评级与目标价调整 - 摩根士丹利将埃森哲公司股票评级从“均配”上调至“超配” [1] - 目标价从271.00美元大幅上调至320.00美元 [1] 投资逻辑与估值 - 公司股票在18倍2027财年预期每股收益的估值水平上具有吸引力 [2] - 较低的利率环境和更清晰的人工智能前景可能支持预算增长 [1][2] - 并购活动可能为股价带来额外的上行空间 [1][2] 财务预测 - 摩根士丹利预测埃森哲2026财年增长率为5% [2] - 预测2027财年增长率为7% 超过市场普遍预期 [2] 公司业务 - 埃森哲提供战略和咨询服务 [2]

Accenture plc (NYSE:ACN) is one of the Trending AI Stocks on Wall Street. On December 12, Stifel maintained its Buy rating on the stock with a price target of $315.00. The firm believes that the impact of artificial intelligence is being oversimplified, noting that enterprises will require third-party support to scale AI use cases. As such, the recent slowdown in growth can be largely attributed to economic and technology uncertainty instead of fundamental shifts in the service model. Three men discussi ...