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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tien-Tsin Huang | JPMorgan | 12 | 0% |
| Bryan Bergin | TD Cowen | 12 | 8% |
| Dave Koning | Robert W. Baird | 11 | 0% |
| Darrin Peller | Wolfe Research | 11 | 0% |
| Jason Kupferberg | Wells Fargo | 10 | 0% |
| Jim Faucette | Morgan Stanley | 10 | 0% |
| Bryan Keane | Citigroup | 6 | 17% |
| Jim Schneider | Goldman Sachs | 5 | 0% |
| Kevin McVeigh | UBS | 4 | 0% |
| Jon Lee | Guggenheim | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 12 | 0% |
| TD Cowen | 1 | 12 | 8% |
| Wolfe Research | 1 | 11 | 0% |
| Robert W. Baird | 1 |
| 11 |
| 0% |
| Morgan Stanley | 1 | 10 | 0% |
| Wells Fargo | 1 | 10 | 0% |
| Citigroup | 1 | 6 | 17% |
| Goldman Sachs | 1 | 5 | 0% |
Accenture posted record bookings of $22.1 billion in Q2 with 41 clients exceeding $100 million, as revenue grew 4% in local currency at the top of the FX-adjusted guided range. Management raised full-year revenue guidance to 3-5% local currency growth and increased the acquisition deployment target from $3 billion to $5 billion, signaling confidence in scaling through inorganic expansion. EPS of $2.93 grew 4% year-over-year while broad-based deal momentum continued across industries.
Cloud & AI | Demand | Revenue Growth | Labor Market | Competitive Dynamics | Pricing | Margin | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 2 | 8 | 4 | 3 | 4 | 1 | 1 | 1 |
| 2025Q2 | 4 | 7 | 6 | 1 | 2 | 3 | 3 | 3 |
| 2025Q3 | 3 | 6 | 5 | 3 | 1 | 1 | 2 | 2 |
| 2025Q4 | 6 | 1 | 2 | 3 | 1 | 2 | 1 | 2 |
| 2026Q1 | 8 | 4 | 3 | 2 | 3 | 4 | 2 | 1 |
| 2026Q2 | 9 | 4 | 3 | 1 | 2 | 2 | 2 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 2 | 4 | 3 | 6 | 8 | 9 |
| Demand | 8 | 7 | 6 | 1 | 4 | 4 |
| Revenue Growth | 4 | 6 | 5 | 2 | 3 | 3 |
| Labor Market | 3 | 1 | 3 | 3 | 2 | 1 |
| Competitive Dynamics | 4 | 2 | 1 | 1 | 3 | 2 |
| Pricing | 1 | 3 | 1 | 2 | 4 | 2 |
| Margin | 1 | 3 | 2 | 1 | 2 | 2 |
| Regulation Policy | 1 | 3 | 2 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ACN Accenture | 8 | +8.3% | |
| BR Broadridge Financial Solutions | 8 | +7.8% | |
| CDW CDW | 8 | +9.3% | |
| CTSH Cognizant | 8 | +5.8% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 8 | +8.2% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| IT Gartner | 8 | +2.0% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |