ACMACMIndustrials · Engineering & Construction

ACM Stock Forecast: AECOM Price Predictions for 2026-2027

Last close, 2 Oct 2026
$60
+0.10% on the day

The 13 Wall Street analysts covering AECOM hold a median 12-month price target of $88 — +46.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 36 of 100 as at 3 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$7.7B
Ticker Nerd rank
36 / 100
Median analyst target
$88
Analysts covering
13
Revenue$3.6B−14.2% y/y
Operating income−$68.4M
Net income−$82.9M
Free cash flow$54.9M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−2.0%
1M
−10.2%
YTD
−36.7%
1Y
−53.5%
From 52W high
−55.1%
From 52W low
+1.9%
$59
$133
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

ACM stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores AECOM on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 3 Oct 2026
36 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Value
96
Volatility
88
Issuance
69
Quality
61
Accruals
46
Revisions
39
Growth
18
Size
17
Momentum
9

Value (96): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.

Momentum (9): The shares have been drifting down relative to others.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

ACM stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on ACM, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$60$80$100$120$140Jan 26Apr 26Jul 26Oct 26ACMHigh $106Median $88Low $65

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says13 analysts
11 Buy2 Hold0 Sell
Low $65Median $88High $106

The green dot is the last close — the median target sits +46.7% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 0 moved their price target up and 10 moved it down.

DateFirmActionRatingTarget
25 Aug 2026Argus ResearchMaintainsBuy$85 → $75
14 Aug 2026BairdMaintainsNeutral—
14 Aug 2026BairdMaintainsNeutral$73 → $65
13 Aug 2026RBC CapitalMaintainsOutperform—
13 Aug 2026RBC CapitalMaintainsOutperform$105 → $90
12 Aug 2026BarclaysMaintainsEqual-Weight$90 → $73
12 Aug 2026BarclaysMaintainsEqual-Weight—
12 Aug 2026CitigroupMaintainsBuy$97 → $84
12 Aug 2026CitigroupMaintainsBuy—
12 Aug 2026KeybancMaintainsOverweight—
12 Aug 2026KeybancMaintainsOverweight$101 → $79
12 Aug 2026Truist SecuritiesReiteratesBuy—
12 Aug 2026Truist SecuritiesReiteratesBuy$102 → $85
11 Aug 2026BairdMaintainsNeutral$87 → $73
11 Aug 2026BairdMaintainsNeutral—
22 July 2026RBC CapitalMaintainsOutperform—
22 July 2026RBC CapitalMaintainsOutperform$111 → $105
2 July 2026Truist SecuritiesMaintainsBuy—
2 July 2026Truist SecuritiesMaintainsBuy$109 → $102
19 May 2026BarclaysMaintainsEqual-Weight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ACM appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

ACM vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 2 Oct 2026, AECOM returned −53.5% against +16.2% for the S&P 500, dividends included.

ACM vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120Jan 26Apr 26Jul 26Oct 26ACMS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

ACM analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−33.2%
Analysts raising
0
Analysts cutting
9
Fundamentals

AECOM (ACM) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
21.0×

Cheaper than 35% of US stocks

Price / sales
0.5×

Cheaper than 81% of US stocks

Price / book
3.5×

Cheaper than 28% of US stocks

EV / EBITDA
10.9×

Cheaper than 34% of US stocks

Growth & margins
Revenue growth (YoY)
−14.2%

Higher than 13% of US stocks

Earnings growth (YoY)
−14.2%

Higher than 24% of US stocks

Gross margin
−0.9%

Higher than 4% of US stocks

Operating margin
−1.8%

Higher than 30% of US stocks

Net margin
1.9%

Higher than 52% of US stocks

Returns & dividend
Return on equity
16.6%

Higher than 77% of US stocks

Return on assets
3.7%

Higher than 69% of US stocks

Dividend yield
2.1%

Higher than 45% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

AECOM (ACM) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • AECOM has a market value of $7.7B and an enterprise value of $10.2B.

  • Revenue in the twelve months to 30 June 2026: $15.4B. The latest quarter shrank 14.2% year on year.

  • Net income over the same four quarters: $338.6M, a 2.2% net margin.

  • Diluted earnings per share, trailing twelve months: $2.18.

  • Free cash flow in the twelve months to 30 June 2026: $203.4M, after $161.9M of capital spending.

  • AECOM spent $691.9M on share buybacks and $149.9M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 128.7M.

  • Trailing P/E: 21.0×; forward P/E: 9.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.08%, paying out 42% of earnings.

  • AECOM employs 51,000 people — $302K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 3 Oct 2026

Data provided by Twelve Data

Peers

ACM vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelEngineering & Construction
CompanyMarket capTKN rank
ACMAECOM$7.7B
36
DYDycom Industries, Inc.$8.3B
69
TTEKTetra Tech, Inc.$8.5B
91
ACAArcosa, Inc.$7.2B
52
FLRFluor Corp.$6.7B
63
ECGEverus Construction Group, Inc.$6.3B
89
LGNLegence Corp.$5.8B
29

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own AECOM — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest ACM news & analysis

AECOM: The Design Franchise Is Intact Despite The Legacy Contract Charge

Seeking Alpha · 30 Sept 2026positive

AECOM's Q3 weakness stemmed from a $337 million charge on a legacy 2019 Construction Management project rather than deterioration in its core Design business, which remains healthy with record backlog and continued Design NSR growth. Excluding the charge, FY26 guidance calls for adjusted EPS of $5.90-$6.10, adjusted EBITDA of $1.275-$1.305 billion, and a 17.4% adjusted EBITDA margin.

Why it matters — For AECOM watchers, the report indicates the company's Design franchise remains intact and that the quarterly miss was an isolated legacy contract charge, not a sign of underlying business weakness.

Can AECOM Sustain 5%-8% Organic Growth as Backlog Hits a Record?

Zacks Investment Research · 29 Sept 2026positive

Zacks reports that AECOM's record $27.8 billion backlog and strong project wins support its stated 5%-8% organic growth target, though execution delays remain a near-term obstacle to achieving that growth.

Why it matters — The record backlog signals sustained demand and underpins confidence in AECOM's growth outlook, while execution delays highlight a risk to monitor for investors tracking forward momentum.

AECOM: Legacy Headwinds Fading Coupled With Strong Core Growth Could Provide Good Upside In 2027

Seeking Alpha · 28 Sept 2026positive

Seeking Alpha rates AECOM a Buy, noting that legacy construction management project headwinds are expected to ease after the first half of fiscal 2027. The company's core Design business shows strong growth, supported by a record $27.8 billion backlog and margin expansion driven by operational efficiencies and AI-enabled productivity, with a 20%+ margin target by fiscal 2028.

Why it matters — ACM watchers would care because the report highlights easing legacy headwinds and robust core design growth that could support upside into 2027.

Tutor Perini vs. AECOM: Which Construction Stock is the Better Buy?

Zacks Investment Research · 28 Sept 2026negative

Zacks Investment Research compares Tutor Perini and AECOM as construction stock options, contrasting Tutor Perini's $19.9B backlog and improving margins with AECOM's project challenges, cash-flow pressure, and lower guidance.

Why it matters — AECOM watchers would care because the piece highlights recent headwinds facing the company, including project difficulties, cash-flow strain, and reduced guidance relative to a competitor.

AECOM Stock Falls 30% in the Past Six Months: Is a Rebound Ahead?

Zacks Investment Research · 22 Sept 2026negative

AECOM's stock fell 30.1% over the past six months, reflecting project setbacks and cash-flow pressure. The article notes that a record backlog and infrastructure demand support its longer-term prospects.

Why it matters — AECOM watchers would care because the stock's recent decline and operational pressures are weighed against strong demand and backlog signals that could influence its outlook.

FAQ

Frequently asked questions about ACM stock

What is the ACM stock price forecast for 2026-2027?

The 13 Wall Street analysts covering AECOM have a median 12-month price target of $88, with estimates ranging from $65 to $106. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is ACM stock a buy right now?

Of the 13 analysts covering AECOM, 11 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AECOM 36 out of 100 across roughly 4,600 US stocks as at 3 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ACM?

As at 3 Oct 2026, AECOM ranks 36 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (96 of 100).

Will ACM stock go up?

No one can know that. What the data says: the median 12-month target from 13 analysts implies +46.7% from the last close, and Ticker Nerd's factor model ranks AECOM 36 out of 100 as at 3 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the ACM stock forecast for 2030?

No analyst covering AECOM publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ACM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $65 to $106 over the next 12 months.

How has ACM stock performed over the past year?

AECOM returned -53.5% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does AECOM do?

AECOM is a global infrastructure consulting company that provides advisory, planning, engineering, architectural, construction management, and program management services. AECOM works with public and private clients across transportation, water, environmental, facilities, government, and energy markets, helping design and manage complex infrastructure assets and projects.

What is the latest news on ACM?

The most recent item we track (Seeking Alpha, 30 Sept 2026): "AECOM: The Design Franchise Is Intact Despite The Legacy Contract Charge". AECOM's Q3 weakness stemmed from a $337 million charge on a legacy 2019 Construction Management project rather than deterioration in its core Design business, which remains healthy with record backlog and continued Design NSR growth. Excluding the charge, FY26 guidance calls for adjusted EPS of $5.90-$6.10, adjusted EBITDA of $1.275-$1.305 billion, and a 17.4% adjusted EBITDA margin.

Company

About AECOM.

AECOM is a global infrastructure consulting company that provides advisory, planning, engineering, architectural, construction management, and program management services. AECOM works with public and private clients across transportation, water, environmental, facilities, government, and energy markets, helping design and manage complex infrastructure assets and projects. The company also offers investment and development services through AECOM Capital, including real estate project development. AECOM operates through three segments: Americas, International, and AECOM Capital, serving organizations in multiple regions worldwide. Headquartered in Dallas, Texas, AECOM focuses on delivering technical and management expertise for large-scale infrastructure and development needs.

CEO Mr. W. Troy Rudd · 51,000 employees · United States · https://www.aecom.com