Professional
Added to YB: 2026-06-17
Pitch date: 2026-03-31
IT [neutral]
Gartner, Inc.
-9.8%
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
$9.6B
Pitch Price
$157.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.09
P/E
14.18
EV/Sales
1.74
Sector
IT Services
Category
value
Baron Asset Fund Portfolio Holding: Gartner, Inc.
IT (holding update): Syndicated research provider detracted as multiple compressed on AI fears despite contract value growth just 0.5% below est. Hold thesis: large TAM, strong moat, robust FCF deployed to buybacks at depressed levels. Views Gartner as AI beneficiary via proprietary data + chatbot tools.
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