Gartner told investors growth was accelerating. Projected accelerating contract value growth. Pointing to a path toward double-digit growth.
But that story started to crack.
In February 2025, executives promised contract value growth would climb toward 12 to 16% in a normal environment. By May, they maintained that outlook, even as macro conditions became more challenging.
Then August hit. Contract value growth slipped to about 5%. The stock dropped roughly 27% in a single day. But the slowdown continued.
In February 2026, Gartner revealed even weaker growth and a shortfall in its consulting business. Shares fell another 20%.
Investors reacted sharply.
Now, investors are taking action.