Update shared on19 Sep 2025
Fair value Decreased 3.42%Analysts have lowered Accenture’s price target from $316.05 to $305.23, citing persistent concerns over weak bookings, headwinds in federal services and IT, and the need for more evidence of accelerating growth despite some optimism around consulting and AI momentum.
Analyst Commentary
- Bearish analysts cite lingering concerns over weak bookings, particularly in federal services, and believe consensus expectations for near-term revenue growth, especially FY26, are still too high.
- Bullish analysts acknowledge underperformance driven by negative market sentiment but see reasonable or even beatable long-term growth targets, creating an attractive risk-reward for longer-term investors.
- Broad industry headwinds—such as trade uncertainty, consumer spending softness, and IT sector underperformance—contribute to a clouded outlook, causing several analysts to recommend caution or a wait-and-see approach.
- Several analysts note improving signals and optimism around the Consulting segment and emerging AI-related business, but they remain cautious until tangible acceleration in bookings and growth is seen.
- Recent model and outlook updates followed mixed quarterly results, with raised revenue guidance and AI bookings momentum offset by concerns about federal spending headwinds and the need for estimate resets to catalyze sentiment.
What's in the News
- Accenture and WPP reportedly held high-level merger discussions, as covered by Campaign, signaling potential strategic expansion or consolidation in the professional services and advertising sectors (Campaign, 2025-07-15).
- Accenture and Google Cloud are partnering with Eneva to deploy cloud and AI solutions to optimize energy operations in Brazil, enhancing asset maintenance, employee productivity, and operational efficiency amid a rapidly growing market (Key Developments, 2025-09-10).
- Accenture and Amazon Web Services have entered a five-year collaboration with NatWest Group to accelerate modernization of digital, data, analytics, and AI capabilities, aiming to deliver more personalized financial services and foster a data-driven culture (Key Developments, 2025-07-23).
- Accenture and Microsoft are co-investing in the development of advanced generative AI-driven cybersecurity solutions, assisting organizations in mitigating AI-augmented threats while optimizing security operations and cost efficiencies (Key Developments, 2025-07-10).
- Successful implementation of Accenture and Microsoft’s AI-powered cybersecurity solutions with Nationwide Building Society led to streamlined security operations, faster threat detection, and significant improvements in cost and resource efficiencies (Key Developments, 2025-07-10).
Valuation Changes
Summary of Valuation Changes for Accenture
- The Consensus Analyst Price Target has fallen slightly from $316.05 to $305.23.
- The Consensus Revenue Growth forecasts for Accenture has risen from 6.0% per annum to 6.5% per annum.
- The Future P/E for Accenture has fallen slightly from 25.67x to 24.52x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.