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Guggenheim sees slowing consulting demand and a premium valuation leaving little room for disappointment ahead of Accenture’s October earnings, says report.
Shares of Accenture drop after catching a downgrade from Guggenheim over concerns weaker demand didn’t justify the stock’s recent rally.
Leidos has trailed the broader market over the past year, although analysts remain cautiously optimistic about its prospects.
The consulting giant returned significant capital to shareholders even as its share price declined. Here is the accounting of what owners actually got, and what they might get next.
Accenture (ACN) trades at $179.03, about 53% below its two-year high, the price of a business the market thinks is ending. Over the last twelve months, it generated $12.58 billion of free cash flow, a yield of 11.5% on its market value against a 4.4% median for the S&P 500. Both facts are true. The argument between them is about growth.
Accenture stock has fallen about 39% over the past five years, while current valuation checks send mixed signals as the Discounted Cash Flow (DCF) intrinsic value estimate suggests a premium to fair value and market based multiples point to a discount. The share price decline of about 39% over five years raises the question of whether the current level already reflects weaker long term shareholder returns or whether investors are pricing in more pressure ahead. Recent deals such as the...
Burry also attacked the $17.2 million spent on Karp’s aircraft in 2025, dubbing it the “$17.2 million mile-high club.”
Accenture's stock has risen 60% from its 2026 lows and yields 3.4%. While the dividend yield looks attractive, it would be prudent to take some profits off the table here.
Accenture has notably underperformed the Technology sector over the past year, but analysts are cautiously optimistic about the stock’s prospects.
Accenture (ACN) concluded the recent trading session at $181.38, signifying a -2.97% move from its prior day's close.
Accenture’s share price has fallen a long way over the past five years, yet the current valuation picture is mixed. The Discounted Cash Flow (DCF) intrinsic value estimate points to a premium, while the earnings multiple screens suggest the stock may be on the cheap side. Accenture has declined 39.6% over the past five years, which means recent short term gains are set against a sizeable longer term drawdown for existing shareholders. Future revenue and cash flow expectations can support the...
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy returned 3.42% net of fees, trailing the Russell 1000 Value Index’s 13.87% gain. Performance benefited from stock selection in consumer staples, materials and consumer discretionary, along with an underweight in utilities. However, stock […]
Meta Platforms (NASDAQ:META) has reduced the volume of IT services outsourced to Wipro Ltd (NYSE:WIT) by at least 25% after an artificial intelligence-driven reorganisation that resulted in the closure of its digital marketing division, according to a report from Mint. Wipro’s Revenue from Meta Expected to DeclineThe report, citing two people familiar with the matter, said Wipro now expects to generate approximately $75 million in annual revenue from Meta after the technology giant decided to br
Hundreds of subpostmasters were wrongfully convicted of stealing between 1999 and 2015 after failures linked to Fujitsu’s Horizon IT system.
IBM just suffered its worst single-week collapse since 1968, yet one prominent analyst refuses to budge from a price target that implies more than 60% upside. What he sees in the wreckage that the sellers are missing could reshape the entire enterprise AI trade.
Big Blue had been riding high. Not only did fewer companies buy the actual mainframe hardware, they also bought less of the high-margin software required for tasks like banking and credit-card payments.
Big Blue had been riding high. Not only did fewer companies buy the actual mainframe hardware, they also bought less of the high-margin software required for tasks like banking and credit-card payments.
Today, July 14, 2026, customers redirected IT budgets away from software and infrastructure, raising questions about near-term demand durability.
IBM stock is having one of its worst days ever – and is dragging some other names in software and IT along with it. Shares of software and professional-services firms including Accenture, Gartner, Workday and ServiceNow were all trading lower Tuesday morning.
Investing.com -- HSBC downgraded IBM to Reduce from Hold and cut its price target to $191 from $231 in a note on Tuesday, arguing that a basket of IBM's peers offers superior earnings potential for the same investment.
(Bloomberg) -- Shares of software and IT services companies plunged Tuesday after International Business Machines Corp. reported preliminary results that missed analyst expectations, reigniting questions over the sector’s prospects.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoO
Tech stocks faced downward pressure Tuesday as disappointing preliminary results from IBM (NYSE:IBM) rippled across the sector, pulling shares of major software companies lower. Following IBM’s update, investors reacted sharply to the cooling sentiment in the broader software space: Accenture (NYSE:ACN): Fell 8% ServiceNow (NYSE:NOW): Dropped 6% Workday (NASDAQ:WDAY): Declined 5% Salesforce (NYSE:CRM): Slipped 5% The decline is rooted in a fundamental shift in enterprise capital expenditure (cap
Management stopped reporting the AI bookings number that drove the narrative last year, and what they're focused on instead has quietly reshaped the entire growth story for shareholders.
The cigarette maker plans to remove or outsource nearly one in five roles by year end
The company, which owns popular cigarette brands such as Dunhill, Rothmans, and Newport, tapped Accenture last year to support its outsourcing and AI integration efforts.
British American Tobacco (BAT) has cut 5,500 jobs across its global operations as an AI-focused transformation programme gathers pace. The London-based firm, which includes Lucky Strike cigarettes and the Vuse vaping brand in its stable, said the job losses formed part of its Fit2Win programme launched last year. In addition to the job cuts, BAT said a further 3,500 roles were being moved to strategic partners.
Accenture stock has been cut in half, but record AI demand and billions in free cash flow suggest the market may be pricing in more doom than reality.
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