SURVYR
13F +5% · BARON Institutional Filing Alert

Baron Capital (Ron Baron) (Ron Baron · Baron Capital Group) added to IT (+5% shares QoQ · 7.4% of 13F portfolio)

Form 13F-HR institutional holdings disclosure · Filed 2026-10-18

Baron Holdings › All Filing Alerts › SEC Filing ↗

IT

Gartner, Inc.
$220.93
−$10.10 (4.37%)Oct 27 close
Information TechnologyS&P 500 CompareTechnicals
1M3M6M1Y2Y
-51%-35%-18%-2%+15%Oct 2025Oct 2026Apr 202652w high $257.6952w low $124.25
ITSPY
Wall St. Highest PT $235.00 (+6.4%) Wall St. Avg PT $193.77 (-12.3%)
$126$158$191$223$256POC $158Hi $235Avg $194
Underwater Drawdown %Max DD -50.8%Current -13.6%
0.0%-50.8%
Relative Strength vs SPY-27.1% vs SPYUnderperforming
+69%0%-69%
1W
+$1.29 (0.59%)
1M
+$33.03 (17.58%)
3M
+$65.09 (41.77%)
6M
+$70.81 (47.17%)
YTD
−$31.35 (12.43%)
1Y
−$34.65 (13.56%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Hold
15 analysts · mean score 2.87
1 = Strong Buy · 5 = Sell
Strong Buy00%
Buy320%
Hold960%
Underperform17%
Sell213%
Wall Street consensus
Analyst price targets
Current price$220.93
Average target$193.77
−$27.16 (−12.3%) downsideaverage target vs current price
CurrentAverageMedian
Low$150.00
Median$190.00
High$235.00
12-month Wall Street target range
Recent analyst rating changes · 30
Reiterated
2026-10-20 · Truist Securities reiterated Buy on IT
Reiterated
2026-10-20 · Wells Fargo reiterated Underweight on IT
Reiterated
2026-10-20 · RBC Capital reiterated Sector Perform on IT
Reiterated
2026-10-13 · BMO Capital reiterated Market Perform on IT
Reiterated
2026-10-08 · Morgan Stanley reiterated Equal-Weight on IT
Reiterated
2026-10-05 · UBS reiterated Neutral on IT
All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$14.5B
P/E (last 12 months)20.8
P/E (next 12 months, estimated)14.1
52-week range$124.25 – $257.69
Revenue growth (latest quarter vs a year ago)-0.6%
Dividend yieldNo dividend
Analyst consensusHold (13)
Average analyst price target$193.77 (-12%)

What they do

Gartner, Inc. provides business and technology insights to support decision-making and performance on an organization's mission-critical priorities in the United States, Canada, Europe, the Middle East, Africa, and internationally. It operates through three segments: Insights, Conferences, and Consulting. The Insights segment delivers insights through subscription services, such as access to published content, data and benchmarks.

Technology · Information Technology Services
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
18th percentile in sector
D
12-1 return: -24.9%
Percentile within its GICS sector across the S&P 1500.
Growth
13th percentile in sector
D-
Revenue growth (YoY): -0.6%
Percentile within its GICS sector across the S&P 1500.
Value
80th percentile in sector
A-
Forward E/P: 8.0% · EBITDA/EV: 9.3%
Percentile within its GICS sector across the S&P 1500.
Profitability
76th percentile in sector
B+
Profit margin: +12.0% · Return on equity: +113.6%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
ranked 463 of 499 · 12-month momentum -24.6%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

IT earningsNext report in 6 days
Next report · quarter Sep 2026
Tue Nov 3, 2026Before the open
EPS consensus$2.84 range $2.67–$3.09
Revenue consensus$1.5B 12 analysts
Last 4 quarters · EPS vs estimate
Aug 4, 2026$4.37est $3.73+17.1%Above estimates
May 5, 2026$3.32est $2.92+13.6%Above estimates
Feb 3, 2026$3.94est $3.51+12.2%Above estimates
Nov 4, 2025$2.76est $2.43+13.7%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-25 12:02:34 ET
24-1125-0225-0525-0825-1126-0226-0526-080.005.45
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$1.7B-0.6%
2026-03-31$1.5B–
2025-12-31$1.8B–
2025-09-30$1.5B–
2025-06-30$1.7B–

Recent dividends

1999-07-19: $1.195

News & catalysts

More news
Global Green Information Technology (IT) for Insurers Market Report 2026 | Capitalize on 13.6% CAGR as Microsoft, AWS, Google, and Dell Scale Green Cloud Adoption
GlobeNewswire · 15h ago
Palantir Stock: Buy, Sell, or Hold After a Research Firm's AI Warning?
Nasdaq · Oct 22
Gartner: 80% of neocloud firms face extinction by 2030 as AI capex outpaces returns
24/7 Wall St. · Oct 20
Gartner Predicts “80% of Neoclouds” Out of Business by 2030: Here’s Who Wins
TIKR · Oct 19
Gartner analyst behind tech rout: AI returns are not yet large enough to justify neocloud build-out
CNBC · Oct 19
Rating changes
Reiterated
2026-10-20 · Truist Securities reiterated Buy on IT
Reiterated
2026-10-20 · Wells Fargo reiterated Underweight on IT
Reiterated
2026-10-20 · RBC Capital reiterated Sector Perform on IT
Reiterated
2026-10-13 · BMO Capital reiterated Market Perform on IT
Reiterated
2026-10-08 · Morgan Stanley reiterated Equal-Weight on IT
Reiterated
2026-10-05 · UBS reiterated Neutral on IT

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Kranich Robin B
EVP & CHRO · 2026-08-27
Sell
$644.1K
Jain Akhil
EVP, Consulting · 2026-08-24
Sell
$141.2K
Genovese Yvonne
EVP, Bus. & Tech. Insights · 2026-08-10
Sell
$229.0K
Herkes Claire
EVP, Conferences · 2026-08-07
Sell
$198.1K
Fuchs Anne Sutherland
Director · 2026-08-07
Sell
$158.5K
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-25 12:02:34 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

Morning Brief (8 AM ET) & Market Close (4:30 PM ET), weekdays

Indexes, sectors, biggest movers, rates, top news, SURVYR. model changes and what's ahead. Free, two short emails each weekday.

Editions

Free. Not investment advice. Unsubscribe anytime.

SURVYR

Free to use. No card, no ads, no auto-renew.

Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

How it worksOur promiseTermsPrivacyData statusSend feedback
Coteau 0.9 · Oct 21, 2026