Digital Transformation And AI Will Support Sustainable Growth Despite Challenges

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

Published

16 Apr 25

Updated

23 Jun 26

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Shared on 23 Jun 26

Fair value Decreased 0.24%

IT: Higher Margins And Buybacks Will Counter Recent Weakness Over Time

Gartner shares slide after weaker recent results and softer subscription sales, as investors worry about what AI could mean for the business. Even as some big holders head for the exits and at least one major bank turns more cautious, expectations still lean on stronger profitability and share buybacks to help offset the slowdown over time.

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Shared on 10 May 26

Fair value Decreased 21%

IT: Expanded Buybacks And Higher Margins Will Support Long Term Returns

Analysts have reduced their price target for Gartner to $199 from about $253, citing a combination of updated assumptions for revenue growth, profit margins and future P/E that now point to a lower fair value estimate. What's in the News From January 1, 2026 to March 31, 2026, Gartner repurchased 3,198,430 shares, representing 4.51% of its stock for US$507.23 million, under the long running buyback program announced on May 7, 2015 (Key Developments).

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Shared on 08 Mar 26

Fair value Decreased 40%

IT: Expanded Buybacks Will Support Long Term Shareholder Returns

Analysts have revised their price target for Gartner to reflect a lower implied fair value of about $253, citing updated assumptions around revenue growth, profitability, discount rates, and a materially reduced future P/E multiple. 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 US$599.11 million under its existing buyback authorization (Key Developments).

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Shared on 07 May 25

Fair value Decreased 31%

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Shared on 30 Apr 25

Fair value Increased 0.20%

AnalystHighTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

Fair value Increased 12%

AnalystHighTarget has increased future PE multiple from 43.9x to 50.7x.

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Digital Transformation And AI Will Support Sustainable Growth Despite Challenges

IT: Higher Margins And Buybacks Will Counter Recent Weakness Over Time

IT: Expanded Buybacks And Higher Margins Will Support Long Term Returns

IT: Expanded Buybacks Will Support Long Term Shareholder Returns

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