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ACN

Accenture Plc

OPPORTUNISTIC BUY 2026-08-29 Data 14 days old USD 189.28 Technology - Information Technology ServicesAWAIT ENTRY
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
USD 189.28
Buy <=wait / entry
USD 165.00
Trim >=take some off
USD 205.00
Thesis breakMaterial delivery failure on the NATO digital transformation contract, a clear b...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case32%100 / 10032.0
Base case49%62 / 10030.4
Bear case19%10 / 1001.9
Weighted conviction64 / 100 - OPPORTUNISTIC BUY

Top risks

  • Government/defence contract: EUR 200 million NATO Communications and Information Agency win for Protected Business Network over seven years
  • M&A activity: ongoing acquisitions including multiple deals since 2013 as listed in Wikipedia
  • Earnings/guidance: full-year revenue growth expected 3% to 5% in local currency and adjusted EPS range $13.78-$13.xx for FY2026
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.