Gartner (IT) Fell Following Weak Results

In its third-quarter 2025 capitalist letter, TCW Concentrated Large Cap Growth Fund highlighted stocks specified arsenic Gartner, Inc. (NYSE:IT). Established successful 1979, Gartner, Inc. (NYSE:IT) is simply a probe and advisory institution that operates done research, conferences, and consulting segments. The one-month instrumentality of Gartner, Inc. (NYSE:IT) was 8.62%, and its shares mislaid 48.73% of their worth implicit the past 52 weeks. On December 24, 2025, Gartner, Inc. (NYSE:IT) banal closed astatine $251.18 per share, with a marketplace capitalization of $19.023 billion.

TCW Concentrated Large Cap Growth Fund stated the pursuing regarding Gartner, Inc. (NYSE:IT) successful its 3rd 4th 2025 capitalist letter:

"Shares of Gartner, Inc. (NYSE:IT) (IT)† dropped aft the institution reported disappointing quarterly results. While apical and bottom-line results topped statement estimates, maturation excluding the U.S. Federal concern decelerated and absorption lowered guardant guidance. Forward guidance present assumes CV (Contract Value) maturation volition decelerate from mid-single-digit maturation to debased single-digit growth. Furthermore, absorption noted that ~35% to 40% of probe declaration worth is successful tariff impacted industries that are implementing outgo cutting with delayed income cycles. AI (a secular inclination to which we are firmly levered) is rapidly disrupting galore extremity markets. While Gartner’s probe is valued and appreciated by elder C-suite executives to validate decisions, customers are progressively becoming assured successful LLM (Large Language Model) research, frankincense harming Gartner’s BMA (Business Model Advantage), and we judge AI whitethorn shrink the company’s TAM (Total Addressable Margin). We truthful elected to wholly exit the stock."

Gartner, Inc. (NYSE:IT) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge money portfolios held Gartner, Inc. (NYSE:IT) astatine the extremity of the 3rd quarter, which was 45 successful the erstwhile quarter. In the 3rd 4th of 2025, Gartner, Inc. (NYSE:IT) reported revenue of $1.5 billion, reflecting arsenic summation of 3% year-over-year arsenic reported and 1% FX neutral. While we admit the imaginable of Gartner, Inc. (NYSE:IT) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.