Gartner Inc. had a notable presence at the IT Infrastructure, Operations & Cloud Strategies Conference 2025, with key insights shared on the trends impacting infrastructure and operations for 2026. However, the company has been experiencing a slump since 2025, with weak business outlook contributing to its slide. Opportunities for investors willing to be patient were explored. Gartner's stock has recently witnessed trading activity, with Stephen Pagliuca purchasing 43,300 shares. After cautious guidance and rising AI-driven contract risks, Gartner's valuation is being reassessed. The company's influence on enterprise and government tech spending, through new AI adoption research, has raised questions about its valuation. Furthermore, their focus on AI and cybersecurity has been driven by increased global government IT budgets. In spite of downturns following its earnings report and increased contract risks, Gartner is expected to catch the upswing as the focus on AI intensifies across industries. Meanwhile, investment entities such as Engineers Gate Manager LP and AQR Capital Management LLC increased their stakes in Gartner. Despite the challenges, future-ready HR teams for the AI age and AI usage in CIO strategy remain focal themes for Gartner.
Gartner IT News Analytics from Tue, 11 Feb 2025 18:58:48 GMT to Sat, 13 Dec 2025 23:41:06 GMT -
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- Innovation -2
- Information 7
- Rumor -5
