Jefferies cuts Gartner stock price target to $260 from $390 on growth concerns

Published 06/08/2025, 11:32
Jefferies cuts Gartner stock price target to $260 from $390 on growth concerns

Investing.com - Jefferies lowered its price target on Gartner (NYSE:IT) to $260.00 from $390.00 on Wednesday, while maintaining a Hold rating on the stock. The IT services company, with a market capitalization of $18.47 billion, has seen its shares decline nearly 50% year-to-date.

The research firm cited a significant slowdown in contract value (CV) growth as the primary reason for the price target reduction, noting that Gartner shares have already fallen approximately 30% on this news. According to InvestingPro data, the stock is now trading near its 52-week low of $231, with technical indicators suggesting oversold conditions.

Jefferies questioned whether the current valuation presents an opportunity for patient investors, highlighting that Gartner’s valuation is currently three standard deviations below its 5-year and 10-year averages.

The firm acknowledged potential debate around whether the slowdown reflects secular factors such as disruption by artificial intelligence or more temporary conditions.

Jefferies indicated it prefers to remain patient with Gartner stock for the time being, reiterating its Hold recommendation despite the historically low valuation.

In other recent news, Gartner has experienced several notable developments. BMO Capital Markets recently adjusted its price target for Gartner shares, raising it slightly to $465 while maintaining a Market Perform rating. This adjustment followed Gartner’s financial results, which exceeded expectations in terms of margins, but revealed a less favorable operational outlook due to a significant renewal cycle with the US Federal Government. Approximately 40% of contracts were up for renewal, with about half not being renewed, impacting Gartner’s performance. Additionally, UBS downgraded Gartner from Buy to Neutral, citing a "large Q2 NCVI miss" that has lowered the near-term trajectory for contract value growth. UBS also reduced its price target from $480 to $270 due to these concerns. Previously, UBS had lowered its price target to $480 from $500, maintaining a Buy rating, but noted the challenges posed by federal headwinds. Furthermore, Gartner’s 2025 Annual Meeting of Stockholders saw the election of eleven board nominees, including Peter E. Bisson, Richard J. Bressler, and Raul E. Cesan.

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