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AECOM Stock Price

NYSE:ACM Community·US$8.5b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 49 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ACM Share Price Performance

US$64.02
-61.41 (-48.96%)
​
US$87.00
Fair Value
US$64.02
-61.41 (-48.96%)
26.4% undervalued intrinsic discount
US$87.00
Fair Value
Price US$64.02
AnalystLowTarget US$87.00
andrei9868 US$90.00
AnalystConsensusTarget US$86.92
Fri, 7 Aug 26
Fair ValueUS$87.00
Share Pricen/a

ACM Community Narratives

AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$87 26.4% 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 28.9% 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
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$86.92 26.3% 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
ACM logo
AECOM
28.9% undervalued intrinsic discount

AECOM: The Infrastructure Compounder Hiding in Plain Sight

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AN
andrei9868
Emerging Author
andrei9868
Published 15 Aug
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ACM logo
AECOM
26.3% undervalued intrinsic discount

Analysts Lift AECOM Valuation as New Contracts Drive Revenue Growth Expectations

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 Aug
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ACM logo
AECOM
39.6% undervalued intrinsic discount
Updated

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

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AN
AnalystHighTarget
AnalystHighTarget
Updated 4 Sep
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ACM logo
AECOM
26.4% undervalued intrinsic discount

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

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Aug
Read Narrative

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 28.9% 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
AnalystHighTarget
ACM logo

ACM: Record Backlog And Defense Work Will Support Future Upside

Fair Value: US$106 39.6% 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 26.3% 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

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 • Sep 04

ACM: Record Backlog And Defense Work Will Support Future Upside

Analysts have revised their price target on AECOM to $106.00 from $133.40, reflecting adjusted assumptions related to the discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for AECOM AECOM reported a record backlog of $27.8b with a book to burn ratio of 1.6x, alongside a $337m pretax charge linked to delays and productivity issues on a major construction management project.
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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