Accenturen Q2FY26-tulos (joulu-helmikuu) julkaistiin juuri ja luvut ylittivät konsensusodotukset. Yhtiön osakehan on laskenut n. 40% vuodessa markkinan pelätessä AI:n vaikutuksia. Toteutuneissa luvuissa ei vieläkään varsinaisesti merkkejä maailmanlopusta vaikka kasvunopeus onkin hidastunut verrattuna aiempiin vuosiin. Tällä hetkellä osaketta saa forward P/E-kertoimella 14.
“We delivered record second quarter bookings of $22.1 billion, including a record 41 clients with quarterly bookings greater than $100 million, with revenues at the top of our guided range, while continuing to take significant share in a competitive market. We’re accelerating our critical work with clients to scale advanced AI across their enterprise, and we’re seeing strong AI-driven growth. Our new strategic acquisitions will further strengthen our capabilities and expand our scale to help clients create value and achieve AI-based transformation. With our deep client relationships, industry and process expertise, leading and emerging ecosystem partnerships, and unmatched execution strength, we are uniquely positioned to help clients reinvent and capture the significant opportunities ahead.”
Earnings presentation: https://investor.accenture.com/~/media/Files/A/accenture-v4/investors/earnings-reports/2026/second-quarter-fiscal-2026-earnings-presentation.pdf