Gartner, Inc.
In the published model solve dated 2026-Q2, anchored at $198.39, Gartner, Inc. (IT) is priced for +1.5% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 24, 2026 from SEC EDGAR filings.
• The number that governs this business is not revenue but contract value, the annualised value of subscriptions on the books, and it has stalled at $5,268.0 million after years of compounding at a double-digit pace. [Source: Gartner Q1 2026 Form 10-Q] • The specific risk is that the product itself is what generative AI substitutes, and the early evidence is consistent with it: first-quarter revenue slipped 2% to $1,511.0 million and the consulting line fell 15%. [Source: Gartner Q1 2026 Form 1
Is IT overvalued? See what's priced in →
688 institutional managers reported holding IT in 13F filings for the quarter ended 2026-03-31. 77 opened new positions that quarter. Held by Vanguard Group, BlackRock, AQR Capital, among others. On the short side, 12.5M shares were sold short as of the 2026-06-15 count, about 18% of shares outstanding (9.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
IT has cut its share count 18.6% over the past five years, spending $5.48B on repurchases. It pays no dividend. Cash returned over the past three years: $3.63B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at IT over the trailing three years: 2025: 8 buys totaling $10.04M; 2026: 1 buy totaling $8k. 26 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
IT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-02 | -3.6% | +1.9% |
| 2023-11-04 | +14.6% | +10.0% |
| 2024-02-16 | -4.2% | -1.8% |
| 2024-05-01 | -5.8% | +6.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
IT's latest 8-K filings: 2026-08-04 (items 2.02, 7.01, 9.01); 2026-06-02 (items 5.07); 2026-05-05 (items 2.02, 7.01, 9.01); 2026-02-03 (items 2.02, 7.01, 9.01); 2026-01-29 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 24, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.