Gartner: Path To Recovery Ahead

Luis Alvarez Summary Following my coverage on Gartner, Inc. (NYSE:IT) in May '23, which I recommended a buy rating as I thought the share price decline was overdone and that there was enough evidence that showed research contract value [RCV] can accelerate sequentially, this post is to provide an update on my thoughts on the business and stock. IT continues to be one of my bullish longs (buy-rated) as growth is accelerating as expected. Underlying demand has apparently improved, and management is capitalizi ...