Professional
Added to YB: 2025-03-10
Pitch date: 2024-12-31
IT [bullish]
Gartner, Inc.
-51.99%
current return
Author Info
No bio for this author
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
$487.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.07
P/E
20.10
EV/Sales
2.80
Sector
IT Services
Category
growth
Baron Growth Fund Portfolio Holding: Gartner, Inc.
IT (holding update): Gartner's core subscription growth stable, not inflecting. Expect acceleration as comps ease & conditions improve. AI decision support role to boost volume & pricing. Sustained revenue growth & cost control to drive margin expansion & FCF. Strong balance sheet supports buybacks & M&A. Shares underperformed despite positive outlook.
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