Gartner, Inc. (IT)

Gartner's stock price has declined significantly over the past six months, including a 28% plunge on August 5, 2025, following its Q2 2025 earnings report due to lower-than-expected revenue guidance. Analysts have expressed concerns about AI competition and slower growth. The company faced headwinds from U.S. federal contract cancellations. Gartner has announced an increase in its equity buyback authorization. Institutional investors have been actively trading shares.

While explicit statements about demand seasonality are not readily available, Gartner's conferences indicate a seasonal pattern for its events segment. Demand for research and consulting is driven by ongoing business and technology trends, influenced by economic cycles and the pace of technological change. Worldwide IT spending is expected to increase, indicating a consistent demand for IT-related insights.

Gartner, Inc. is a global research and advisory firm providing insights and tools to business leaders. Its core business delivers objective insights on technology and business topics. The company operates through three segments: Research, which provides subscription-based access to research content and expert networks; Conferences, which hosts global events for business professionals; and Consulting, which offers market research and support services.

Gartner has a significant global presence, operating in over 90 countries and territories. Its headquarters are in Stamford, Connecticut, USA, with regional offices and centers of excellence worldwide, including London, Hong Kong, Sydney, Irving, Gurgaon, Barcelona, Beijing, Taiwan, Singapore, and Seoul.

Gartner generally holds a reputation as a trusted research and advisory company. However, its reputation has faced scrutiny due to allegations that its Magic Quadrant positions can be influenced by vendor payments and that its research may sometimes be superficial or biased.

Gartner, Inc. has a mixed ownership structure, with a significant portion held by institutional investors, approximately 97.09% of the company's stock. Major institutional owners include The Vanguard Group Inc. and BlackRock, Inc. Va Partners LLC is the largest individual Gartner shareholder. Other significant individual/insider owners include John R. Joyce, Valueact Holdings LP, Silver Lake Technology Investors LLC, and Silver Lake Partners LP.