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Looking back on it services & consulting stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Accenture (NYSE:ACN) and its peers.
Intuit is one of three cheap, dividend-paying tech stocks flying under the radar, with Wall Street price targets suggesting up to 151% upside for the software giant.
INOD's Q2 results deliver 58% revenue growth and wider margins, but its premium valuation and customer concentration temper the outlook.
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]
The market has punished this IT consulting giant's stock, but its business performance tells a very different story about its rank among peers.
What the market is paying less for in Accenture stock, and what the company is spending nine billion dollars to change.
On Monday’s CNBC Mad Money episode, host Jim Cramer examined the top-performing stocks in the S&P 500, focusing on the dramatic turnaround in IT consulting leaders Cognizant Technology Solutions Corporation (NASDAQ:CTSH) and Accenture plc (NYSE:ACN). Addressing how market sentiment shifted around the “AI displacement trade,” Cramer outlined how both stocks surged despite long-standing Wall Street […]
The market has punished this consulting giant as if its business model is failing, yet the company's cash machine continues to run smoothly.
Accenture has significantly underperformed the broader market, while analysts remain moderately optimistic about its future growth prospects.
Accenture (ACN) is back in focus after UniCredit announced a long term collaboration with Accenture and IBM that includes Accenture acquiring a majority stake in the bank’s technology infrastructure joint venture. See our latest analysis for Accenture. Accenture’s latest banking technology deal comes after a series of AI related client wins, yet the stock tells a mixed story. A strong 30 day share price return of 28.09% contrasts with a weaker year to date share price return of 32.40%, and a...
Accenture (ACN) closed the most recent trading day at $175.72, moving +2.69% from the previous trading session.
Ziff Davis (NASDAQ:ZD) said its second-quarter results reflected continued pressure in search-driven advertising businesses, partially offset by growth in several operating areas, while the company moved to reshape its capital structure following the sale of its Connectivity business. During the qu
IT's discounted valuation, rising earnings outlook and strong cash flow offer appeal, but uneven revenue growth and Consulting weakness add risk.
IT raised its 2026 EPS and free cash flow outlook as margins improved, but lower revenue guidance keeps attention on execution and Consulting weakness.
Accenture faces softer fiscal 2026 revenue growth as weak bookings, cautious AI spending and geopolitical headwinds pressure demand and investor sentiment.
Moby summary of Ziff Davis, Inc.'s Q2 2026 earnings call
The outsourcing plan covers corporate functions, including marketing, finance, human resources and technology.
ACN's multi-year Dabur deal embeds AI across data, operations and decision-making to drive efficiency, agility and profitable long-term growth.
Accenture's revenue has swung quarter to quarter, while Lam Research continues to post steady growth.
Accenture's quarterly revenue is over three times larger, yet both companies show remarkably stable patterns.
Beneath its blue-chip exterior, the market is pricing a remarkably wide range of outcomes for this consulting giant, and shareholders are carrying that full exposure.
Fewer leaders are finding reportable business value from their AI use than they did earlier this year, according to Accenture data.
New Look has announced Lynda Petherick as its next chief executive officer (CEO) alongside a marked recovery in financial performance and plans to invest in technology designed to adapt to changing consumer habits.
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy returned 3.42% net of fees, trailing the Russell 1000 Value Index’s 13.87% gain. Performance benefited from stock selection in consumer staples, materials and consumer discretionary, along with an underweight in utilities. However, stock […]
Accenture (NYSE:ACN) has agreed to a new collaboration with UniCredit and IBM to build a next generation banking platform in Europe. The arrangement includes Accenture acquiring a majority stake in a joint venture that will manage a large share of UniCredit’s technology infrastructure. IBM will work on modernizing UniCredit’s technology stack as part of this multi year initiative. Accenture is a global consulting and technology services company, and this move deepens its role in core...
Meta Platforms (NASDAQ:META) has reduced the volume of IT services outsourced to Wipro Ltd (NYSE:WIT) by at least 25% after an artificial intelligence-driven reorganisation that resulted in the closure of its digital marketing division, according to a report from Mint. Wipro’s Revenue from Meta Expected to DeclineThe report, citing two people familiar with the matter, said Wipro now expects to generate approximately $75 million in annual revenue from Meta after the technology giant decided to br
A consulting giant showered its owners with cash, yet the stock fell far behind the market. Here is the accounting of what that money truly bought, and what it means now.
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