Key Takeaways IT will report 4Q25 results on Feb. 3, with revenues estimated at $1.7B, suggesting 1.7% y/y growth.IT's Conferences and Consulting revenues are set to grow, while Insights is likely to dip.IT EPS is estimated at $3.50, indicating a sharp 35.8% y/y decline.Gartner Inc. (IT) will release fourth-quarter 2025 results on Feb. 3, before market open.IT has an impressive earnings surprise history. In the four trailing quarters, it surpassed the Zacks Consensus Estimate, with an average surprise of 24 ...

Economic Overview - The U.S. services sector continued its expansion in December 2025, with the Services PMI at 54.4%, marking the highest reading of the year and the 10th month of expansion [1] - Real GDP increased at an annual rate of 4.4% during July-September, up from 3.8% in the previous quarter, indicating economic resilience amid inflationary pressures and trade policy uncertainty [2] Services Sector Performance - The services sector's performance reflects the U.S. economy's adaptability, driven by sustained consumer demand across various industries, including transportation, retail, finance, and healthcare [3] - However, certain segments like construction and professional services showed relative weakness, indicating disparities within the sector [3][4] Earnings Outlook - Several service providers are expected to report earnings soon, with Gartner, Coherent, Exponent, and TransUnion identified as stocks likely to beat earnings estimates this season [4] - Gartner's revenue estimate is $1.74 billion, reflecting a 1.7% year-over-year growth, while earnings are expected at $3.50 per share, a decline of 35.8% from the previous year [9] - Coherent's revenue estimate is $1.63 billion, indicating a 13.9% year-over-year growth, with earnings expected at $1.22 per share, a 28.4% increase [10][11] - Exponent's revenue estimate is $128.3 million, showing a 3.6% growth, with earnings expected at 47 cents per share, a 2.1% increase [12][13] - TransUnion's revenue estimate is $1.1 billion, indicating a 9.6% increase, with earnings expected at $1.03 per share, a 6.2% rise [14][15]

Core Insights - G2 has announced the acquisition of Capterra, Software Advice, and GetApp from Gartner, creating the largest source of online data and software insights for B2B software [1][2] Group 1: Acquisition Details - The acquisition combines four leading B2B software review platforms, enhancing software discovery, evaluation, and purchasing processes [2][4] - G2 aims to integrate verified reviews and insights from the acquired platforms to build a trusted data foundation for software buyers and sellers [3][4] Group 2: Benefits for Buyers - G2.ai will leverage the expanded verified data to provide AI-driven recommendations, enabling buyers to make more informed and faster purchasing decisions [5] - The integration will enhance the overall user experience for software buyers, leading to better outcomes [2][3] Group 3: Benefits for Vendors - G2 will increase visibility and demand capture for vendors through enhanced web traffic and improved search engine optimization strategies [6] - The acquisition is expected to deliver up to 3x more Buyer Intent signals, facilitating a new pay-per-lead offering that converts intent into high-quality leads [6][7] Group 4: Data Access and Market Impact - The acquisition will provide partners, investors, and consultants with richer datasets, improving market analysis and decision-making capabilities [7] - G2 will reach over 200 million annual software buyers globally and serve more than 10,000 software vendors with powerful marketing solutions [10]

Wall Street expects a year-over-year decline in earnings on higher revenues when Gartner (IT) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February 3. On th ...

Core Viewpoint - Huntington Bancshares Inc. is celebrating its 160th anniversary by demonstrating that traditional branch banking and digital growth can coexist and enhance each other rather than compete [1] Company Strategy - Founded in 1866, Huntington operates over 1,000 branches and is focusing on expansion, with 2026 identified as a "major" strategic year for integrating partnerships and growing core businesses in payments, wealth management, and capital markets [2] - The bank plans to open approximately one branch every two weeks in North Carolina and South Carolina, aiming for about 55 locations by the end of 2027 [3][4] Digital Growth - Huntington has shifted towards a digital-first approach for customer acquisition, now attracting more customers online than through branches, which is noted as "very unusual" for a bank of its size [5] - Approximately 80% of new digital customers reside within five miles of a Huntington branch, indicating the importance of local presence even for online account openings [6] Financial Performance - Huntington reported solid fourth-quarter and full-year 2025 results, with fourth-quarter EPS at $0.30, or $0.37 adjusted, reflecting a 9% year-over-year increase and surpassing estimates [7] - The bank's growth is attributed to loan and deposit increases, higher fee income, improving margins, and strong credit quality [7] Integration and Long-term Strategy - Huntington is actively integrating two recent bank partnerships, including a merger with Veritex Holdings and an acquisition of Cadence Bank, applying lessons learned to retain employees and customers during transitions [7] - The strategy emphasizes consistent, multi-year investments in branches, digital platforms, and specialized businesses to capture market share over time [8]

Core Viewpoint - Gartner's stock experienced a significant decline of 47.9% in 2025 due to concerns over government spending cuts and the potential impact of artificial intelligence on its consultancy services [1]. Group 1: Economic Themes - The economic landscape in 2025 was influenced by two main themes: the rise of AI and uncertainty surrounding government spending [3]. - Cost-cutting measures initiated at the beginning of the Trump administration resulted in a decrease in renewals for Gartner's services, which negatively affected investor sentiment [3]. Group 2: Impact of AI on Business - The increasing use of AI in advisory and consultancy services has contributed to a slowdown in growth for Gartner's corporate consultancy business [4]. - IT departments are being instructed to reduce spending to allocate funds for AI projects, leading to a preference for AI research tools over human consultants, which threatens Gartner's core business [4]. Group 3: Financial Performance - Gartner's revenue growth was limited to just 2.7% in the last quarter, with sales contract values also increasing at a single-digit rate, indicating a slowdown in growth [5]. - The company's profit margin has started to decline, raising concerns among investors about the sustainability of its earnings [5]. Group 4: Investment Considerations - Following the stock's decline, Gartner is trading at a forward price-to-earnings ratio of 17, which is considered attractive compared to the S&P 500 average [7]. - While some investors may view the current stock price as a buying opportunity, the potential risks posed by AI advancements should not be overlooked [8].

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Group 1: Fund Performance - Oakmark Global Fund delivered a return of 5.23% in the fourth quarter of 2025, outperforming the MSCI World Index's gain of 3.12% [1] - The fund's objective is long-term capital appreciation through investments in a diverse group of U.S. and non-U.S. companies, with an all-cap mandate allowing investment across all market-cap companies [1] Group 2: Gartner, Inc. Overview - Gartner, Inc. (NYSE:IT) is a global leader in research services, established in 1979, operating through research, conferences, and consulting segments [2][3] - The stock price of Gartner, Inc. closed at $235.79 per share on January 13, 2026, with a market capitalization of $17.86 billion [2] - Gartner, Inc. reported revenue of $1.5 billion in the third quarter of 2025, reflecting a year-over-year increase of 3% [4] Group 3: Investment Perspective on Gartner, Inc. - Oakmark Global Fund views Gartner as well-positioned to reaccelerate organic growth due to high customer engagement and opportunities to sell to new and existing customers [3] - Concerns regarding AI-related disruption affecting Gartner's stock price are considered overstated by the fund [3] - Gartner, Inc. is not among the 30 most popular stocks among hedge funds, with 42 hedge fund portfolios holding its shares at the end of the third quarter, down from 45 in the previous quarter [4]

Gartner stock price has crashed in the last 12 months, moving from a high of $584 in February to the current $246. Its market capitalization has crashed from over $45 billion to $18.25 billion today. ...

Group 1 - Gartner, Inc. is experiencing significant stock performance issues, being noted as the fifth worst performer in the S&P 500 in 2025, with a decline of almost 48% last year [1] - The company provides detailed research reports and advisory services primarily for enterprise customers, assisting them in selecting appropriate technology products [1] - The rise of AI is impacting Gartner's business model, as businesses can now access information independently, reducing the need for research intermediaries like Gartner [1] Group 2 - A recent quarterly performance left much to be desired, prompting caution regarding the stock's future; there is uncertainty whether the poor results are indicative of a longer-term trend or just a one-time occurrence [2] - While there is potential for investment in Gartner, certain AI stocks are perceived to offer greater upside potential and lower downside risk [2]