Gartner is reiterated at Hold as growth decelerates and AI disruption fears persist. Q4 2025 saw revenue growth of just 2.2% y/y, with contract value (CV) growth collapsing to 0.8% y/y. Demand weakness is concentrated in Global Technology Sales, with elongated sales cycles and US federal headwinds further clouding near-term outlook.
The stock of Gartner (IT) has decreased by 21% over the last day and is currently priced at $160.16. Gartner, however, continues to benefit from its subscription-heavy revenue model, strong renewal rates, and critical role in corporate technology decision-making, which provides a level of resilience that the recent selloff may be overlooking.
Gartner's stock plunged despite beating Wall Street's Q4 estimates on both revenue and earnings. Management's 2026 guidance came in well below analyst expectations, inspiring today's sell-off.
IT research firm Gartner on Tuesday forecast annual revenue and earnings below Wall Street expectations, as enterprises scaling back their spending dampened demand for its consulting services.
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