Accenture's forecast eases AI disruption fears, lifts battered IT services stocks

The logo of digital consultancy firm Accenture is displayed over a booth at the Web Summit digital trade show in Vancouver, British Columbia, Canada, May 12, 2026. REUTERS/Chris Helgren

Oct 1 (Reuters) - Accenture shares surged ⁠22%, on track for their best day ever, after a stronger-than-anticipated annual revenue ⁠growth forecast underscored the resilience of the IT consulting business hammered by worries ‌over AI-led disruption.

The outlook signaled how global consulting firms are tapping into robust demand from companies seeking external technology partners to automate complex tasks and to support AI adoption, sending the beaten-down shares of peers higher.

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2026年5月12日，在加拿大不列颠哥伦比亚省温哥华举行的网络峰会数字贸易展上，数字咨询公司埃森哲的标志展示在一个展位上方。（路透社/克里斯·赫尔格伦摄）

10 月 1 日（路透社）——埃森哲股价飙升 22%，有望创下有史以来最佳单日表现，此前该公司公布的年度营收增长预期强于预期，凸显了这家 IT 咨询业务的韧性，尽管该业务此前因担心人工智能带来的颠覆性影响而遭受重创。

该展望表明，全球咨询公司正在利用企业寻求外部技术合作伙伴以实现复杂任务自动化和支持人工智能应用的强劲需求，从而推高了同行的股价，此前这些公司的股价一直处于低迷状态。

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