IT Gartner, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
08:30
Sep 30
Sep 30
815 Money Talk
Investment-driven non-consumer sectors outperform under high rates.
When rates stay high, money favors sectors that can pass on costs and are driven by investment rather than consumer credit. IT, semiconductors, MLCC, transformers, and energy are cited as relative winners that may not fall much because their demand is not consumer-facing.
IT
Gartner, Inc.
Long
1ST
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23:59
Aug 31
Aug 31
CNBC
Gartner business not displaced by AI.
Gartner was in the crosshairs of the AI displacement thesis, but its business is not actually being displaced, which is why the stock bounced 31%.
IT
Gartner, Inc.
Long
1ST
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00:52
Mar 03
Mar 03
CNBC
AI displacement threatens Gartner's consulting value
Cramer groups Gartner with the AI-displacement losers. It fell 25% in February because ubiquitous AI makes its IT consulting expertise less valuable and compresses its multiple. A good quarter came with a light full-year forecast. He expects only a small bounce in these hardest-hit stocks and tells investors hoping for a rebound not to hold their breath.
IT
Gartner, Inc.
Avoid
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About IT Investor Commentary
Across the available history and selected sources, Buzzberg tracks IT (Gartner, Inc.) across 8 sources: 3 bullish vs 1 bearish calls from 14 authors. Historical directional balance: 10% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 21 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: Kim Jang-yeol, Jim Cramer.