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ACN

Accenture Plc

BUY 2026-08-01 Updated today USD 165.92 Technology - Information Technology ServicesAWAIT ENTRY
65

Position levels

Currenttoday
USD 165.92
Buy <=wait / entry
USD 145.00
Trim >=take some off
USD 185.00
Thesis breakLoss of the NATO NCI contract, two consecutive quarters of negative bookings gro...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case48%62 / 10029.8
Bear case19%10 / 1001.9
Weighted conviction65 / 100 - BUY

Top risks

  • NATO Communications and Information Agency contract for Protected Business Network platform valued at approximately 200 million euros over seven years
  • Acquisition of UK AI start-up Faculty in a $1bn deal
  • Q3 2026 earnings beat with actual EPS of $3.80 versus estimated $3.71
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.