IT

Gartner Inc

TMT, Event Driven/Special Sit


Presented:03/24/2017
Price:$109.06
Cap:$9.15B
Current Price:$530.04
Cap:$40.84B

Presented

Date03/24/2017
Price$109.06
Market Cap$9.15B
Ent Value$8.70B
P/E Ratio49.57x
Book Value$0.74
Div Yield0%
Shares O/S83.94M
Ave Daily Vol714,137
Short Int4.22%

Current

Price$530.04
Market Cap$40.84B
Gartner, Inc. is an information technology research and advisory company, which delivers technology-related insights to its clients to make right decisions. It operates through the following segments: Research, Consulting, and Events. The Research segment provides objective insight on critical and timely technology and supply chain initiatives for Chief Information Officers and other information technology professionals, supply chain leaders, digital marketing and other business professionals, as well as technology companies and the institutional investment community. The Consulting segment engages in the provision of customized solutions to unique client needs through on-site, day-to-day support, as well as proprietary tools for measuring and improving IT performance with a focus on cost, performance, efficiency and quality. The Events segment offers IT, supply chain, digital marketing, and other business professionals the opportunity to attend various symposia, conferences and exhibitions to learn, contribute and network with their peers. The company was founded by Gideon I. Gartner and Dave L. R. Stein in 1979 and is headquartered in Stamford, CT.

Publicly traded companies mentioned herein: Gartner Inc (IT)

Highlights

The presenter is long shares of Gartner (IT), seeing underappreciated upside from the recently announced acquisition of CEB. The presenter believes the extent of positive impact on earnings have not been communicated well by management, and that there could be 35% - 40% upside over the next 18 months. By his model, IT shares could trade up to $140 - $150, from $109 today, with a sizable portion of the gains possibly realized as early as April when IT has an analyst day scheduled.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.