Morgan Stanley Lowers Gartner (NYSE:IT) Price Target to $200.00

Gartner (NYSE:IT) had its price target lowered by investment analysts at Morgan Stanley from $275.00 to $200.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has an “equal weight” rating on the information technology services provider’s stock. Morgan Stanley’s price target would indicate a potential upside of 31.77% from the stock’s current price.

Several other research analysts have also recently weighed in on the company. Weiss Ratings restated a “sell (d+)” rating on shares of Gartner in a research report on Thursday, January 22nd. Truist Financial set a $300.00 price objective on Gartner in a research note on Wednesday, November 26th. BMO Capital Markets dropped their target price on Gartner from $272.00 to $254.00 and set a “market perform” rating for the company in a report on Wednesday, November 5th. The Goldman Sachs Group reduced their price target on Gartner from $457.00 to $390.00 and set a “buy” rating on the stock in a report on Wednesday, November 5th. Finally, UBS Group upped their price objective on shares of Gartner from $256.00 to $270.00 and gave the company a “neutral” rating in a report on Friday, January 9th. Four analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Gartner has an average rating of “Hold” and a consensus price target of $203.70.

Gartner Price Performance

Gartner stock opened at $151.78 on Wednesday. The company has a fifty day simple moving average of $232.64 and a 200-day simple moving average of $247.66. The firm has a market capitalization of $10.94 billion, a price-to-earnings ratio of 15.73 and a beta of 1.06. 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 has a 52-week low of $139.18 and a 52-week high of $544.93.

Gartner (NYSE:IT) last posted its quarterly earnings results on Tuesday, February 3rd. The information technology services provider reported $3.94 earnings per share for the quarter, topping analysts’ consensus estimates of $3.50 by $0.44. Gartner had a net margin of 11.22% and a return on equity of 83.48%. The firm had revenue of $1.75 billion for the quarter, compared to analyst estimates of $1.75 billion. During the same period in the previous year, the business posted $5.45 earnings per share. Gartner’s quarterly revenue was up 2.2% on a year-over-year basis. Gartner has set its FY 2026 guidance at 12.300- EPS. On average, equities analysts anticipate that Gartner will post 12.5 EPS for the current fiscal year.

Insider Activity

In other news, Director Stephen G. Pagliuca bought 43,300 shares of the business’s stock in a transaction on Wednesday, December 10th. The shares were bought at an average price of $229.57 per share, with a total value of $9,940,381.00. Following the completion of the transaction, the director directly owned 111,613 shares in the company, valued at $25,622,996.41. This trade represents a 63.38% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Claire Herkes sold 367 shares of the firm’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $231.56, for a total value of $84,982.52. Following the transaction, the executive vice president owned 4,074 shares of the company’s stock, valued at approximately $943,375.44. This represents a 8.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 2.30% of the company’s stock.

Hedge Funds Weigh In On Gartner

Several hedge funds have recently bought and sold shares of IT. Physician Wealth Advisors Inc. raised its stake in shares of Gartner by 143.9% in the fourth quarter. Physician Wealth Advisors Inc. now owns 100 shares of the information technology services provider’s stock valued at $25,000 after acquiring an additional 59 shares in the last quarter. Rakuten Securities Inc. increased its holdings in Gartner by 1,980.0% during the 4th quarter. Rakuten Securities Inc. now owns 104 shares of the information technology services provider’s stock worth $26,000 after purchasing an additional 99 shares during the period. Addison Advisors LLC acquired a new stake in Gartner in the 2nd quarter valued at about $27,000. Elyxium Wealth LLC purchased a new position in shares of Gartner in the 4th quarter valued at about $28,000. Finally, Activest Wealth Management grew its position in shares of Gartner by 11,600.0% during the fourth quarter. Activest Wealth Management now owns 117 shares of the information technology services provider’s stock worth $30,000 after buying an additional 116 shares in the last quarter. Institutional investors and hedge funds own 91.51% of the company’s stock.

Key Stories Impacting Gartner

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Gartner says global IT spending will top $6 trillion in 2026 and forecasts ~10.8% IT spending growth next year, underscoring a large addressable market that supports multi-year subscription revenue potential. Article Title
• Positive Sentiment: Zacks published a note saying earnings outlooks have improved in their broader earnings trends report, which could point to analyst revisions helping future sentiment if Gartner’s guidance holds. Article Title
• Positive Sentiment: Analysis pieces note Gartner’s subscription-heavy revenue model, strong renewal rates and central role in vendor selection — features that tend to provide resilience through cycles. This supports the case for a recovery if execution and guidance improve. Article Title
• Neutral Sentiment: The full Q4 2025 earnings call transcript is available for investors to review management’s color on revenue composition, contract growth and guidance details. Use it to verify commentary behind the numbers and guidance. Article Title
• Neutral Sentiment: Morgan Stanley lowered its price target (from $275 to $200) and kept an equal-weight/hold stance — a sign of reduced optimism but not an outright sell call. This typically tempers near-term upside expectations. Article Title
• Neutral Sentiment: TipRanks/analyst coverage reiterates a cautious stance citing slowing contract growth and AI-related headwinds; useful context but not a new rating shock. Article Title
• Negative Sentiment: Law firm Levi & Korsinsky has opened an investigation into Gartner for potential securities-law violations related to non-GAAP disclosures — a development that increases regulatory/legal risk and can pressure sentiment while unresolved. Article Title
• Negative Sentiment: Wells Fargo cut its price target to $150 and moved to an underweight rating, signaling expectations for limited upside and adding selling pressure from a prominent sell-side firm. Article Title
• Negative Sentiment: Market commentary (e.g., Seeking Alpha) highlights negative sentiment post-quarter that could keep downward pressure on recovery until signs of improving contract growth and clearer AI positioning appear. Article Title

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.