For international business machines New York: IBM And the accent Nyse: acnThe market’s reaction was clearly different with the stories of these two consultative leaders at Gen-AA. Both companies built billions of dollars, but one of the shares rose, while the other did not. Over the past 52 weeks, IBM shares have provided a total return of about 76 % from the closure of June 30.
Meanwhile, the total accessory return is about 0 %. This difference in the return has led to Wall Street’s expectations to see the solid negative potential in IBM, with a noticeable vision The possibilities of the upward trend in Accessure. More importantly, Accenture’s Gen-Ei grows much faster.
However, why did the arrow could not get gains such as IBM, and why analysts expect this to change?
Accenture’s Gen Ai: Smaller, but it is faster than the Great Blue
Today’s tone
As of 07/1/2025 03:59 pm
- 52 weeks
- $ 273.19
▼
$ 398.35
- Profit
- 1.96 %
- P/E ratio.
- 24.09
- The target price
- $ 370.71
IBM’s success in Gen-Ei has been well documented. Technology Gen-EAI’s book grew to $ 6 billion from start to March this year. IBM achieved this more than seven quarters, as the company started reporting this number again in the third quarter of 2023.
This means the average semester reservation growth is about $ 850 million.
Many may not realize that Acceneture has a great Gen-Ei work. During the three quarters ending May 31, the Gen-EAI book from Acceneture is $ 4.1 billion. This number indicates the average growth of GEN-Ai reservations is about $ 1.37 billion per quarter.
The growth of GEN-AA’s reservations in Accenture was $ 1.5 billion in the last quarter by 50 % of IBM “IBM” “IBM”More than one billion dollarsThe form is likely to benefit from the company’s subsequent reporting of the company due to the growth of artificial intelligence.
However, it was clear that Accenture A quarter stronger than IBM at Gen-AA. Why does the company not get a lot of love from the market?
ACN: The total and internal issues cast the cloud on artificial intelligence wins
Unfortunately, the impressive Gen-Ei story is overwhelmed by many other parts of its works. Accenture is a huge company, and other working lines do not work well.
The total reservations of the company, a sign of future revenues, decreased by 6 % in the last quarter.
The company stated that “a high level of uncertainty” in the economy this year affects its customers. As a consulting company, many of the services provided by the company are appreciated. In periods of uncertainty, estimated spending is the first thing that is negatively affected.
The federal government’s work in Acceneture slows down, and the company believes that this is a 2 % opposite wind to the total revenue growth in the next quarter. However, the company also noticed that it gives priority to “re -innovation” through Gen Ai. This helps the company’s Gen-Ei, but it can press customers and other revenue flows.
However, in the long run, this is likely to be A positive development of the accent He also seems to be a leader in artificial intelligence consultations.
In addition, the company deals with the loss of major driving personalities and a long -term internal restructuring for the service sector. These concerns raise the future of the company, which makes it difficult for investors to reward the company for its achievements of artificial intelligence.
Gen AI’s reservations for the company still consists of less than 8 %. Therefore, they do not move the comprehensive needle in a big way yet. In general, the company deals with some important challenges in the short term.
However, Gen AI is vital for the company’s long -term success. The fact that it wins these front situations, which is the shares well over the coming years.
Wall Street sees more bullish trend in ACCENture, but patience is very important
Accenture stocks today
$ 370.71
Moderate purchase
Based on 21 analyst classification
| The current price | 302.56 dollars |
|---|---|
| High expectations | 425.00 dollars |
| Average expectations | $ 370.71 |
| Low expectations | 325.00 dollars |
Accenture stocks details
the Targeted IBM is about $ 254, which means more than 13 % of the negative side of the closing price on June 30. However, the recently updated price goals are $ 325 and $ 320, indicating about 10 % of the upward trend. The price of the consensus tracked in Marketbeat is $ 370, which means approximately 24 % up.
Although many in Wall Street see The downside in IBM and Opside in AccentureThis does not make two exclusive. Investors can look at IBM as a performance and huge installed when it comes to benefiting from artificial intelligence services and consulting.
Meanwhile, Accenture is a longer and cheaper play. The percentage of Acceneture is around 22x forward to the profit ratio (P/E) is the lowest cost of trading in Figure 26X in the figure.
This difference is likely to include the opposite winds they are currently facing.
However, Accenture has A great opportunity to see his progress in the generation Moving forward after these other issues. However, this may take a long time.
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