Core Insights - Rockwell Automation, Inc. has been recognized across 20 Gartner Hype Cycles for 2025, indicating a significant acknowledgment of its innovation and technology leadership in various industries [1][3] Company Overview - Rockwell Automation is the world's largest company focused on industrial automation and digital transformation, employing approximately 26,000 individuals across more than 100 countries as of fiscal year end 2025 [6] - The company aims to connect operations, people, and technology to enhance productivity and sustainability [6] Gartner Hype Cycles - The Gartner Hype Cycles provide a visual representation of the maturity and adoption of technologies, helping businesses understand how these technologies can address real problems and create new opportunities [2] - Rockwell Automation's inclusion in multiple Hype Cycles reflects its commitment to advancing intelligence, connectivity, and security in industrial operations [3] Specific Hype Cycles - Rockwell Automation is mentioned in various Hype Cycles for 2025, including: - Hype Cycle for Process Manufacturing Technologies - Hype Cycle for Artificial Intelligence - Hype Cycle for Cyber-Physical Systems Security - Hype Cycle for Supply Chain Execution and Logistic Technologies - Hype Cycle for Digital Grid [5]

Group 1: Investment Performance - TimesSquare Capital's U.S. Focus Growth Strategy achieved a gross return of 4.00% and a net return of 3.78% in Q3 2025, outperforming the Russell Midcap Growth Index which returned 2.78% [1] - All major asset classes posted positive returns in Q3 2025, except for fixed income assets outside the US [1] Group 2: Gartner, Inc. Overview - Gartner, Inc. (NYSE:IT) reported a revenue of $1.5 billion in Q3 2025, reflecting a year-over-year increase of 3% and a 1% increase on a foreign exchange neutral basis [4] - The stock of Gartner, Inc. closed at $233.89 per share on December 12, 2025, with a market capitalization of $17.714 billion [2] Group 3: Investment Strategy and Positioning - TimesSquare Capital prefers critical system providers and specialized component designers within the Information Technology sector, focusing on companies that improve productivity and efficiency [3] - Despite Gartner, Inc. reporting revenue and earnings above estimates, a key contract value metric fell short, leading to an 18% decline in its stock price, prompting TimesSquare to liquidate its position [3] - The number of hedge funds holding Gartner, Inc. decreased from 45 to 42 in Q3 2025, indicating a decline in popularity among institutional investors [4]

Core Insights - The Gartner IT Infrastructure, Operations & Cloud Strategies Conference 2025 will take place from December 9-11, 2025, in Las Vegas, focusing on cloud strategies and infrastructure trends [1] Company and Industry Summary - Gartner analysts will provide additional analysis on cloud strategies and infrastructure and operations trends during the conference [1]

Core Insights - The Gartner Finance Symposium/Xpo 2026 will focus on "Autonomous Finance: Building Resilient, AI-Driven, and Value-Centric Enterprises" [1] - The conference will cover key topics such as AI in finance and finance transformation, featuring a keynote by Gartner analysts [2] Event Details - The event is scheduled for March 23-24, 2026, at Hilton Sydney, Australia [1] - Early-bird registration ends on January 23, 2026, with media registration available through a specific contact [4] Conference Highlights - Attendees will have access to live demos and case studies from leading finance technology solution providers [3] - The agenda includes sessions on building finance organizations that leverage insights for faster decision-making and automation [1][2] Gartner's Role - Gartner provides insights to help senior finance executives address their priorities and drive business impact [5] - The organization is recognized as a leading authority on AI, offering extensive resources and tools for C-Level executives [9]

Core Insights - Gartner, Inc. is a large-cap company with a market capitalization of approximately $16.7 billion, providing research, data, and advisory support across various industries [2] - The stock has faced significant challenges, trading about 60.3% below its February high of $584.01, with a 52-week decline of 55.6% and a year-to-date drop of 52.1% [3][4] Financial Performance - In Q3 fiscal 2025, Gartner reported revenue of $1.52 billion, a year-over-year increase of 2.7%, meeting analyst expectations [6] - Adjusted EPS rose by 10.4% to $2.76, surpassing forecasts of $2.43 [6] - The company announced a $1 billion stock repurchase, reducing the share count by 6% year-over-year [7] Future Guidance - Gartner raised its full-year guidance, projecting Insights revenue of at least $5.06 billion, Conferences revenue of $630 million, and Consulting revenue of $575 million [7] - Full-year EBITDA is now expected to be a minimum of $1.575 billion, an increase of $60 million from prior guidance, with margins lifted to 24.3% [8] - Adjusted EPS for 2025 is anticipated to reach $12.65, indicating confidence in sustainable growth and profitability [8] Market Position - Despite recent stock performance challenges, Gartner's stock saw a nearly 4.4% increase on November 5, following the positive earnings report [6] - Technical indicators show that the stock has been trading below its 50-day and 200-day moving averages, indicating a bearish trend [5]

Core Insights - OneStream has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software, evaluated on its Ability to Execute and Completeness of Vision [1][3] - The company emphasizes the importance of a unified, AI-powered platform for finance teams to manage risk and drive business outcomes, moving away from fragmented solutions [2][6] - OneStream's recent innovations include AI capabilities integrated into its ESG Planning & Reporting solution, enhancing forecasting and aligning ESG initiatives with financial performance [3][8] Company Overview - OneStream is a leading enterprise finance management platform that modernizes the Office of the CFO by unifying financial and operational functions [1][6] - The platform aims to empower finance teams to navigate market complexities by embedding AI and unifying data, thus enhancing decision-making and productivity [2][6] - With over 1,700 customers, including 18% of the Fortune 500, OneStream seeks to be the operating system for modern finance [9]

Core Insights - Commvault is showcasing its latest innovations in cyber resilience and AI-enabled recovery at the Gartner IT Infrastructure, Operations & Cloud Strategies Conference 2025, emphasizing unified visibility and control across hybrid and multi-cloud environments [1] - The company introduced new features such as Synthetic Recovery and Identity Resilience, which leverage AI to enhance data recovery and threat detection capabilities [1] Company Innovations - Commvault's Synthetic Recovery utilizes AI to identify corrupted data post-attack and facilitates clean recovery of unaffected data [1] - The Identity Resilience capabilities allow customers to detect hard-to-find threats in identity solutions, log malicious changes, and quickly revert to a secure state [1] Event Participation - Commvault's Global Field CTO, Rahul Pawar, will lead a session titled "Unified Cyber Resilience with AI for Hybrid & Cloud" during the conference, focusing on AI-driven insights for improved recovery and cost efficiency [1] - Attendees at the conference can visit Commvault's booth (344) to learn more about the innovations and enter a raffle for giveaways [1] Additional Resources - Commvault has made available on-demand content from its SHIFT 2025 event, providing insights into advancements in cloud-native data protection, identity resilience, and cyber recovery [1]

Core Insights - The Carillon Scout Mid Cap Fund's third-quarter 2025 investor letter indicates positive returns for the Russell Midcap Index, driven by strong corporate earnings, AI infrastructure momentum, and U.S. Federal Reserve interest rate expectations [1] Company Overview - Gartner, Inc. (NYSE:IT) is a leading research and advisory firm that provides insights and tools for business and technology decision-making [3] - As of December 02, 2025, Gartner's stock closed at $228.62 per share, with a market capitalization of $17.315 billion [2] Financial Performance - Gartner, Inc. reported revenue of $1.5 billion for the third quarter of 2025, reflecting a 3% year-over-year increase and a 1% increase on a foreign exchange neutral basis [4] Market Sentiment - Gartner's stock experienced a one-month return of -3.58% and a significant 56.25% decline over the past 52 weeks [2] - The company faced a sell-off due to a weak business outlook and concerns over AI potentially disrupting its traditional research solutions [3] Investment Considerations - The fund's analysis suggests that while Gartner has investment potential, certain AI stocks may offer greater upside and lower downside risk [4] - The shift in information consumption towards AI-driven interactions poses a significant business risk to Gartner, indicating a need for strategic adaptation [3]

Core Insights - Coalesce.io has been recognized as a Visionary in the 2025 Gartner® Magic Quadrant™ for Metadata Management Solutions, marking its first inclusion in the report [1][2] - The recognition highlights Coalesce's innovative approach to metadata management, positioning it as an active layer that enhances automation, governance, and AI readiness [2][6] - Coalesce's growth is further supported by its acquisition of CastorDoc in 2025, which expanded its platform capabilities [4] Company Overview - Coalesce is focused on redefining data transformation and metadata management, emphasizing the importance of metadata in the AI era [2][10] - The company aims to provide data teams with the context and control necessary for efficient data management and governance [2][10] - Coalesce's platform integrates data transformation, metadata management, and governance, facilitating quality data delivery and breaking down silos [8][10] Market Position - The inclusion in the Gartner Magic Quadrant reflects the increasing demand for solutions that simplify the modern data stack and enhance data governance and AI enablement [5][6] - Coalesce has rapidly gained market traction globally, with a strong presence in North America, Europe, New Zealand, and Australia [8] - The platform is designed to accelerate AI-assisted migrations and future-proof enterprise data architectures, ensuring that data teams are prepared for AI initiatives [10]

Core Insights - Gartner, Inc. is valued at a market cap of $16.2 billion and operates through Research, Conferences, and Consulting segments to support leaders across various industries [1] Stock Performance - Gartner's shares have significantly underperformed the broader market, dropping 56.7% over the past 52 weeks, while the S&P 500 Index has risen 10.5% [2] - Year-to-date, Gartner's shares have decreased by 53.7%, compared to an 11.2% gain in the S&P 500 [2] - The company's stock has also lagged behind the Technology Select Sector SPDR Fund, which increased by 17.8% over the same period [3] Financial Performance - In Q3 2025, Gartner reported adjusted EPS of $2.76, which beat estimates, and revenue of $1.52 billion, meeting forecasts [4] - Despite the positive earnings report, shares fell 7.6% due to weaknesses in operating segments, including a 3.2% decline in Consulting revenue and a 1.6% decline in Conferences revenue, along with negative free cash flow of $269 million [4] Future Earnings Expectations - For the fiscal year ending December 2025, analysts expect Gartner's adjusted EPS to decline by 9.2% year-over-year to $12.79 [5] - Gartner has a promising earnings surprise history, having beaten consensus estimates in the last four quarters [5] - The consensus rating among 14 analysts covering the stock is a "Moderate Buy," with four "Strong Buy" ratings, nine "Holds," and one "Strong Sell" [5] Price Target Adjustments - On November 5, Barclays cut its price target on Gartner to $260 while maintaining an "Equal Weight" rating [6] - The mean price target of $278.18 represents a 24.1% premium to Gartner's current price levels [6] - The highest price target of $390 suggests a potential upside of 74% [6]