Gartner, Inc. (IT)

Over the past six months, Gartner's stock has experienced a notable decline. As of October 24, 2025, the share price was $250.21, representing a 51.38% decrease from $514.67 on October 28, 2024. In August 2025, Gartner reported its Q2 2025 earnings, with an EPS of $3.53, surpassing analysts' forecasts of $3.30; however, revenue was slightly below expectations, leading to a pre-market stock drop. In October 2025, shares dropped 4.4% following a "Hold" rating from a UBS analyst.

Gartner's demand for its services is generally strong regardless of economic conditions, with the Research segment providing consistent revenue through subscription services. The Conferences business segment experiences seasonality, with the first quarter typically being a "seasonally small quarter." Demand for IT spending, which Gartner analyzes and forecasts, is influenced by factors such as the availability of AI devices and the race to build AI infrastructure, which have boosted spending in 2025.

Gartner, Inc. is a research and advisory firm specializing in business and technology topics, providing insights and tools to executives across various functions and industries. Its core business segments include research, advisory services/consulting, conferences, and digital markets. The research segment delivers insights and best practices through subscription services. The advisory services segment provides tailored strategies and solutions. The conferences segment hosts events for networking and learning. The digital markets segment operates platforms like Gartner Peer Insights.

Gartner has a significant global presence, operating in 90 countries and territories with over 21,000 employees. The United States and Canada represent the largest share of its total revenue, accounting for 64.11% in fiscal year 2024. The Europe, Middle East, and Africa (EMEA) region generated 24.22% of its total revenue, while "Other International" contributed 11.68%.

Gartner maintains a strong brand reputation as a trusted source of objective insights in business and technology, frequently cited for its research, including its Magic Quadrant reports. However, in May 2023, the Securities and Exchange Commission (SEC) settled charges against Gartner for violating the Foreign Corrupt Practices Act (FCPA). Gartner's own research in September 2025 indicated that about half of consumers do not trust the results of AI-powered search and summaries, and two in five find generative AI overviews frustrating, which could indirectly influence perceptions of its brand.

Gartner, Inc. has a mixed ownership structure, with approximately 91.51% of its stock held by institutional investors, 6.11% by individual investors, and 0.19% by company insiders. Major institutional owners include The Vanguard Group, BlackRock, Inc., Bamco Inc /ny/, State Street Corp, and Geode Capital Management, Llc. As of September 2025, Assenagon Asset Management S.A. was the primary institutional investor, holding 0.19% of the stock.