ACM · NYSE · STOCK
AECOM (ACM) Stock Analysis
$59.27
52W $56.39 – $135.52
49/100
$7.62B
26.8
0.93
Is ACM Bullish or Bearish?
Mixed.
Innellis AI committee rates AECOM (ACM) Watch with a composite score of 49/100
, based on 5 analysts with 40% agreement.
Last updated October 10, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +10.72 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -9.28 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.29 across 14 articles, 14d). Growth Analyst remains cautious — revenue declining -4.2% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
- News sentiment is positive (+0.29 across 14 articles, 14d) — News
Bear Case
- P/E of 26.5 is moderate-to-rich — Value
- Price-to-book of 6.9x prices in significant intangible value — Value
- Revenue declining -4.2% YoY -- this is not a growth story right now — Growth
- EPS declining -52.4% YoY despite any revenue growth — Growth
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Price structure making lower highs and lower lows — Technical
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of October 10, 2026
Overall Committee Score
49/100
Agreement
40%
Analysts
5
Conviction
Contested
Sector Rank
Top 95%
of 227 Industrials peers
Value Analyst
bearish
35
/ 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 26.5 is moderate-to-rich
Growth Analyst
bearish
23
/ 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -4.2% YoY -- this is not a growth story right now
Technical Analyst
neutral
56
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
67
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.29 across 14 articles, 14d)
Portfolio Manager
bearish
30
/ 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2796.97)
Investment Thesis Evolution
Committee score moved marginally from 49.4 to 49.3.
- New bearish signals: 1 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 1 appeared.
- Bearish pressure eased: 1 signal(s) disappeared.
Analyst-level changes:
- News Analyst: +1 bullish signal(s).
- Value Analyst: +1 bearish signal(s).
Comparing 2026-10-09 to 2026-10-10 (1 day apart).
Technical Analysis
RSI (14)
42.3
Neutral
MACD Histogram
0.090
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Support
$58.38
Resistance
$70.02
Bollinger %B
0.30
Inside Bands
Price vs Moving Averages
EMA 9
$59.61
Below
EMA 21
$60.94
Below
EMA 50
$63.84
Below
EMA 200
$77.95
Below
Fundamental Analysis
Valuation
74
Growth
22
Profitability
39
Financial Health
35
Cash Flow
70
Valuation
P/E Ratio
26.8×
P/B Ratio
3.47×
PEG Ratio
-0.48
Dividend Yield
2.01%
52W High
$135.52
52W Low
$56.39
Quality & Growth
ROE
2253.8%
ROA
460.5%
Gross Margin
567.8%
Operating Margin
421.8%
Revenue Growth YoY
—
Debt / Equity
1.52
AI Fundamental Assessment
P/E ratio of 26.8 (moderate relative to a 15-40x range); Price-to-book of 3.5x; PEG ratio of -0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 22.5%; Return on assets of 4.6%; Net margin of 1.9%; Gross margin of 5.7%; Current ratio of 1.06 (tight short-term liquidity); Debt-to-equity of 1.52; Free cash flow per share is positive (1.58); Most recent quarter missed estimates by 133.8%; EPS growth decelerating (+23.3% -> -131.4% QoQ); Average YoY EPS growth of -137.3%; Analyst estimates rising over recent quarters
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