Morgan Stanley’s James Faucette expects the company to raise the bottom end of its 2025 revenue guidance by 100 basis points, layering in longer-duration managed services contracts.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the it services & consulting industry, including Accenture (NYSE:ACN) and its peers.
The Pentagon slashed its Air Force F-35 fighter jet request from 48 to 24 aircraft, delivering a significant blow to Lockheed Martin Corp. (NYSE: LMT) amid sweeping defense budget cuts.
Although the S&P 500 is down 2.4% over the past six months, Accenture’s stock price has fallen further to $315.89, losing shareholders 12.9% of their capital. This might have investors contemplating their next move.
Let’s dig into the relative performance of Accenture (NYSE:ACN) and its peers as we unravel the now-completed Q4 it services & consulting earnings season.
Shares of government consulting firm Booz Allen Hamilton (NYSE:BAH) fell 15% in the afternoon session after the company reported weak first quarter 2025 result: Revenue and EBITDA both missed. The shortfall came from slow contract signings, with the book-to-bill ratio slumping to 0.71x, showing the firm added less work than it delivered.
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages.
Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors.
However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.
Join us in exploring the top gainers and losers within the S&P500 index one hour before the close of the markets on Friday as we examine the latest happenings in today's session.
