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Gartner Community
NYSE:IT Community
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Gartner
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Enterprise AI Adoption Will Drive Expansion While Risks Will Persist
Key Takeaways Rising enterprise adoption of AI and digital transformation fuels demand for Gartner's insights, supporting long-term recurring revenues and margin expansion. Investments in proprietary tools, datasets, and targeted capital allocation enhance customer value, EPS growth, and shareholder resilience despite temporary market disruptions.
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US$300.6
FV
14.7% undervalued
intrinsic discount
4.73%
Revenue growth p.a.
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12 days ago
author updated this narrative
Gartner
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Digital Transformation And AI Will Support Sustainable Growth Despite Challenges
Key Takeaways Accelerated AI integration and superior executive data access are driving significant gains in client adoption, operational efficiency, and premium pricing opportunities. Expertise in regulatory and IT market shifts positions Gartner to capture sustained, high-retention subscription growth and non-cyclical expansion in compliance advisory services.
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US$420.71
FV
39.1% undervalued
intrinsic discount
6.41%
Revenue growth p.a.
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12 days ago
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Gartner
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
AI Democratization Will Erode Proprietary Data Advantage
Key Takeaways Rapid advances in AI and freely available research tools threaten Gartner's data advantage and the demand for its traditional, human-driven advisory services. High operating costs, changing client behaviors, and new competitors create risks for Gartner's revenue stability, margin flexibility, and premium market positioning.
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US$225
FV
14.0% overvalued
intrinsic discount
4.82%
Revenue growth p.a.
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12 days ago
author updated this narrative