BMO Capital raised Accenture's target price from $200 to $235, but maintained the “same as the market” rating. The agency said that the company's revenue for the fourth fiscal quarter and new orders were better than expected, and the 2027 revenue guidelines were also largely in line with its judgment. At the same time, BMO is optimistic that Accenture's AI business demand will continue to expand. It believes that the increase in AI and data partners and new fields such as AI security are bringing new project opportunities. However, the agency also pointed out that while AI helps customers increase productivity, it may reduce demand for some traditional IT services in the long term, so it still has reservations about whether AI can continue to increase the net size of the IT service market in the end. BMO raised its target price based on strong quarterly performance and AI business expansion, but continued to maintain a neutral rating due to uncertainty over the long-term growth impact.

BMO Capital raised Accenture's target price from $200 to $235, but maintained the “same as the market” rating. The agency said that the company's revenue for the fourth fiscal quarter and new orders were better than expected, and the 2027 revenue guidelines were also largely in line with its judgment. At the same time, BMO is optimistic that Accenture's AI business demand will continue to expand. It believes that the increase in AI and data partners and new fields such as AI security are bringing new project opportunities. However, the agency also pointed out that while AI helps customers increase productivity, it may reduce demand for some traditional IT services in the long term, so it still has reservations about whether AI can continue to increase the net size of the IT service market in the end. BMO raised its target price based on strong quarterly performance and AI business expansion, but continued to maintain a neutral rating due to uncertainty over the long-term growth impact.