Accenture Is A Solid Hold: The AI Payoff Isn't Here Yet
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Motti Sapir1.19K FollowersFollow5ShareSavePlay(10min)CommentsSummaryAccenture remains a hold; shares are fully valued at $273.74, reflecting modest growth and AI optimism already priced in.Q1 results beat expectations with $18.7B revenue (+6% YoY) and $3.94 EPS (+10%), but FY guidance stays cautious at 2-5% revenue growth.AI bookings surged 76% YoY to $2.2B, yet meaningful revenue impact from AI remains in early stages, with upside dependent on organic growth acceleration.Strong cash flow, a robust balance sheet, and shareholder returns provide downside protection, but near-term upside hinges on visible growth or AI monetization. JHVEPhoto/iStock Editorial via Getty Images Accenture’s (ACN) stock has gone up from $240 at the last review to $273.74, a gain of just over 14%. The stock is still below its highs from earlier this year, but it’s recovered from itsThis article was written byMotti Sapir1.19K FollowersFollowWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t chase narratives. I follow the numbers and the business underneath.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.