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Accenture plc (ACN): A Bull Case Theory

We came across a bullish thesis on Accenture plc on Disruptive analytics’s Substack by Magnus Ofstad. In this article, we will summarize the bulls’ thesis on ACN. Accenture plc's share was trading at $238.97 as of September 26th. ACN’s trailing and forward P/E were 19.67 and 17.18 respectively according to Yahoo Finance.

Accenture (ACN) is aggressively embracing generative AI, transforming it from a perceived industry risk into a central growth driver. In fiscal 2025, the company tripled its AI-related revenue to $2.7 billion and secured $5.9 billion in gen AI bookings,...