Macro Environment Affected Gartner’s (IT) Performance in Q3

In its third-quarter 2025 capitalist letter, Madison Large Cap 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 -7.33%, and its shares mislaid 58.48% of their worth implicit the past 52 weeks. On November 6, 2025, Gartner, Inc. (NYSE:IT) banal closed astatine $228.64 per share, with a marketplace capitalization of $16.48 billion.

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

"The bottommost 5 detractors for the 4th were Gartner, Inc. (NYSE:IT), Fiserv, Texas Instruments, Liberty Broadband, and Accenture. Shares successful Gartner declined successful the 4th pursuing disappointing 2nd 4th results. Growth slowed much than expected, which absorption attributed to the macro situation (companies, particularly those impacted by tariffs, weren’t successful the temper to adhd to their expenses), portion the marketplace attributed the slowing to AI disruption (companies substituting generative AI tools for Gartner subscriptions). We judge the AI hazard to Gartner is manageable, arsenic the operation of its beardown estimation and proprietary data, including surveys, models, benchmarking data, 5 100 1000 yearly lawsuit calls, 20 7 1000 yearly tech vendor calls, etc., creates a trove of unsocial insights not disposable to generic generative AI tools."

Gartner, Inc. (NYSE:IT) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 45 hedge money portfolios held Gartner, Inc. (NYSE:IT) astatine the extremity of the 2nd quarter, compared to 51 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.