Group 1 - Generation Investment Management's "Global Equity Strategy" for Q4 2025 emphasizes the importance of patient, quality-focused investing amid market uncertainty and distortion [1] - The firm believes that current trends causing underperformance will eventually lead to better results, particularly in sectors related to AI, which are expected to provide long-term value as global computing demands increase [1] - As of December 31, 2025, the Global Equity strategy has total assets under management of USD 21.0 billion [1] Group 2 - Gartner, Inc. (NYSE:IT) reported a one-month return of -3.42% and a 52-week loss of 61.53%, with a closing stock price of $159.14 and a market capitalization of $11.47 billion as of March 30, 2026 [2] - Generation Investment exited its stake in Gartner, Inc. due to concerns that AI was beginning to impact demand for its services, although the firm remains open to future investments in the company [3] - Gartner, Inc. reported revenue of $1.8 billion for Q4 2025, reflecting a 2% year-over-year increase, but is not among the 40 most popular stocks among hedge funds heading into 2026 [5]

Core Viewpoint - The Gartner class action lawsuit alleges that Gartner, Inc. and its top executives made misleading statements regarding the company's contract value growth potential and consulting segment revenue, leading to significant stock price declines following disappointing earnings announcements [1][4][5][6]. Group 1: Lawsuit Details - The lawsuit, titled Schmidt v. Gartner, Inc., is pending in the District of Connecticut and seeks to represent purchasers of Gartner common stock [1]. - The class action claims that Gartner misrepresented its contract value growth and downplayed risks associated with macroeconomic factors [4]. - Specific allegations include false impressions about the reliability of information regarding contract value growth and the performance of the consulting segment [4]. Group 2: Financial Impact - On August 5, 2025, Gartner reported a decline in overall contract value growth from 7% to 5% and ex-federal contract value growth from 8% to 6%, resulting in a stock price drop of over 27% [5]. - On February 3, 2026, Gartner announced a further decline in contract value growth by an additional 2%, leading to a nearly 21% drop in stock price [6]. Group 3: Lead Plaintiff Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased Gartner common stock during the class period to seek appointment as lead plaintiff [7]. - The lead plaintiff represents the interests of all class members and can select a law firm for litigation [7]. Group 4: Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm in securities fraud and shareholder rights litigation, having recovered over $916 million for investors in 2025 alone [8]. - The firm has a strong track record, recovering $8.4 billion for investors over the past five years, making it one of the largest plaintiffs' firms globally [8].

Core Viewpoint - The Gartner class action lawsuit alleges that Gartner, Inc. and its executives made misleading statements regarding the company's contract value growth and consulting segment revenue, leading to significant stock price declines following disappointing earnings announcements [1][4][5][6]. Group 1: Lawsuit Details - The lawsuit, titled Schmidt v. Gartner, Inc., seeks to represent purchasers of Gartner common stock and claims violations of the Securities Exchange Act of 1934 [1]. - The class action alleges that Gartner misrepresented its contract value growth potential and downplayed risks associated with macroeconomic factors [4]. - Specific allegations include misleading statements about the improvement in the business environment for tariff-impacted companies and the subsequent impact on Gartner's growth [4]. Group 2: Financial Impact - On August 5, 2025, Gartner reported a decline in overall contract value growth from 7% to 5% and a drop in ex-federal contract value growth from 8% to 6%, resulting in a stock price drop of over 27% [5]. - On February 3, 2026, Gartner announced a further decline in contract value growth by an additional 2%, leading to a nearly 21% drop in stock price [6]. Group 3: Lead Plaintiff Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased Gartner common stock during the class period to seek appointment as lead plaintiff [7]. - The lead plaintiff represents the interests of all class members and can select a law firm for litigation [7]. Group 4: Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm in securities fraud and shareholder rights litigation, having recovered over $916 million for investors in 2025 alone [8]. - The firm has a strong track record, recovering $8.4 billion for investors over the past five years, including the largest securities class action recovery in history [8].

Core Viewpoint - The article discusses a class action lawsuit against Gartner, Inc. alleging that the company and certain executives made misleading statements regarding its contract value growth and consulting segment revenue, leading to substantial losses for investors [1][4][13]. Group 1: Lawsuit Details - The class action lawsuit is titled Schmidt v. Gartner, Inc. and is filed in the District of Connecticut, seeking to represent purchasers of Gartner's common stock [1]. - The lawsuit claims that Gartner executives created a false impression of reliable information regarding contract value growth potential and consulting revenue outlook while downplaying risks from seasonality and macroeconomic factors [4]. - On August 5, 2025, Gartner reported a decline in overall contract value growth from 7% to 5% and a drop in ex-federal contract value growth from 8% to 6%, resulting in a stock price drop of over 27% [5]. - On February 3, 2026, Gartner announced a further decline in contract value growth by an additional 2%, including a significant shortfall in consulting segment performance, causing the stock price to fall nearly 21% [6]. Group 2: Lead Plaintiff Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased Gartner common stock during the class period to seek appointment as lead plaintiff in the lawsuit [7]. - The lead plaintiff is typically the investor with the greatest financial interest in the case and acts on behalf of all class members [8]. Group 3: Company Background - Gartner, Inc. provides business and technology insights for organizations to make informed decisions regarding mission-critical priorities [3]. - The lawsuit highlights that Gartner was not adequately prepared to address ongoing industry challenges to meet consulting revenue targets or maintain contract value growth rates [13][15].

Core Viewpoint - The Gartner class action lawsuit alleges that Gartner, Inc. and certain executives made misleading statements regarding the company's contract value growth and consulting segment revenue, leading to significant stock price declines [4][5][6]. Group 1: Allegations and Financial Impact - The lawsuit claims that Gartner created a false impression of reliable information regarding its contract value growth potential and consulting revenue outlook while downplaying risks from seasonality and macroeconomic factors [4]. - On August 5, 2025, Gartner reported a decline in overall contract value growth from 7% to 5% and ex-federal contract value growth from 8% to 6%, resulting in a stock price drop of over 27% [5]. - On February 3, 2026, Gartner announced a further decline in contract value growth by an additional 2%, including and excluding federal contracts, and revealed a significant shortfall in its consulting segment performance, causing the stock price to fall nearly 21% [6]. Group 2: Class Action Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased Gartner common stock during the class period to seek appointment as lead plaintiff in the class action lawsuit [7]. - The lead plaintiff is typically the investor with the greatest financial interest in the case and acts on behalf of all other class members [7]. Group 3: Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder rights litigation, having recovered over $916 million for investors in 2025 alone [8]. - The firm has a strong track record, recovering $8.4 billion for investors over the past five years, including the largest securities class action recovery in history at $7.2 billion [8].

Core Viewpoint - The Gartner class action lawsuit alleges that the company and its executives made misleading statements regarding its contract value growth potential and consulting segment revenue outlook, leading to significant stock price declines following disappointing earnings announcements [3][4][5]. Allegations - The lawsuit claims that Gartner created a false impression of reliable information regarding its contract value growth and minimized risks from seasonality and macroeconomic fluctuations [3]. - It is alleged that Gartner misrepresented the improvement in the environment for tariff-impacted companies, suggesting continued growth opportunities that did not materialize [3]. - The lawsuit highlights that Gartner's non-federal contract value growth fell below expectations, particularly as its consulting segment revenue declined [3]. Financial Impact - On August 5, 2025, Gartner reported a decline in overall contract value growth from 7% to 5% and a drop in ex-federal contract value growth from 8% to 6%, resulting in a stock price drop of over 27% [4]. - On February 3, 2026, Gartner announced a further decline in contract value growth by an additional 2%, alongside a significant shortfall in its consulting segment performance, leading to a nearly 21% drop in stock price [5]. Legal Process - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased Gartner common stock during the class period to seek appointment as lead plaintiff in the lawsuit, representing the interests of the class [6]. - The lead plaintiff can select a law firm of their choice to litigate the case, and participation as lead plaintiff does not affect an investor's ability to share in any potential recovery [8]. Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder rights litigation, having recovered over $916 million for investors in 2025 alone [9].

Core Viewpoint - A class action lawsuit has been initiated against Gartner, Inc. for allegedly making false and misleading statements regarding its contract value growth and consulting segment revenue outlook during the specified class period from February 4, 2026, to February 8, 2026 [1][3]. Group 1: Allegations of Misleading Statements - The lawsuit claims that Gartner's management created a false impression of reliable information regarding contract value (CV) growth potential and downplayed risks associated with seasonality and macroeconomic fluctuations [3]. - It is alleged that Gartner's executives suggested an improving environment for "tariff impacted companies," which would lead to continued CV growth, despite evidence to the contrary [3]. - The lawsuit further asserts that while tariff impacts were easing, Gartner's non-federal CV growth was actually declining, contradicting the company's optimistic projections [3]. Group 2: Financial Performance and Stock Impact - On August 5, 2025, Gartner reported a decline in overall CV growth from 7% to 5% and a drop in ex-federal CV growth from 8% to 6%, leading to a stock price decrease of over 27% [4]. - On February 3, 2026, Gartner announced a further decline in CV growth by an additional 2%, including and excluding federal contracts, and revealed a significant shortfall in its Consulting segment's performance, resulting in a nearly 21% drop in stock price [5]. Group 3: Legal Representation and Investor Rights - The Portnoy Law Firm is representing investors in this class action, offering complimentary case evaluations and discussing options for pursuing claims to recover losses [2][6]. - Investors have until May 18, 2026, to file a lead plaintiff motion in the class action lawsuit [1].

Core Viewpoint - The Gartner class action lawsuit alleges that Gartner, Inc. and its executives made misleading statements regarding the company's contract value growth and consulting segment revenue, leading to significant stock price declines following disappointing earnings announcements [1][3][4][5]. Group 1: Lawsuit Details - The lawsuit, titled Schmidt v. Gartner, Inc., seeks to represent purchasers of Gartner common stock and claims violations of the Securities Exchange Act of 1934 [1]. - Allegations include that Gartner executives created a false impression of reliable information regarding contract value growth and minimized risks from macroeconomic factors [3]. - The lawsuit highlights that Gartner's non-federal contract value growth fell below projections, contradicting earlier statements about improving conditions for tariff-impacted companies [3]. Group 2: Financial Impact - On August 5, 2025, Gartner reported a decline in overall contract value growth from 7% to 5% and a drop in ex-federal contract value growth from 8% to 6%, resulting in a stock price drop of over 27% [4]. - On February 3, 2026, Gartner announced a further decline in contract value growth by 2%, including significant underperformance in its consulting segment, leading to a nearly 21% drop in stock price [5]. Group 3: Legal Process - The Private Securities Litigation Reform Act of 1995 allows investors who purchased Gartner common stock during the class period to seek appointment as lead plaintiff in the lawsuit [6]. - The lead plaintiff represents the interests of all class members and can select a law firm for litigation [6]. Group 4: Law Firm Background - Robbins Geller Rudman & Dowd LLP is a leading law firm in securities fraud and shareholder rights litigation, having recovered over $916 million for investors in 2025 alone [7]. - The firm has a strong track record, recovering $8.4 billion for investors over the past five years, making it one of the largest plaintiffs' firms globally [7].

Company Overview - Gartner, Inc. is based in Stamford, Connecticut and provides business and technology insights for critical organizational decisions, with a market capitalization of $11.2 billion [1] - The company operates through three segments: Insights, Conferences, and Consulting [1][2] Stock Performance - Gartner's stock has experienced a significant decline, dropping 66.3% from its 52-week high of $471.68 reached on March 11, 2025 [3][6] - Over the past three months, the stock has declined 31.1%, underperforming the S&P 500 Index, which saw a decline of 1.5% during the same period [3] - In the past 52 weeks, Gartner's stock has decreased by 66.3%, while the S&P 500 delivered a return of 20.8% [6] Recent Earnings and Investigations - The latest Q4 2025 earnings presentation indicated that Gartner's earnings per share (EPS) beat analyst estimates, but revenue fell short of consensus estimates [7] - Following the Q4 earnings release on February 3, the stock declined more than 21%, reaching a new 52-week low of $139.18 [7] - An investigation has been launched against Gartner for potential violations of federal securities laws, focusing on the prominence of metrics in the company's releases [7] Analyst Ratings and Comparisons - Gartner's stock has underperformed compared to its peer, Jack Henry & Associates, Inc., which saw a decline of 10.1% over the past year [8] - The consensus rating among 15 analysts covering Gartner is a "Hold," a downgrade from a previous "Moderate Buy" rating [8] - The mean price target for Gartner is $192.67, suggesting a potential rebound of 21.1% from current price levels [8]

Core Insights - Gartner, Inc. reported fourth quarter results for 2025 that exceeded expectations, with a revenue of $1.753 billion, a 2% increase from $1.715 billion in 2024 [4][21] - The company repurchased $2 billion of its stock in 2025 and completed its first investment-grade bond issuance, indicating a strategic move to increase leverage [2] - The company anticipates an acceleration in contract value (CV) throughout 2026 [2] Financial Performance - **Revenues**: $1,753 million in Q4 2025, up 2% from $1,715 million in Q4 2024 [4][21] - **Net Income**: Decreased to $242 million in Q4 2025 from $399 million in Q4 2024, a decline of 39% [4][21] - **Diluted EPS**: Dropped to $3.36 from $5.11, a decrease of 34% [4][21] - **Operating Cash Flow**: Fell to $295 million, down 12% from $335 million [4][21] - **Adjusted EBITDA**: Increased to $436 million, a 5% rise from $417 million [4][21] - **Free Cash Flow**: Decreased to $271 million from $311 million, a 13% decline [4][21] Segment Results - **Insights Revenue**: $1,283 million, a 3% increase [5] - **Conferences Revenue**: $286 million, a 14% increase [5] - **Consulting Revenue**: $134 million, a 13% decrease [5] - **Other Revenue**: $50 million, a 22% decrease [5] Contract Value Highlights - **Global Technology Sales Contract Value (GTS CV)**: Remained flat at $3.9 billion year-over-year [6] - **Global Business Sales Contract Value (GBS CV)**: Increased by 3% year-over-year to $1.2 billion [6]