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AECOM Stock Price

NYSE:ACM Community·US$9.0b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 40 Fair Values set on narratives written by author

ACM Share Price Performance

US$68.29
-45.02 (-39.73%)
US$106.88
Fair Value
US$68.29
-45.02 (-39.73%)
36.1% undervalued intrinsic discount
US$106.88
Fair Value
Price US$68.29
AnalystConsensusTarget US$106.88
AnalystHighTarget US$133.40
AnalystLowTarget US$90.00

ACM Community Narratives

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Fair Value US$106.88 36.1% undervalued intrinsic discount

Analysts Lift AECOM Valuation as New Contracts Drive Revenue Growth Expectations

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Fair Value US$133.4 48.8% undervalued intrinsic discount

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

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Fair Value US$90 24.1% undervalued intrinsic discount

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

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US$106.88
36.1% undervalued intrinsic discount
Revenue
4.95% p.a.
Profit Margin
5.58%
Future PE
16.07x
Price in 2029
US$141.15

Trending Discussion

No trending discussion available.

Updated Narratives

ACM logo

ACM: Expanded UK Framework Role Will Support Future Infrastructure Upside

Fair Value: US$90 24.1% undervalued intrinsic discount
0 users have set this as their fair value
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ACM: Defense And Homeland Security Contracts Will Support Future Upside Potential

Fair Value: US$133.4 48.8% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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ACM: Defense Infrastructure Wins And Record Backlog Will Support Future Earnings Upside

Fair Value: US$106.88 36.1% undervalued intrinsic discount
22 users have set this as their fair value
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Snowflake Analysis

Good value 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

Seeking Alpha Jul 14

AECOM: Why I Believe The Recent Selloff Is Overdone

Summary AECOM is rated Buy with a fair value range of $88–$94, reflecting a 33% upside from current levels. Despite a 50% stock drop, ACM’s Q2 FY26 showed resilient margins, a record $26.2B backlog, and AI-driven contract wins. ACM trades at a steep discount (10.2x forward P/E) versus peers, despite 20% Americas segment margins and robust capital returns. Risks include Middle East collections, lumpy FCF, and $1.64B net debt, but buybacks and dividend policy support per-share growth. Read the full article on Seeking Alpha
Narrative Update Jul 10

ACM: Expanded UK Framework Role Will Support Future Infrastructure Upside

Analysts have revised their fair value estimate for AECOM to $90.00 from $101.00, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that reflect a more balanced view of the stock’s risk and return profile. What’s in the News for AECOM AECOM was selected as Lead Designer for the Alexandra Bridge replacement project in Ottawa, providing integrated environmental, architectural, engineering, traffic management, utility coordination, and public consultation services for a modern crossing focused on long term mobility and accessibility.

Recent updates

No updates