stock at a relatively low P/E multiple compared to the company's historical valuation. With an expected EPS of around 15 USD after the full effect of the buybacks, I have therefore performed a simple valuation exercise and asked myself the following question: What could the Accenture stock be worth if the buyback program is completed and the market again gives the company a more normal P/E multiple? 1) EPS First, the basis: • Share price now: approx. 135–140 USD • Shares outstanding: approx. 612 million before the last part of the buyback • Remaining buyback authorization: approx. 3.2 billion USD • Total planned FY2026 buyback: 7.5 billion USD • Expected FY2026 adjusted EPS: approx. 13.5–13.9 USD I use 13.8 USD EPS before the full effect of the buyback as a starting point EPS after completed buyback If the entire 7.5 billion USD buys shares around today's level (~140 USD): • Shares repurchased: approx. 54 million • Shares remaining: approx. 558 million New EPS: Net income / fewer shares = approx. 15.1 USD EPS (This only includes the mechanical effect of fewer shares.) • P/E: 12x / EPS: 15.1 USD / Theoretical price: 181 USD • P/E: 15x / EPS: 15.1 USD / Theoretical price: 227 USD • P/E: 18x / EPS: 15.1 USD / Theoretical price: 272 USD • P/E: 20x / EPS: 15.1 USD / Theoretical price: 302 USD Historically, Accenture has often been valued as a quality/growth company with higher multiples than the market average. Now the stock is priced much lower because the market fears that AI may reduce the need for traditional consulting services. Today's situation can therefore be described as follows: Bear-case • AI pressures margins • Growth stalls • Market gives 12x EPS Value around 180 USD per share Normalization • AI becomes a growth driver • Earnings hold up • Market gives 15–18x EPS Value around 225–270 USD per share Optimistic • Buyback + AI growth + better sentiment • Market gives 20x EPS Value around 300 USD per share 2) Cash flow If we take a look at the cash flow, it becomes clear why Accenture has the capacity to both invest in growth, pay dividends, and buy back its own shares on a large scale. Accenture has one of the strongest cash flows among the large IT consulting companies. This is because the business is not capital-intensive – they don't need large factories or heavy production equipment. A large part of the profit therefore turns into cash. Key figures from the last quarter (Q3 FY2026): • Operating Cash Flow: 3.79 billion USD • Capital Expenditures (CapEx): 0.19 billion USD • Free Cash Flow: 3.60 billion USD For the full fiscal year 2026, Accenture expects: • Operating Cash Flow: 11.5–12.2 billion USD • Free Cash Flow: 10.8–11.5 billion USD It is these cash flows that finance the capital allocation: • Share buybacks: 7.5 billion USD • Dividends: around 2.0 billion USD or more • Continued acquisitions of companies (M&A) How strong is the cash flow? If free cash flow ends up around 11 billion USD, and the buyback program is 7.5 billion USD, it means that Accenture can finance the buybacks with ongoing cash flow, without having to take on significant new debt. That is a sign of financial strength. It is also one of the reasons why management was able to increase the buyback program in June 2026 while maintaining dividends and continuing acquisitions. For Accenture, the question is not whether they can afford the buybacks, they can. The most important investment question is whether the company can maintain growth and margins during the AI transition. If one looks at the history, see appendix, they have good experience with transformation and a company that adapts quickly. Just look at the earnings history, which doesn't lie; they have grown and grown regardless of market challenges. My assessment is whether they combine a very strong free cash flow with a significant reduction in the number of outstanding shares, which over time can be a powerful driver for EPS and shareholder returns. Their CapEx is minimal while FCF grows steadily every single year. Based on a reverse discounted cash flow analysis, when the stock was at 127, the market priced in an annual negative growth of 10 % indefinitely (see appendix), which is absolutely insane for the largest consulting company in the world. Historically, the company has delivered around 12 % annual growth; the numbers speak for themselves. Not financial advice.
11 t sittenWhat’s the potential for Accenture the next 2-3 years? I dont have a position in ACN at the moment, but I am considering to invest. I understand the AI risk at the moment as I work in the same consulting industry, but as some others have written, AI needs to be implemented and ACN is well positioned to support on that. Other than that, the stock looks super cheap after decline of 50% YTD, but unsure if I am overlooking something! So asking the forum for feedback and what I don’t see 🙏 1) Fine development in revenues, though not super growth, but good EBIT and expected growth going forward 2) The P/E is quite low at 10-11, forward looking P/Es are at 8-9 and looking good 3) more Nordnet users have bought the stock in the last year. No sure if there’s shorting of the stock. 4) The have 4-5% in dividends yearly, so just with that it’s a pretty nice deal. So overall, with a stock that’s down 50% YTD, and back to stock levels from 10 years ago, isn’t it the time to buy?? Give me your feedback?
3 t sittenThesis is up for a debate. Is there positive asymmetry. This is a contrarian bet. From cash flow perspective I could imagine 10-12% annual return in a very pessimistic scenario.
·3 päivää 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-action1 päivä sittenI agree. Multifunctional pick axe does not implement itself to a conplicated system of interfaces. AI is just a tool.
·9.7.Is 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.. 😎- ·8.7.Undervalued (227,74 USD fair value)? https://finance.yahoo.com/markets/stocks/articles/accenture-acn-wins-nato-ai-170955973.html
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2026 Q3 -tulosraportti
26 päivää sitten
‧59 min
1,63 USD/osake
Viimeisin osinko
4,71%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
- ·3 t sittenAccenture – A Mystery Case or an Obvious Case? Accenture has so far this year completed share buybacks for billions USD, and the program is scheduled to conclude on August 31. The goal is to buy back for 7.2 billion USD. When the entire buyback program is completed and the effect of a lower number of outstanding shares fully kicks in, EPS could reach around 15 USD. The interesting thing about the Accenture case is that the market today prices the stock at a relatively low P/E multiple compared to the company's historical valuation. With an expected EPS of around 15 USD after the full effect of the buybacks, I have therefore performed a simple valuation exercise and asked myself the following question: What could the Accenture stock be worth if the buyback program is completed and the market again gives the company a more normal P/E multiple? 1) EPS First, the basis: • Share price now: approx. 135–140 USD • Shares outstanding: approx. 612 million before the last part of the buyback • Remaining buyback authorization: approx. 3.2 billion USD • Total planned FY2026 buyback: 7.5 billion USD • Expected FY2026 adjusted EPS: approx. 13.5–13.9 USD I use 13.8 USD EPS before the full effect of the buyback as a starting point EPS after completed buyback If the entire 7.5 billion USD buys shares around today's level (~140 USD): • Shares repurchased: approx. 54 million • Shares remaining: approx. 558 million New EPS: Net income / fewer shares = approx. 15.1 USD EPS (This only includes the mechanical effect of fewer shares.) • P/E: 12x / EPS: 15.1 USD / Theoretical price: 181 USD • P/E: 15x / EPS: 15.1 USD / Theoretical price: 227 USD • P/E: 18x / EPS: 15.1 USD / Theoretical price: 272 USD • P/E: 20x / EPS: 15.1 USD / Theoretical price: 302 USD Historically, Accenture has often been valued as a quality/growth company with higher multiples than the market average. Now the stock is priced much lower because the market fears that AI may reduce the need for traditional consulting services. Today's situation can therefore be described as follows: Bear-case • AI pressures margins • Growth stalls • Market gives 12x EPS Value around 180 USD per share Normalization • AI becomes a growth driver • Earnings hold up • Market gives 15–18x EPS Value around 225–270 USD per share Optimistic • Buyback + AI growth + better sentiment • Market gives 20x EPS Value around 300 USD per share 2) Cash flow If we take a look at the cash flow, it becomes clear why Accenture has the capacity to both invest in growth, pay dividends, and buy back its own shares on a large scale. Accenture has one of the strongest cash flows among the large IT consulting companies. This is because the business is not capital-intensive – they don't need large factories or heavy production equipment. A large part of the profit therefore turns into cash. Key figures from the last quarter (Q3 FY2026): • Operating Cash Flow: 3.79 billion USD • Capital Expenditures (CapEx): 0.19 billion USD • Free Cash Flow: 3.60 billion USD For the full fiscal year 2026, Accenture expects: • Operating Cash Flow: 11.5–12.2 billion USD • Free Cash Flow: 10.8–11.5 billion USD It is these cash flows that finance the capital allocation: • Share buybacks: 7.5 billion USD • Dividends: around 2.0 billion USD or more • Continued acquisitions of companies (M&A) How strong is the cash flow? If free cash flow ends up around 11 billion USD, and the buyback program is 7.5 billion USD, it means that Accenture can finance the buybacks with ongoing cash flow, without having to take on significant new debt. That is a sign of financial strength. It is also one of the reasons why management was able to increase the buyback program in June 2026 while maintaining dividends and continuing acquisitions. For Accenture, the question is not whether they can afford the buybacks, they can. The most important investment question is whether the company can maintain growth and margins during the AI transition. If one looks at the history, see appendix, they have good experience with transformation and a company that adapts quickly. Just look at the earnings history, which doesn't lie; they have grown and grown regardless of market challenges. My assessment is whether they combine a very strong free cash flow with a significant reduction in the number of outstanding shares, which over time can be a powerful driver for EPS and shareholder returns. Their CapEx is minimal while FCF grows steadily every single year. Based on a reverse discounted cash flow analysis, when the stock was at 127, the market priced in an annual negative growth of 10 % indefinitely (see appendix), which is absolutely insane for the largest consulting company in the world. Historically, the company has delivered around 12 % annual growth; the numbers speak for themselves. Not financial advice.
- 11 t sittenWhat’s the potential for Accenture the next 2-3 years? I dont have a position in ACN at the moment, but I am considering to invest. I understand the AI risk at the moment as I work in the same consulting industry, but as some others have written, AI needs to be implemented and ACN is well positioned to support on that. Other than that, the stock looks super cheap after decline of 50% YTD, but unsure if I am overlooking something! So asking the forum for feedback and what I don’t see 🙏 1) Fine development in revenues, though not super growth, but good EBIT and expected growth going forward 2) The P/E is quite low at 10-11, forward looking P/Es are at 8-9 and looking good 3) more Nordnet users have bought the stock in the last year. No sure if there’s shorting of the stock. 4) The have 4-5% in dividends yearly, so just with that it’s a pretty nice deal. So overall, with a stock that’s down 50% YTD, and back to stock levels from 10 years ago, isn’t it the time to buy?? Give me your feedback?3 t sittenThesis is up for a debate. Is there positive asymmetry. This is a contrarian bet. From cash flow perspective I could imagine 10-12% annual return in a very pessimistic scenario.
- ·3 päivää 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-action1 päivä sittenI agree. Multifunctional pick axe does not implement itself to a conplicated system of interfaces. AI is just a tool.
- ·9.7.Is 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.. 😎
- ·8.7.Undervalued (227,74 USD fair value)? https://finance.yahoo.com/markets/stocks/articles/accenture-acn-wins-nato-ai-170955973.html
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
26 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
4,71%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenAccenture – A Mystery Case or an Obvious Case? Accenture has so far this year completed share buybacks for billions USD, and the program is scheduled to conclude on August 31. The goal is to buy back for 7.2 billion USD. When the entire buyback program is completed and the effect of a lower number of outstanding shares fully kicks in, EPS could reach around 15 USD. The interesting thing about the Accenture case is that the market today prices the stock at a relatively low P/E multiple compared to the company's historical valuation. With an expected EPS of around 15 USD after the full effect of the buybacks, I have therefore performed a simple valuation exercise and asked myself the following question: What could the Accenture stock be worth if the buyback program is completed and the market again gives the company a more normal P/E multiple? 1) EPS First, the basis: • Share price now: approx. 135–140 USD • Shares outstanding: approx. 612 million before the last part of the buyback • Remaining buyback authorization: approx. 3.2 billion USD • Total planned FY2026 buyback: 7.5 billion USD • Expected FY2026 adjusted EPS: approx. 13.5–13.9 USD I use 13.8 USD EPS before the full effect of the buyback as a starting point EPS after completed buyback If the entire 7.5 billion USD buys shares around today's level (~140 USD): • Shares repurchased: approx. 54 million • Shares remaining: approx. 558 million New EPS: Net income / fewer shares = approx. 15.1 USD EPS (This only includes the mechanical effect of fewer shares.) • P/E: 12x / EPS: 15.1 USD / Theoretical price: 181 USD • P/E: 15x / EPS: 15.1 USD / Theoretical price: 227 USD • P/E: 18x / EPS: 15.1 USD / Theoretical price: 272 USD • P/E: 20x / EPS: 15.1 USD / Theoretical price: 302 USD Historically, Accenture has often been valued as a quality/growth company with higher multiples than the market average. Now the stock is priced much lower because the market fears that AI may reduce the need for traditional consulting services. Today's situation can therefore be described as follows: Bear-case • AI pressures margins • Growth stalls • Market gives 12x EPS Value around 180 USD per share Normalization • AI becomes a growth driver • Earnings hold up • Market gives 15–18x EPS Value around 225–270 USD per share Optimistic • Buyback + AI growth + better sentiment • Market gives 20x EPS Value around 300 USD per share 2) Cash flow If we take a look at the cash flow, it becomes clear why Accenture has the capacity to both invest in growth, pay dividends, and buy back its own shares on a large scale. Accenture has one of the strongest cash flows among the large IT consulting companies. This is because the business is not capital-intensive – they don't need large factories or heavy production equipment. A large part of the profit therefore turns into cash. Key figures from the last quarter (Q3 FY2026): • Operating Cash Flow: 3.79 billion USD • Capital Expenditures (CapEx): 0.19 billion USD • Free Cash Flow: 3.60 billion USD For the full fiscal year 2026, Accenture expects: • Operating Cash Flow: 11.5–12.2 billion USD • Free Cash Flow: 10.8–11.5 billion USD It is these cash flows that finance the capital allocation: • Share buybacks: 7.5 billion USD • Dividends: around 2.0 billion USD or more • Continued acquisitions of companies (M&A) How strong is the cash flow? If free cash flow ends up around 11 billion USD, and the buyback program is 7.5 billion USD, it means that Accenture can finance the buybacks with ongoing cash flow, without having to take on significant new debt. That is a sign of financial strength. It is also one of the reasons why management was able to increase the buyback program in June 2026 while maintaining dividends and continuing acquisitions. For Accenture, the question is not whether they can afford the buybacks, they can. The most important investment question is whether the company can maintain growth and margins during the AI transition. If one looks at the history, see appendix, they have good experience with transformation and a company that adapts quickly. Just look at the earnings history, which doesn't lie; they have grown and grown regardless of market challenges. My assessment is whether they combine a very strong free cash flow with a significant reduction in the number of outstanding shares, which over time can be a powerful driver for EPS and shareholder returns. Their CapEx is minimal while FCF grows steadily every single year. Based on a reverse discounted cash flow analysis, when the stock was at 127, the market priced in an annual negative growth of 10 % indefinitely (see appendix), which is absolutely insane for the largest consulting company in the world. Historically, the company has delivered around 12 % annual growth; the numbers speak for themselves. Not financial advice.
- 11 t sittenWhat’s the potential for Accenture the next 2-3 years? I dont have a position in ACN at the moment, but I am considering to invest. I understand the AI risk at the moment as I work in the same consulting industry, but as some others have written, AI needs to be implemented and ACN is well positioned to support on that. Other than that, the stock looks super cheap after decline of 50% YTD, but unsure if I am overlooking something! So asking the forum for feedback and what I don’t see 🙏 1) Fine development in revenues, though not super growth, but good EBIT and expected growth going forward 2) The P/E is quite low at 10-11, forward looking P/Es are at 8-9 and looking good 3) more Nordnet users have bought the stock in the last year. No sure if there’s shorting of the stock. 4) The have 4-5% in dividends yearly, so just with that it’s a pretty nice deal. So overall, with a stock that’s down 50% YTD, and back to stock levels from 10 years ago, isn’t it the time to buy?? Give me your feedback?3 t sittenThesis is up for a debate. Is there positive asymmetry. This is a contrarian bet. From cash flow perspective I could imagine 10-12% annual return in a very pessimistic scenario.
- ·3 päivää 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-action1 päivä sittenI agree. Multifunctional pick axe does not implement itself to a conplicated system of interfaces. AI is just a tool.
- ·9.7.Is 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.. 😎
- ·8.7.Undervalued (227,74 USD fair value)? https://finance.yahoo.com/markets/stocks/articles/accenture-acn-wins-nato-ai-170955973.html
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