William Blair: Entering 2026 with cautious momentum — AI pricing takes hold in IT services

William Blair's IT-services team (Maggie Nolan) on how AI is being priced and adopted across Accenture, EPAM, Infosys, Cognizant, Globant and peers: early reads from Infosys and Accenture results, what matters into Q4 earnings, strategic M&A in the quarter, and the new top pick EPAM.