Accenture plc · ACN · FY2025 Q3 · Calendar Q2 2025

Accenture’s GenAI momentum supports raised FY2025 outlook

The supplied analysis supports a constructive but conditional view: strong GenAI demand, above-guidance revenue and raised FY2025 guidance reinforce Accenture’s growth trajectory, while federal exposure, talent execution and macro-sensitive spending remain constraints.

Reported Before market openNYSETechnology $121.72B market cap
100quality score

Earnings scorecard

Reported versus consensus
Reported EPS $3.49 Consensus $3.35
EPS surprise +4.2% Reported versus consensus
Reported revenue $17.73B Consensus $17.32B
Revenue surprise +2.4% Reported versus consensus

Market reaction

prior-close to event-session close
Stock move -6.9% Event window
SPY move -0.5% Same window
Abnormal move -6.3% Stock minus SPY
Volume 4.0× Versus trailing sessions
Subsequent drift -1.0% Up to 20 sessions
ACNSPY benchmark

Ask FN2 about ACN FY2025 Q3

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Why did ACN fall 6.9% after beating EPS estimates in FY2025 Q3?What changed in ACN's guidance and outlook in FY2025 Q3?Give me the bull and bear case for ACN after FY2025 Q3 earnings.

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Transcript intelligence

What changed

Relative to the prior quarter, Accenture reported another above-guidance quarter, with GenAI bookings reaching $1.5 billion and a new integrated Reinvention Services unit. The supplied analysis also shows guidance remained raised, while federal-contracting and talent-related concerns persisted.

Guidance delta

Management raised guidance: Q4 FY2025 revenue of $17.0-$17.6 billion and FY2025 local-currency revenue growth of 6%-7%.

Key takeaways

  • Revenue reached $17.7 billion, up 7% in local currency and above guidance.
  • GenAI bookings reached $1.5 billion and GenAI revenue reached $700 million.
  • A new Reinvention Services unit and planned acquisitions support the growth model.

Management priorities

  • Scale GenAI platforms and AI-enabled services.
  • Build the integrated Reinvention Services unit.
  • Continue targeted acquisitions and workforce upskilling.

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Earnings History

Estimate Beat Miss Match
ACN EPS earnings history estimate and actual scatter chart 10 reported fiscal quarters and 4 future estimate-only quarters. Q1 '24 estimate $3.14 Q1 '24 actual $3.27, beat Q2 '24 estimate $2.66 Q2 '24 actual $2.77, beat Q3 '24 estimate $3.15 Q3 '24 actual $3.13, miss Q4 '24 estimate $2.78 Q4 '24 actual $2.79, match Q3 '25 estimate $3.35 Q3 '25 actual $3.49, beat Q4 '25 estimate $2.98 Q4 '25 actual $3.03, beat Q1 '26 estimate $3.74 Q1 '26 actual $3.94, beat Q2 '26 estimate $2.86 Q2 '26 actual $2.93, beat Q3 '26 estimate $3.70 Q3 '26 actual $3.80, beat Q4 '26 estimate $3.18 Q4 '26 actual $3.29, beat Q1 '27 estimate $3.95 Q2 '27 estimate $3.14 Q3 '27 estimate $4.02 Q4 '27 estimate $3.58
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Analyst Consensus ?

ConsensusBuy52 ratings
Bullish3465.4%
Neutral1732.7%
Bearish11.9%

Analyst 52W Price Targets

$195.05Current
$136Low
$286.39Average
$456High

Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 5, 2026. Not an FN2 forecast.

Firm-level rating actions

FMP grade actions identify the grading firm, not a named analyst.

FirmRatingPrior ratingActionDate
Wells Fargo Equal Weight Equal WeightMaintainOct 2, 2026
Truist Securities Hold HoldMaintainOct 2, 2026
TD Cowen Hold HoldMaintainOct 2, 2026
Susquehanna Neutral NeutralMaintainOct 2, 2026
RBC Capital Outperform OutperformMaintainOct 2, 2026
Show 47 more rating actions

Named analyst price targets

Upside is calculated against the persisted current price $195.05. FMP does not supply a rating on these named-analyst rows.

FirmAnalyst52W targetPrice when postedUpsideDate
Truist FinancialArvind Ramnani$220$202.59 +12.8%Oct 2, 2026
RBC CapitalDavid Paige$240$204 +23.0%Oct 2, 2026
Argus ResearchAnalyst unavailable$260$204.03 +33.3%Oct 2, 2026
BMO CapitalAnalyst unavailable$235$212.3 +20.5%Oct 2, 2026
Morgan StanleyJames Faucette$195$212.3 -0.0%Oct 2, 2026
See 128 more

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Company context

Snapshot as of publication

Accenture plc is a global professional services firm that delivers a wide array of strategy, consulting, interactive, technology, and operations services worldwide. Its comprehensive offerings include application services such as agile transformation, DevOps implementation, application modernization, enterprise architecture, software and quality engineering, and data management. It also specializes in intelligent automation, incorporating robotic process automation, natural language processing, and virtual agents, alongside liquid application management and various program, project, and service management solutions. The company provides strategic consulting, focusing on critical data elements, data governance, platform architecture, and enabling product-centric organizations to ensure business adoption and value realization. Accenture supports the digitization of engineering and research & development, designs and develops smart connected products, modernizes product platforms, and facilitates product-as-a-service models.…

Historical context

All ACN earnings
+15.8%FY2026 Q4 · Calendar Q4 2026-18.0%FY2026 Q3 · Calendar Q2 2026+4.3%FY2026 Q2 · Calendar Q1 2026

Technology peers this season

Latest reports in the same sector
CompanyQuarterEPS surpriseMarket moveHeadline
JBL Jabil Inc. FY2026 Q4 · Calendar Q3 2026 +8.1% -10.0% Jabil enters FY2027 with AI-led growth and capacity risks
MU Micron Technology, Inc. FY2026 Q4 · Calendar Q3 2026 +5.4% +0.0% Micron: Strong AI Memory Demand, Higher Capex, and HBM4E Ahead
SNX TD Synnex Corp FY2026 Q3 · Calendar Q3 2026 +20.9% -9.9% TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter
ADBE Adobe Inc. FY2026 Q3 · Calendar Q3 2026 +0.8% +1.4% Adobe raises FY26 outlook as AI strategy broadens
ORCL Oracle Corporation FY2027 Q1 · Calendar Q3 2026 +10.3% -1.7% Oracle raises FY27 outlook as AI demand accelerates cloud growth
SAIL SailPoint, Inc. FY2027 Q2 · Calendar Q3 2026 +13.8% -1.2% SailPoint pairs 25% ARR growth with accelerating AI-driven adoption

Latest beats and misses

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Sources

  1. Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
  2. FN2 earnings calendar · 2026-07-26T00:37:55.686058+00:00
  3. Polygon adjusted daily market bars · 2026-10-05T21:50:39.846606+00:00
  4. Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-05T21:50:39.843836+00:00

Methodology

Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.

Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.

Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.

By FN2 Research · Updated · As of 2026-10-05. For educational purposes only; not investment advice.