17 analysts' median target is $195[FMP target], stock is $137, +42.4% upside potential. After Q3 +2.7% EPS beat[FMP earnings], the stock moved -2.5%.
A = MoonshotScore 43[multi-pillar formula] + Council 4/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].
Q1 consensus: revenue $18.1B[FMP est], EPS $3.21[FMP est]. 8 consecutive quarters of beat[FMP earnings].
Q3 EPS +2.7% beat[FMP] but the stock -2.5% D+1[FMP D+1]. Angie Park promised $186.2M CapEx + a sequential decline in Q1 during the Q3 earnings call[Angie Park capex transcript].
Watchlist
Operating Margin Expansion
operating_margin_expansion
Accenture achieved a 17% operating margin in Q3, a 20 basis point increase year-over-year, and now expects its full fiscal year 2026 adjusted operating margin to be 15.8%, representing a 20 basis point expansion over fiscal 2025.
"Operating income was $3.2 billion in the third quarter, reflecting a 17% operating margin, a 20 basis point increase from operating margin in Q3 last year. For adjusted operating margin, we now expect fiscal year 2026 to be 15.8%, a 20 basis point expansion over adjusted fiscal 2025 results."
- Angie Park, Chief Financial Officer - Q3 FY26 Earnings Call - June 18, 2026
Fy26 Revenue Guidance
fy26_revenue_guidance
Accenture updated its full fiscal year 2026 revenue guidance to a range of 3%-4% growth in local currency over fiscal 2025, including an estimated 1% impact from its federal business and an inorganic contribution of about 1.5%.
"For the full fiscal 2026, we now expect our revenue to be in the range of 3%-4% growth in local currency over fiscal 2025, including an estimated 1% impact from our federal business. We continue to expect an inorganic contribution of about 1.5%."
- Angie Park, Chief Financial Officer - Q3 FY26 Earnings Call - June 18, 2026
Ai Adoption Ecosystem
ai_adoption_ecosystem
Accenture is seeing increased client adoption of advanced AI projects, with another 100 clients initiating such projects this quarter, and is on track to more than double bookings from key emerging AI and data partners like Anthropic, Databricks, Gemini, Mistral AI, Nvidia, OpenAI, Palantir, and Snowflake.
"This quarter, we saw another 100 clients initiate advanced AI projects with us. We are also on track to more than double our bookings from our key emerging AI and data partners compared with FY 2025, including Anthropic, Databricks, Gemini, Mistral AI, Nvidia, OpenAI, Palantir, and Snowflake."
- Julie Sweet, Chair and Chief Executive Officer - Q3 FY26 Earnings Call - June 18, 2026
Accenture Edge Midmarket
accenture_edge_midmarket
Accenture is launching 'Accenture Edge' to target the $240 billion mid-market segment, offering tailored business solutions for companies with $300 million to $3 billion in revenue.
"We estimate that the mid-market, which we look at as companies with between $300 million and $3 billion of revenue, is a $240 billion addressable market for us, growing high single digits. That is why we are launching a new business next week called Accenture Edge."
- Julie Sweet, Chair and Chief Executive Officer - Q3 FY26 Earnings Call - June 18, 2026
Middle East Conflict Impact
middle_east_conflict_impact
The Middle East conflict negatively impacted Q3 revenue by approximately $100 million and is expected to have further indirect effects in Q4, particularly in discretionary spend.
"First, we were impacted by the conflict in the Middle East. We saw a revenue impact of approximately $100 million compared to our expectations, which was all consulting type of work, split evenly between the direct impact on our Middle East business and indirect effects outside of the region. In the last few weeks of the quarter, we saw this indirect impact globally in products and to a lesser degree in resources, mostly in discretionary spend."
- Julie Sweet, Chair and Chief Executive Officer - Q3 FY26 Earnings Call - June 18, 2026
Ot Security Acquisitions
ot_security_acquisitions
Accenture is investing approximately $9 billion in acquisitions this fiscal year, notably acquiring majority stakes in Dragos, runZero, and NetRise to create a first-of-its-kind OT security platform, significantly expanding its total addressable market.
"On acquisitions, because of the exciting OT cybersecurity acquisitions we announced today, which I'll talk about in a moment, we now expect to deploy approximately $9 billion of capital this year based on the anticipated closing dates of the acquisitions. This morning, we announced that we are acquiring a majority stake in Dragos, a leading platform for operational technology or OT, cybersecurity, and all of runZero, a leading vulnerability and exposure assessment firm, and NetRise, a leader in device security. Together, these acquisitions will create a first of a kind OT security platform that lets clients see threats, find vulnerabilities, and fix them before it becomes a crisis."
- Julie Sweet, Chair and Chief Executive Officer - Q3 FY26 Earnings Call - June 18, 2026
Stock Expert AI - Methodology
multi-pillar methodology. Cash Runway strong. Revenue Growth weak.
How is it calculated? ->6 investor frameworks. 4 bullish (Ray Dalio, Klarman, Buffett, Munger), 1 bearish (Ken Griffin), 1 neutral (Jim Simons).
How is it calculated? ->Quality business, discounted price.
How is it calculated? ->Past Performance
Q3 (June 18, 2026): EPS $3.80 vs $3.70 est[FMP], +2.7% beat. D+1 movement: -2.5%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.
Q3: EPS $3.80 vs $3.70 beat[FMP], stock -2.5% D+1[FMP].
No RPO/backlog concentration disclosed in Q3 earnings call.
Q3 CapEx $186.2M[FMP cashflow]. Q3 op margin 17.0%[FMP op margin] - this level in Q1 is sensitive to CapEx revision risk.
Not advice - a structural framework for earnings night. Decision discipline is yours.
Market Outlook
You read it in 5 minutes. When the numbers come out on Thursday evening - you know what you're looking at.
Data arrives at night. The framework is ready now.
Data arrives on Thursday evening. The framework is ready on this page: Q1 EPS threshold $3.21[FMP], CapEx threshold "below $186.2M"[Angie Park]. Two anchors, three scenarios.
Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).
Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts
Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing
Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore multi-pillar + Insider tracker + Technical levels - all in one platform, for every stock.
Educational tool, not investment advice. Past performance does not guarantee future results.
Calendar
DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.
This Accenture plc (ACN) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.
Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.
Figures are sourced from Financial Modeling Prep (FMP) fundamentals and consensus data plus official earnings-call transcripts; derived metrics are labeled with their source next to each figure.
No. This page is educational research, not investment advice. It summarizes analyst consensus and company data; consult a licensed financial advisor before making any investment decision.