Gartner (IT) Slid as Its Key Contract Value Metric Fell Short

1 day ago 7

Soumya Eswaran

Mon, December 15, 2025 astatine 7:16 AM CST 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Focus Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, each the large plus classes posted affirmative returns but fixed income assets extracurricular the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% instrumentality for the Russell Midcap Growth Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, TimesSquare Capital U.S. Focus Growth Strategy 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 3.09%, and its shares mislaid 53.46% of their worth implicit the past 52 weeks. On December 12, 2025, Gartner, Inc. (NYSE:IT) banal closed astatine $233.89 per share, with a marketplace capitalization of $17.714 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the pursuing regarding Gartner, Inc. (NYSE:IT) successful its 3rd 4th 2025 capitalist letter:

"Among the wide assortment of Information Technology companies, we similar captious strategy providers, specialized constituent designers, systems that amended productivity oregon ratio for their clients, and others that are increasing their shares of firm IT budgets. Gartner, Inc. (NYSE:IT) is an accusation exertion probe and advisory company. Despite reporting upside to estimates connected revenues and earnings, its cardinal declaration worth metric fell short. That resulted successful a -18% tumble to its shares. We decided to liquidate the presumption and redeploy the proceeds into higher condemnation names."

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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.