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Accenture plc

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AI Is Coming For Consulting, But Accenture Is Fighting Back (Rating Downgrade)

Seeking Alpha · Tue, 22 Sep 2026 09:48:08 -0400

Accenture plc remains undervalued, trading at a 24% discount to its $244 intrinsic value, and is rated a solid 'Buy.' AI poses risks to consulting revenue and pricing, but ACN's partnerships with Google Gemini and Anthropic position it to capture AI-driven demand. Despite margin and book-to-bill ratio pressures, ACN's low valuation multiples and robust consulting demand in uncertain times support long-term upside.

Columbia Global Technology Growth Fund Q2 2026 Portfolio Recap

Seeking Alpha · Tue, 22 Sep 2026 03:45:00 -0400

Institutional class of the fund returned 39.25% during the quarter, outperforming the S&P Global 1200 Information Technology Index benchmark, which returned 37.76%. Semiconductors and semiconductor equipment were the primary drivers of relative outperformance during the quarter. Communications and electronic equipment represented modest sources of relative underperformance.

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