Added to YB: 2026-04-28
Pitch date: 2026-04-24
IT [neutral]
Gartner, Inc.
+0.8%
current return
Author Info
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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
$10.2B
Pitch Price
$147.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.62
P/E
15.60
EV/Sales
1.81
Sector
IT Services
Category
turnaround
Is AI Going To Kill Gartner ($IT)?
IT (quick overview): Research/advisory firm facing CV growth decel from 8% (FY24) to 1% (Q4'25) on DOGE (fed contracts 50% retention), tariffs (35-40% clients exposed), macro pressure. GTS wallet retention fell 108.8%→97.5%. Stock -70% from highs, -38% YTD; bonds stable (2028s +140bps). Mgmt blames cycle, deployed $2bn buyback vs $1.2bn FCF. Key risk: AI disruption to Magic Quadrant model. QBH cuts hurt salesforce productivity as reps need 3-4yr ramp.
Read full article (3 min)