Accenture plc (ACN) Valuation
Rating: Underpriced
12-Month Fair Value: $196 – $230 – $264
Confidence: MEDIUM-HIGH
Accenture is successfully pivoting to AI services ($5.9B AI bookings, $2.7B AI revenue) but faces structural headwinds from AI-driven automation of consulting work and near-term federal contract cuts (DOGE). Stock is 6% above probability-weighted fair value of $269. Risk/reward unfavorable (0.57:1).
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