Apr. 23 at 12:59 PM
These firms certainly have some uncertainty, but they're not bloated pigs.
$ACN is going to do
$13.50 + per share - At
$185, it trades at 13.5x earnings, less than half the current market multiple. At
$232,
$IBM trades at 18x average estimates, way below the current market multiple. At
$89,
$NOW trades at 22x the low estimate, still way below the current market multiple, with
$4.2B of buyback ammunition.
$ROP had good numbers showing software
$IGV has found its footing. There will also be ZERO RESTRICTIONS GOING FORWARD on M&A in Consulting and Software given AI Competition.
