Gartner Stock News

This quarter, we re-established a position in Arista Networks, a leading provider of high-performance networking solutions for data centers, cloud providers, and enterprises. We initiated a starter position in Synopsys after shares sold off following the company's third quarter earnings report and our in-person meeting with management. We exited our CyberArk Software Ltd. position after its acq...

STAMFORD, Conn.--(BUSINESS WIRE)--Gartner, Inc. (NYSE:IT) (“Gartner,” “we” or “our”) announced today that it priced its registered public offering (the “Offering”) of $800 million aggregate principal amount of its senior notes, consisting of $350 million principal amount of 4.950% Senior Notes due 2031 (the “2031 Notes”) at an issue price of 99.970% and $450 million principal amount of 5.600% S...

STAMFORD, Conn.--(BUSINESS WIRE)--Gartner, Inc. (NYSE:IT) (“Gartner,” “we” or “our”) announced today that it has commenced an offering of senior unsecured notes (the “Notes”) in a registered public offering under a shelf registration statement (the “Offering”). Gartner intends to use the net proceeds from the Offering (i) to repay outstanding borrowings under our existing revolving credit facil...

Technology executives and analysts expect artificial intelligence to generate hundreds of billions of dollars in value, yet forecasts for the market diverge significantly based on the underlying assumptions and metrics employed.

Baron Asset Fund underperformed for a second consecutive quarter as U.S. equities continued their strong rally from the market lows reached on April 8. From a sector perspective, stock selection in IT and Communication Services was responsible for about three-quarters of the underperformance in the period. Stock selection in Consumer Discretionary, Financials, and Industrials hampered relative ...

Nvidia was a contributor to the portfolio's performance again in Q3, driven by continued surging demand for accelerated computing and AI infrastructure. Chipotle was a detractor during the quarter as its comparable sales growth fell just 1% short of consensus (declining 4% against a very tough 11% comparison in the year ago period). Intuit was a detractor from performance during the quarter as ...

We reviewed and maintained our UnitedHealth position through its underwriting crisis, recognizing that management's mispricing of annually renewable policies could be corrected through swift action. Our July exit from Novo Nordisk demonstrates our willingness to move on from positions when competitive dynamics deteriorate. We made several strategic additions during market weakness including Fas...

Gartner, Inc. ( IT ) Q3 2025 Earnings Call November 4, 2025 8:00 AM EST Company Participants David Cohen - Senior Vice President of Investor Relations Eugene Hall - CEO & Chairman Craig Safian - Executive VP & CFO Conference Call Participants Jeffrey Meuler - Robert W. Baird & Co. Incorporated, Research Division Andrew Nicholas - William Blair & Company L.L.C.