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Why Accenture (ACN) Lost Its Place in This Portfolio
Insider Monkey1d agoneutral
Why Accenture (ACN) Lost Its Place in This Portfolio

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 International Fund Admits Multi-Year Stock Holdings in Accenture (ACN) Were a “Costly Mistake”
Insider Monkey1d agoneutral
Aoris International Fund Admits Multi-Year Stock Holdings in Accenture (ACN) Were a “Costly Mistake”

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 […]

Accenture (ACN) Following UniCredit Deal And IBM Tie Up Has A Valuation Split
Simply Wall St.7d agoneutral
Accenture (ACN) Following UniCredit Deal And IBM Tie Up Has A Valuation Split

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...

Ziff Davis Q2 Earnings Call Highlights
MarketBeat8d agoneutral
Ziff Davis Q2 Earnings Call Highlights

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

Lynda Petherick named New Look CEO
Just Style11d agoneutral
Lynda Petherick named New Look CEO

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.

Is Accenture’s (ACN) Push Into AI Travel Discovery Redefining Its Competitive Edge in Agentic Commerce?
Simply Wall St.17d agoneutral
Is Accenture’s (ACN) Push Into AI Travel Discovery Redefining Its Competitive Edge in Agentic Commerce?

Earlier this month, Radisson Hotel Group announced it had worked with Accenture to launch @RadissonHotels, an AI-powered hotel discovery app within ChatGPT that lets travelers search more than 1,000 properties across over 100 countries through natural language and then complete bookings via Radisson’s website. The partnership showcases how Accenture is applying its generative AI and data capabilities to enable “agentic commerce,” where trip discovery, comparison, and decision-making...