AI Integration And Webhelp Synergies Will Transform Business

Concentrix's consensus price target was modestly reduced to $64.83 as analysts factor in compressed valuation multiples from AI-related investor uncertainty and secular headwinds—rather than fundamental weakness—while maintaining confidence in growth reacceleration and strong business fundamentals. Analyst Commentary Compressed valuation multiples attributed to investor uncertainty over the impact of artificial intelligence on labor-intensive business models and broader secular headwinds, not due to fundamental company weakness.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased revenue growth from 0.7% to 0.9%, increased profit margin from 4.4% to 4.9%, decreased future PE multiple from 11.8x to 9.8x and decreased discount rate from 10.2% to 9.1%.

AnalystConsensusTarget has increased revenue growth from 0.6% to 0.7%, decreased profit margin from 5.1% to 4.4%, increased future PE multiple from 10.4x to 11.8x and decreased shares outstanding growth rate from -0.0% to -0.0%.

AnalystConsensusTarget has decreased revenue growth from 0.7% to 0.6%.

AnalystConsensusTarget has decreased revenue growth from 1.6% to 0.7% and increased profit margin from 4.9% to 5.6%.