Gartner falls 5% as analyst target cuts and caution around 2026 outlook weigh on sentiment

Gartner (IT) is down 5.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The drop appears tied to continued negative sentiment following Gartner’s softer 2026 outlook and a steady drumbeat of analyst price-target trims. This could also be amplified by lingering uncertainty tied to post-earnings scrutiny headlines and investor sensitivity to growth/AI-disruption narratives across software and IT services.

Details:

Gartner’s recent fourth-quarter 2025 update included a full-year 2026 outlook that management framed as excluding the divested Digital Markets business, which has been a key point investors have focused on when modeling growth.

Gartner’s 2025 annual report disclosed the company completed the sale of its Digital Markets business for about $110 million (before customary purchase price adjustments), simplifying the story but also removing a segment from the consolidated base.

Morgan Stanley recently lowered its price target on Gartner while keeping an Equal Weight rating, underscoring that AI-driven “winners vs. laggards” positioning remains a dominant debate for information-services names.

A plaintiff law firm publicized an investigation related to Gartner’s earnings disclosure practices, which can add headline risk even when it does not change underlying fundamentals.

Sources:

Nasdaq, U.S. SEC, TipRanks, GlobeNewswire

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$IT Insider Trading Activity

$IT insiders have traded $IT stock on the open market 10 times in the past 6 months. Of those trades, 8 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $IT stock by insiders over the last 6 months:

STEPHEN G PAGLIUCA has made 7 purchases buying 43,300 shares for an estimated $9,940,341 and 0 sales.
CLAIRE HERKES (EVP, Conferences) sold 367 shares for an estimated $84,982
JOHN J RINELLO (SVP, Global Business Sales) has made 1 purchase buying 50 shares for an estimated $7,706 and 1 sale selling 220 shares for an estimated $50,505.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$IT Hedge Fund Activity

We have seen 367 institutional investors add shares of $IT stock to their portfolio, and 621 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,010,413 shares (-76.2%) from their portfolio in Q4 2025, for an estimated $507,186,991
J. STERN & CO. LLP added 1,518,333 shares (+8182.0%) to their portfolio in Q4 2025, for an estimated $383,045,049
VANGUARD GROUP INC removed 1,028,358 shares (-10.2%) from their portfolio in Q4 2025, for an estimated $259,434,156
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 1,025,010 shares (+108812.1%) to their portfolio in Q4 2025, for an estimated $258,589,522
HARRIS ASSOCIATES L P added 963,984 shares (+inf%) to their portfolio in Q4 2025, for an estimated $243,193,883
CAPITAL INTERNATIONAL INVESTORS added 884,250 shares (+28.3%) to their portfolio in Q4 2025, for an estimated $223,078,590
PACER ADVISORS, INC. removed 712,252 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $179,686,934

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$IT Government Contracts

We have seen $36,697,202 of award payments to $IT over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

GARTNER SEATED SUBSCRIPTIONS AND CONSULTING SUPPORT: $4,110,825
---------- COMMENTS: IT REQUEST STATUS: FALSE: $1,954,127
ACQUISITION AND CONTACT CENTER SUPPORT SERVICES: $1,921,364
RESEARCH AND ADVISORY SERVICES: $1,700,162
IT SUBSCRIPTION AND CONSULTING SUPPORT SERVICES: $1,200,835

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$IT Congressional Stock Trading

Members of Congress have traded $IT stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $IT stock by members of Congress over the last 6 months:

REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 09/11 and 2 sales worth up to $30,000 on 10/31, 10/30.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$IT Analyst Ratings

Wall Street analysts have issued reports on $IT in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Wells Fargo issued a "Underweight" rating on 10/29/2025
Truist Securities issued a "Buy" rating on 10/16/2025

To track analyst ratings and price targets for $IT, check out Quiver Quantitative's $IT forecast page.

$IT Price Targets

Multiple analysts have issued price targets for $IT recently. We have seen 7 analysts offer price targets for $IT in the last 6 months, with a median target of $200.0.

Here are some recent targets:

Jasper Bibb from Truist Securities set a target price of $170.0 on 02/06/2026
Manav Patnaik from Barclays set a target price of $180.0 on 02/05/2026
Jason Haas from Wells Fargo set a target price of $150.0 on 02/04/2026
Toni Kaplan from Morgan Stanley set a target price of $200.0 on 02/04/2026
Joshua Chan from UBS set a target price of $270.0 on 01/09/2026
Jeffrey Silber from BMO Capital set a target price of $254.0 on 11/06/2025
George Tong from Goldman Sachs set a target price of $390.0 on 11/05/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.