Contract Award: AECOM has been awarded a position on the GSA OASIS+ contract, allowing it to provide integrated support for various government programs across federal civilian and Department of Defense agencies.
Strategic Importance: The contract enhances AECOM's ability to deliver innovative and sustainable solutions, reflecting its long-standing partnership with GSA and commitment to expanding its federal sector portfolio.
OASIS+ Program Features: This program is designed to improve efficiency and transparency in federal procurement, featuring a 10-year performance window and no contract ceiling, which allows for flexibility in managing complex projects.
Company Overview: AECOM is a global infrastructure leader with a revenue of $16.1 billion in fiscal year 2025, focusing on delivering solutions in water, environment, energy, transportation, and buildings through a comprehensive project lifecycle approach.
ACM
$97.96+Infinity%1D
Analyst Views on ACM
Wall Street analysts forecast ACM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ACM is 145.30 USD with a low forecast of 135.00 USD and a high forecast of 152.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast ACM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ACM is 145.30 USD with a low forecast of 135.00 USD and a high forecast of 152.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 98.850
Low
135.00
Averages
145.30
High
152.00
Current: 98.850
Low
135.00
Averages
145.30
High
152.00
Truist
Jamie Cook
Buy
maintain
$146 -> $148
2025-11-21
Reason
Truist
Jamie Cook
Price Target
$146 -> $148
2025-11-21
maintain
Buy
Reason
Truist analyst Jamie Cook raised the firm's price target on Aecom to $148 from $146 and keeps a Buy rating on the shares after its Analyst Day presentation. The company's event was highlighted by three major developments: the unveiling of its AI-driven transformation, the introduction of new long-term financial targets, and the announcement that its Construction Management business is under strategic review, the analyst tells investors in a research note.
Baird
Outperform -> Neutral
downgrade
$143
2025-11-21
Reason
Baird
Price Target
$143
2025-11-21
downgrade
Outperform -> Neutral
Reason
Baird downgraded Aecom to Neutral from Outperform with an unchanged price target of $143. The company's artificial intelligence strategy look ahead of peers and should aid its results over the medium term, the analyst tells investors in a research note. However, artificial intelligence could pressure Aecom's revenue at the back-end of its 2029 plan. Baird cites valuation for downgrade, not the company's earnings potential, for the downgrade.
Barclays
Overweight
downgrade
$145 -> $135
2025-11-20
Reason
Barclays
Price Target
$145 -> $135
2025-11-20
downgrade
Overweight
Reason
Barclays lowered the firm's price target on Aecom to $135 from $145 and keeps an Overweight rating on the shares post the Q4 report. The firm says a "more challenging" free cash flow setup in 2026 is outweighing the company's long term margin expansion story.
Baird
Outperform
to
Outperform
downgrade
$144 -> $143
2025-11-19
Reason
Baird
Price Target
$144 -> $143
2025-11-19
downgrade
Outperform
to
Outperform
Reason
Baird lowered the firm's price target on Aecom to $143 from $144 and keeps an Outperform rating on the shares. The firm updated its model following its investor day where the company suggested it is leaning ito AI.
About ACM
AECOM is a global provider of professional infrastructure consulting and advisory services for governments, businesses and organizations throughout the world. It provides advisory, planning, consulting, architectural and engineering design, construction and program management services, and investment and development services to public and private clients worldwide in major end markets, such as transportation, facilities, water, environmental, and energy. Its Americas segment provides planning, consulting, architectural and engineering design, construction management and program management services to public and private clients in the United States, Canada, and Latin America. Its International segment provides planning, consulting, architectural and engineering design services and program management to public and private clients in Europe, the Middle East, India, Africa, and the Asia-Australia-Pacific regions. Its ACAP segment primarily invests in and develops real estate projects.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
