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Upturn AI Summary - About
Gartner Inc(IT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IT
11/13/2026: IT (2-star) is a SELL. SELL for 2 days. Simulated Profits (-3.11%). Updated daily EoD!
Gartner Inc is a major provider of research and advisory services, operating on a robust, recurring subscription-based business model. The company has a leading position in the professional services sector, successfully serving a diverse range of C-suite executives across various business functions. Its primary growth opportunity lies in capitalizing on the massive enterprise demand for data-driven AI strategy and broader functional insights. However, the company faces risks from economic downturns that impact corporate budgets and potential technological disruption to its traditional research model. Suitable for long-term growth investors, Gartner's consistent cash flow and disciplined share repurchase strategy are key developments for stakeholders to monitor.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Gartner has a track record of consistent revenue growth and disciplined capital allocation. |
| Momentum investor | Strong fit while signal remains positive | Gartner's stock often exhibits sustained trends, provided positive market signals align with its performance. |
| Value investor | Mixed fit | The stock often trades at premium multiples due to its high-quality business model and market position. |
| Dividend investor | Weak fit | Gartner does not pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | While the business model is recurring and stable, the stock's valuation can lead to price volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock's premium valuation makes it sensitive to growth expectations and macro-economic changes. |
| Valuation risk | Medium / high | High P/E multiples require sustained execution to justify current share prices. |
| Competition risk (AI competition) | Medium | Emerging AI tools may eventually disrupt the traditional subscription research model. |
| Business quality | Strong | The company maintains a high-margin, sticky, subscription-based business franchise. |
| Dividend income | Low / none | The company does not provide income through dividends. |
| Execution risk | Medium | Maintaining the quality of research and consulting across global markets requires constant focus. |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.12B USD | Price to earnings Ratio 13.76 | 1Y Target Price 201.46 |
Price to earnings Ratio 13.76 | 1Y Target Price 201.46 | ||
Volume (30-day avg) 1.1M shares | Beta 0.91 | 52 Weeks Range 124.25 - 256.90 | Updated Date 11/13/2026 |
52 Weeks Range 124.25 - 256.90 | Updated Date 11/13/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 13.96 |
Sector & Industry Intelligence
Sector
Technology
Caution- Sentiment
- Near Bearish
- Momentum
- Rapid Breadth Deterioration
- BUY participation
- 30.1%
- Active BUY / eligible
- 37 / 123
- 30-Day BUY Count Change
- -42
- Market state
- Weak Bullish / Near Bearish
BUY participation is falling rapidly, suggesting elevated market vulnerability.
Industry
Information Technology Services
- BUY participation
- 75.0%
- Active BUY / eligible
- 3 / 4
- 30-Day BUY Count Change
- +1
Eligible universe: 4 stocks.
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -26.48% | Avg. Invested days 32 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Research Subscription | Subscription fees for access to Gartner's research databases and advisory services. | This is the core, high-margin, recurring revenue driver for the company. |
| Conferences | Registration and sponsorship fees for global summits. | A significant revenue stream that benefits from networking demand. |
| Consulting | Project-based fees for implementation and custom advisory. | Provides supplementary revenue often linked to insights from the research segment. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-03 | When Before Market | Estimate 2.86 | Actual 3.59 |
Profitability
Profit Margin 14.81% | Operating Margin (TTM) 20.26% |
Management Effectiveness
Return on Assets (TTM) 11.33% | Return on Equity (TTM) 36.58% |
Valuation
Trailing PE 13.76 | Forward PE 12.09 | Enterprise Value 13.62B | Price to Sales(TTM) 1.88 |
Enterprise Value 13.62B | Price to Sales(TTM) 1.88 | ||
Enterprise Value to Revenue 2.11 | Enterprise Value to EBITDA 8.78 | Shares Outstanding 63.08M | Shares Floating 57.18M |
Shares Outstanding 63.08M | Shares Floating 57.18M | ||
Percent Insiders 2.67 | Percent Institutions 116.89 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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