NEW YORK, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Levi & Korsinsky notifies investors that it has commenced an investigation of Gartner, Inc. ("Gartner, Inc.") (NYSE: IT) concerning possible violations of 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 receive equal or greater pr ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 1-14443 GARTNER, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) Dela ...

Gartner's EPS Beat Masked Revenue Shortfall; Investigation Probes Presentation of Financial Metrics [Accessibility Statement] Skip NavigationNYSE: ITNEW YORK, Feb. 11, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP is investigating Gartner, Inc. (NYSE: IT) regarding the presentation of financial metrics in the company's earnings communications and SEC filings. [Shareholders who suffered losses may obtain information about this investigation by clicking here.]SEC Regulation G and Item 10(e) of Regulation S-K est ...

Gartner, Inc. (NYSE:IT) is one of the best affordable tech stocks to buy right now. On February 6, Truist Securities sharply lowered its price target on Gartner, Inc. (NYSE:IT) to $170 from $300 while maintaining a Buy rating. The downgrade followed weaker-than-expected fourth-quarter contract value (CV) results and muted 2026 guidance, suggesting a slower recovery than previously anticipated. Gartner, Inc. (IT) Faces Sales Challenges While Betting on Recovery Analyst Jasper Bibb highlighted that Gartner ...

Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here. The Fund increased considerably in the fourth quarter, returning 19.07% (Institutional Shares). It outperformed both the Russell Midcap Growth Index (the Benchmark), which returned -3.70%, and the broader Russell 3000 Index, which returned 2.40% in the quarter. The Fund returned 24.86% in the calendar year, significantly outperforming the Russell Midcap Growth In ...

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].

Core Viewpoint - Levi & Korsinsky has initiated an investigation into Gartner, Inc. regarding potential violations of federal securities laws following disappointing earnings results and guidance [1][3]. Financial Performance - Gartner's fourth quarter earnings release on February 3, 2026, highlighted an earnings-per-share (EPS) beat against analyst estimates, but revenue fell short of consensus expectations [3]. - The company provided a full-year 2026 outlook indicating a year-over-year revenue decline, raising concerns about the transparency of its financial communications [3]. Shareholder Impact - Following the earnings release, Gartner's shares dropped over 20%, reaching a new 52-week low below $160, with trading volume significantly exceeding normal levels [5]. - The investigation will assess the prominence given to adjusted EPS and revenue metrics in Gartner's communications, particularly in light of the company's prior guidance of at least $12.65 EPS for 2025 [4][3]. Stock Buyback and Assumptions - Gartner repurchased over $1 billion in stock during Q3 2025, reducing its share count by 6% year-over-year, which raises questions about the realism of its EPS guidance and share-count assumptions given the revenue trends [4].

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]

Core Insights - By 2026, companies will find themselves in a "strategic buffer zone" between the ideals and realities of AI, facing significant challenges in transformation, including rapid layoffs outpacing productivity gains and cultural misalignment [1][3] Group 1: AI and Workforce Dynamics - AI-driven layoffs are occurring faster than productivity improvements, with only 2% of AI investments yielding transformative value and 20% providing quantifiable returns [3][4] - Companies are making workforce decisions based on overly optimistic expectations of AI returns, leading to potential difficulties in re-hiring laid-off employees if productivity gains do not materialize [4] - The evolving employment relationship is being influenced by rapid technological advancements, economic fluctuations, and political uncertainties [3] Group 2: Cultural and Psychological Impacts - Cultural misalignment is hindering organizations from achieving performance goals, as employees perceive a disconnect between stated cultural values and their actual experiences [5] - The psychological health of employees is at risk due to the pervasive use of generative AI, with many organizations neglecting to assess the behavioral side effects of AI usage [6] - The phenomenon of "work garbage," or low-quality outputs generated by AI, is becoming a significant drain on productivity, with employees spending considerable time rectifying these issues [7] Group 3: Recruitment and Internal Risks - The recruitment process is increasingly automated, leading to a trust crisis among job seekers, with only half believing in the authenticity of job postings [9] - The rise of AI in recruitment has increased the risk of internal threats, particularly in the form of corporate espionage, with a significant rise in incidents involving deepfake technology [10][11] Group 4: Skills and Process Optimization - A shift towards retraining and apprenticeship programs is expected, helping digital workers transition to skilled trades that are less susceptible to automation [12] - Companies are advised to focus on hiring process architects who can creatively redesign business processes rather than solely seeking technical AI talent [13] Group 5: Digital Twins and Employee Rights - The emergence of digital twins and AI-generated representations of employees raises new questions about employee rights and compensation for the use of their digital likenesses [14] - Organizations are encouraged to establish governance frameworks to protect employee rights related to their digital identities and ensure compliance with evolving regulations [14]