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AECOM Stock Price

NYSE:ACM Community·US$9.2b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 34 Fair Values set on narratives written by author

ACM Share Price Performance

US$71.31
-37.62 (-34.54%)
US$121.75
Fair Value
US$71.31
-37.62 (-34.54%)
41.4% undervalued intrinsic discount
US$121.75
Fair Value
Price US$71.31
AnalystConsensusTarget US$121.75
AnalystHighTarget US$152.00
AnalystLowTarget US$101.00

ACM Community Narratives

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Fair Value US$121.75 41.4% undervalued intrinsic discount

Analysts Lift AECOM Valuation as New Contracts Drive Revenue Growth Expectations

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·
Fair Value US$152 53.1% undervalued intrinsic discount

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

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·
Fair Value US$101 29.4% undervalued intrinsic discount

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

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US$121.75
41.4% undervalued intrinsic discount
Revenue
5.19% p.a.
Profit Margin
5.32%
Future PE
19.57x
Price in 2029
US$160.14
US$152
53.1% undervalued intrinsic discount
Revenue
-8.89% p.a.
Profit Margin
7.64%
Future PE
27.45x
Price in 2029
US$197.98
US$101
29.4% undervalued intrinsic discount
Revenue
-8.68% p.a.
Profit Margin
7.56%
Future PE
18.27x
Price in 2029
US$131.26

Trending Discussion

Updated Narratives

ACM logo

ACM: Defense And Fusion Contract Wins Will Support Future Earnings Upside

Fair Value: US$121.75 41.4% undervalued intrinsic discount
20 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ACM logo

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

Fair Value: US$152 53.1% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ACM logo

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

Fair Value: US$101 29.4% undervalued intrinsic discount
0 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Very undervalued with adequate balance sheet.

1 Risk
5 Rewards

AECOM Key Details

US$16.0b

Revenue

US$14.8b

Cost of Revenue

US$1.2b

Gross Profit

US$603.7m

Other Expenses

US$631.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
4.91
7.73%
3.95%
106.9%
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

Narrative Update May 12

ACM: Defense And Fusion Contract Wins Will Support Future Earnings Upside

Analysts have slightly adjusted their price target on AECOM to $121.75 from $121.83, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E, while leaving their overall valuation framework largely intact. What's in the News AECOM joined Type One Energy and Tokamak Energy in the UK Infinity Fusion Consortium to pursue what is described as the first private sector led fusion power plant project in the UK.

Recent updates

No updates