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AECOM Stock Price

NYSE:ACM Community·US$8.7b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 48 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ACM Share Price Performance

US$0
-124.94 (-100.00%)
​
US$86.92
Fair Value
US$0
-124.94 (-100.00%)
​
Price US$0
Fri, 21 Aug 26
Fair ValueUS$86.92
Share Pricen/a

ACM Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$86.92 23.8% undervalued intrinsic discount

Analysts Lift AECOM Valuation as New Contracts Drive Revenue Growth Expectations

0users have liked this narrative
0users have commented on this narrative
25users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$87 23.9% undervalued intrinsic discount

Infrastructure Spending And Federal Programs Will Support Stable Prospects Despite Pessimistic Assumptions

0users have liked this narrative
1users have commented on this narrative
2users have followed this narrative
AN
andrei9868
andrei9868's
Fair Value
·
Fair Value US$90 26.4% undervalued intrinsic discount

AECOM: The Infrastructure Compounder Hiding in Plain Sight

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
ACM logo
AECOM

AECOM: The Infrastructure Compounder Hiding in Plain Sight

A big one-off problem makes AECOM’s latest results look messy, but customers keep handing it new infrastructure work and its higher-value design business keeps gaining momentum. The key question is whether that setback is a lingering issue—or a legacy project hiccup inside a business that’s quietly getting stronger.Read more

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AN
andrei9868
Emerging Author
US$90
26.4% undervalued intrinsic discount
andrei9868's
Fair Value
Revenue
14.78% p.a.
Profit Margin
2.42%
Future PE
21.76x
Price in 2031
US$144.95
View
ACM logo
AECOM

Analysts Lift AECOM Valuation as New Contracts Drive Revenue Growth Expectations

AECOM is riding a wave of government-backed infrastructure work and growing demand for climate and energy transition projects, giving it strong visibility for future work and a shift toward higher-value services. The big question is whether those tailwinds can outweigh reliance on public budgets, rising costs, and tougher tech-driven competition.Read more

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AN
AnalystConsensusTarget
US$86.92
23.8% undervalued intrinsic discount
AnalystConsensusTarget's
Fair Value
Revenue
8.47% p.a.
Profit Margin
5.34%
Future PE
13.13x
Price in 2029
US$114.94
View
ACM logo
AECOM

Infrastructure Spending And Federal Programs Will Support Stable Prospects Despite Pessimistic Assumptions

AECOM may have steadier demand than the market expects, with government infrastructure programs and the build‑out of data centers keeping work flowing across transportation, water, energy, and defense projects. The real question is whether its growing focus on higher‑value advisory work and faster, AI‑assisted delivery can turn that pipeline into stronger profits—or whether current pessimism is already too cautious.Read more

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AN
AnalystLowTarget
US$87
23.9% undervalued intrinsic discount
AnalystLowTarget's
Fair Value
Revenue
5.13% p.a.
Profit Margin
5.1%
Future PE
14.25x
Price in 2029
US$114.91
View
ACM logo
AECOM

Long Term Infrastructure And AI Megatrends Will Support Stronger Margins And Earnings Quality

AECOM is riding a wave of long-running demand for new and upgraded infrastructure, helped by growing needs tied to data centers and the power and water systems around them. The upside depends on the company keeping a strong pipeline of contracted work and successfully shifting toward higher-value advisory services, while avoiding delays or cuts to government-funded projects.Read more

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AN
AnalystHighTarget
US$133.4
50.4% undervalued intrinsic discount
AnalystHighTarget's
Fair Value
Revenue
4.96% p.a.
Profit Margin
6.08%
Future PE
18.42x
Price in 2029
US$176.41
View

Trending Discussion

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Recently Updated Narratives

AN
andrei9868
ACM logo

AECOM: The Infrastructure Compounder Hiding in Plain Sight

Fair Value: US$90 26.4% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
ACM logo

ACM: Record Backlog And Margin Targets Will Support Future Upside

Fair Value: US$86.92 23.8% undervalued intrinsic discount
25 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
ACM logo

ACM: Airport Design Wins Will Support Future Infrastructure Upside

Fair Value: US$87 23.9% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with reasonable growth potential.

2 Risks
4 Rewards
View Full Analysis

AECOM Key Details

US$15.4b

Revenue

US$14.5b

Cost of Revenue

US$874.0m

Gross Profit

US$501.4m

Other Expenses

US$372.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.90
5.68%
2.42%
110.2%
View Full Analysis

About ACM

Founded
1980
Employees
51000
CEO
W. Rudd
WebsiteView website
www.aecom.com

AECOM, together with its subsidiaries, provides professional infrastructure consulting services for governments, businesses, and organizations internationally. The company operates in three segments: Americas, International, and AECOM Capital. The company offers advisory, planning, consulting, architectural and engineering design, construction and program management services, and investment and development services to public and private clients in major end markets such as transportation, facilities, water, environmental, and energy. It is also involved in the investment and development of real estate projects. The company was formerly known as AECOM Technology Corporation and changed its name to AECOM in January 2015. AECOM was incorporated in 1980 and is headquartered in Dallas, Texas.

Recent ACM News & Updates

User avatar
Narrative Update • Aug 21

ACM: Record Backlog And Margin Targets Will Support Future Upside

Analysts have reduced their AECOM price target from about $99.21 to $86.92 as they factor in updated assumptions around revenue growth, profit margins, and a lower future P/E multiple. What's in the News for AECOM AECOM reported a $337 million pretax charge related to delays in a large construction management project caused by subcontractor productivity issues, while also highlighting a record backlog of $27.8b and a book to burn ratio of 1.6x.

Recent updates

No updates

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