Why Gartner (IT) Is Up 7.8% After Record Buyback, Insider Buying, and New ESG Index Win

• In recent days, Gartner has drawn attention as a director bought 43,300 shares and the company executed a record US$1.00 billion stock buyback in Q3, while being added to the iSTOXX MUTB Global ESG Quality 200 index.
• These moves suggest leadership is signaling confidence and could attract incremental demand from ESG-focused investors at a time when AI-related business model risks remain in focus.
• Next, we’ll examine how this combination of insider buying and record buybacks may influence Gartner’s existing investment narrative.

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Gartner Investment Narrative Recap

To own Gartner today, you need to believe its research and advisory model will stay essential even as generative AI challenges how clients access information. The near term focus is on whether contract value growth can stabilize after recent disappointments, while AI driven substitution remains the biggest structural risk. Recent insider buying, record Q3 US$1.00 billion buybacks and ESG index inclusion are supportive, but do not fundamentally change these core questions.

The most relevant recent development here is the record Q3 2025 repurchase of 3,953,532 shares for about US$1.05 billion, alongside expanded buyback authorization. For existing shareholders, this capital return sits directly against concerns about slowing contract value growth and margin pressure, effectively sharpening the contrast between management’s capital allocation decisions and the operational headwinds that are still in play.

Yet investors should also be aware that, if clients increasingly lean on generative AI instead of paid research, Gartner’s subscription economics could...

Read the full narrative on Gartner (it's free!)

Gartner's narrative projects $7.4 billion revenue and $821.8 million earnings by 2028. This requires 4.7% yearly revenue growth and an earnings decrease of about $478 million from $1.3 billion today.

Uncover how Gartner's forecasts yield a $284.27 fair value, a 15% upside to its current price.

Exploring Other Perspectives

Three members of the Simply Wall St Community estimate Gartner’s fair value between US$284 and US$421 per share, underlining just how far opinions can stretch. Set those views against the growing risk that generative AI tools could substitute for parts of Gartner’s subscription research, and it becomes even more important to compare several perspectives before forming your own.

Explore 3 other fair value estimates on Gartner - why the stock might be worth as much as 70% more than the current price!

Build Your Own Gartner Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Gartner research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Gartner research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Gartner's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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