Gartner, Inc. (IT) is facing significant sales challenges, leading Truist Securities and BMO Capital to lower their price targets due to weaker-than-expected Q4 contract value results and cautious 2026 guidance. Despite an aggressive share repurchase program supporting EPS, concerns remain about contract value growth in a difficult selling environment, with management implementing new strategies expected to take a couple of years to show full benefits. The stock has seen substantial drops, highlighting investor concerns over its recovery trajectory.
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Gartner, Inc. (IT) Faces Sales Challenges While Betting on Recovery
Gartner, Inc. (IT) is facing significant sales challenges, leading Truist Securities and BMO Capital to lower their price targets due to weaker-than-expected Q4 contract value results and cautious 2026 guidance. Despite an aggressive share repurchase program supporting EPS, concerns remain about contract value growth in a difficult selling environment, with management implementing new strategies expected to take a couple of years to show full benefits. The stock has seen substantial drops, highlighting investor concerns over its recovery trajectory.