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Enterprise AI Adoption Will Drive Expansion While Risks Will Persist

Published
20 Aug 24
Updated
10 Sep 25
AnalystConsensusTarget's Fair Value
US$300.60
18.4% undervalued intrinsic discount
10 Sep
US$245.27
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1Y
-52.2%
7D
-6.7%

Author's Valuation

US$300.618.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on10 Sep 25
Fair value Decreased 1.37%

The slight downward revision in Gartner's consensus analyst price target to $300.60 primarily reflects marginally lower revenue growth expectations, with all key valuation inputs remaining effectively unchanged. What's in the News Repurchased 1,081,245 shares for $438.77 million, completing 24.24% of the $4.95 billion buyback plan since 2015.

Shared on06 Aug 25
Fair value Decreased 34%

A downward revision in Gartner’s price target reflects reduced expectations for revenue growth and a lower forward P/E multiple, lowering the consensus fair value from $458.56 to $417.89. What's in the News Gartner added to the Russell 1000 Defensive Index.

Shared on07 May 25
Fair value Decreased 4.72%

Shared on30 Apr 25
Fair value Decreased 0.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 3.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 6.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 3.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 0.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 3.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.