Gartner, Inc.
IT · NYSE
Company research
Gartner, Inc. (NYSE: IT) is a premier global research and advisory firm headquartered in Stamford, Connecticut, founded in 1979 by Gideon Gartner and led by CEO Eugene A. Hall since 2004. Operating across the United States, Canada, Europe, the Middle East, Africa, and numerous international markets, the company serves over 13,000 client enterprises in approximately 90 countries through three core business segments: Research, Conferences, and Consulting. Gartner's Research segment — which accounts for approximately 83% of its $6.5 billion in annual revenue through subscription-based services — delivers actionable insights, proprietary frameworks, data benchmarks, and direct access to a network of expert analysts to support mission-critical technology and business decisions. With over 20,000 employees globally and a listing on the S&P 500, Gartner is widely recognized as the world's leading IT research and advisory company, renowned for influential tools such as the Magic Quadrant, which helps organizations evaluate and compare technology vendors.
Research reports
FactorsToday · July 3, 2026Gartner, Inc. (NYSE: IT) — A Forty-Year Research Monopoly Priced Like a Melting Ice Cube
Independent equity research that frames Gartner as an elite, high-margin, recurring research franchise now trading at its cheapest-ever multiples after a roughly 75% drawdown, with a HOLD / accumulate-on-weakness stance and a reverse-DCF showing the market is pricing in perpetual free-cash-flow decline despite resilient revenue, retention and cash generation. The author highlights Contract Value stagnation, sub‑100% wallet retention, sales-force cuts, and potential structural AI substitution as key risks, arguing investors should only scale in at lower prices and wait for two quarters of re-accelerating CV and improved wallet retention before turning decisively bullish.
Portfolio Lab · July 5, 2026Gartner, Inc. — Research NoteA conviction-rated research note that describes Gartner as a cash-rich subscription research business whose share price has fallen about 63% from its 2023 high on fears that AI will make paid human research obsolete, and models three scenarios with a central fair value around 215–225 dollars versus a downside case near 86 dollars. The authors explicitly take “no position” for now, recommending investors wait for evidence of subscription Contract Value re-acceleration before buying, emphasizing the unresolved fork between a cheap cyclical air pocket and a structural value trap driven by AI-led demand erosion, layoffs, and sales-force reductions.
StockStory · June 25, 2026Gartner (IT) Research Report: Q1 CY2026 UpdateA structured Q1 2026 update that rates Gartner “Underperform,” noting that revenue declined 1.5% year on year to 1.51 billion while adjusted EPS and margins beat expectations, and arguing that flat forward sales growth and falling profitability signal difficulty scaling costs as demand fades despite strong free cash flow. The report concludes Gartner’s low forward P/E multiple may be justified, preferring “elite” alternatives in IT services, and warns that the combination of decelerating growth, margin pressure, and buyback-driven EPS makes the stock a potential value trap rather than an attractive bargain at current levels.