AI Democratization Will Erode Proprietary Data Advantage

AN

AnalystLowTarget

AnalystLowTarget

Not Invested

Community Contributor

Published

19 Apr 25

Updated

21 Feb 26

Views

52

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

-68.5%

7D

2.3%

Loading

1Y

-68.5%

7D

2.3%

You can edit this narrative until Feb 22 8:10 PM. Then, changes will post as Updates.

Author's Valuation

US$1504.8% overvalued

AnalystLowTarget Fair Value

Shared on 21 Feb 26

IT: Fair Outlook Will Balance Expanded Buybacks With Reset Earnings Assumptions

Analysts have maintained their $150 price target for Gartner, citing a slightly higher discount rate, a modestly adjusted revenue growth outlook, a small uplift in profit margin, and a lower assumed future P/E multiple as the key factors in their updated assessment. What's in the News From October 1, 2025 to December 31, 2025, Gartner repurchased 2,233,218 shares, representing 3.06% of its shares, for $599.11 million under its existing buyback program.

Shared on 06 Feb 26

Fair value Decreased 31%

IT: Fair Outlook Will Balance Expanded Buybacks With Reset Earnings Assumptions

Analysts have reset their price expectations for Gartner, cutting the fair value estimate from US$218 to US$150, citing revised assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Between October 1, 2025 and December 31, 2025, Gartner repurchased 2,233,218 shares, about 3.06% of its shares, for US$599.11 million under its existing buyback program (Key Developments).

Shared on 23 Jan 26

Fair value Decreased 3.11%

IT: Fair Outlook Balances Share Repurchases With Recent Impairment And Guidance

Analysts now set their fair value estimate for Gartner at $218, down from $225. This reflects updated assumptions for slightly higher discount rates, stronger revenue growth and profit margins, and a lower future P/E multiple.

Shared on 30 Apr 25

Fair value Decreased 46%

Shared on 23 Apr 25

Fair value Decreased 0.73%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$150

4.8% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

2.73%

Historical revenue growth rate

9.01%

IT revenue growth rate

0.58%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.77%

Calculation

US$878.54m

Earnings '29

x

12.65x

PE Ratio '29

=

US$11.11b

Market Cap '29

US$11.11b

Market Cap '29

/

56.67m

No. shares '29

=

US$196.04

Share Price '29

US$196.04 Share Price '29

Discounted to 2026 @ 9.77% p.a.

=

US$148.23

Fair Value '26