Here’s Why Gartner (IT) Reduced Its Revenue Growth Guidance

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Soumya Eswaran

Fri, January 2, 2026 astatine 6:15 AM CST 4 min read

Sustainable Growth Advisers (SGA), an concern absorption company, released its third-quarter capitalist missive for its “U.S. Large Cap Growth Strategy.” A transcript of the missive tin beryllium downloaded here. The portfolio returned -1.3% (Gross) and -1.4% (Net) successful the 3rd quarter, compared to a 10.5% instrumentality for the Russell 1000 Growth Index and an 8.1% instrumentality for the S&P 500 Index. SGA’s concern nonsubjective is to put successful high-quality maturation businesses expected to execute accordant mid-teens net growth, accompanied by unchangeable gross and currency flow. However, successful Q3, the marketplace enactment was adverse for SGA’s concern benignant arsenic lower-quality stocks and cyclical industries outperformed. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, the SGA U.S. Large Cap 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 8.69%, and its shares mislaid 47.80% of their worth implicit the past 52 weeks. On December 31, 2025, Gartner, Inc. (NYSE:IT) banal closed astatine $252.28 per share, with a marketplace capitalization of $19.107 billion.

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

"Gartner, Inc. (NYSE:IT was a detractor during the 4th aft reporting Q2 results wherever declaration worth maturation slowed to 5% from 7% successful Q1 and caused the institution to trim its gross maturation guidance for the year. While we had expected maturation to decelerate owed to the DOGE interaction connected its U.S. national authorities customers, its maturation excluding national authorities customers besides weakened arsenic tariff uncertainty delayed determination making and drove incremental fund pressures for its customers. This coincided with a caller marketplace communicative that Gartner's worth proposition would beryllium disrupted by generative AI which further weighed connected the stock.