Gartner, Inc. (IT)

Gartner's stock price has experienced significant impacts over the past six months. On November 4, 2025, shares fell 7.5% after Q3 2025 results due to a plunge in profitability and cash flow. On September 10, 2025, the stock dropped 5.3% after RBC Capital Markets initiated coverage with a neutral rating, citing concerns about slowing growth and AI disruption. A few days prior to September 10, the stock fell 4.2% when Wolfe Research initiated coverage with a neutral rating, also highlighting budget constraints and AI concerns. On August 5, 2025, shares plummeted nearly 28% after Gartner missed quarterly estimates and reduced its full-year sales outlook due to soft demand in its research unit.

While specific detailed seasonality for Gartner's products and services is not extensively documented, Gartner's integrated demand planning capabilities allow organizations to account for regional variables such as seasonality. The third quarter is typically a softer quarter for the broader IT and ITeS sector due to reduced deal activity and seasonal holidays. Gartner hosts numerous conferences throughout the year, suggesting a structured, potentially seasonal, schedule for these events.

Gartner, Inc. is a global research and advisory firm specializing in business and technology. It operates in the business services sector, focusing on IT and communication technologies, with a subscription-based model augmented by consulting fees and event ticket sales. The company's services are delivered through three segments: Research provides insights and advice through reports, tools, and expert access; Conferences organizes global events for learning and networking; and Consulting offers fact-based services and support for IT-related priorities. Gartner Digital Markets connects companies with software vendors and provides market insights.

Gartner has a significant global presence with approximately 21,000 associates in 85 offices worldwide, serving clients in around 90 countries and territories. In fiscal year 2024, the United States and Canada represented the largest share of its revenue at 64.11%, followed by Europe, Middle East, and Africa (24.22%), and Other International (11.68%).

Gartner maintains a strong brand reputation for trust and awareness in the IT research and advisory space, particularly for its widely recognized tools like the Magic Quadrant and Hype Cycle. The company was recognized as a "best place to work in 2024" by Glassdoor. However, Gartner has faced criticism regarding a "pay-to-play" model, potentially undermining the objectivity of its research. The rise of AI is also a factor, as enterprises explore using AI to generate their own strategic insights, potentially reducing their reliance on traditional analyst firms.

Gartner, Inc. is primarily controlled by institutional investors, who own approximately 91.51% to 97.46% of the outstanding shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Bamco Inc /ny/, State Street Corp, Independent Franchise Partners LLP, Capital International Investors, Morgan Stanley, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, and VFINX - Vanguard 500 Index Fund Investor Shares. Insiders hold around 2.27% to 3.88% of shares, while individual and public company investors hold a smaller percentage.