What smart money is saying about Gartner, Inc.
7 funds in our archive have pitched Gartner, Inc. — most recently Baron Partners Fund in March 2026.
Gartner, Inc. functions as a premier research and advisory enterprise, extending its reach across the United States, Canada, Europe, the Middle East, Africa, and various international markets. Its operations are structured into three main divisions: Research, Conferences, and Consulting. The Research division primarily offers a subscription service, enabling on-demand access to extensive published studies, data, industry benchmarks, and direct consultations with its expert network. The Conferences segment provides a platform for business professionals to acquire new knowledge, share insights, and foster connections. Lastly, the Consulting segment furnishes clients with market research, bespoke analyses, and direct, on-site support services. This segment specifically addresses critical IT challenges, offering practical strategies for areas such as optimizing IT expenditures, managing digital transformation, and enhancing IT sourcing processes. Founded in 1979, Gartner, Inc. has its corporate base in Stamford, Connecticut.
Fund coverage · 7 theses
- Baron Partners FundMarch 2026
Gartner is a syndicated research company with proprietary data, competitive advantages, and AI-enabled upside despite near-term pressure.
Read the full thesis - Baron Asset FundMarch 2026
Gartner is a syndicated research provider with a large addressable market, competitive advantages, robust free cash flow, and potential AI-enabled product enhancements.
Read the full thesis - Oakmark Global FundDecember 2025
Gartner is a leading IT research provider with strong brand, high FCF conversion, and reacceleration potential amid overstated AI-related disruption concerns.
Read the full thesis - Baron Partners FundDecember 2025
Gartner, Inc. is a syndicated research leader with proprietary data and tangible ROI that should benefit from AI as an accelerant and a recovery in public sector demand while buybacks exploit discounted valuation.
Read the full thesis - Baron Asset FundSeptember 2025
Gartner is poised for growth as its proprietary data and insights on technology trends, combined with aggressive stock repurchases, present an attractive investment opportunity despite market concerns about AI's impact.
Read the full thesis - Bell Global Equities FundJune 2025
Gartner is a resilient market leader in research and advisory services with strong financials and global reach, making it well-positioned for sustained growth.
Read the full thesis - Madison Large Cap FundJune 2025
Gartner is an attractive investment due to its strong business model, competitive advantage, excellent long-term growth outlook, and currently depressed valuation despite recent underperformance.
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