Everything tagged "enterprise software" across research, earnings, and macro.
14 articles
Accenture is a high-quality compounder with record bookings, rising AI traction, and strong cash generation. The stock looks inexpensive relative to its durability, though growth remains mid-single-digit.
Gartner remains a high-margin, cash-generating insights franchise with strong buybacks and a cheap-looking valuation. The main question is whether contract value growth can reaccelerate after a sluggish 2025.
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