Added to YB: 2025-08-08
Pitch date: 2025-08-06
IT [neutral]
Gartner, Inc.
-5.28%
current return
Author Info
Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. Sign up for the newsletter.
Company Info
Gartner, Inc. operates as a research and advisory company in the United States, Canada, Europe, the Middle East, Africa, and internationally.
Market Cap
$16.7B
Pitch Price
$246.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.07
P/E
20.10
EV/Sales
2.80
Sector
IT Services
Category
turnaround
$IT - Q2 Call Notes
IT (earnings update): -29% post-Q2. Mgmt blames tariffs & gov't buying issues, not AI/LLM threat to research. Headwinds spreading across customer base. CV growth cut from ~6% to 2.5%, similar impact on 2026 rev. Concerning: mgmt struggles to articulate value prop for $100k licenses & expects quick normalization despite ongoing gov/trade volatility.
Read full article (2 min)