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Deutsche Bank maintains target on Accenture shares, sees guidance trim

EditorEmilio Ghigini
Published 12/06/2024, 10:56
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On Wednesday, a Deutsche Bank (ETR:DBKGn) analyst maintained a Hold rating on Accenture plc (NYSE:ACN) with a steady share price target of $295.00. The firm anticipates that Accenture will announce third-quarter fiscal year 2024 revenues of approximately $16.56 billion, which reflects a year-over-year status quo, and earnings per share (EPS) of $3.17.

The analyst projects that Accenture will lower the upper end of its full-year 2024 revenue growth forecast by about one percentage point to a range of 1-2% in constant currency terms.

Additionally, the firm expects the company to set its fourth-quarter 2024 revenue growth targets between 2-6% in constant currency, factoring in an aggressive acquisition strategy. This approach suggests a negative organic growth for the year, which is also anticipated for the third and fourth quarters of 2024.

Accenture's recent business bookings have been focused on large-scale transformations, which tend to translate into revenue more slowly, especially in a weak IT spending environment.

The analyst also noted that there is no significant immediate or medium-term positive impact expected from generative AI technologies and that the role of such technologies in the IT Services sector will likely remain a subject of debate for at least the next 12 months.

The firm's cautious stance comes after a recent evaluation of Accenture's position, considering the challenges that could persist for the company. The maintained price target and rating reflect the analyst's expectation of Accenture's upcoming financial results and guidance adjustments.

In other recent news, Accenture has seen a flurry of activity with changes in leadership, analyst adjustments, and business developments. The professional services company announced a series of leadership appointments, including Angie Park as the new Chief Financial Officer and Mauro Macchi as the Chief Executive Officer for Europe, the Middle East, and Africa.

Other significant appointments include Angela Beatty as Chief Leadership and Human Resources Officer, Karthik Narain as Chief Technology Officer, and Bhaskar Ghosh as Chief Strategy and Innovation Officer.

TD Cowen adjusted its outlook on Accenture, reducing the price target from $350.00 to $294.00 due to concerns about a slowdown in enterprise spending. Despite the adjustment, the firm maintains a "Hold" rating on the stock. Concurrently, BofA Securities also revised its price target for Accenture shares to $365, maintaining a "Buy" rating for the company.

Accenture has been active in business developments as well. Accenture Song was appointed as the global creative and content agency of record for Randstad NV, aiming to enhance the latter's brand positioning and marketing communications. Moreover, the company announced the acquisition of Teamexpat, a specialist in embedded software for high-tech industries, to bolster its digital engineering services.

In the investment sector, Kevin Hern, representative of Oklahoma's 1st congressional district, purchased Accenture shares valued between $1,001 and $15,000. These recent developments highlight Accenture's active role in both the investment and business sectors.

InvestingPro Insights

As Accenture (NYSE:ACN) navigates a period of cautious growth predictions and strategic acquisitions, InvestingPro data provides additional context for investors. With a market capitalization of $184.98 billion, Accenture stands as a substantial entity in the IT Services industry. The company's P/E ratio, currently at 26.32, suggests a premium valuation relative to near-term earnings growth, which aligns with the analyst's hold rating. However, Accenture's ability to consistently raise its dividend, doing so for 20 consecutive years, and a recent 15.18% dividend growth, reflects a commitment to shareholder returns, which may be appealing to long-term investors.

Two InvestingPro Tips highlight Accenture's financial health and stock characteristics. First, Accenture has maintained a pattern of low price volatility, which could be a sign of stability for risk-averse investors. Second, the firm's operations with moderate levels of debt and cash flows that can sufficiently cover interest payments suggest a balanced approach to financial management.

For those considering an investment in Accenture, it's worth noting that the stock is trading near its 52-week low, potentially offering a more attractive entry point. Additionally, for a deeper dive into Accenture's financials and stock performance, InvestingPro offers more tips, with the use of coupon code PRONEWS24 granting an additional 10% off a yearly or biyearly Pro and Pro+ subscription. In total, there are 11 more InvestingPro Tips available, which could provide valuable insights for making an informed investment decision.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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