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Accenture downgraded to Equal Weight from Overweight at Morgan Stanley

Morgan Stanley analyst James Faucette downgraded Accenture to Equal Weight from Overweight with a price target of $300, down from $382. The analyst sees potential valuation compression for the shares from the company’s decelerating cloud growth, longer-than-expected time for generative artificial intelligence revenue contribution, and more acquisition spend. The relative outperformance versus other IT services names reduces Accenture relative attractiveness, the analyst tells investors in a research note.

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