Core Insights - CyberArk has been recognized as a Leader in the 2025 Gartner® Magic Quadrant for Privileged Access Management for the seventh consecutive time, highlighting its strong position in the market [1] - The company is positioned furthest in Completeness of Vision, indicating its commitment to shaping the future of privilege access management (PAM) [1] Company Summary - CyberArk is identified as the global leader in identity security, emphasizing its expertise and influence in the industry [1] - The recognition from Gartner reflects CyberArk's ongoing innovation and strategic direction in the PAM sector [1]

Core Insights - Rapid7, Inc. has been recognized in the 2025 Gartner® Magic Quadrant™ for Security Information and Event Management (SIEM) for the seventh consecutive year, highlighting its leadership in threat detection and exposure management [1] Company Overview - Rapid7's SIEM solution, InsightIDR, provides an integrated detection and response ecosystem, designed with a security-role interface and an analyst-first experience, continuously validated by Rapid7's own Security Operations Center (SOC) [2] - The company has received recognition from various industry analysts, including Forrester, Frost Radar™, and IDC, indicating strong market validation for its solutions [2] Product Development - The launch of Incident Command, an AI-native SIEM powered by Agentic AI workflows, aims to enhance security teams' capabilities by providing speed, clarity, and actionable insights through integrated workflows [3] - InsightIDR's extensible architecture allows integration with advanced analytics, automation tools, and data sources across cloud and endpoint environments, contributing to its strong market adoption [3] Features and Benefits - Rapid7's SIEM offering focuses on faster threat detection, reducing alert fatigue, and centralizing investigation workflows, with the latest evolution, Incident Command, providing a unified solution for visibility, collaboration, and rapid response [4] - Key features of Incident Command include enhanced visibility, collaboration tools, and rapid response capabilities across the attack surface [4] Market Position - Rapid7 serves over 11,000 global customers, emphasizing its mission to simplify and make cybersecurity more accessible, while integrating cloud risk management with threat detection [7]

Core Viewpoint - Gartner (IT) stock is considered a valuable investment opportunity due to its growth, strong cash generation, and significant valuation discount [2][7]. Financial Performance - Gartner has an impressive cash flow yield of 8.0%, indicating strong cash generation capabilities [7]. - The company reported a revenue growth of 5.9% over the last 12 months, suggesting that its cash reserves are likely to increase [7]. Valuation Metrics - The stock is currently trading at a valuation discount of 34% below its 3-month high, 52% below its 1-year high, and 52% below its 2-year high [7]. Investment Strategy - A selection strategy focusing on high free cash flow yield combined with growth and valuation discount has shown average forward returns of 25.7% over 6 months and 57.9% over 12 months [8]. - The win rate for this strategy, defined as the percentage of picks returning positive, exceeds 70% for both 6-month and 12-month periods [8].

Core Insights - Polen Capital's "Polen Focus Growth Strategy" reported a 3.34% gross return and 3.14% net return in Q3 2025, underperforming the Russell 1000 Growth Index (10.51%) and the S&P 500 Index (8.12%) [1] Company Analysis - Gartner, Inc. (NYSE:IT) was highlighted in the investor letter, with a one-month return of -2.20% and a 52-week loss of 53.71%, closing at $245.36 per share with a market capitalization of $18.583 billion on October 13, 2025 [2] - Polen Capital exited its position in Gartner, Inc. after over 12 years, achieving a 17.5% annualized return with earnings and share price growing about 7.5 times, driven by a subscription-based research business [3] - Despite management's target of 10% revenue growth, Gartner's actual growth has slowed to mid-to-high single digits, leading to concerns about its ability to generate sufficient EPS growth for attractive returns [3] Market Sentiment - Gartner, Inc. is not among the 30 most popular stocks among hedge funds, with 45 hedge fund portfolios holding the stock at the end of Q2 2025, down from 51 in the previous quarter [4] - There is a belief that certain AI stocks present greater upside potential and carry less downside risk compared to Gartner, Inc. [4]

Gartner, Inc. (NYSE: IT ), the market leader in the information technology research and advisory industry for decades, is now believed by the market to be challenged by the rapid evolution of AI. Though the recent poorFreshman at McDonough School of Business | Georgetown UniversityBorn and raised in Hangzhou, China; will most likely work in HK after graduationPublish articles to look for disagreementPain + Reflection = ProgressAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in ...

Group 1 - The market presents opportunities in companies with strong earnings performance, not only during major crises but also in years of consistent volatility [1] Group 2 - The author has over 10 years of experience in communications and has worked for various economic institutions, indicating a strong background in financial analysis [2] - The author covers different sectors and companies, reflecting a diverse investment perspective [2]

Core Insights - Gartner is evaluating AI vendors to determine which ones are best positioned to succeed across the AI technology stack [1] Group 1 - The analysis includes large, rising, and new AI vendors [1]

Core Insights - 8x8, Inc. has been recognized in the 2025 Gartner Magic Quadrant for Unified Communications as a Service [1] Company Summary - 8x8, Inc. is acknowledged for its position in the Unified Communications as a Service sector, indicating its competitive standing and capabilities in this industry [1]

Core Viewpoint - Gartner may be a more beneficial investment choice compared to IBM due to stronger revenue growth, enhanced profitability, and a comparatively lower valuation [1]. Revenue Growth - Gartner's revenue growth over the last 12 months was 5.9%, while IBM's was 2.7% [5]. - Over the last three years, Gartner's average revenue growth stood at 8.0%, surpassing IBM's 2.4% [5]. Profitability - Gartner outperforms IBM in profitability, with a last twelve months (LTM) margin of 18.2% and a three-year average margin of 19.0% [5]. Stock Performance - Gartner's stock is down approximately 45% year-to-date, while IBM has gained about 27% over the same period [3]. - IBM's focus on hybrid cloud and AI has been a major catalyst for its stock performance this year [3]. Company Services - IBM provides global integrated solutions and services that include hybrid cloud platforms, open-source software, and both on-premises and cloud server/storage solutions [4]. - Gartner specializes in IT research and advisory, organizing conferences, and offering consulting services such as market research and tailored analysis [4].

Group 1 - Gartner published a "Market Guide for Mobile Marketing Platforms" highlighting the importance of mobile marketing in driving customer engagement and loyalty [1] - Airship is recognized as a trusted provider for mobile-first expertise, serving major brands like Alaska Airlines, BBC, and The Home Depot [1] - The report emphasizes the need for seamless, cross-channel customer experiences to achieve business outcomes [1]