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Weitz Multi Cap Equity Fund noted in its Q2 2026 investor letter that investor concerns about AI disrupting business models have weighed on Accenture (ACN) shares.
The fund stated that Accenture's results, released in mid-June, failed to alleviate investor concerns that AI could disrupt its business model. Despite Accenture's long-standing experience in technology transformation, the fund currently holds a small position due to high uncertainty. As of September 15, Accenture's stock price was $193.40, having fallen 21.71% over the past 52 weeks.
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Source：Yahoo财经 · Source Link
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