Added to YB: 2025-08-07
Pitch date: 2025-08-05
IT [bearish]
Gartner, Inc.
+35.68%
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
$244.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.36
P/E
16.43
EV/Sales
1.97
Sector
IT Services
Category
value
Research at Risk: Why Gartner’s Core Engine Is Slowing
IT short: Slowing subscription growth, negative earnings/revenue revisions, Q1-25 saw first negative Net Contract Value since Covid. Research (90% of EBIT, 42% of revenue) decelerating. Growth driven by unsustainable price increases. Gen-AI threats to core content. 2026/27 EPS growth estimates (9%/15%) likely need significant downward revision.
Read full article (1 min)