Accenture plc (ACN) PT Lowered to $285 at Guggenheim

Guggenheim analyst Jonathan Lee lowered the price target on Accenture plc (NYSE: ACN) to $285.00 (from $305.00) while maintaining a Buy rating.

The analyst commented: "While ACN’s F4Q25 revenue growth came in toward the high end of its outlook range (+4.5% y/y cc revenue growth vs. +1–5% y/y cc revenue growth outlook) and management provided a FY26 outlook consistent with expectations, they did little to assuage the prevailing investor bear thesis on the potential for ongoing margin challenges. An announced restructuring in the quarter helps fund incremental investment in AI-related skillsets, but likely provides bears with tactical data points on a potential lack of durability in management’s profitability algorithm, particularly given: 1) ongoing gross margin challenges; and 2) this restructuring marks the company’s second in three years. We are moving our price target to $285 (from $305 prior) on the heels of ongoing sector multiple compression, though, over the medium term, expect the company to benefit from clients’ cost optimization initiatives and transformation agendas."

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