IT

AI Research

Revenue outlook cut → stock dropped 20% to below $160; currently recovering to $166.74

Gartner beat Q4 2025 EPS estimates at $3.94 vs $3.50 expected, but cut its revenue outlook citing slower contract growth and AI-related concerns, triggering a 20%+ stock drop to below $160 on February 3, 2026. The stock has since recovered to $166.74 (+3.83% today), though Truist lowered its price target to $170 from $300 on February 6. Gotham Asset Management raised its stake by 132.5% in Q3, reflecting contrarian institutional interest in the information technology research firm.