Following my August 2025 coverage of Gartner Inc. ( IT ), which I downgraded to a hold rating due to my worries about the AI disruption narrative, slowing CV growth, and tariff headwinds, this post isI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to companies ...

Core Viewpoint - The article discusses the author's downgrade of Gartner Inc. to a hold rating due to concerns about AI disruption, slowing CV growth, and tariff headwinds, emphasizing a fundamentals-based approach to value investing [1]. Group 1: Investment Philosophy - The company adopts a fundamentals-based approach to value investing, focusing on long-term durability and affordability rather than merely low multiples [1]. - There is a common misconception among investors that low multiple stocks are inherently cheap, which the company disagrees with [1]. - The company seeks firms with steady long-term growth, no cyclicality, and a robust balance sheet, indicating a preference for stability in investments [1]. Group 2: Investment Risks - Investing in successful companies carries risks, particularly the risk of overpaying, highlighting the importance of valuation [1]. - Despite the risks, there are scenarios where the potential for growth is so significant that immediate price considerations become less critical [1].

New York, New York--(Newsfile Corp. - February 5, 2026) - Levi & Korsinsky notifies investors that it has commenced an investigation into Gartner, Inc. ("Gartner, Inc.") (NYSE: IT) concerning potential violations of the federal securities laws.SEC Regulation G and Item 10(e) of Regulation S-K establish disclosure requirements for companies presenting non-GAAP financial measures. These rules require that adjusted metrics be reconciled to the most directly comparable GAAP measure and that GAAP results receiv ...

Core Viewpoint - The Tech sector has emerged as a significant driver of aggregate earnings growth since Q2 2023, reversing a previous trend of decline that lasted for about six quarters starting in Q1 2022 [2][3] Group 1: Tech Sector Performance - The Tech sector has shown impressive earnings growth and a favorable estimates revision trend, contributing positively to stock market momentum [2][3] - Despite the overall positive outlook, certain segments, particularly software stocks, have faced challenges in the market [3][4] - Gartner's recent quarterly results highlight the struggles within the sector, as it reported better-than-expected EPS and revenue but provided disappointing guidance, leading to a 71% decline in its stock over the past year [4][5] Group 2: Earnings Trends and Estimates - The Q4 earnings season indicates a steadily improving earnings outlook, with total earnings for 236 S&P 500 members up 12.6% year-over-year, driven by an 8.2% increase in revenues [7] - For the Tech sector specifically, earnings are up 16.6% year-over-year, with 92.7% of companies beating EPS estimates and 90.2% beating revenue estimates, marking a notable improvement compared to previous periods [7][9] - The Tech sector is projected to contribute 36.7% of the S&P 500 index's total earnings over the next four quarters and currently represents 42.4% of the index's total market capitalization [16]

2026年，企业将置身于AI理想与现实矛盾的"战略缓冲带"。高德纳提出的九大趋势揭示了转型的关键挑战：AI裁员快于增效、文化失调加剧、心理健康受 损、"工作垃圾"泛滥、招聘信任危机、内部间谍风险、数字人才转向技工、流程专家比技术天才更重要、员工数字分身索偿。企业若想穿越阵痛，必须超 越技术狂热，优先关注人的适应性——重建人性化协作，防范文化风险，并培养能重构业务流程的系统变革者，而非仅追求工具效率。 2026年，企业高管对人工智能驱动增长的期望依然高涨，与此同时，员工队伍却正在应对当前AI实际表现所带来的更为清醒的现实。高德纳研究表明， 仅2%的人工智能投资能产生变革性价值，仅20%的投资可获得可量化的回报。 在2026年，管理团队将不得不应对这种艰难的张力：既要实现当前的增长目标，又要在人工智能转型中培养一支能够驱动未来价值的人才队伍。为此，他 们必须优先考虑以下几点： · 应对人工智能时代的新现实：在技术快速进步、经济波动和政治不确定性的推动下，雇佣关系的基本准则正在发生变化。 · 缓解对组织绩效的新兴威胁：人工智能格局的快速演进，使企业难以精准预判并优先应对其将面临的最严峻挑战。 · 抓住人机协作的机遇 ...

Gartner, Inc. ( IT ) reported yet another disappointing quarter in terms of growth and guidance, leading to a whopping 21% drop in share price for the day. I wanted to revisit the company since the lastMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclos ...

Core Insights - Gartner, Inc. reported disappointing growth and guidance, resulting in a 21% drop in share price for the day [1] Company Performance - The company has shown a lack of growth in its recent quarter, prompting concerns among investors [1] Investment Perspective - The analysis suggests a long-term investment horizon of 5-10 years, emphasizing a portfolio mix of growth, value, and dividend-paying stocks, with a focus on value [1]

Shares of research and advisory specialist Gartner (NYSE: IT) plunged on Tuesday, following a strong earnings report. Wait, what? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Yep, Gartner beat Wall Street's estimates on both the top and bottom lines, but the stock still took a beating after the report due to disappointing guidance. Gartner's shares opened Tuesday's trading session ...

Key Takeaways IT posted Q4 EPS of $3.94 and revenues of $1.8B, topping estimates despite a 27.7% y/y EPS decline.Gartner saw Insights revenues rise 3% to $1.3B and Conferences jump 14%, while Consulting fell 13%.IT sees FY26 revenues at $6.46B and EPS at $12.3, both below the consensus estimate, with EBITDA at $1.52B.Gartner, Inc. (IT) has reported fourth-quarter 2025 results, wherein earnings and revenues surpassed the Zacks Consensus Estimate.The company’s adjusted earnings per share of $3.94 beat the Zac ...

Gartner (NYSE:IT) Q4 2025 Earnings call February 03, 2026 08:00 AM ET Company ParticipantsCraig Safian - CFODavid Cohen - SVP of Investor RelationsGene Hall - Chairman and CEOConference Call ParticipantsAndrew Nicholas - VP, Senior Equity Research AnalystAshish Sabadra - AnalystFaiza Alwy - Equity Research AnalystJason Haas - Equity Research AnalystJeff Meuler - Managing Director and Senior Research AnalystJeff Silber - AnalystJoshua Chan - Equity Research AnalystManav Patnaik - AnalystScott Wurtzel - Analy ...