Accenture Fair Value Estimate Raised to US$222.40 After Q4 Beat

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Summary · why it matters

Accenture's fair value estimate has been raised from US$187.03 to US$222.40 following the company's Q4 report and FY27 outlook. The revision reflects stronger bookings and a growing AI pipeline, with the revenue growth assumption shifting from 4.82% to 5.17%, the net profit margin assumption moving from 12.46% to 11.89%, the future P/E multiple updated from 13.98x to 15.40x, and the discount rate adjusted from 10.06% to 10.33%. Goldman Sachs, Argus, Evercore ISI, Baird, RBC Capital and Mizuho lifted their Accenture price targets into a US$235 to US$260 range, citing Q4 bookings of US$22.2b and an FY27 local currency growth framework of 3% to 6%. Guggenheim, Wells Fargo and Deutsche Bank stayed more cautious, while TD Cowen, Morgan Stanley and Susquehanna raised targets but kept Hold, Equal Weight or Neutral ratings. The narrative also flags a planned US$9b acquisition program in fiscal 2026 and joint AI safety investments with Anthropic.

Impact on assets 9

Financials▲
Artificial Intelligence▲
Accenture plc
ACN
▲ PositiveCapitalrelevance

Fair value estimate raised to US$222.40 and multiple banks lifted price targets after Accenture's Q4 beat and FY27 outlook.

Others▲

Off-coverage companies 3

Anthropici
Private± Mixedrelevance

Robert W. Baird & Co. Incorporatedi
Private± Mixedrelevance

Susquehanna International Groupi
Private± Mixedrelevance