Gartner (NYSE:IT) Given New $200.00 Price Target at Morgan Stanley

Gartner (NYSE:IT) had its price target lowered by equities research analysts at Morgan Stanley from $275.00 to $200.00 in a research report issued on Wednesday,Benzinga reports. The brokerage currently has an “equal weight” rating on the information technology services provider’s stock. Morgan Stanley’s target price indicates a potential upside of 28.45% from the company’s current price.

Other equities research analysts have also issued research reports about the stock. UBS Group boosted their price target on shares of Gartner from $256.00 to $270.00 and gave the company a “neutral” rating in a report on Friday, January 9th. Deutsche Bank Aktiengesellschaft set a $204.00 price objective on shares of Gartner in a research note on Wednesday. BMO Capital Markets cut their price target on Gartner from $272.00 to $254.00 and set a “market perform” rating on the stock in a report on Wednesday, November 5th. Truist Financial set a $300.00 price objective on Gartner in a research note on Wednesday, November 26th. Finally, William Blair restated an “outperform” rating on shares of Gartner in a research note on Tuesday, October 21st. Four research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Gartner currently has a consensus rating of “Hold” and a consensus price target of $235.30.

Gartner Trading Down 2.8%

NYSE:IT traded down $4.46 during midday trading on Wednesday, hitting $155.70. The stock had a trading volume of 1,637,645 shares, compared to its average volume of 1,355,636. The stock has a 50-day moving average of $235.70 and a 200 day moving average of $248.97. The company has a market capitalization of $11.22 billion, a price-to-earnings ratio of 13.66 and a beta of 1.06. Gartner has a one year low of $139.18 and a one year high of $546.21. The company has a quick ratio of 0.88, a current ratio of 0.88 and a debt-to-equity ratio of 4.42.

Gartner (NYSE:IT) last issued its earnings results on Tuesday, February 3rd. The information technology services provider reported $3.94 earnings per share for the quarter, topping the consensus estimate of $3.50 by $0.44. The business had revenue of $1.75 billion during the quarter, compared to analysts’ expectations of $1.75 billion. Gartner had a return on equity of 92.12% and a net margin of 13.71%.The business’s revenue for the quarter was up 2.2% compared to the same quarter last year. During the same period in the prior year, the business earned $5.45 EPS. Gartner has set its FY 2026 guidance at 12.300- EPS. As a group, sell-side analysts forecast that Gartner will post 12.5 EPS for the current year.

Insider Buying and Selling

In other news, EVP Claire Herkes sold 367 shares of Gartner stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $231.56, for a total transaction of $84,982.52. Following the completion of the transaction, the executive vice president owned 4,074 shares of the company’s stock, valued at $943,375.44. The trade was a 8.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Stephen G. Pagliuca acquired 43,300 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The stock was acquired at an average price of $229.57 per share, for a total transaction of $9,940,381.00. Following the completion of the transaction, the director directly owned 111,613 shares in the company, valued at approximately $25,622,996.41. This represents a 63.38% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.60% of the stock is owned by insiders.

Institutional Investors Weigh In On Gartner

Hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. boosted its position in Gartner by 5.3% during the third quarter. Vanguard Group Inc. now owns 10,082,185 shares of the information technology services provider’s stock worth $2,650,304,000 after acquiring an additional 509,902 shares during the last quarter. Bamco Inc. NY boosted its holdings in shares of Gartner by 18.3% during the third quarter. Bamco Inc. NY now owns 4,322,113 shares of the information technology services provider’s stock worth $1,136,154,000 after purchasing an additional 669,352 shares during the last quarter. State Street Corp grew its position in shares of Gartner by 2.8% in the third quarter. State Street Corp now owns 3,510,206 shares of the information technology services provider’s stock valued at $922,728,000 after purchasing an additional 96,809 shares during the period. Independent Franchise Partners LLP acquired a new position in Gartner in the third quarter valued at $840,166,000. Finally, Capital International Investors purchased a new position in Gartner during the third quarter worth about $820,113,000. 91.51% of the stock is currently owned by hedge funds and other institutional investors.

Gartner News Roundup

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Subscription-heavy model and strong renewal rates provide resilience versus cyclical consulting exposure; some analysts/columnists argue the selloff may overstate long-term risk. How Gartner Stock Rises To $200
• Positive Sentiment: Q4 beat on EPS and revenue versus estimates and the company expanded its share-repurchase program — near-term supports for the stock if buybacks continue. Gartner Q4 earnings / press release
• Neutral Sentiment: Conference call/transcript and slide deck released — investors should review management’s phrasing on contract cadence and renewals for clues on revenue durability. Q4 slide deck / press release
• Neutral Sentiment: Industry recognitions and Gartner research mentions continue (Magic Quadrant / Peer Insights references), which support its market position but have limited near-term impact on trading. Gartner Peer Insights item
• Negative Sentiment: FY2026 guidance was below Street expectations (EPS guidance cut to ~12.3 vs. consensus ~13.5 and revenue guidance below estimates), which is the primary driver of the selloff. Gartner forecasts downbeat annual results
• Negative Sentiment: Management flagged slowing demand and deferrals in consulting as customers “slow and defer everything possible” amid AI uncertainty — market worries this pressured near-term revenue and margins. Why Gartner and other IT stocks got slammed
• Negative Sentiment: Analyst reactions pushed bearish: Wells Fargo cut its price target to $150 and placed an underweight; other firms trimmed targets/maintained holds — amplifying selling pressure. Wells Fargo cuts PT (Benzinga)
• Negative Sentiment: Market commentary emphasizes that despite an earnings beat, slowed contract growth, weaker guidance and AI-related uncertainty create negative sentiment likely to keep downward pressure near term. Seeking Alpha: negative sentiment pressure

About Gartner

Gartner, Inc is a global research and advisory firm that provides insights, advice and tools for leaders in IT, finance, HR, customer service and other business functions. Founded in 1979 and headquartered in Stamford, Connecticut, Gartner specializes in helping organizations make informed decisions about technology, operations and strategy through a combination of published research, advisory services, consulting, executive programs and events.

The company’s offerings include proprietary research reports, market forecasts, and analytical frameworks that are widely used by technology buyers and vendors.