Gartner stock has had a difficult three year run, with the share price down about 43%, yet the latest valuation work now points to the shares trading at a discount to an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and on market multiples. Over the past 3 years the stock has declined around 43%, which means recent gains have come off a much lower base. Gartner's role in advising enterprises on AI adoption and governance can support long term cash flow...

Recent commentary on Gartner (IT) has focused on rising earnings and revenue estimates for the current and next year, along with its differentiation efforts and ongoing share repurchases that are supporting a reappraisal of the stock. See our latest analysis for Gartner. The recent earnings optimism and differentiation efforts are being reflected in Gartner’s share price, with a 36.69% 1 month share price return and a 22.64% 3 month share price return, even though the 1 year total shareholder...

Green Dot's B2B growth and embedded finance exposure bolster revenues, but weakness in Consumer Services and heavy investments pressure profitability.

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

Four consulting stocks have gained more than 25% in a month, with favorable rankings and improving earnings estimates supporting their outlook.

IT, HURN, CBZ and III have soared over 25% in a month, backed by strong earnings estimate revisions.

Customer service teams are increasing investments in the technology even as economic value remains elusive, Gartner finds.

Recent recognition of SAP (XTRA:SAP) as a Leader by both Gartner and IDC for its supply chain and AI enabled order management offerings has drawn fresh attention to the stock’s positioning and valuation. See our latest analysis for SAP. Those fresh Gartner and IDC accolades come after a sharp 31.51% 30 day share price return and a 25.05% 90 day share price return, while the year to date share price is still down 10.80% and the 1 year total shareholder return is down 22.70%. This is set...

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Zscaler's share price has delivered a 38.2% gain over the past three years, while its current checks show a mixed picture on value and an intrinsic value estimate that points to upside versus the market price. After a weak year for the stock, the key issue for investors is whether that estimated discount and the recent recognition in zero trust security are enough to offset concerns around execution and security risks. Over three years, Zscaler has returned 38.2%, which suggests the stock...

WM's tech-driven efficiencies, Stericycle gains and steady dividends support growth. However, elevated debt and weak liquidity remain key risks.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI advancements, particularly in the Information Technology sector, with semiconductor stocks showing […]

Gartner’s second quarter results drew a positive market response, as the company delivered revenue and profit metrics above Wall Street expectations despite flat year-over-year sales. Management pointed to higher client engagement and improved retention rates across both its technology and business segments as key contributors to performance. CEO Eugene Hall highlighted mid-single-digit growth among midsized enterprise clients and noted, “Contract value growth accelerated compared to the first q

Cerebras Systems beats Q2 estimates as core revenues jump 103%, fueled by a 287% surge in cloud services and rapid adoption of fast inference.

Equifax's data-driven solutions, diverse client base and growth initiatives support its outlook, though seasonality and weak liquidity pose risks.

Contract value growth accelerated for second consecutive quarter.

In August 2026, Gartner, Inc. reported second-quarter and half-year results showing higher net income and earnings per share despite slightly lower revenue, updated its full-year 2026 revenue outlook to at or above US$6.38 billion (FX-neutral growth of 1%), and disclosed further progress on a long-running share repurchase plan. An interesting detail is that between April and June 2026 Gartner bought back 3,600,000 shares for US$547 million, bringing total repurchases under its 2015...

Enterprises are now pouring more resources into operating the technology at scale rather than on training models, according to Gartner.

Gartner's latest quarterly report has investors reassessing the stock.

Here, we have picked three AI stocks, AMD, AMZN and KLAC, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

IT's discounted valuation, rising earnings outlook and strong cash flow offer appeal, but uneven revenue growth and Consulting weakness add risk.

IT raised its 2026 EPS and free cash flow outlook as margins improved, but lower revenue guidance keeps attention on execution and Consulting weakness.

IT's 39.3% monthly rally is backed by stronger earnings, contract-value stabilization and margin gains, though Consulting weakness and liquidity risks linger.

Oil-price fears ended a five-day market rally, spotlighting MU, ANET, AVGO, IT and AME stocks with ROE above their industries and solid earnings growth.

Gartner (IT) beat across the board in Q2, while the selling environment improved sequentially, with

Gartner forecasts that enterprise AI workloads at scale will not use quantum hardware through at least 2028. The company expects quantum AI to remain focused on research and development while classical accelerated AI continues to lead in production workloads. This guidance frames how large enterprises may plan AI and quantum computing budgets over the next several years. Gartner, traded as NYSE:IT, is highlighting a clear separation between research activity in quantum AI and what is likely...

Gartner (NYSE:IT) reported second-quarter results that exceeded its expectations, with revenue, adjusted EBITDA, adjusted earnings per share and free cash flow all ahead of plan. The company also raised its full-year outlook for EBITDA, adjusted EPS and free cash flow, citing revenue upside, expense

Gartner’s share price has bounced sharply in recent weeks, yet after a three year decline and fresh valuation work that points to meaningful upside, investors are weighing whether the current price still sits below a reasonable intrinsic value estimate. Gartner has fallen 44.9% over the past three years, which puts the recent rebound into context and raises the question of whether the stock is still in recovery territory rather than back at prior peaks. Strong recent operating momentum and...

Why Gartner Stock Is Back in Focus After Q2 2026 Results Gartner (IT) is back on investors' radar after reporting its second quarter 2026 results and stepping up capital returns through sizeable share repurchases and a higher buyback authorization. The company reported Q2 revenue of US$1.68b with net income of US$275.5m. Earnings per share from continuing operations reached US$4.14 on both a basic and diluted basis, compared with the prior year period. For the first six months of 2026,...

Moby summary of Gartner, Inc.'s Q2 2026 earnings call

Gartner Inc (IT) raises full-year guidance as client engagement improves and contract value growth reaccelerates for the second consecutive quarter.

IT beats second-quarter estimates, lifts 2026 profit and cash-flow guidance and posts stronger margins despite softer reported revenues.

Sales came in lower than expected. Analysts don't seem to care at all.

Although the revenue and EPS for Gartner (IT) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Gartner Inc. (NYSE:IT) reported better-than-expected second-quarter 2026 results, prompting the research and advisory company to raise several key financial forecasts for the full year.

Gartner (IT) delivered earnings and revenue surprises of +15.92% and +1.80%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Research and advisory firm Gartner (NYSE:IT) will be reporting results this Tuesday before market open. Here’s what investors should know.

AI data centers face major power constraints, and Bloom Energy offers a quickly deployable solution with its fuel cell technology.

AI's power boom is reshaping the energy market, and these are some companies investors should watch.

Hackett Group (HCKT) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

IT's Q2 revenues are expected to dip as Insights and Consulting weaken, while EPS may rise on cost discipline and share repurchases.

Some investors believe the company's shares are undervalued.

Lumen Technologies has delivered a very strong 3 year share price gain, yet its valuation checks send mixed signals, with the Discounted Cash Flow (DCF) estimate pointing to a premium while market multiples look more supportive. The stock is up about 205% over the past 3 years, which puts recent short term weakness in the context of a major longer term rebound. Recognition in a recent Gartner report for AI focused enterprise connectivity can support optimism about future revenue potential,...

Gartner (IT) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The research firm now expects global technology spending to reach $6.37 trillion this year, up 14.2% from 2025.

SoundHound AI stock has delivered a very strong 163.7% return over the past three years, yet its current checks point to a share price that screens as expensive rather than a clear bargain. A 163.7% gain over three years puts SoundHound AI firmly in the high return camp, which raises the bar for what future revenue and cash flow would need to justify today’s price. Recent recognition in Gartner’s 2026 Magic Quadrant and the rollout of the OASYS platform can support higher long term growth...

It's hard to compete with increasingly sophisticated AI models.

After a strong three year run for Datadog stock, the Discounted Cash Flow (DCF) intrinsic value estimate now sits close to the market price while traditional multiples lean expensive. This leaves investors to judge whether recent gains leave enough room for error at around US$245.77 per share. Datadog has returned 122.1% over the past three years, which puts the current valuation under closer scrutiny after a long stretch of strong performance. Recognition as a Leader in Gartner's...

Sixteen Nobel laureates just signed a letter that puts two of AI's most prominent skeptics in the same camp as Silicon Valley's biggest boosters, and the economists behind it say society may have only a few years to respond.

Only 17% of CFOs report significant or transformational value from productivity-focused investments, according to the research.