Accenture and Google Cloud expand AI partnership with Gemini Enterprise

NEW YORK - Accenture (NYSE:ACN), a prominent player in the IT Services industry with a market capitalization of $157.57 billion, and Google Cloud announced Thursday an expansion of their strategic alliance to implement Gemini Enterprise agentic AI solutions for clients across industries. According to InvestingPro data, Accenture’s stock is currently trading below its Fair Value, suggesting potential upside opportunity for investors interested in AI-driven transformation plays.

The partnership builds on existing client implementations, including work with JCOM, Radisson Hotel Group, and a major U.S. health insurer. Accenture is enhancing its joint generative AI Center of Excellence with Google Cloud to include agentic capabilities, helping organizations scale and orchestrate multi-agent systems. With a solid revenue growth of 7.36% and a healthy dividend yield of 2.58%, InvestingPro analysis shows Accenture maintains strong financial fundamentals while investing in future technologies.

"Working alongside Google Cloud, we’re dedicated to empowering our clients’ transformation using the cutting-edge AI capabilities of Gemini Enterprise," said Scott Alfieri, Accenture Google Business Group lead, in the press release.

The collaboration has already delivered measurable results for several organizations. JCOM deployed an AI solution that summarizes hundreds of thousands of customer conversation records monthly, improving service efficiency. Radisson Hotel Group implemented AI-powered advertising that increased revenue by over 20% while boosting productivity by 50%.

Accenture has developed more than 450 engineered agents now available on Google Cloud Marketplace, which will be accessible through Gemini Enterprise. These include next-generation agents, conversational agents, and AgentEngine agents.

The companies are also expanding skills training programs to help enterprise users effectively implement Gemini Enterprise agents. Additionally, Accenture plans to integrate Gemini Enterprise into its own operations to enhance knowledge sharing and automate processes.

Victor Morales, VP of GSI Partnerships at Google Cloud, stated, "We’re combining our AI leadership with Accenture’s strategic expertise to help clients solve their most complex challenges and achieve measurable outcomes."

The announcement reflects growing enterprise adoption of agentic AI technologies that can autonomously perform tasks and coordinate workflows across organizations. Trading at a P/E ratio of 20.82, Accenture’s strategic positioning in AI services has attracted positive analyst attention, with 9 analysts recently revising their earnings estimates upward. For detailed financial analysis and additional insights, investors can access comprehensive Pro Research Reports available on InvestingPro, which covers over 1,400 top US stocks including Accenture.

In other recent news, Accenture has reported stronger-than-expected fourth-quarter 2025 results and provided fiscal year 2026 guidance that aligns with investor expectations, according to Mizuho. The firm has lowered its price target for Accenture to $309, maintaining an Outperform rating. Meanwhile, Jefferies has adjusted its price target to $250, citing ongoing restructuring efforts as Accenture realigns its workforce with an artificial intelligence-focused strategy. TD Cowen has reiterated a Buy rating on Accenture, highlighting the company’s consistent demand dynamics and generative AI adoption.

Additionally, Accenture has made a strategic investment in Rehuman, a UK-based insurtech startup, aiming to enhance customer engagement in the insurance sector through data and AI technology. In leadership changes, Matt Prebble will take over as the lead for Accenture’s UK, Ireland & Africa operations, succeeding Shaheen Sayed. Prebble will also join Accenture’s Global Management Committee, as announced in a company press release. These developments mark significant steps in Accenture’s strategic and operational plans.

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