ACI Earnings

ACI reported its earnings on 2026-04-14, showcasing a revenue of 20.25B against an estimate of 20.49B, resulting in a -1.16% surprise. The EPS was 0.45, surpassing the expected 0.39 by 15.38%. The stock experienced a -3.03% price change on the earnings day and a -0.89% change over the next five days, reflecting market reactions to the results.

Following ACI's earnings announcement on 2026-04-14, the stock price moved by -3.03% on the day of the release. Over the subsequent five days, it saw a -0.89% change. Historically, ACI's stock price tends to shift by an average of 1.71% in the 10 days leading up to earnings and 0.25% in the 10 days following, providing insight into potential market.

For 2027/Q1, analysts estimate ACI's annual revenue to reach 25.02B, while the EPS is projected at 0.59. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ACI's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ACI's stock price typically moves by 1.71% in the 10 days before its earnings and 0.25% in the 10 days after. For the upcoming 2027/Q1 earnings, analysts expect an EPS of 0.59 and revenue of 25.02B.

The earnings call summary and Q&A session highlight several positive factors: consistent growth in digital and e-commerce, strong productivity initiatives, and strategic investments in AI and technology. Despite challenges like higher fuel costs and opioid settlements, the company plans to fund share repurchases through working capital improvements. The pharmacy business is expected to grow, and loyalty programs are enhancing customer engagement. While there are some concerns, such as unclear store expansion details, the overall sentiment is positive, indicating a likely stock price increase of 2% to 8%.