Dekho bhai, Accenture ke CEO ne ek dum clear kar diya hai ki future growth sirf company ke andar cost kam karne se nahi aayegi. Asli game changer hai Artificial Intelligence (AI), jisko use karke woh naye business opportunities khoj rahe hain. Unka kehna hai ki Large Language Models (LLMs) toh ab naye digital 'malls' ban gaye hain, jahan se chote aur beechle businesses (SMEs) bhi duniya bhar mein apna maal bech sakte hain aur clients se connect ho sakte hain. Accenture isme clients ko guide karne wala hai.
Accenture ne FY25 mein tagda performance dikhaya hai. Revenue $69.7 billion pahunch gaya aur bookings $80 billion se upar. Sabse mast baat ye hai ki Generative AI (GenAI) se revenue $2.7 billion ho gaya, jo pichle saal se teen guna hai! Bookings bhi double hokar $5.9 billion ho gayi.
Par itna sab hone ke baad bhi, investors thode confused hain. AI se IT outsourcing models ko kitna impact hoga, iski chinta hai. Accenture bhi maanta hai ki clients ke liye AI adopt karna sabse bada challenge hai. Stock price bhi February 2026 mein $211.06 ke 52-week low tak jaa pahuncha tha, market mein thodi volatility thi.
Competition bhi peeche nahi hai. Infosys aur TCS bhi AI se achhi khasi revenue bana rahe hain, Infosys ka 5.5% aur TCS ka 5.8% revenue AI se aa raha hai.
Kuch logon ko dar hai ki AI se traditional IT models khatam ho sakte hain, jisse valuations par pressure aa raha hai.
Fir bhi, analysts jaise UBS aur Berenberg Accenture ko buy karne ki salah de rahe hain, target $313-$320 tak ka de rahe hain, kyunki unhe lagta hai ki AI mein company ka position solid hai.
Aage chal kar, FY26 ke liye Accenture 2-5% revenue growth expect kar raha hai aur EPS $13.52 se $13.90 ke beech rehne ka andaaza hai. Overall, analysts ka consensus 'Moderate Buy' hai, jiska average target $298.38 hai. Matlab, market ko umeed hai ki Accenture AI ke time mein bhi achha perform karega.