Accenture is the bellwether for enterprise AI implementation services, with $3B+ in GenAI bookings annually and deepening relationships with hyperscaler partners. Discretionary consulting demand has softened, but managed services backlog supports revenue durability. AI implementation projects are extending traditional digital transformation pipelines. Margin discipline through pyramid restructuring offsets pricing pressure.
Thesis reviewed May 29, 2026
Accenture plc is headquartered in Ireland, which is currently showing elevated risk signals.
🇮🇪Ireland74NEUTRALView Ireland risk detail →💻Technology23WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WIT | Wipro Ltd | 29 | +6% | ↓8% | NEUTRAL |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| SHOP | Shopify Inc. | 29 | +13% | ↓8% | EARLY |
| META | Meta Platforms Inc. | 29 | +20% | ↓8% | EARLY |
| DELL | Dell Technologies Inc. | 29 | +14% | ↓8% | EARLY |
| SNOW | Snowflake Inc. | 29 | +9% | ↓8% | NEUTRAL |
| GLOB | Globant SA | 29 | +12% | ↓8% | EARLY |
Investors who hold ACN may also have indirect exposure through these country funds.
Accenture GenAI bookings hit $4B annualized in latest quarter
Discretionary consulting demand remains soft in EMEA
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Dan NewhouseWA | Buy | $1k–$15k | Jul 10, 26 | ||
| Gilbert CisnerosCA | Buy | $1k–$15k | Jun 16, 26 | ||
| Richard W. AllenGA | Buy | Unknown amount | May 8, 26 | ||
| John Boozman | Sell | $1k–$15k | May 15, 26 | ||
| Julie JohnsonTX | Buy | $1k–$15k | May 12, 26 | ||
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Apr 14, 26 | +3.7% |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Mar 23, 26 | +4.7% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Mar 13, 26 | -4.4% |
| Kevin HernOK | R | Buy | Unknown amount | Mar 16, 26 | -6.3% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Feb 10, 26 | -9.9% |
| Julia LetlowLA | R | Buy | $1k–$15k | Jan 15, 25 | -31.8% |
| Julia LetlowLA | R | Buy | $1k–$15k | Oct 23, 24 | -31.8% |
| Julia LetlowLA | R | Buy | $1k–$15k | Apr 22, 25 | -31.8% |
| Julia LetlowLA | R | Buy | $1k–$15k | Jul 24, 25 | -31.8% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Dec 19, 25 | -32.9% |
| Markwayne Mullin | Sell | $15k–$50k | Sep 24, 25 | -22.6% | |
| Shelley M Capito | Sell | $1k–$15k | Feb 24, 25 | -44.3% | |
| Markwayne Mullin | Buy | $50k–$100k | Feb 13, 25 | -46.6% | |
| Jared MoskowitzFL | D | Buy | $1k–$15k | Nov 8, 24 | -46.8% |