Professional
Added to YB: 2025-03-10
Pitch date: 2024-12-31
IT [bullish]
Gartner, Inc.
-60.42%
current return
Author Info
No bio for this author
Company Info
Gartner, Inc. provides business and technology insights to support decision-making and performance on an organization’s mission-critical priorities in the United States, Canada, Europe, the Middle East, Africa, and internationally.
Market Cap
$8.9B
Pitch Price
$487.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.63
P/E
13.24
EV/Sales
1.64
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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