AECOM · AECOM — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on AECOM. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
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AECOM is a global infrastructure consulting firm (ENR #1 ranked design firm worldwide) that has declined ~35% from its 52-week high, bringing forward P/E to just 12.2x against a sector median of roughly 18-20x — a substantial discount that appears to overstate the underlying business risk. The recent stock weakness reflects macro concerns (tariff headwinds on government contracting, broader industrials selloff) rather than company-specific deterioration: Q1 FY2026 EPS of $1.29 beat consensus by +10.9%, backlog remains robust with major new contract awards (USACE Baltimore District PFAS remediation, Missile Defense Agency IDIQ), and the UK Infinity Fusion Consortium adds a genuine clean-energy differentiation angle. The May 11 earnings report is the immediate near-term catalyst window; analyst consensus targets of $121.75 imply ~50% upside from here. No insider open-market purchases were found — only scheduled RSU vesting grants to directors, which are noise not signal. Technical picture is deeply bearish (below both 50- and 200-DMAs), but RSI at 37.5 suggests oversold conditions that could reverse on any positive catalyst.