Key Stats for Accenture Stock
- This Week Performance: -4%
- 52-Week Range: $211 to $367
- Current Price: $215
What Happened to Accenture Stock?
Accenture (ACN) stock has shed 42.4% over the past 12 months, sliding from a 52-week high of $366.93 to a low of $211.06, as relentless AI-driven fears around IT consulting demand erased nearly half the stock’s value despite two consecutive quarters of improving bookings growth.
Wells Fargo moved to upgrade ACN to “Overweight” from “Equal Weight” on February 17, citing the firm’s growing confidence in a fiscal second-half revenue acceleration underpinned by what it described as a conservative FY26 guidance setup.
The upgrade rested specifically on two consecutive quarters of improved bookings growth, which Wells Fargo argued provided a concrete foundation for constant-currency revenue acceleration in the back half of the fiscal year.
The sentiment shift driving Wells Fargo’s action centers on the belief that ACN shares have been excessively punished by AI fears that spilled over from broader anti-software sentiment rather than any deterioration in Accenture’s own business fundamentals.
Meanwhile, on February 5, Accenture Federal Services secured a 4.5-year contract with the U.S. Department of Veterans Affairs to modernize electronic health records for more than 9 million veterans, reinforcing that the company’s federal pipeline remains active and competitively intact despite the broader sector selloff.
Wall Street’s Take on ACN Stock
That recovery story finds its foundation in Accenture stock’s fundamentals, where two consecutive quarters of improving bookings growth signal that enterprise demand for AI-integrated consulting is accelerating precisely when the market has priced in the opposite.
Analysts estimate revenue reaching $73.86 billion by fiscal 2026, with normalized EPS climbing from $12.93 to $13.82, reflecting steady margin expansion that contradicts the narrative that AI disrupts rather than amplifies Accenture’s core business.
As of February 20, 27 analysts covering ACN set a mean price target of $292.42 against a closing price of $215.35, with 14 outright buys and 3 outperforms representing a clear majority tilting bullish on the recovery thesis.
Yet the target spread tells the full story of uncertainty, with the street low sitting at $210 and the high at $330, a range that captures the binary debate between those who see AI as existential and those who see it as a tailwind.
What Does the Valuation Model Say?
If the Wells Fargo upgrade and the VA contract win mark the beginning of sentiment normalization, a mid-case valuation model targeting $334.83 implies 55.5% total upside over 4.5 years at a 10.2% annualized return from the current price of $215.35.
The credible bear case centers on multiple compression, where ACN stock’s P/E has already contracted at a 32.7% rate over one year, and any sustained AI fear overhang could keep valuations depressed even as earnings continue to grow.
At $215.35 with a mean analyst target 35.8% above the current price and a valuation model pointing to double-digit annualized returns, ACN looks materially undervalued relative to its fundamentals, making the core question one of timing rather than direction.
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