Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. IT Consulting Industry Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies76
  • 7D1.2%
  • 3M-9.6%
  • 1Y-33.5%
  • YTDn/a

Over the last 7 days, the IT Consulting industry has dropped 4.7%, driven by a pullback from Cognizant Technology Solutions of 10%. However, the industry is down 31% over the past year. Earnings are forecast to grow by 7.7% annually.

Industry Valuation and Performance

Has the U.S. IT Consulting Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jun 2026US$368.9bUS$211.6bUS$21.3b11x17.3x1.7x
Sun, 24 May 2026US$399.1bUS$210.6bUS$21.1b15.9x18.9x1.9x
Tue, 21 Apr 2026US$431.5bUS$215.1bUS$22.7b15.7x19x2x
Thu, 19 Mar 2026US$435.9bUS$213.7bUS$22.6b15.5x19.3x2x
Sat, 14 Feb 2026US$456.1bUS$213.6bUS$22.5b18.1x20.3x2.1x
Mon, 12 Jan 2026US$592.6bUS$241.2bUS$21.2b24x28x2.5x
Wed, 10 Dec 2025US$586.6bUS$240.5bUS$21.3b24.5x27.6x2.4x
Fri, 07 Nov 2025US$570.5bUS$240.4bUS$21.0b19x27.2x2.4x
Sun, 05 Oct 2025US$545.4bUS$239.6bUS$19.6b21.4x27.8x2.3x
Tue, 02 Sep 2025US$486.0bUS$207.0bUS$18.9b23.1x25.7x2.3x
Thu, 31 Jul 2025US$527.9bUS$206.4bUS$19.0b22.5x27.7x2.6x
Sat, 28 Jun 2025US$566.8bUS$205.3bUS$18.7b24.4x30.3x2.8x
Mon, 26 May 2025US$547.6bUS$204.0bUS$18.4b26.9x29.7x2.7x
Wed, 23 Apr 2025US$497.3bUS$203.4bUS$18.5b26.2x26.9x2.4x
Fri, 21 Mar 2025US$558.4bUS$203.4bUS$18.4b31.7x30.3x2.7x
Sun, 16 Feb 2025US$630.4bUS$202.5bUS$18.2b40.2x34.7x3.1x
Tue, 14 Jan 2025US$552.0bUS$202.4bUS$18.2b33.6x30.3x2.7x
Thu, 12 Dec 2024US$577.8bUS$201.1bUS$17.8b40x32.4x2.9x
Sat, 09 Nov 2024US$559.0bUS$202.0bUS$17.7b41.6x31.5x2.8x
Mon, 07 Oct 2024US$564.2bUS$202.2bUS$19.4b42.3x29x2.8x
Wed, 04 Sep 2024US$531.1bUS$202.6bUS$19.2b33.7x27.6x2.6x
Fri, 02 Aug 2024US$515.4bUS$202.8bUS$19.3b30.6x26.7x2.5x
Sun, 30 Jun 2024US$468.0bUS$203.2bUS$18.8b28.5x24.9x2.3x
Tue, 28 May 2024US$463.6bUS$203.3bUS$18.9b28.3x24.6x2.3x
Thu, 25 Apr 2024US$483.2bUS$199.2bUS$17.1b21.5x28.2x2.4x
Sat, 23 Mar 2024US$511.9bUS$199.1bUS$17.1b21.3x29.9x2.6x
Mon, 19 Feb 2024US$535.0bUS$199.3bUS$17.0b22.8x31.5x2.7x
Wed, 17 Jan 2024US$509.7bUS$199.8bUS$16.4b20.1x31x2.6x
Fri, 15 Dec 2023US$495.6bUS$199.4bUS$16.3b19.4x30.4x2.5x
Sun, 12 Nov 2023US$445.4bUS$199.3bUS$16.3b20x27.3x2.2x
Tue, 10 Oct 2023US$440.6bUS$198.8bUS$11.4b19.7x38.8x2.2x
Thu, 07 Sep 2023US$457.5bUS$198.3bUS$11.7b21.1x39.2x2.3x
Sat, 05 Aug 2023US$441.5bUS$198.4bUS$11.6b21.9x38x2.2x
Mon, 03 Jul 2023US$430.7bUS$200.6bUS$11.3b23.6x38.1x2.1x
Price to Earnings Ratio

38.1x


Total Market Cap: US$430.7bTotal Earnings: US$11.3bTotal Revenue: US$200.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. IT Consulting Industry Price to Earnings3Y Average 28.5x202420252026
Current Industry PE
  • Investors are pessimistic on the American IT Consulting and Other Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 17.5x which is lower than its 3-year average PE of 28.5x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 1.8x.
Past Earnings Growth
  • The earnings for companies in the IT Consulting and Other Services industry have grown 23% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

How does U.S. IT Consulting compare with similar industries?

US Market-2.68%
Tech-5.04%
IT-1.55%
IT Consulting1.21%
Data Processing Services-2.66%
Internet Services and Infrastructure-3.48%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
IBM International Business MachinesUS$258.273.7%
+US$8.6b		-11.5%PE22.6x
WYY WidePointUS$20.2049.0%
+US$64.4m		504.8%PS1.2x
EPAM EPAM SystemsUS$77.371.0%
+US$38.1m		-55.5%PE10.5x
CSPI CSPUS$8.763.1%
+US$2.6m		-18.3%PS1.5x
III Information Services GroupUS$4.061.2%
+US$2.4m		-12.1%PE18.4x

Latest News

IBM
US$258.27
International Business Machines
7D
3.7%
1Y
-11.5%
DXC
US$8.23
DXC Technology
7D
-4.3%
1Y
-45.9%
DOX
US$49.87
Amdocs
7D
-3.1%
1Y
-45.4%
III
US$4.06
Information Services Group
7D
1.2%
1Y
-12.1%
Narrative Update • Jun 24

III: AI Research Expansion And Buybacks Will Support Future Upside

Analysts have maintained their $6.67 price target on Information Services Group, citing only minor model adjustments, including a slightly higher discount rate and small tweaks to long term revenue growth, profit margin, and future P/E assumptions. What’s in the News for Information Services Group Information Services Group announced a new ISG AI Index that tracks how AI is affecting the global technology and business services sector, including infrastructure as a service, software as a service and managed services, using revenue, profitability, stock performance and segment specific AI indicators as inputs (source: ISG AI Index launch).
ACN
US$125.82
Accenture
7D
-1.7%
1Y
-57.5%
GLOB
US$27.73
Globant
7D
-9.8%
1Y
-69.7%
Narrative Update • Jun 24

GLOB: AI Services And Buybacks Will Support Returns Despite Legal Overhang

Analysts have trimmed the Globant price target by $0.16 to $61.23 as recent research updates factor in Q1 outperformance, alongside cautious client spending and mixed views on how AI-related work offsets legacy projects. Analyst Commentary Street research on Globant points to a mixed setup, with analysts weighing solid Q1 execution and AI-driven demand against macro caution and pressure on legacy work.
CTSH
US$39.15
Cognizant Technology Solutions
7D
-10.4%
1Y
-49.5%
WYY
US$20.20
WidePoint
7D
49.0%
1Y
504.8%
Narrative Update • Jun 23

WYY: Outsourced Procurement Win Will Likely Mask Dilutive Equity Offering

Analysts have maintained their overall fair value estimate for WidePoint at $9.50, making only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. These changes reflect fine tuning of their valuation models rather than a shift in their broader view.
IT
US$126.63
Gartner
7D
-0.7%
1Y
-68.7%
Narrative Update • Jun 23

IT: Higher Margins And Buybacks Will Counter Recent Weakness Over Time

Analysts have trimmed their price target on Gartner slightly to about $199, reflecting updated assumptions for fair value, discount rate, revenue, profit margin, and future P/E that are now marginally different from prior estimates. What's in the News for Gartner Gartner stock has faced a 19% decline over a recent nine day losing streak, with investors reacting to year over year revenue decline in Q1 fiscal 2026 and subscription revenue that fell short of analyst expectations.
EFOR
US$17.06
Everforth
7D
-10.6%
1Y
-66.0%
EPAM
US$77.37
EPAM Systems
7D
1.0%
1Y
-55.5%
Seeking Alpha • Jun 22

EPAM Systems: AI Threat Is Becoming Real (Rating Downgrade)

Summary EPAM Systems, Inc. lowered its 2026 guidance in May, reflecting a sector-wide slowdown. EPAM and Accenture have noted macroeconomic pressure, but underneath, disruption from AI code assistants seems to create structural sector pressure. EPAM is trying to position itself in the AI ecosystem, but its positioning is highly uncertain. I estimate EPAM stock to have 39% upside to $106.3, as the stock is very cheap, but such upside relies on shaky assumptions. Read the full article on Seeking Alpha
BBAI
US$3.41
BigBear.ai Holdings
7D
-13.0%
1Y
-41.2%
Analysis Article • Jun 20

BigBear.ai Holdings (BBAI) Stock Could Be 26.5% Undervalued After Backlog And Contract Wins

Shareholder approval to double authorized share count BigBear.ai Holdings (BBAI) drew fresh attention after shareholders approved doubling the company’s authorized common stock from 500,000,000 to 1,000,000,000 shares at the 2026 annual meeting. This kind of change does not alter current ownership on its own. However, it gives the company more flexibility around future capital raises, acquisitions, or stock-based compensation, which existing shareholders will want to watch closely. See our...
HCKT
US$10.48
Hackett Group
7D
0.8%
1Y
-58.3%
Narrative Update • Jun 17

HCKT: AI And Workflow Solutions Will Support Future Stock Upside

Analysts have trimmed their price target on Hackett Group stock by $1, citing updated views on discount rates, profit margins, and future P/E expectations reflected in recent research commentary. What’s in the News for Hackett Group Hackett Group joined the ServiceNow Partner Program as a Consulting and Implementation partner to help organizations identify high-value AI opportunities and accelerate workflow transformation using Hackett AI XPLR and the ServiceNow AI Platform.
BTTC
US$0.77
Black Titan
7D
2.8%
1Y
n/a
CSPI
US$8.76
CSP
7D
3.1%
1Y
-18.3%
UBXG
US$8.32
U-BX Technology
7D
13.7%
1Y
-88.5%