Professional
Added to YB: 2025-12-19
Pitch date: 2025-09-30
IT [neutral]
Gartner, Inc.
-40.08%
current return
Author Info
No bio for this author
Company Info
Gartner, Inc. provides business and technology insights for decisions and performance on an organization’s mission-critical priorities in the United States, Canada, Europe, the Middle East, Africa, and internationally.
Market Cap
$11.2B
Pitch Price
$261.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.36
P/E
16.43
EV/Sales
1.97
Sector
IT Services
Category
value
Baron Growth Fund Portfolio Holding: Gartner, Inc.
IT (holding update): Syndicated research provider saw contract value growth decelerate ~2% due to US public sector cost cuts (5% of rev) & tariff-exposed client budget pressures extending sales cycles. No AI impact on value prop evident. Company bought back $800M stock July-Aug, authorized additional $1B Sept.
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