Gartner, IncNYSE: IT
Information Technology · IT Consulting & Other Services
$146.63
-1.25%
Vol: 1.8M
Research Digest
Friday, May 1, 2026
Gartner faces class action lawsuit after missing guidance and 64% annual decline
Gartner disclosed a significant shortfall in consulting segment performance on Feb 3, 2026, sending stock down 20.87%. The company now faces multiple class action lawsuits from investors who purchased between Feb 4, 2025 and Feb 2, 2026. Recent announcements focus on privacy trends, but market pessimism persists following the earnings miss and guidance reduction.
Previous Market Intelligence
13 daysApr 30Gartner projects worldwide IT spending to reach $6.31 trillion in 2026 driven by AI infrastructureNeutral▶
Gartner released April 2026 forecast that worldwide IT spending will reach $6.31 trillion in 2026, driven primarily by AI-focused infrastructure, software, and IT services, with data center systems seeing very large growth from hyperscale cloud and AI workloads. Goldman Sachs downgraded Gartner to Neutral from Buy on April 27. Stock down 64% over past year amid macroeconomic pressures and revenue declines.
Apr 16Gartner reports 4% growth in worldwide PC shipments in Q1 2026; faces securities fraud class action lawsuitMixed▶
Gartner released Q1 2026 preliminary PC market data showing 62.8 million units shipped, a 4% increase from Q1 2025, with Apple achieving the largest vendor gain at 12.7% YoY growth driven by MacBook Neo demand. However, the company stock has fallen from a class period high of $336.71 to $160.16 (52% decline), with a securities fraud lawsuit targeting alleged inadequate risk disclosures. Lead plaintiff motions must be filed by May 18, 2026. Survey data shows only 28% of AI infrastructure projects fully succeed with ROI expectations.
Apr 15Gartner analyst downgraded price target from $180 to $150 on April 10, citing revenue growth challenges.Negative▶
Gartner published reports showing PC shipments increased 4% in Q1 2026 and projected worldwide semiconductor revenue to exceed $1.3 trillion in 2026. However, Barclays maintained Equal-Weight rating but lowered price target to $150 from $180 on April 10. The stock has declined 64% over the past year amid macroeconomic pressures. Earnings expected May 4, 2026.
Apr 14Gartner faces investor lawsuit over contract value misstatements; Q4 2025 contract value growth collapsed to 0.8% YoY.Negative▶
Gartner reported Q4 2025 revenue growth of just 2.2% YoY with contract value growth collapsing to 0.8%. Company faces investor lawsuit alleging misstatements on contract value growth. Barclays lowered price target from $180 to $150. Stock lost 62.8% over 12 months. Consensus remains Hold with $270.44 average target.
Apr 13Gartner reports only 28% of AI infrastructure projects succeed; supply chain AI software forecast to reach $53B by 2030.Negative▶
Gartner announced April 7 that only 28% of AI use cases in infrastructure fully succeed and meet ROI expectations. Survey of 782 I&O leaders revealed 57% of failures due to unrealistic expectations. Supply chain management software with agentic AI expected to grow from <$2B to $53B by 2030.
Apr 10Gartner faces sharp stock decline due to revenue outlook cut and ongoing securities class action lawsuit.Negative▶
Gartner faced significant challenges with a 6.6% stock decline following a revenue outlook cut attributed to slower contract growth and AI-related concerns. The company is also facing securities class action lawsuits alleging it overstated contract value growth expectations. Lead plaintiff deadline is May 18, 2026. Wells Fargo lowered price target to $140 from $150. Some analysts cite 8% free cash flow yield as positive.
Apr 9Gartner Inc reports Q4 2025 revenue miss and cuts 2026 guidance amid slower contract growth and AI-related enterprise spending concerns.Negative▶
Gartner Inc (IT) reported Q4 2025 results missing revenue expectations and issued 2026 guidance below Wall Street forecasts, driven by slower contract growth and concerns about enterprise AI spending moderation. Stock declined 6.6% and fell to 52-week low of ~$160 on February 3, 2026, with share price down 6.1% weekly, 12% monthly, 37.3% YTD, and 60.6% annually. Recent analyst research highlights concerns about consulting services demand weakness. Despite challenges, Gartner released bullish forecasts including supply chain management software with agentic AI growing to $53B by 2030 (from <$2B in 2025), with 60% of enterprises adopting agentic AI features. Infrastructure and operations AI projects show only 28% full success rate with 20% outright failures. Consumer sentiment research shows 50% of U.S. consumers prefer brands not using GenAI. Consensus "Hold" from 10 analysts with price target of $270.44 (+68.76% upside). Valuation analysis suggests 50.5% undervaluation.
Apr 8Gartner predicts 80% of governments deploying AI agents by 2028 amid Security Summit announcements.Negative▶
Gartner forecasts 80% of governments will deploy AI agents for routine decision-making by 2028 and 60% of supply chain disruptions resolved autonomously by 2031. Company hosting Security & Risk Management Summits in June (National Harbor), July (Tokyo), August (Sao Paulo), September (London). Q4 2025 revenue outlook cut due to slower contract growth and AI transition concerns; stock declined 6.6% on guidance. Gartner faces challenges with 64% yearly share decline but maintains analyst coverage. Research highlights 78% of CHROs recognize need for workflow changes.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Gartner Q4 2025 EPS beat but cut full-year revenue outlook; appointed Daniela Rus to Board.Neutral▶
Gartner reported Q4 2025 revenue $1.8B (+2%) but stock down 6.6% after cutting full-year revenue outlook. Appointed Professor Daniela Rus (MIT CSAIL) and Edward Bousa to Board. Stock down 62.8% over 12 months amid macro pressures.
Apr 3Gartner announced Q1 2026 earnings set for April 28; worldwide IT spending expected to grow 10.8% to $6.15 trillion.Neutral▶
Gartner disclosed Q1 2026 results will be released April 28. Worldwide IT spending is projected to reach $6.15 trillion, up 10.8% YoY, with server spending accelerating 36.9% and total data center spending rising 31.7%. Gartner announced its Marketing Symposium/Xpo 2026 in Denver (June 8-10).
Apr 2Gartner faces headwinds with stock decline after cutting revenue guidance due to slower contract growth and AI-related concerns.Negative▶
Gartner reported Q4 2025 revenue of $1.8 billion (+2% as reported) with net income declining 39% to $242 million and adjusted EBITDA up 5% to $436 million. The company cut revenue guidance due to slower contract growth and macroeconomic pressures. Gartner announced the Gartner Finance Symposium/Xpo 2026 for May 27-29. Board appointed MIT professor Daniela Rus and Edward Bousa as directors.
Apr 1Gartner stock fell 6.6% after cutting revenue outlook due to slower contract growth and AI-related concerns.Negative▶
Gartner reported Q4 2025 revenue of $1.8B with significant challenges including a 64% stock drop over the past year. Net income fell 39% to $242M. A securities fraud lawsuit was filed with lead plaintiff deadline of May 18, 2026.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| IBMINTL | $232.50 | +0.66% | -6.4% | 17.2x | 0.69 | $217.1B |
| ACNACCENTURE | $179.70 | +0.55% | -10.2% | 12.0x | 1.24 | $110.0B |
| CTSHCOGNIZANT | $52.48 | -0.80% | -15.2% | 8.6x | 0.98 | $25.0B |
| ITGARTNER | $146.63 | -1.25% | -4.7% | 10.1x | 1.04 | $10.0B |
| EPAMEPAM | $112.25 | -1.34% | -17.0% | 8.2x | 1.73 | $6.0B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.