Gartner, Inc. (IT), headquartered in Stamford, Connecticut, delivers research, data, and advisory support that guide leaders across industries. It operates through Research; Conferences; and Consulting segments, helping organizations make informed decisions and elevate performance with tightly integrated insights.
With a market cap hovering around $16.7 billion, Gartner commands a solid “large-cap” presence, providing organizations with proven support in cost efficiency, sourcing effectiveness, and leadership alignment.
Yet, the stock’s trajectory has been challenging. IT shares trade roughly 60.3% below the Feb high of $584.01, under notable market pressure. Over the past three months, the stock has slipped nearly 2%, while the Vanguard Information Technology Index Fund ETF Shares (VGT) advanced 9.6% during the same period, underscoring the performance gap.
The longer view hardly brightens the picture. Over the past 52 weeks, IT has fallen 55.6%, with a year-to-date (YTD) drop of 52.1%. Meanwhile, VGT has gained 18.7% and 23% over the respective periods.
Technical indicators reinforce the bearish trend. IT has traded below its 50-day moving average of $241.20 and its 200-day moving average of $342.92 since March. Brief rebounds in May and then in the Sep–Oct period failed to clear these declining averages, creating a persistent overhead resistance.
Still, all is not gloom. Gartner’s stock climbed nearly 4.4% on Nov. 5, a day after the company reported Q3 fiscal 2025 earnings that met Wall Street expectations. Revenue rose 2.7% year-over-year to $1.52 billion, coming in line with analyst estimates. Adjusted EPS jumped 10.4% to $2.76, beating forecasts of $2.43.
The company also reinforced shareholder value through a $1 billion stock repurchase, trimming the share count by 6% year-over-year and strengthening long-term returns. Building on this momentum, management raised full-year guidance, projecting Insights revenue of at least $5.06 billion, Conferences revenue of $630 million, and Consulting revenue of $575 million.
Additionally, full-year EBITDA now stands at a minimum of $1.575 billion, up $60 million from prior guidance, and lifting margins to 24.3%. Adjusted EPS for 2025 is expected to reach $12.65, underscoring confidence in sustainable growth and profitability.
For perspective, Gartner's rival, Accenture plc (ACN), has tumbled 25.2% over the last 52 weeks and 23.4% YTD, signaling persistent pressure across the sector.
Despite near-term pressure on the stock, optimism around future growth is keeping analysts upbeat. Wall Street maintains a “Moderate Buy” consensus rating from 14 analysts, with a mean price target of $278.18, representing 19.9% potential upside from current trading levels.
