Gartner (IT) Stock Forecast & Price Target

Gartner Inc. has demonstrated significant revenue growth, particularly in its Insights segment, which now constitutes 82% of total revenue, reflecting a strategic shift toward higher-margin offerings. The company's consolidated contribution margin has consistently expanded, averaging approximately 70 basis points annually since 2009, indicating strong operational efficiency. Additionally, Gartner's Consulting revenues have grown at a compound annual growth rate of 10% over the past five years, underscoring the company's robust performance and capacity for future growth in the technology industry.

Gartner Inc. has experienced a decline in its wallet retention rate, dropping to 101% in Q1 2024 from 104% in the previous year, indicating reduced spending by existing clients. The company has also lowered its guidance for adjusted EBITDA margins to 23.5% in FY25, down from 24.8% in FY24, reflecting ongoing pressures from headcount additions and external factors such as foreign exchange. Additionally, there has been a significant drop in Federal Insights contract values, which fell from $275 million in Q4 2024 to $200 million in Q2 2025 due to tightened procurement processes driven by government efficiency programs.