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AECOM Stock Price

NYSE:ACM Community·US$10.4b 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$79.50
-26.83 (-25.23%)
US$121.83
Fair Value
US$79.50
-26.83 (-25.23%)
34.7% undervalued intrinsic discount
US$121.83
Fair Value
Price US$79.50
AnalystConsensusTarget US$121.83
AnalystHighTarget US$152.00
AnalystLowTarget US$101.00

ACM Community Narratives

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Fair Value US$121.83 34.7% undervalued intrinsic discount

Analysts Lift AECOM Valuation as New Contracts Drive Revenue Growth Expectations

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20users have followed this narrative
·
Fair Value US$152 47.7% undervalued intrinsic discount

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

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·
Fair Value US$101 21.3% undervalued intrinsic discount

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

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US$121.83
34.7% undervalued intrinsic discount
Revenue
5.2% p.a.
Profit Margin
5.31%
Future PE
19.33x
Price in 2029
US$158.16
US$152
47.7% undervalued intrinsic discount
Revenue
-8.89% p.a.
Profit Margin
7.64%
Future PE
27.45x
Price in 2029
US$197.98
US$101
21.3% 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 Wins Will Support Future Earnings Upside

Fair Value: US$121.83 34.7% 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 47.7% 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 21.3% 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$14.7b

Cost of Revenue

US$1.2b

Gross Profit

US$628.0m

Other Expenses

US$601.3m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 12, 2026
4.65
7.70%
3.77%
107.9%
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 Apr 28

After Two Detrimental Earnings Events, Could AECOM Be Third Time Lucky?

Summary Recent earnings events have driven Aecom’s stock down 38% in six months, but Q2 2026 offers the potential for a shift. ACM’s accelerating AI adoption, robust data center servicing growth, and strategic buyback authorization ($1.34B authorization equating to 13% of market cap) position it for operating leverage and shareholder returns. At 10x forward EBITDA, Aecom is now one of the cheapest infrastructure consulting stocks around, with the market sleeping over its operating leverage capabilities. With a dividend growth track record of 20% CAGR, ACM is also likely to attract income investors looking for beaten-down dividend growers. The stock has now reached its lower Bollinger band on the monthly chart, while selling volumes have been on the wane. Read the full article on Seeking Alpha
Narrative Update Apr 26

ACM: Defense And Fusion Wins Will Support Future Earnings Upside

Analysts have adjusted AECOM's price target to about $122 from roughly $126. This reflects updated views on its discount rate, revenue growth, profit margin, and future P/E assumptions.

Recent updates

No updates