Accenture plc (ACN)
Coverage summary
Aardvark Labs Capital Research has covered Accenture plc (ACN) since June 21, 2025. The company is in the Technology sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q4 FY26 Earnings Recap, published October 1, 2026. The current rating is Hold, unchanged since the Q3 FY26 Earnings Recap of June 18, 2026. The rating has changed twice since coverage began.
Translations: 6 in Chinese.
Rating history
All ACN reports
Recap: Q4 FY26
Maintaining Hold: Both Re-Engagement Triggers Hit, and a 16% Single-Session Re-Rating Took the Whole Prize
Recap: Q3 FY26
Downgrading to Hold: A Headline Beat Masks a Bookings Rollover, a Margin Re-Compression, and a Guide Cut — the $9B Debt-Funded M&A Pivot Confirms the AI Squeeze on the Core
Recap: Q2 FY26
Maintaining Outperform on Accenture: A Beat-and-Raise With Record $22.1B Bookings, a Second Straight Gross-Margin Expansion, and a Capitulation Reversal at ~14x — the De-Rating Was Multiple Compression, Not a Broken Business
Recap: Q1 FY26
Upgrading Accenture to Outperform: Gross Margin Inflects for the First Time in Four Quarters, Advanced-AI Bookings Nearly Double to $2.2B, and Management Bought the Bottom — the Cannibalization Bear Case Is Breaking Down
Recap: Q4 FY25
Maintaining Hold on Accenture: A Clean Beat and a Record Cash Year Meet a Decelerating FY26 Guide and an $865M Restructuring — Quality Is Cheap, But the Growth Algorithm Just Stepped Down
Recap: Q3 FY25
Initiating Accenture at Hold: A Clean Beat the Market Sold — Federal Cuts, Decelerating Bookings, and an Unquantifiable AI-Cannibalization Overhang Cap a High-Quality, De-Rated Compounder