Published

19 Apr 25

Updated

07 Jul 26

Views

93

Not Invested

Fair Value

US$126.36

Share price07 Jul

US$141.0611.6% overvalued

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1Y-60.05%

7D-0.18%

AI Democratization Will Erode Proprietary Data Advantage

AN

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

19 Apr 25

Updated

07 Jul 26

Views

93

Not Invested

Shared on 07 Jul 26

Fair value Decreased 9.74%

IT: Agentic AI Disruption And Contract Value Pressures Will Temper Buyback Support

Gartner warns that “agentic AI” could reshape how businesses buy and pay for enterprise software, putting pressure on traditional subscription models. At the same time, signs of softer sales momentum and shifting buyback priorities raise questions about how much support shareholders can count on.

3 views

Shared on 04 Jun 26

IT: Contract Value Pressures Will Outweigh Support From Expanded Buybacks

Gartner boosts its share buyback plan and beats profit expectations, but sales slip and big customers are taking longer to sign deals. Ongoing pressure on contract value and cash generation keeps the market cautious, even as management lifts several full‑year targets.

3 views

Shared on 05 Apr 26

Fair value Decreased 6.67%

IT: Future Lawsuit Risks Will Outweigh Support From Expanded Buybacks

Analysts have trimmed their price target on Gartner from $150 to $140, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that change their overall valuation view. What's in the News A securities fraud class action lawsuit has been filed against Gartner covering investors who bought common stock between February 4, 2025 and February 2, 2026.

9 views

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.

7 views

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).

2 views

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.

6 views

Shared on 30 Apr 25

Fair value Decreased 46%

3 views

Shared on 23 Apr 25

Fair value Decreased 0.73%

AnalystLowTarget made no meaningful changes to valuation assumptions.

0 views

Fair Value vs Share Price

US$126.36

vs US$141.0611.6% overvalued

1.8%

Revenue growth

13.3%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Gartner

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Good value with limited growth.

Market capUS$9.4b

PB149.0x

Estimated Growth3.0%

Dividend YieldN/A

CEO & management

Eugene Hall

CEO

6.0yrs

CEO Tenure

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.