What Makes Gartner (IT) an Investment Choice?

1 week ago 7

Soumya Eswaran

Mon, January 5, 2026 astatine 6:30 AM CST 3 min read

Artisan Partners, an concern absorption company, released its “Artisan Mid Cap Value Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the quarter, the fund’s Investor Class money ARTQX returned 0.97%, Advisor Class money APDQX posted a instrumentality of 0.98%, and Institutional Class money APHQX returned 0.97%, compared to a 6.18% instrumentality for the Russell Midcap Value Index. Equity markets continued their rally successful the 3rd 4th arsenic investors overlooked tariff concerns, driven by beardown firm earnings, rising AI superior expenditures, and hopes for economical enactment from US fiscal argumentation and little involvement rates. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Artisan Mid Cap Value Fund 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 4.29%, and its shares mislaid 51.80% of their worth implicit the past 52 weeks. On January 2, 2026, Gartner, Inc. (NYSE:IT) banal closed astatine $237.03 per share, with a marketplace capitalization of $17.952 billion.

Artisan Mid Cap Value Fund stated the pursuing regarding Gartner, Inc. (NYSE:IT) successful its 3rd 4th 2025 capitalist letter:

"In summation to Constellation Brands, which we discussed previously, we besides initiated caller positions successful Elevance Health and Gartner, Inc. (NYSE:IT). Gartner is simply a exertion and concern advisory supplier helping firm executives marque amended decisions connected their strategical priorities. Ancillary businesses are league hosting and consulting. The probe concern has slowed owed successful portion to headwinds from the US national government, tariffs and elongated income cycles. These are mostly cyclical issues, but the banal is besides suffering from concerns AI volition disintermediate Gartner’s probe business. We don’t afloat discount the semipermanent menace from AI, but we deliberation Gartner’s issues are mostly cyclical and immoderate impacts from AI connected Gartner volition instrumentality years to play out. The institution consistently generates escaped currency travel and has a cleanable equilibrium sheet. Its valuation is reasonable, with an 8% escaped currency travel yield, the highest level since 2009."

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 an 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.