Added to YB: 2025-10-08
Pitch date: 2025-08-21
IT [bullish]
Gartner, Inc.
-21.4%
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
$246.41
Price Target
400.00 (+107%)
Dividend
N/A
EV/EBITDA
7.63
P/E
13.24
EV/Sales
1.64
Sector
IT Services
Category
value
Gartner, Inc. - $IT
IT: High-quality subscription biz at ~15yr low 13x FCFPS multiple due to AI fears. Mgmt attributes deceleration to DOGE/tariff uncertainty, not AI disruption. Strong data supports view: non-fed CV growth 150bps faster, AI driving increased demand per former exec. $400 target (~65% upside) on normalized growth + 10%+ buybacks.
Read full article (7 min)