With no single headline event driving attention today, Gartner (IT) is drawing interest as investors reassess its share performance, its business mix across research, conferences, and consulting, and its recent return profile over the past month and the past 3 months.
See our latest analysis for Gartner.
The recent 1 day share price return of 1.35% contrasts with a 90 day share price return of 35.63% decline and a 1 year total shareholder return of 62.5% decline. This suggests momentum has been fading even as investors reassess Gartner’s mix of research, conferences, and consulting at a share price of $161.41.
If you are weighing Gartner’s recent pullback against other opportunities, this could be a useful moment to scan for companies with stronger trends using our 20 top founder-led companies
So with Gartner trading at $161.41, recent returns under pressure and an estimated intrinsic discount of about 28%, are you looking at an undervalued research powerhouse or a stock where the market already prices in future growth?
Most Popular Narrative: 43.1% Undervalued
Gartner’s most followed narrative pegs fair value at about $283.73 per share, well above the last close of $161.41, framing a sizeable implied discount.
The analysts have a consensus price target of $300.6 for Gartner based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $457.0, and the most bearish reporting a price target of just $225.0.
Want to see what is driving that gap between price and fair value? The narrative focuses on earnings trends, margin assumptions, and a richer future profit multiple.
Result: Fair Value of $283.73 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, that undervaluation story could be challenged if generative AI tools reduce demand for Gartner subscriptions, or if prolonged corporate cost cutting keeps contract value growth under pressure.
Find out about the key risks to this Gartner narrative.
Next Steps
With sentiment split between concern about risks and interest in potential rewards, this is a good time to look at the numbers yourself and move quickly to form your own view by checking the 2 key rewards and 2 important warning signs
Looking for more investment ideas?
Do not stop with a single stock, broaden your watchlist with focused sets of companies that match the kind of strengths and opportunities you care about most.
This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
We’ve created the ultimate portfolio companion for stock investors, and it’s free.
• Connect an unlimited number of Portfolios and see your total in one currency
• Be alerted to new Warning Signs or Risks via email or mobile
• Track the Fair Value of your stocks
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com