GOVT-CONTRACT ·Filed Feb 26, 2026

ACN

ACCENTURE FEDERAL SERVICES LLC
BULLISH
Impact 7/10
Horizonmonths Processed7mo ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

Traders should monitor Accenture's federal segment revenue growth in upcoming quarters; this award may lead to upward revisions in backlog and near-term revenue guidance. Consider positioning ahead of potential follow-on task orders under the same vehicle.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
ACN ▼ -14.15% at T+60d
LONG call ✗ call lost -14.15% · α vs SPY -21.91% · entry $207.20 → $177.87
Entry anchored
Feb 25, 04:17 PM ET
via exchange tick
T+1d
+0.59%
call +0.59% · α +1.04%
$208.42
settled 7mo ago
T+5d
+3.26%
call +3.26% · α +4.38%
$213.95
settled 7mo ago
T+20d
-5.25%
call -5.25% · α +1.15%
$196.32
settled 6mo ago
T+60d
-14.15%
call -14.15% · α -21.91%
$177.87
settled 4mo ago

Price Chart

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Executive Summary

Accenture Federal Services was awarded a $151.9 million task order under the GSA for CASTLE-NET cybersecurity services, supporting federal IT infrastructure modernization. This contract enhances Accenture's position in the federal cybersecurity market and contributes to revenue backlog.

Key Financial Metrics

Award Amount
$151.9M
Agency
General Services Administration
Contract Type
task_order

Key Facts

  • Accenture Federal Services awarded $151,939,116 task order for CASTLE-NET cybersecurity services
  • Contract awarded by General Services Administration (GSA), a core federal agency
  • Start date is February 26, 2026, indicating near-term revenue visibility
  • Work falls under cybersecurity and federal IT modernization, high-priority areas for government spending

Financial Impact

$151.9 million contract award, representing incremental revenue likely recognized over multiple years

revenuebacklogoperating_income

Risk Factors

  • Government funding risk due to potential continuing resolutions or budget sequestration
  • Execution risk in delivering complex cybersecurity services across federal agencies
  • Political or regulatory changes affecting federal IT procurement priorities

Market Snapshot

Analyst Consensus
65% bullish (34 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-47QFCA26F0004
12 reports for ACN
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+20▲ +36.52%Jun 1, 2026
Filters
Rows
Reports for ACN — sortable, filterable
TypeNow
Sep 18, 2026
14d ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$181.29 $176.11▲ +2.86%▲ +4.13%$199.59 (−10.09%)
Sep 14, 2026
18d ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$195.00 $186.11▲ +4.56%▲ +4.67%$199.59 (−2.35%)
Aug 14, 2026
7w ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$176.89 $185.28▲ +4.74%▲ +6.11%$199.59 (+12.83%)
Aug 5, 2026
8w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$170.73 $180.14▲ +5.51%▲ +5.16%$199.59 (+16.90%)
Jul 29, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$173.17 $170.73▼ −1.41%▼ −6.94%$199.59 (+15.26%)
Jul 10, 2026
12w ago
8-K
NEUTRAL ★ 4/10
$135.23 $144.61▲ +6.94%▲ +7.50%$199.59 (+47.59%)
Jun 22, 2026
14w ago
ANALYST-DOWNGRADE
BEARISH ★ 5/10
$124.83 $128.98▼ −3.32%▼ −5.39%$199.59 (−59.89%)
Jun 18, 2026
15w ago
8-K
NEUTRAL ★ 5/10
$127.98 $125.82▼ −1.69%▼ −0.02%$199.59 (+55.95%)
Jun 15, 2026
15w ago
ANALYST-DOWNGRADE
BEARISH ★ 5/10
$165.36 $124.83▲ +24.51%▲ +23.13%$199.59 (−20.70%)
Jun 1, 2026
17w ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$196.50 $178.25▲ +9.29%▲ +6.54%$199.59 (−1.57%)
Showing 10 of 12

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Report published Feb 26, 2026