ACN

dogefool88

Everyone keeps following AI trade when the real money is in software. Glad I picked some ACN 200c yesterday

FinePerformance1046

This move on ACN is insane

cuntysometimes

Fuck the idiot who works for ACN and said puts

Mean_Rooster_3832

looks like expectations are pretty high for ACN’s earnings

Diguojigood

MU didn't move but ACN is flying

FinePerformance1046

God damn ACN is going crazy

Fun_Preference4300

Any ideas $ACN

music_is_gud

Yay you are back to your original pfp ❤️ also are you playing ACN? do they have earnings today or something?

Capital-Pineapple961

Are my ACN puts trash? I can still save around 40% due to high IV. I’m not sure if holding the gamble after earnings

gamersEmpire

ACN calls

Bravadette

I was looking at acn for trades but I didnt follow through ACN might do an inverse head and shoulders it looks like. But I cant tell. It could just dump after that last dip. Who knows

music_is_gud

Oh that's cool! This week is a minefield year, so better to save your financial and mental capital. I think u/Bravadette trades(ed) ACN?

Harp-Note

Made 100% today so I lost my heart. Trying to be more responsible these days lol. Maybe another day. Looking at ACN later this week. 🤔

The-Iron-Bird

I'm gonna sell ACN instead on thursday cause I'm little bitch. MU too volatile

ClearlyCylindrical

That's not even that much, fraction of what mine and many others' salaries are. But anyway, $ACN

Tri-Stain

ACN puts, less spent on these contractors

Longjumping-Bonus723

HEDERA HASHGRAPH ($HBAR) will be the public audit AI guardrail deployed by Accenture ($ACN) |=|

music_is_gud

How were your trades today? Still in on ACN?

Capital-Pineapple961

Damn, are my ACN puts cooked? This contract with Ant is pumping the price

Marcelo1995211

Will be interesting to watch ACN today.

Bravadette

I think ive decided... ACN calls

Capital-Pineapple961

Nice contracts ACN has with OpeanAI. Would be a shame if AI could do their job for them.

nativeb1ood

Not sure if you're being serious or snarky but it is what it is. I can't help that google is forcing AI summary on every single search ever now. I knew what NAV is but not how to explain it clearly. I'm also at work so trying to be quick. It's also up 63% over 10 years so what's your point? I have a small portfolio and ACN is my largest dividend payer. Only been in since Jan 25 with $10. Averaged down since and now up 9.5% on it for a $66 total gain on a little over 4 shares. Stocks go up and down all the time. ACN is a $70B global company with a nearly 800K workforce. I'm pretty sure they're gonna be fine.

silverfisher27

ACN is an interesting example to give of why dividend stocks are a good investment. While you may have been gaining 3.5% a year in dividends, they are down -27% in the last year and -45% in the past 5 years. Thank you for the AI generated summary of NAV though.

nativeb1ood

Idk who says dividends are meaningless. It depends on context. If you're referring to *super* high yielding dividend stocks (like 15% yields) it's because of NAV erosion (see below). Quality businesses that pay dividends are a core part of my portfolio, ACN alone pays me $26 a year and I only have 4 shares. Eventually when I have more liquidity to contribute to my portfolio, I'm aggressively upping my positions with Dividend King & Aristocrat stocks (quality businesses that pay & grow dividends for years consecutively). **NAV erosion** is the gradual decline in a fund’s Net Asset Value (NAV) over time. NAV means the total value of a fund's assets minus its liabilities, divided by its number of shares. \[[1](https://www.google.com/goto?url=CAESlAEB6zswFV2Uk-kExhc4pyh1Z1X8yTOR-BBwL-jhOi8Fxzre8JWKz_JLHJqA9kkhbElLUx0M1ZV5fPe1_vLvoayIH9KyDNRit_JWTUynirBDq1NdYmuCpOdPKxbMbspwDO0Kz4EU7FqLOLiM2iFrkpz59HmLzkw_VDspPVZnmpMxfUlnmyhzhamZyMSHKbGfHcA4mPSD), [2](https://www.google.com/goto?url=CAESgwEB6zswFS_ILn7xrXT1dBeWcq1-KlT3hCw3pdQuQgSgREx4ltwQ-mITqBDdFnqKuFjvCCyPtnrpPsIZnHDtcbqpfNRCF2KBjqpO12PV8bUlDOAv4c0Oj25EuCAjgXHINnAT6210qXZdmGjfpuJa4qShO33famlTyZBX2c3cUe1KT_RGFQ), [3](https://www.google.com/goto?url=CAESYwHrOzAVQhzQOP8M81IvAeqXfZpctxH_xABLqW36FRfPlhUv1o9XpmUfUsXYGmI3qAJdKcuky1VCpFl9TtXKqVoWeX5Bpq8dW14WPKHZUZHefuQE69sNwzPAk8S9JP5Hok0Q5g)\] NAV erosion happens most often in high-yield or covered-call exchange-traded funds (ETFs) that chase big payouts. \[[1](https://www.google.com/goto?url=CAESkQEB6zswFSxBFX1XikHXxk7n5aiOYzT1mvg54FxBgw8ybmBoK0n0nfBPfsc9H9J3eFK49O12vEzOoyQA_oxFbWlNvllFtELSkWXpQ56I8MnhahFvLTKMHY83l-moyNujf5JRxio7LCCx4yMmHmquXQR6F5LEgQk_Y7KsXj1nrF50TMA9gfmvpao1vB75w6fi1TXx), [2](https://www.google.com/goto?url=CAEScAHrOzAVBdmfIiJcvW9-m-WBrIBkJ7J9w5kf7IV0ViVkauh4ICj8Uq45uQkWgRudOHOid9JxNkBoYo-HC4zhq9jvvcCdf5q51Da-1Z6yz1lFMk7j0YhVx_XpDltqC9GnGfWU_sYPiHQb-QOGlfXUq-A)\] What Causes NAV Erosion? * **Large Distributions:** The fund pays out more cash to investors than its underlying assets earn or grow. \[[1](https://www.google.com/goto?url=CAESmAEB6zswFT8gijAS_MGOx046-g0me6KVVuXShsTfdXx1-kr0OVPBv5QuWtQg6vx5p5xkLu41tUuEALHatz0CscIT_0eQDI_XTSztzliwzQinc2tVJumpDnTYJQznbbIH_f0GHxoINIwjKOwzfSL5vY1kvE63FvWh_Z3VRaiECr0OYrDKK6ZiarBX8y4B_k7VMWjsXHFotEdS_w), [2](https://www.google.com/goto?url=CAESlAEB6zswFV2Uk-kExhc4pyh1Z1X8yTOR-BBwL-jhOi8Fxzre8JWKz_JLHJqA9kkhbElLUx0M1ZV5fPe1_vLvoayIH9KyDNRit_JWTUynirBDq1NdYmuCpOdPKxbMbspwDO0Kz4EU7FqLOLiM2iFrkpz59HmLzkw_VDspPVZnmpMxfUlnmyhzhamZyMSHKbGfHcA4mPSD)\] * **Capped Gains:** Covered-call strategies trade away upside stock growth to collect option fees, preventing the fund from recovering fast after market dips. \[[1](https://www.google.com/goto?url=CAESYwHrOzAVQhzQOP8M81IvAeqXfZpctxH_xABLqW36FRfPlhUv1o9XpmUfUsXYGmI3qAJdKcuky1VCpFl9TtXKqVoWeX5Bpq8dW14WPKHZUZHefuQE69sNwzPAk8S9JP5Hok0Q5g), [2](https://www.google.com/goto?url=CAESkQEB6zswFSxBFX1XikHXxk7n5aiOYzT1mvg54FxBgw8ybmBoK0n0nfBPfsc9H9J3eFK49O12vEzOoyQA_oxFbWlNvllFtELSkWXpQ56I8MnhahFvLTKMHY83l-moyNujf5JRxio7LCCx4yMmHmquXQR6F5LEgQk_Y7KsXj1nrF50TMA9gfmvpao1vB75w6fi1TXx)\] * **Return of Capital:** When earnings fall short, the fund returns the investor's own money as part of the monthly payout, shrinking the asset base. \[[1](https://www.google.com/goto?url=CAESgwEB6zswFSoFs796dUMFfyaVwrGzB4xZ-MM5ATUWyjPOqNhRl2gykeXc66R9TakhuUaFCoAd7tk3yO3xcIwh88hzO_e-cwuceHp6CdwL6odp946qsK7xLKq7fanpDWaGB23-ytJng0PP_6Evws9ZFr5vCKZ3hKQnbojJXEUE_gAyoRRtCw), [2](https://www.google.com/goto?url=CAESmAEB6zswFT8gijAS_MGOx046-g0me6KVVuXShsTfdXx1-kr0OVPBv5QuWtQg6vx5p5xkLu41tUuEALHatz0CscIT_0eQDI_XTSztzliwzQinc2tVJumpDnTYJQznbbIH_f0GHxoINIwjKOwzfSL5vY1kvE63FvWh_Z3VRaiECr0OYrDKK6ZiarBX8y4B_k7VMWjsXHFotEdS_w)\]

Fantastic_Arm_6638

I think the seasonal setup is interesting, but I’d be careful leaning too hard on the historical H2 pattern this year. The latest quarter actually gives you a mixed picture. Q2 revenue was up 4.5% y/y and margins improved, so the business clearly isn’t falling apart. But EPAM also guided Q3 revenue to only about 1.7% y/y growth at the midpoint and trimmed its full-year growth outlook versus what it was saying earlier in the year. That suggests enterprise IT demand is still soft enough that seasonality alone may not be the driver it has been in cleaner years. What I’d watch from here is whether the stock’s recent relative strength is being matched by better bookings / discretionary project activity / AI-native demand. EPAM has bounced hard off the lows and recently outperformed peers on above-average volume, so the market may already be sniffing out a stabilization. My take: late August could be a reasonable entry window, but I’d treat it as a **stabilization bet**, not a pure seasonal trade. If H2 demand actually firms, the seasonality helps. If IT budgets stay constrained, the usual pattern may not carry much weight. Curious what people are seeing in enterprise spending/consulting budgets right now especially versus ACN and the other IT services names. That is what Atlas's analyses was. Its normally right.

TheNplus1

ACN run baby, run! I love you!!!

TheNplus1

AAPL, ACN, ADBE, CRM - let’s go dorks !

No-Math-5868

My portfolio, not including 529 money or home equity is fairly large, to the point where it is over 60X my annual expenses and over 22X my annual income which is pretty high to begin with. So it's not difficult task to build out a 10 year TIPS ladder which would be about 16% of my current portfolio. However, I need to average 3.4% assuming no more contributions until the first date I would even consider retiring to get the so called number I was looking for, which would bring that TIPS ladder to about 12% of my portfolio. I know I didn't answer your question yet, but I figured I would provide some background. I've been investing since my mother introduced me to IRAs (before there were Roth IRAs) when I 16, had working papers and she matched what I put into a CD up to the then limit of 2K (I put in 1K and she put in 1K). I've been a disciplined investor for decades... never panicked or changing my investing strategy. Up until about 2-3 years ago, I as 98.5%+ in equities with the rest in short term cash. I've been slowly transitioning to some fixed income to where I'm at 10% of which 25% of that is my TIPS ladder. My goal is to ultimately get to 20% fixed income. My equity portion is probably around 90% VOO, with a little bit of QQQ, ACN stock since I used to work there, and few other play ETFs like VXUS. I invested in VOO for over 30 years before VOO even existed as and ETF and there was a just a mutual fund. I've been auto investing twice a week the entire time never stopping. When I got pay raises, or other things, I increased the amounts (this was in addition to retirement accounts and 529 accounts). I guess you can say, I was FIRE before the caveman and VOO and chill before VOO was born.

A_Long_Knight

There are a lot of big 100b+ companies that are down quite a bit this year (NFLX, ACN, CRM, NKE, ADBE, UBER, to name a few) and I think what you're seeing is a lot of people are seeing $SPY at ATHs (because of big tech) and thinking: "well when my CRM stock comes back $SPY is going to go have to go even higher"... They aren't really thinking about the idea that CRM is actually going to lose value in the long-run, they're just thinking "what goes down must come up". It's basically just a common misunderstanding of market dynamics. They think something like ACN which has historically been one of the largest companies, is surely going to recover and they ignore the fact that the world is actually changing and knowledge-based consulting is now a lower value because answers that executives historically would hire Accenture to solve can now sometimes be solved by ChatGPT. They don't need a team of 5 management consultants to come up with a "go-to-market" strategy when now an intern with ChatGPT can develop that strategy in a week.... same idea applies to a lot of these historically huge companies.

Horror-Insect484

Hi , would ACN goes on its uptrend?

beehive3108

Beaten down software names and outsourcing firms like ACN

Additional-Season207

ACN. Somehow caught it at $138 a few days ago. I waffled between ACN and IBM and went ACN. One of those accidentally high dividend situation like TGT and UPS from a while ago.

ValuableGroceries

I just asked gemini last week to tell me which beat up large cap US stocks are a good buy right now. It told me ACN and INTU. I'm up almost 20% on each. Nice little retardation move.

Basic-Initiative-298

ACN deal with Anthropic kinda saved Accenture

Rhodezei

I sold holdings in CAG, INGR, ACN, DPZ all up decently today to all-in NFLX (Had 100k in it already) based on this logic, that it would do well under recessionary pressure and last item on consumer cost cutting lists.. their cashflow is good and not moving real goods (such as those I mentioned I sold) so not heavily exposed to oil pressures.. I just cant believe how bad the punishment for these ER numbers is.

Few_Discount_7632

$ACN 45days out ITM CALLS

moSNAP

Try one of each and step away for three-six months. Don't look, let your thesis play out. Case in point I bought deep OTM puts on ACN but the MM shook be out in Q4 last year.

caprazzi

I made a ton of money last week, as I bought undervalued companies like ACN and CTSH.

vendeep

holding ACN for more than a decade. Luckily o have been smart and liquidating slowly. Last one was at 177. The drop to 118 from 400 in 18 months…. Yikes

bdh2067

LULU, TDOC, PYPL, ACN, ADBE …the list is long. Many of them were “bought by chance, not by choice,” meaning they were assigned after I sold puts on them. So the lesson for all the kids: never sell a put on a stock you wouldn’t buy outright.

Phipollco

ACN comeback?

DoubleFamous5751

Facts, been buying ADBE and MSFT. Opened a position on ACN today, will buy more

tachyonvelocity

Some signs semis are having a near term top, near term as in the next 3 days. Sentiment around AI losers like ACN down -8% intra day ended the day only down -2%. Expect a bounce in software and top in semis for next few days.

brostrummer

why the sudden spike on ACN?

tachyonvelocity

Adobe said industry leaders, including Accenture (ACN), Omnicom (OMC), Stagwell’s Code and Theory, and WPP are deploying Adobe's content, data, and AI platforms. This is hilarious, the dot com losers (WPP, OMC) and AI losers are coming together and collaborating, hurray!

Phipollco

Dear Indian people, if every resident invest 50$ in ACN, it would be your company ;)

Phipollco

ACN - Act Confidently Now

WritesTrueStatements

Servicenow is going to the moon off ACN earnings tomorrow

Harp-Note

A lot of open interest on ACN and KR puts, but they're well in the market. Not much calls though. Quadruple witching day makes me wary. Hmmm.

BetZealousideal7761

!banbet ACN over $175 after earnings

BetZealousideal7761

ACN 🚀🚀🚀🚀🚀🚀🚀🚀🚀

_IMF_

How the fuck did ACN and CRM drop today??? How low can they go? It does not make any sense...

Dramatic-Shine-3740

ACN should be back at 220!

Ok_Spring_1212

That FOMC decision on Wednesday gonna be spicy, might make or break your ACN play there

Dear-Bullfrog-2512

!banbet ACN +3% 1w

BetZealousideal7761

I did alright 😏😎 ACN next? 🤔

BetZealousideal7761

I know it's early but ACN is gonna rocket. Not only is it oversold and undervalued right now but It's got earnings next week and just acquired Whalar AND partnered with AlphaSense.... Don't sleep on them

IHadTacosYesterday

Well, I'm not the typical regard. I've only own shares have never owned any options. Also, all I have is long-term capital gains. I don't do any of the get rich quick stuff apart from going long on AMD a few years ago. I'd buy the shit out of ACN if I believed what you believe, but I don't. I don't think any consultant companies will exist by 2035

IHadTacosYesterday

If you really believe this, then load up on ACN

Ragabomd

Yes. I've shorted ACN for about a year now. They keep making me money.

_IMF_

What do you think about Accenture (ACN)? Should not they also grow given that they actually implement the SAAS?

Phuffu

I bought ACN

turninwrenches42

ACN………

StophJS

ACN really changed its mind today...

TheNplus1

AMD, INTC and NVDA red, ACN, ADBE and CRWD green. Is the AI run getting tired?

FuzzyPollution9397

Big money are shorting ACN/GLOB/EPAM, betting on bankruptcy at this point. Don't fight it.

tachyonvelocity

Some people can’t believe how much semiconductor stocks are going up. The fact is AI is not just a threat to software coders, it’s literally threatening all industries. All industries are undergoing disintermediation. So yea, you in fact MUST buy semis as a career survival. Some examples: coding is obvious, but AI agents are also threatening insurance and real estate brokers. When SMBs used to use human brokers to shop insurance, giving money to third parties, like Brown and Brown, Gallagher, WTW, now you can buy insurance directly without the middleman. If IT consultancy is dead (ACN,EPAM) well, it can easily hit insurance consultants. Other intermediaries, like real estate agents? Do you LIKE paying 6% home costs to RE agents for doing hours of work? Well now AI can give the same consulting to home buyers because real estate prices are public data. Biotech? The US high healthcare costs and biotech success comes from a whole industry of consulting and intermediaries ripe for disruption. While AI could benefit drug discovery, who needs third party consulting like CROs when big pharmaceutical companies can do similar work in house? You know what uses coding (R, SAS) as much as software engineering? Biotech data regulations done by CROs like IQV, ICLR, MEDP, all are underperforming. So yea AI is in fact quietly changing everything and the vast majority don’t want to believe it, and in subtle ways, but the result is disintermediation, why pay for the middleman when you can cut them out. The reality is, most people’s jobs are middlemen.

Bilbo_Bibble

ACN for me 

Dependent-Entrance56

Anyone have any thoughts on ACN?

Dull-Tea8669

VM is ACN cooked?

vendeep

When mythos news was announced all consulting companies stock m went down. Look at Accenture (ACN) and IBM for example. ACN went down to 178 and recovered to 195. Anchored vwap to their earning last month and you see it was definitely oversold. Nice chunk of earnings on that play. When anthropic announced you can upgrade mainframe using Claude few months ago, IBM took a hit. And recovered. These are good plays.

Agile_Effect4164

Yet the hedge funds are fucking up individual retail investors lives shorting indiscriminately off the back of this narrative they’ve invented. INTU, NOW, ADP, TEAM, and so many others have been trashed. I have lost 2/3 of what I had invested in ACN (IT Services, similar story) because of them. I hope they burn in hell, they’ve ruined my life

JAcKStrAw707

ACN is attractive. Started a position.

geogiam2

[MSFT](https://finance.yahoo.com/quote/MSFT/), [ADBE](https://finance.yahoo.com/quote/ADBE/), [ACN](https://finance.yahoo.com/quote/ACN/)

roke34442

ACN woman seemed a little defensive on CNBC. Based on my experience in the business world, I don’t see much need for consultants although I know a lot of people making a good living doing it. I expect there should be less need for expensive consultants once AI lives up to the hype surrounding its potential.

davidc123456789

Plays for tonight (I’m ice cold and can’t pick any winners) Calls: LUNR, RCAT Puts: MU, ACN, BABA, FIVE, CSIQ

muskyhunter11

Short ACN

ai-moderator

#TLDR --- Ticker: ACN Direction: Up Prognosis: Buy LEAPS Catalyst: They aren't the ones getting replaced by AI; they are the ones companies will hire to help them replace *their* staff with AI. Catchphrase: Who you gonna call? (to cut your workforce in half)

SirLunchALotOfRice

Why is ACN up?

MrIntuition

what happened to ACN?

MrIntuition

why did ACN just pop?

kool_mandate

Hard pass on ACN

ferero18

Whad do you think about ACN,VRNS?

fatuousfatwa

Sold my IBM early this morning. Went to buy puts on Accenture (ACN) but it’s already been battered - down $160 from its high. AI is killing everything. IBM has far more consulting revenue than PLTR.

Plus_Seesaw2023

Except that right now, Wall Street hates them! :S I just bought some ACN shares to try and catch the rebound. But I don't have much faith in it!

Elig_exe

It's just not sustainable. AI is our focus, but our talent is sucked out by other companies, its all I see every time I log into LinkedIn. I am a consultant in AI and get paid around the price of a generalist tech consultant. I see listings for the same roles at different companies that are paying 35-50% more for their AI roles. Talent will never stay if they can't be properly compensated. Our employee stock purchase plan was renamed to the ACN bag holder program.

HeyYoChill

You know...before you post stupid questions like this, you can attempt to answer it yourself by going to Finviz or some other screener tool. Here's a list, sorted by market cap, of companies -20% (there's no option to select -25% without a subscription) over the last year, within the tech sector only: https://finviz.com/screener.ashx?v=141&f=sec_technology,ta_perf_52w20u&ft=4&o=-marketcap For those too lazy to click the link: SAP, CRM, ACN, QCOM, ARM, INTU, ADBE, NOW, ADP, INFY, MRVL....it goes on for 18 pages x 20 tickers each page.

Implimiento

ACN is getting tagged teamed by MSFT and PLTR earnings.

Embarrassed-Sea-6078

How do people feel about NET and APP and ACN at the current price?

Dull-Tea8669

ACN

SubjectCriticism8532

What the fuck happened to ACN?

tachyonvelocity

What's interesting is among the software blowup, IT stocks most susceptible to dev programming is now booming for some reason, ACN, EPAM

hungover247365

My low conviction plays saving my portfolio ACN, URA, UUUU, Sadly also holding NFLX, CRM, META, SPY, QQQ Jesus fucking christ.

ruckyblack1

$ACN

Adorable-Simple-6706

ACN boom?

J_da_CPA

ACN creeping up. You’re going to be replaced 👀

Hot_Concentrate_7496

I think CRM, ADBE, DECK, ZTS are good value. All highly profitable. I recently bought ACN.

Key_Variety_6287

Thanks - I like ACN

FollowingAway9452

A “Black Friday sale” only matters if the business is healthy, not just the stock price. TOST = razor thin margins, still proving the model. UBER = finally profitable but priced like growth + regulation risk. UNH = temporarily beaten down, but the underlying business is a monster. PGR = one of the best-run insurers in the country. ACN/ADBE = slowing enterprise spend + multiple compression, not broken companies. A drop from ATH isn’t a thesis. But a good business temporarily hated by the market is a sale. Out of this list, UNH and ADBE look the closest to “actual discount” vs “just falling.”