Sep. 24 at 2:34 PM
$ACN
I am not long ACN but I do hope tomorrow (earnings premkt) is a good day for you (and by association
$GLOB $DAVA $IT $EPAM )...
The upside? maybe as the largest name in the space they can help turn sentiment around with positive guidance....
The downside? if they sound cautious/trim estimates this name is "only" down 30%+ ytd... GLOB and DAVA are down ~70%.... maybe i buy more GLOB tomorrow morning at yet another 52wk low (at 8-9x fwd p/e?)