On July 13, the Stanford Digital Economy Lab published an 88-word statement titled “A Statement on AI’s Transformation of the Economy,” signed by more than 200 economists, executives, and researchers, including 16 Nobel laureates. The letter warns that AI “may become radically more powerful over the next 10 years,” potentially driving a shift “larger than the Industrial Revolution” but on a compressed timeline, carrying risks “including large-scale job displacement” alongside “major gains in living standards.”
The striking element is who signed it. Daron Acemoglu and Simon Johnson, both at MIT and joint 2024 Nobel economics laureates, have long argued that AI’s productivity gains are overhyped. Their names on this document mark what organizer Erik Brynjolfsson of Stanford called “a notable change in the profession.”
The Real-World Backdrop The threat of AI-driven job eliminations has no shortage of evidence. For instance, Oracle (NYSE:ORCL | ORCL Price Prediction) has eliminated about 21,000 jobs, 13% of its global workforce, with the cuts attributed to AI adoption. Amazon (NASDAQ:AMZN) cut about 30,000 positions, though AI’s role there is debated.
Oracle stock shows the tension: the company’s Cloud Infrastructure revenue grew 93% year over year (YoY) to $5.79 billion in Q4 FY2026, remaining performance obligations ballooned 363% to $638 billion, and restructuring charges hit $823 million in the quarter alone. Co-CEO Clay Magouyrk stated that Oracle’s autonomous software has been “key to reducing human labor and human error in our datacenters.” Oracle stock is down 35% year to date (YTD).
What the Letter Says Organized by Anton Korinek (University of Virginia, currently embedded with Anthropic), Brynjolfsson, Ajay Agrawal (University of Toronto), and Tom Cunningham (METR), the statement names no specific policies. It calls on economists, policymakers, and technology leaders to build “the incentives, guardrails, and institutions needed to steer AI.”
Signatories include Eric Schmidt, Reid Hoffman, Joseph Stiglitz, Jeff Dean of Google DeepMind, Jack Clark of Anthropic, and Sarah Friar of OpenAI. Korinek’s framing is direct: “Steam, electricity, and computers each gave societies decades to adapt; AI may give us only a few years.”
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.
The Evidence Cuts Both Ways Aaron Terrazas, former Glassdoor chief economist, described sustained white-collar payroll contraction as “without precedent outside of a recession.” Yet, headline unemployment sits at 4.2% in June, and Job Openings and Labor Turnover Survey (JOLTS) openings rebounded to 7.59 million in May. The slack is showing up as underemployment and workforce exits.
The IMF finds AI adoption still concentrated among a minority of workers, while a Harvard/INSEAD/University of Toronto study documented VC-backed startups hiring fewer entry-level workers. Anthropic CEO Dario Amodei has claimed AI could eliminate up to half of entry-level white-collar jobs within five years. Acemoglu has told reporters he hasn’t abandoned his doubts about industry’s most optimistic timelines.
What Investors Can Watch For what it’s worth, some AI-driven cuts are already reversing. Gartner (NYSE:IT) projects that about half of AI-related job cuts will be reversed by 2027, and Klarna (NYSE:KLAR) pulled back on replacing customer service with AI. The capital tells the other side of the story, as Alphabet‘s (NASDAQ:GOOGL) Google (which has implemented ongoing waves of job reductions) has guided 2026 capital expenditures to $175 to $185 billion, Amazon plans about $200 billion, and Oracle expects to raise roughly $40 billion in FY2027 for further buildout.
So far, it appears that AI-driven job cuts haven’t caused much consternation for mega-cap stakeholders. Google Cloud revenue grew 63% YoY to $20.03 billion in Q1 2026, with backlog nearing $460 billion. Alphabet stock is up 84% over the past year, while Amazon stock is up 8% over the same span.
Still, the laureates’ statement calls for preparation. Investors could watch two signals over the next two quarters: whether white-collar payroll contraction spreads into the June jobs revision beyond its current 158.98 million total, and whether Oracle’s restructuring template migrates into Alphabet’s or Amazon’s operating segments. If it does, the tsunami Brynjolfsson referenced may arrive faster than the models suggest.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.
Pozitivní nálada vydržela po celou obchodní seanci. Obrat na čipovém sektoru udržel technologický NASDAQ výrazně v plusu. Přesto klasické technologie z magnificent 7 skončily v záporu (Amazon -0,98 %). To vše se dělo při stále rostoucí cenně ropy. Investoři sledují především čísla hospodaření a geopolitika šla mírně stranou.
Z čipového sektoru se dařilo především výrobci paměťových čipů Micron +12,04 %, Sandisk +14% či výrobce procesorů Intel +8,64 %.
Automobilový koncern General Motors po zveřejněných kvartálních výsledcích přidal + 4,87 %.
Obrat zažily jak cenné kovy (zlato +1,85 %) tak kryptoměny (Bitcoin +1,61 %). Z růstu kryptoměn těžily akcie burzy Coinbase +9,67 %.
Index Dow Jones +0,74 % na 52223,93 b.
S&P 500 +0,89 % na 7509,21 b.
Nasdaq Composite +1,29 % na 25837,21 b.
Index S&P 500 +0,89 % na 7509,21 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Informační technologie +2,3 % Nezbytná spotřeba -1 % Energie +1,2 % Komunikační služby -0,8 % Zdravotní péče +0,6 % Utility +0 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Sandisk Corp (SNDK) +14 % Danaher Corp (DHR) -11 % Western Digital Corp (WDC) +13 % MSCI (MSCI) -10 % Micron Technology (MU) +12 % Tyler Technologies (TYL) -5,7 % Teradyne (TER) +12 % Halliburton (HAL) -5,5 % Coherent Corp (COHR) +11 % Gartner (IT) -4,5 %
Jan Pazourek, Fio banka, a.s.
SUNNYVALE, Calif., July 20, 2026 (GLOBE NEWSWIRE) -- eGain Corporation (NASDAQ: EGAN), the AI knowledge platform for customer service, today announced it has been named a Leader in the inaugural Gartner® Magic Quadrant™ for Knowledge Management Systems for Customer Service.
STAMFORD, Conn.--(BUSINESS WIRE)--Gartner experts will explore the theme “From Risk Insight to Action” during the Gartner Enterprise Risk, Audit & Compliance Conference 2026.
Key Takeaways Ouster expects EBITDA profitability milestones during 2027 through balanced growth and cost control.OUST targets 30% to 50% annual revenue growth and posted 44% year-over-year growth excluding Stereolabs. Ouster aims for 35% to 40% GAAP gross margins while limiting operating expense growth to 5% to 8%. Ouster, Inc.’s (OUST - Free Report) most important financial milestone is to reach EBITDA breakeven, and the company's roadmap suggests that no single metric will determine when it gets there. Instead, profitability depends on a combination of sustained revenue growth, healthy gross margins and disciplined operating expenses.
Revenue growth is expected to remain the primary driver. Ouster continues to target annual revenue growth of 30% to 50%, supported by product innovation and expanding adoption across its sensing and perception portfolio. Even excluding the contribution from the Stereolabs acquisition, the company delivered 44% year-over-year revenue growth, demonstrating that the underlying business continues to scale at a strong pace.
However, higher revenues alone are unlikely to deliver EBITDA breakeven. The company also aims to maintain GAAP gross margins in the 35% to 40% range, allowing more of every incremental revenue dollar to contribute toward covering fixed costs. At the same time, operating expenses are expected to increase by only 5% to 8% from 2025 levels, despite investments in innovation and the integration of Stereolabs. This operating discipline is designed to create meaningful leverage as revenues continue to expand.
Taken together, these factors point to a gradual but improving EBITDA profile. If Ouster continues delivering strong revenue growth while maintaining margin performance and keeping operating expense growth under control, the company expects to begin reaching EBITDA profitability milestones during 2027. Continued innovation serves as the catalyst that supports each of these financial objectives and strengthens the path toward breakeven. OUST carries a Zacks Rank #3 (Hold) at present.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Competitors' Efforts to Improve Their Respective PerformanceInnoviz Technologies Ltd. (INVZ - Free Report) reported a first-quarter gross margin of approximately negative 22%, impacted by revenue mix and lower fixed-cost absorption. Innoviz expects margins to improve as production volumes ramp up later this year. Innoviz’s NREs accounted for about 70% of 2025 revenues, and the company expects LiDAR revenues and gross margins to rise as programs reach SOP and new wins expand.
indie Semiconductor, Inc. (INDI - Free Report) reported first-quarter revenues of $55.5 million, up about 3% year over year, with core business revenues of $34.1 million growing more than 20% sequentially. indie reduced its non-GAAP operating loss to $11.1 million from $15.1 million a year ago while keeping operating expenses in line with guidance. indie expects second-quarter operating expenses of about $38 million and believes its balance sheet and Wuxi sale proceeds will support its path to profitable growth through 2026.
OUST’s Price Performance, Valuation and EstimatesOuster has outperformed the Zacks Electronics - Semiconductor industry year to date. OUST has gained 75.4% against the industry decline of 14.1%.
Image Source: Zacks Investment Research
From a valuation perspective, Ouster appears overvalued. Going by its price/sales ratio, the company is trading at a forward sales multiple of 8.91, higher than the industry’s 3.97.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 and 2027 loss per share has widened by 2 cents each in the past 60 days.
NEW YORK, July 16, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP:
Do you currently own shares of Gartner, Inc. (NYSE: IT)?Did you purchase any of your shares prior to February 24, 2025?Do you want to discuss your rights?
Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, is investigating whether certain directors and officers of Gartner, Inc. (“Gartner” or the “Company”) (NYSE: IT) breached the fiduciary duties they owe to the Company.
What To Do Next:
If you currently hold Gartner stock and would like to discuss your legal rights and options, please visit Gartner, Inc. Shareholder Investigation or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of lawsuits and class actions, the firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
NEW YORK--(BUSINESS WIRE)--Grafana Labs, the company behind the open observability cloud, today announced it has been named a Leader in the Gartner® Magic Quadrant™ for Observability Platforms for the third consecutive year, and positioned furthest on the Completeness of Vision axis for the second year running. We believe this placement reflects where the market is headed: toward open, composable observability that helps teams in the AI era understand systems that are increasingly complex and a.
Americké trhy vstupují do nového týdne pod tíhou střelby v Hormuzském průlivu, kde došlo k oboustrannému porušení příměří. Na úbytě dnes tedy byly růstové tituly v čele s technologickým sektorem. Dařilo se energetickým společnostem díky rostoucí ceně ropy.
Index S&P 500 -0,78 % na 7516,68 b.
Index Dow Jones -0,26 % na 52498,82 b.
Index Nasdaq Composite -1,55 % na 25,873,18 b.
Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +3,2 % Informační technologie -2,1 % Utility +0,7 % Sektor komunikací -1 % Finanční sektor +0,6 % Průmysl -0,9 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna FactSet Research Systems (FDS) +6,5 % APPLVN CRP A O (APP) -13 % Gartner (IT) +6,1 % SANDISK CORP O (SNDK) -13 % Intuit (INTU) +5,4 % MRVL TCHNLGY O (MRVL) -7,8 % Valero Energy (VLO) +5,4 % Oracle (ORCL) -6,5 % Phillips 66 (PSX) +5,3 % Intel (INTC) -6,1 % Zdroj: Reuters
NEW YORK, July 09, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP:
Do you currently own shares of Gartner, Inc. (NYSE: IT)?Did you purchase any of your shares prior to February 24, 2025?Do you want to discuss your rights?
Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, is investigating whether certain directors and officers of Gartner, Inc. (“Gartner” or the “Company”) (NYSE: IT) breached the fiduciary duties they owe to the Company.
What To Do Next:
If you currently hold Gartner stock and would like to discuss your legal rights and options, please visit Gartner, Inc. Shareholder Investigation or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of lawsuits and class actions, the firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
Index Dow Jones -0,12 % na 52286,93 b., S&P 500 +0,32 % na 7506,42 b., Nasdaq Composite +0,53 % na 26008,92 b.
Technologické akcie dnes táhnou index S&P 500 nahoru, podpořeny silnou poptávkou po americkém IPO jihokorejského výrobce paměťových čipů SK Hynix. Nabídka je podle lidí obeznámených s danou záležitostí více než sedmkrát přepsána. Cena emise byla stanovena na 149 USD za jeden americký depozitní certifikát, přičemž akcie se mají začít obchodovat na burze v pátek.
Micron (+7,2 %) oznámil urychlení plánovaných investic do amerických výrobních závodů a technologií. Celkové výdaje by měly do roku 2035 přesáhnout 250 mld. USD, oproti původně plánovaným 200 mld. USD. Cílem je vyrábět 40 % veškeré paměti DRAM v USA, přičemž první výstup z výrobní linky v Idahu se očekává v polovině roku 2027.
Naopak akcie Paramount Skydance klesají 7,8 % poté, co analytická společnost Arete Research snížila své doporučení na „prodat" a stanovila nejnižší cílovou cenu na trhu. Důvodem je obava z vysokého zadlužení, které by společnosti přinesla případná fúze s Warner Bros. Discovery.
Akcie IBM a Microsoftu také oslabují poté, co Bloomberg News informoval, že Starbucks vyvíjí vlastní interní nástroje s pomocí umělé inteligence, které by mohly nahradit software nakupovaný od těchto společností. Řetězec káváren buduje alternativy k systému Microsoftu pro sledování zásob a nástroji IBM pro správu údržby. Část nového softwaru by mohla být nasazena do konce příštího roku, pokud projde testováním.
Výrobce nápojů a potravin PepsiCo (-4,8 %) zveřejnil výsledky hospodaření za druhé čtvrtletí roku fiskálního roku 2026. Organické tržby vzrostly o 2,4 %, čímž mírně zaostaly za odhadem analytiků, přičemž segment potravin v Severní Americe organicky klesl o 2 %. Tržby a jádrový zisk na akcii odhady mírně překonaly a společnost potvrdila celoroční výhled organického růstu tržeb.
Společnost Meta Platforms (-2,7 %) plánuje od září zahájit výrobu vlastního AI čipu, a to jako součást plánu na navýšení celkové výpočetní kapacity na 14 gigawattů v příštím roce. Vyplývá to z interního mema, které měla agentura Reuters k dispozici.
Index S&P 500 +0,32 % na 7506,42 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Informační technologie +1,5 % Nezbytná spotřeba -1,8 % Průmysl +0,9 % Komunikační služby -1,5 % Utility +0,2 % Zbytná spotřeba -0,7 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Lam Research Corp (LRCX) +11 % Paramount Skydance Corp (PSKY) -7,8 % Lumentum Holdings (LITE) +10,0 % PepsiCo (PEP) -4,8 % Applied Materials (AMAT) +9,6 % FactSet Research Systems (FDS) -4,4 % KLA Corp (KLAC) +9,4 % Palantir Technologies (PLTR) -4,0 % Ciena Corp (CIEN) +8,6 % Gartner (IT) -3,8 % Zdroj: Bloomberg
STAMFORD, Conn.--(BUSINESS WIRE)-- #GartnerSYM--Gartner, Inc. (NYSE: IT): What: Gartner IT Symposium/Xpo 2026 When: October 19-22, 2026 Where: Walt Disney World Resort, Orlando, Florida Details: Gartner IT Symposium/Xpo 2026 is the world's most important gathering of CIOs and other IT executives. More than 7,000 CIOs and senior leaders will explore the technology, insights and trends shaping the future of IT and business, including AI, business transformation and value, cybersecurity, customer experience, da.
, /PRNewswire/ -- Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced that it was ranked #1 in five of six Use Cases in the 2026 Gartner® Critical Capabilities for Backup and Data Protection Platforms report, including in the Ransomware Protection, Detection and Recovery Use Case.
Commvault also received scores of 4.1 or higher on a five-point scale across all Critical Capabilities Use Cases assessed. The Use Cases included in the report are: Hybrid (4.47), Multicloud (4.38), SaaS (4.28), Data Services (4.34), Disaster Recovery (4.44), and Ransomware Protection, Detection and Recovery (4.52).
"We believe our performance across the Gartner Critical Capabilities Use Cases – especially our ranking in the Ransomware Protection, Detection and Recovery Use Case – reflects our continued focus on helping customers strengthen cyber resilience, reduce recovery risks, and recover quickly across increasingly complex hybrid environments," said Rajiv Kottomtharayil, Chief Product Officer, Commvault.
The 2026 Critical Capabilities report follows Commvault's recent recognition as a Leader in the 2026 Gartner Magic Quadrant™ for Backup and Data Protection Platforms. This marks the 15th consecutive time Commvault has been positioned as a Leader. To learn more about Commvault's placement in the 2026 Gartner Magic Quadrant for Backup and Data Protection Platforms, read the press release or download a complimentary copy of the report here.
Advancing Resilience Across Data, Identity, and Recovery
Commvault continues to expand its Commvault Cloud platform to help organizations strengthen resilience through unified data security, identity resilience, cyber recovery, and AI resilience capabilities. The Commvault Cloud Unity platform release provides centralized management across hybrid, multicloud, and SaaS environments while helping organizations identify clean recovery points, validate recoverability in isolated environments, and recover critical data, identities, and applications with confidence.
Additional Resources
To learn more about Commvault's recognition in the 2026 Gartner Critical Capabilities for Backup and Data Protection Platforms report and download a complimentary copy of the report, visit https://www.commvault.com/gc/itleaders.
To learn more about Commvault's recognition as a Leader in the 2026 Gartner Magic Quadrant for Backup and Data Protection Platforms, visit https://www.commvault.com/gc/itleaders.
Gartner, Critical Capabilities for Backup and Data Protection Platforms, By Michael Hoeck, Jason Donham, Sankalp Rastogi, Rizvan Hussain, 30 June 2026
Gartner, Magic Quadrant for Backup and Data Protection Platforms, By Michael Hoeck, Jason Donham, Sankalp Rastogi, Rizvan Hussain, 29 June 2026
Gartner and Magic Quadrant are trademarks of Gartner, Inc., and/or its affiliates.
Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner's business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose.
About Commvault
Commvault (NASDAQ: CVLT) is a leader in unified resilience at enterprise scale. In a constantly evolving threat landscape, Commvault keeps customers ready by unifying data security, identity resilience, and cyber recovery, on one cloud-native, AI-enabled platform. Customers trust Commvault to conduct the fastest, most complete recoveries – not just their data, but their entire business. Purpose-built for the agentic enterprise, Commvault also enables organizations to safely embrace AI while protecting against AI-driven threats.
Magic Quadrant reports are a culmination of rigorous, fact-based research in specific markets, providing a wide-angle view of the relative positions of providers in markets where growth is high, and provider differentiation is distinct. Providers are positioned into four quadrants: Leaders, Challengers, Visionaries, and Niche Players. The research enables you to get the most from market analysis in alignment with your unique business and technology needs
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Gartner (IT - Free Report) Headquartered in Stamford, Connecticut, Gartner, Inc. is reportedly the world's leading information technology research and advisory firm. The company offers rich domain expertise and technology-related insight necessary for an informed decision-making process.
IT is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 9.98; value investors should take notice.
For fiscal 2026, four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.35 to $13.65 per share. IT boasts an average earnings surprise of +10.6%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, IT should be on investors' short list.
Varonis is positioned in the Customers' Choice Quadrant for DSPM, with 97% of customers willing to recommend July 02, 2026 09:00 ET | Source: Varonis Systems, Inc.
MIAMI, July 02, 2026 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the data and AI security leader, proudly announced it has been recognized by customers as a Gartner® Peer Insights™ Customers’ Choice for Data Security Posture Management (DSPM).
This recognition marks the third consecutive time Varonis earned this distinction. Varonis is also the only company to earn the Customers’ Choice recognition three years in a row in the DSPM category.
By being named a Customers' Choice, Varonis met or exceeded the market averages for Overall Experience and User Interest and Adoption. Varonis also received high ratings from customers in several categories:
97% of customers said they would recommend Varonis4.7/5 rating for Product Capabilities, Sales Expertise, and Deployment Experience4.9/5 rating in the Support Experience category What Varonis customers are saying
Customers consistently highlight Varonis’ breadth of coverage, ease of value realization, and strength of Varonis’ support.
Recent feedback from verified users on Gartner Peer Insights includes:
“Our experience with Varonis has been excellent. The solution provides high visibility into the data, significantly strengthens our security posture, and fully meets our demands. It also stands out for the quality and speed of the support provided.” – Read the review.
“One of the best products out there for Data Governance. Varonis has helped us with a plethora of projects and supports long-term audit success. Representative is great to work with!” – Read the review.
“Our experience with Varonis has been exceptional. From reducing our attack surface by mitigating overly permissive permissions to the amazing support they give to their product.” – Read the review.
Why securing data is critical for deploying and using AI
As organizations race to adopt AI, customers consistently turn to Varonis to secure and govern the data that fuels it, helping ensure models and agents can be deployed securely.
“Data security has never been more critical for organizations, especially as AI becomes central to business,” said Rob Sobers, CMO at Varonis. “Our customers are protecting sensitive information and advancing AI initiatives with confidence. We’re proud to be named a Customers’ Choice for the third straight year, and even prouder of the trust our customers place in us.”
Source: Gartner, Voice of the Customer for Data Security Posture Management, Peer Community Contributor, June 30, 2026.
Gartner and Peer Insights are trademarks of Gartner, Inc., and/or its affiliates.
Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.
Additional Resources
Read more on the Varonis blog.See Varonis in action: schedule a 30-minute demo.For more information on Varonis' solutions, visit https://www.varonis.com.Visit our blog and join the conversation on LinkedIn and YouTube. About Varonis
Varonis (Nasdaq: VRNS) secures AI and the data that powers it. The Varonis platform gives organizations automated visibility and control over their critical data wherever it lives and helps ensure safe and trustworthy AI from code to runtime. Backed by 24x7x365 managed detection and response, Varonis gives thousands of organizations worldwide the confidence to adopt AI, reduce data exposure, and stop AI-powered threats.
Investor Relations Contact:
Tim Perz
Varonis Systems, Inc.
646-640-2112 [email protected]
News Media Contact:
Rachel Hunt
Varonis Systems, Inc.
877-292-8767 (ext. 1598) [email protected]
Arlington, Virginia--(Newsfile Corp. - July 2, 2026) - Edge Total Intelligence Inc. (TSXV: CTRL) (OTCQB: UNFYF) (FSE: Q5I) ("edgeTI", "Company"), a provider of real-time digital operations software, is pleased to announce that edgeTI was recognized in the Digital Twins profile in the Gartner® Hype Cycle™ for ERP, 2026.
The report states: "Organizations are facing volatility, and AI is increasingly viewed as a keystone, crucial for delivering greater insight, connectivity and productivity across the enterprise. The mistake many organizations are making is seeing AI as just another technology to be adopted. Rather, AI is a catalyst reshaping the very nature of ERP, as organizations turn to AI to: amplify knowledge and insights and intuit decisions; bridge separate systems and become overarching systems of intelligence; augment productivity and efficiency; automate business processes."
edgeTI believes that a composable digital twin layer can help enterprises extend existing ERP investments by connecting systems of record to operational context, analytics, workflow, AI and governed orchestration.
"ERP environments increasingly need to operate in real time across fragmented applications, data and decision workflows," said Jason Nichols, Chief Executive Officer of edgeTI. "With edgeCore, our customers can create an operational digital twin around existing enterprise systems, preserving their core investments while enabling faster, more adaptive execution."
edgeTI's edgeCore software is designed to connect multiple applications, data sources and decision workflows into a unified operational experience. The Company believes this approach can help application leaders connect ERP data with operational realities, model outcomes, and orchestrate action across people, systems and AI-enabled services.
edgeTI offers demonstrations and evaluations of edgeCore digital twin capabilities to prospective enterprise, government, defense, industrial and asset-intensive customers.
Gartner Attribution and Objectivity Disclaimer
Gartner, Hype Cycle for ERP, 2026, Neha Ralhan, Greg Leiter, Tomas Kienast, Allan Wilkins, 4 May 2026
GARTNER and Hype Cycle are registered trademarks and service marks of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved. Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
About edgeTI
edgeTI™ empowers defense, service providers, and enterprises to operate with real-time clarity in complex, mission-critical environments-delivering integrated capability across the full lifecycle of operations. With the inclusion of EdgeTI WA and an expanded portfolio of sovereign, defense-aligned technologies, combined with the edgeCore™ Digital Twin, edgeTI enables the orchestration of real-time actions and the achievement of targeted mission outcomes-driving faster, more effective decision-making across defense, industrial, and lifecycle operations in continuously evolving environments.
For more information, please contact:
Nick Brigman, Analyst and Press Relations
Phone: 888-771-3343
Email: [email protected]
Forward-Looking Information and Statements
Certain statements in this news release are forward-looking statements or information for the purposes of applicable Canadian and US securities law. Forward-looking statements consist of statements that are not purely historical, including any statements regarding beliefs, plans, expectations, or intentions regarding the future. Such information can generally be identified by the use of forwarding-looking wording such as "may", "expect", "estimate", "anticipate", "intend", "believe" and "continue" or the negative thereof or similar variations. The reader is cautioned not to place undue reliance on any forward-looking information.
The forward-looking statements contained in this news release are made as of the date of this news release. Except as required by law, the Company disclaims any intention and assumes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303618
Source: Edge Total Intelligence Inc.
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Narrative intelligence assessed as an emerging market with the potential to disrupt how organizations identify inauthentic activity and respond to coordinated digital manipulation
New York, NY, July 01, 2026 (GLOBE NEWSWIRE) -- Cyabra, Inc. (Nasdaq: CYAB) ("Cyabra" or the "Company"), a company whose artificial intelligence (“AI”)-powered platform helps governments and enterprises detect coordinated manipulation and protect digital trust, today announces its inclusion as a Market Shaper in the June 2026 Gartner® Emerging Market Quadrant for Narrative Intelligence — Startup Vendors. Cyabra believes the inaugural report marks an important milestone in the rise of narrative intelligence as a defined market category and reinforces the Company’s role as an early mover in defining the category. Interested parties may access a complimentary copy of the report here.
The rapid growth of AI-generated content, coordinated inauthentic activity, and sophisticated digital manipulation has transformed the online information environment. Organizations increasingly require advanced intelligence capabilities to determine whether digital activity is authentic, identify the sources driving narratives, and understand how information spreads. Gartner® has formally defined and assessed this market for the first time, naming Cyabra a Market Shaper in its inaugural Emerging Market Quadrant for Narrative Intelligence — Startup Vendors.
“Being recognized as a Market Shaper in the inaugural Gartner® Emerging Market Quadrant for Narrative Intelligence — Startup Vendors marks an important milestone for Cyabra and for a category we have spent years helping to define”, said Cyabra Co-Founder and CEO Dan Brahmy. “Organizations need to know not only what is being said online, but also who is driving it, how it is being amplified, and whether the signals they are seeing are authentic or manufactured. Narrative intelligence builds on the social listening tools teams already rely on, adding a deeper understanding of authenticity, influence, and coordinated behavior. It represents the next evolution of digital intelligence, helping organizations identify the signals they can actually trust. Cyabra was created to track and account for this shift, helping governments and enterprises distinguish organic discourse from coordinated manipulation and facilitating appropriate, evidence-based responses.”
Cyabra’s AI-powered digital trust platform analyzes actors, behaviors, and content across digital platforms to reveal coordinated influence activity, assess authenticity, map emerging narratives, and enable evidence-based mitigation. The Company supports public-sector, national security, enterprise, communications, and risk teams operating in environments where manipulated narratives can impact reputations, markets, public trust, commercial relationships, and stakeholder safety. Cyabra believes narrative intelligence is emerging as a cross-functional capability that can help bridge communications, cybersecurity, corporate risk, legal, investor relations, public affairs, and government response. From protecting brands and executives to identifying information operations and market-sensitive manipulation, the ability to understand narrative authenticity and coordinated amplification is critical to how organizations interpret and respond to the digital information environment.
“The rise of narrative intelligence is now a strategic conversation for public-sector leaders countering information operations, enterprise teams protecting brands and customers, investors assessing a newly forming market, and media organizations working to understand how AI-driven manipulation is changing the information environment,” said David Low, Cyabra’s Chief Marketing Officer. “We view this Gartner recognition as the start of a broader market education moment, not a one-day announcement. We will continue to lean into educating the market on why evidence of authenticity and coordination are fundamental decision-making signals in the digital domain.”
As the digital threat landscape continues to evolve, Cyabra believes demand for proactive narrative defense and authenticity verification will continue to grow across high-profile individuals, brands, enterprises, and other trust- and reputation-sensitive sectors. Cyabra continues to advance AI-driven capabilities designed to help organizations distinguish authentic engagement from manipulation and make decisions based on reliable digital intelligence.
Source: Gartner, Emerging Market Quadrant for Narrative Intelligence - Startup Vendors, By Alfredo Ramirez IV, Apeksha Kaushik, Akif Khan, Amber Boyes, David Senf, 26 June 2026. Gartner is a trademark of Gartner, Inc. and/or its affiliates. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
About Cyabra
Cyabra is an AI-powered narrative intelligence company that helps national security and defense organizations, government agencies, brands, communications agencies, and global enterprises restore trust and authenticity online by analyzing manipulated content, coordinated behaviors, and inauthentic actors. The platform helps teams understand who is operating, how activity is amplified, and where coordinated activity is shaping perception, translating evidence into clear mitigation steps. By reducing ambiguity and misdirected response, Cyabra enables proportionate, evidence-led action when clarity matters most.
This press release contains forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical statements of fact and statements regarding Cyabra's intent, belief, or expectations, including, but not limited to, statements regarding Cyabra's future results of operations and financial position, planned products and services, business strategy and plans, market size and growth opportunities, competitive position and market trends. Some of these forward-looking statements can be identified by the use of forward-looking words, including "may," "should," "expect," "intend," "will," "estimate," "anticipate," "believe," "predict," "plan," "targets," "projects," "could," "would," "continue," "forecast" or the negatives of these terms or variations of them or similar expressions. For example, the Company is using forward-looking statements in this press release when it discusses its growth trajectory to establish Cyabra as the industry-defining authority in digital trust and authenticity, the benefits of the Company’s products and technology, the belief that the Company is uniquely positioned to lead the market’s technological changes, the belief that narrative intelligence is emerging as a cross-functional capability that can help bridge communications, cybersecurity, corporate risk, legal, investor relations, public affairs, and government response. These statements relate to future events and involve known and unknown risks, uncertainties, and other factors which may cause actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Such factors include those set forth in Cyabra's filings with the Securities and Exchange Commission. Prospective investors are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date of this press release. Cyabra undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events or otherwise.
Arlington, Virginia--(Newsfile Corp. - July 1, 2026) - Edge Total Intelligence Inc. (TSXV: CTRL) (OTCQB: UNFYF) (FSE: Q5I) ("edgeTI", "Company"), a provider of real-time digital operations software, is pleased to announce that edgeTI was recognized in the Digital Twins profile in the Gartner® Hype Cycle™ for ERP, 2026.
The report states: "Organizations are facing volatility, and AI is increasingly viewed as a keystone, crucial for delivering greater insight, connectivity and productivity across the enterprise. The mistake many organizations are making is seeing AI as just another technology to be adopted. Rather, AI is a catalyst reshaping the very nature of ERP, as organizations turn to AI to: amplify knowledge and insights and intuit decisions; bridge separate systems and become overarching systems of intelligence; augment productivity and efficiency; automate business processes."
edgeTI believes that a composable digital twin layer can help enterprises extend existing ERP investments by connecting systems of record to operational context, analytics, workflow, AI and governed orchestration.
"ERP environments increasingly need to operate in real time across fragmented applications, data and decision workflows," said Jason Nichols, Chief Executive Officer of edgeTI. "With edgeCore, our customers can create an operational digital twin around existing enterprise systems, preserving their core investments while enabling faster, more adaptive execution."
edgeTI's edgeCore software is designed to connect multiple applications, data sources and decision workflows into a unified operational experience. The Company believes this approach can help application leaders connect ERP data with operational realities, model outcomes, and orchestrate action across people, systems and AI-enabled services.
edgeTI offers demonstrations and evaluations of edgeCore digital twin capabilities to prospective enterprise, government, defense, industrial and asset-intensive customers.
Gartner Attribution and Objectivity Disclaimer
Gartner, Hype Cycle for ERP, 2026, Neha Ralhan, Greg Leiter, Tomas Kienast, Allan Wilkins, 4 May 2026
GARTNER and Hype Cycle are registered trademarks and service marks of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved. Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
About edgeTI
edgeTI™ empowers defense, service providers, and enterprises to operate with real-time clarity in complex, mission-critical environments-delivering integrated capability across the full lifecycle of operations. With the inclusion of EdgeTI WA and an expanded portfolio of sovereign, defense-aligned technologies, combined with the edgeCore™ Digital Twin, edgeTI enables the orchestration of real-time actions and the achievement of targeted mission outcomes-driving faster, more effective decision-making across defense, industrial, and lifecycle operations in continuously evolving environments.
For more information, please contact:
Nick Brigman, Analyst and Press Relations
Phone: 888-771-3343
Email: [email protected]
Forward-Looking Information and Statements
Certain statements in this news release are forward-looking statements or information for the purposes of applicable Canadian and US securities law. Forward-looking statements consist of statements that are not purely historical, including any statements regarding beliefs, plans, expectations, or intentions regarding the future. Such information can generally be identified by the use of forwarding-looking wording such as "may", "expect", "estimate", "anticipate", "intend", "believe" and "continue" or the negative thereof or similar variations. The reader is cautioned not to place undue reliance on any forward-looking information.
The forward-looking statements contained in this news release are made as of the date of this news release. Except as required by law, the Company disclaims any intention and assumes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303537
Source: Edge Total Intelligence Inc.
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Recognized by Gartner as a Leader for Completeness of Vision and Ability to Execute
, /PRNewswire/ -- Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced it has been named a Leader in the 2026 Gartner Magic Quadrant for Backup and Data Protection Platforms.1 The evaluation was based on specific criteria that analyzed the company's overall Completeness of Vision and Ability to Execute.
Commvault asserts that the company's placement as a Leader reflects continued innovation in cyber resilience, recovery, cloud data protection, and operational simplicity. Over the past year, Commvault expanded its AI-enabled Commvault Cloud platform with unified capabilities designed to help customers strengthen data security, identity resilience, and cyber recovery across increasingly complex hybrid environments.
"Organizations need confidence they can protect critical data, safeguard identities, and recover quickly when disruptions occur. As they adopt AI, they also need to know they can recover AI-enabled applications, data, and operations across the most complex business and technology environments," said Pranay Ahlawat, Chief Technology and AI Officer, Commvault. "Our continued investments in cyber resilience, recovery automation, and AI resilience and intelligence are helping customers achieve these goals."
Advancing Resilience Operations Across Data, Identity, and Recovery
Recovery has become a defining measure of resilience. As organizations expand across hybrid cloud environments and increasingly adopt AI-enabled technologies, they need confidence they can recover critical data, applications, identities, and operations quickly, securely, and at enterprise scale.
Over the past year, Commvault has continued to expand its resilience platform with capabilities designed to simplify operations, improve visibility into sensitive data, and strengthen protection across hybrid environments. The new features available as part of its Commvault Cloud Unity platform release now include expanded protection for modern workloads such as Azure Databricks lakehouse, GitHub, GitLab, BigQuery, and monday.com, enhanced Risk Analysis capabilities through the integration of Satori's data and AI security technology, and expanded identity resilience capabilities, including protection for critical identity systems such as Okta.
Together, these capabilities support Commvault's Resilience Operations (ResOps) vision, helping organizations unify data security, identity resilience, cyber recovery, AI resilience, and operational response through a single platform. By bringing these functions together, organizations can reduce recovery times, improve cyber preparedness, streamline operations, and strengthen resilience across their most critical business applications, identities, and data assets.
Additional Resources
To learn more about Commvault's recognition in the 2026 Gartner Magic Quadrant for Backup and Data Protection Platforms and download a complimentary copy of the report, visit https://www.commvault.com/gc/itleaders.
Gartner, Magic Quadrant for Backup and Data Protection Platforms, By Michael Hoeck, Jason Donham, Sankalp Rastogi, Rizvan Hussain, 29 June 2026
Gartner and Magic Quadrant are trademarks of Gartner, Inc., and/or its affiliates.
Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner's business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose.
About Commvault
Commvault (NASDAQ: CVLT) is a leader in unified resilience at enterprise scale. In a constantly evolving threat landscape, Commvault keeps customers ready by unifying data security, identity resilience, and cyber recovery, on one cloud-native, AI-enabled platform. Customers trust Commvault to conduct the fastest, most complete recoveries – not just their data, but their entire business. Purpose-built for the agentic enterprise, Commvault also enables organizations to safely embrace AI while protecting against AI-driven threats.
Magic Quadrant reports are a culmination of rigorous, fact-based research in specific markets, providing a wide-angle view of the relative positions of providers in markets where growth is high, and provider differentiation is distinct. Providers are positioned into four quadrants: Leaders, Challengers, Visionaries, and Niche Players. The research enables you to get the most from market analysis in alignment with your unique business and technology needs
1 Gartner, Magic Quadrant for Backup and Data Protection Platforms, By Michael Hoeck, Jason Donham, Sankalp Rastogi, Rizvan Hussain, 29 June 2026
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss:
Data centers might have a climate problem.A dive into Accenture’s earnings.The challenges facing the IT consulting industry.The SEC’s proposed change from quarterly reports to two times a year. Read our full statement at https://www.fool.com/savethe10q and learn how to submit a public comment to the SEC.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.
A full transcript is below.
This podcast was recorded on June 18, 2026.
Tyler Crowe: The SaaS Apocalypse was the wrong apocalypse, today on Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. I’m your host, Tyler Crowe, and today I’m joined by longtime Fool contributors, Matt Frankel and Jon Quast. We're going to get into the kind of decline, I guess, if you will, of the IT services consulting industry over the past couple of years, based on Accenture's earnings that were released earlier today. We're also going to do something a little bit different. It's a special message from Motley Fool at the end here.
But we're going to start today with a recent report on how climate could be a much bigger factor for data centers than originally thought. Now, Matt, you originally brought this idea to the table with us. What was the market missing about data centers that this report was bringing out?
Matt Frankel: Yes, so it was a study by First Street that was released today. It analyzed 97 different data center markets around the world. The headline is that nearly 90% of our global data center capacity today, not what's being built, is at an elevated risk from climate-related hazards, think flooding, think windstorms, wildfires. Most underwriting, when you're buying insurance for real estate, it still uses historical data, which isn't doing a good job of predicting how climate events perform today. I know Jon lives in Florida. This is why a lot of insurers have exited Florida because the past-looking data isn't doing a good job.
Data centers are generally expected to operate for 20-30 years, so this could become a big problem, especially as we rely more heavily on data centers for all of our AI infrastructure needs. Some of the most exposed markets are international, like, Asia Pacific is the worst, but Northern Virginia, which we would call the data center capital of the United States, has an above-average level of exposure here. Here's the key takeaway, and this is confirmed by separate research, not just this study: By 2030, more than half of data center hubs are going to find their water supplies stressed due to their cooling demand. Data centers produce a lot of heat. They actually create what are known as heat islands by warming the land around them by as much as 16 degrees in documented cases. Now, all of this can be mitigated at least on the building level. You could build buildings to be flood-resistant, and something that you see all the time in Florida. You can see power sources being upgraded. You can see cooling systems, but the stress on the supporting infrastructure, the power grids, the roads, the water supply in the local area, it's a real problem that's being overlooked.
Tyler Crowe: This is definitely a topic that's been bubbling up from time to time and kind of manifesting in various ways, and also not mentioned, like in their report, and I think we’re all hinting at it, too, is that data centers are really expensive. The cost of these and getting them right makes a lot of sense, you're saying flood-resistant buildings and whatnot. But I'm thinking of, like, Meta's Hyperion Data Center, which is being built in Northeast Louisiana, that's expected to be a $200 billion facility. If you have to insure a warehouse, that's maybe a few million dollars, that's one thing, but $200 billion insurance or trying to mitigate that risk when you're doing construction is a big deal, because over the next 20 or 30 years, who knows what's going to happen? I have a two-part question for you both. Is there a specific part of the market within this AI infrastructure data center build-out that you see this report actually impacting? Then, on a scale of 1-10, 10 being the most actionable, how actionable is this to investing in that specific market?
Jon Quast: Well, let me just start with the 1-10 scale. In isolation, I would say this report from First Street is actionably a one. I don't want to say that there's nothing wrong here with the climate whatsoever or anything wrong with the study, but let's be clear. First Watch, it's on a mission to connect climate and financial risks together. That's why it exists as a research firm. It doesn't surprise me that it's sounding the alarm a little bit here on preparedness for climate risk. Some of the key constituents here would actually push back, including some of those who are building the data centers, saying, we're very aware of the climate risks, and we're already taking measures to counter those risks. I don't think there's anything really new here personally from the First Street report.
Now, that's it, I mean, there is a huge build-out trend, and there are lots of constraints that we're running up against. It's not just climate-related. I mean, you look at just the land issue that it takes. We need more data centers for AI, or at least they want to build more data centers for AI. Guess what? A lot of people are becoming increasingly uncomfortable with the land in their city, in their county being used for that purpose. Right or wrong, that is the perception that's growing. Power is also something that's coming up against the wall. Even chips. I think this is an interesting one. There's some as far as how much compute we want to put in these data centers. Is Taiwan's Semiconductor even capable of churning out that many right now? Elon Musk would say no, which is why he's investing in the Terafab, and we need more, and there's no player out there that can supply everything that we need. There are many constraints.
As far as actionability, when it comes to that, I would say it's more of like a five. There are a lot of constraints that are worth thinking about. I think there's a place in your portfolio to think about smart use of limited resources. In my portfolio, for example, I have Badger meter. This is for water management. That to me just makes sense. We need to be smarter with our water, and you can do that with the products and services that Badger Meter supplies. I can see a case for Itron, which is more power management, stuff like that, but then, man, I also think about if we do run up against some walls here in the build-out, that is kind of an issue because there are some stretched valuations in the stock market. A slowdown in the build-out could impact those things. Just some things to keep an eye on.
Matt Frankel: Yes, so I would say the cooling solutions for data centers in particular are an excellent opportunity to invest in this right here. Vertiv's symbol is VRT. That's one of the most direct ways you can invest in this. They make power management systems, thermal management systems, and liquid cooling systems, all for data centers. It's already been one of the best-performing AI infrastructure stocks in recent years. But the massive cooling needs, especially as from the climate-related issues, are not totally priced in yet. I'm also at a five or so when it comes to actionability, and the reason is because the need for data center cooling was already an investible trend. This is not new because of a climate study. This is why stocks like Vertiv have performed so well. This certainly adds to the bull thesis, which is why I kind of split the difference with a five.
Tyler Crowe: I'm perplexed by this one, too, because my immediate thought when I saw this was to that point about Meta, and it's 200 billion — billion with a B — facility. I started thinking about insurance, because how the heck does a single insurance company insure a $200 billion building for something like flood insurance or/and hurricane insurance? From an actionability standpoint, I can see this being a huge risk, and almost to my thing, it's like a six or seven, but it's really hard for me to figure out specifically where that risk is located. I'm not looking at Berkshire Hathaway's GEICO doing auto and homeowner insurance, as that's going to be an essential existential risk for somebody like that, but there is somewhere along the chain of insurance that is going to be tied to these massive data center build-out, probably somewhere in the excess and surplus industry. I don't know where it is, but I definitely want to go digging and find out. Coming up after the break, we're going to talk about IT consultancies and why they're doing so lousy lately.
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Tyler Crowe: Now, we talked a little bit about the SaaS Apocalypse, where AI is going to eat anything software, and maybe some of that's a little overblown. Maybe some are going to do well, some are going to fail. But one place that I think is getting not nearly as much conversation related to the doom and gloom is the ICT consultancy and IT services industry because this is an industry that's hurting even worse. And just as an example, shares of Accenture are down about 17% today, as we're taping after the company reported its fiscal third quarter results. It was a story that we heard quite a bit. Numbers for the quarter look relatively fine, but it's the things that didn't really get said that had everyone worried. That's what I think we saw, right Matt?
Matt Frankel: Yes, I mean, as you said, the numbers look fine, and that's a good word for it. Revenue was up 6% year over year, basically in line with estimates. Earnings were up 9%, slightly beat estimates. Operating margin showed a pretty solid improvement, and to be fair, management is showing really good cost discipline. That's why margins are growing. That's why earnings are growing faster than revenue. But revenue guidance was narrowed to 3-4% for the full year from previous range of 3-5%, so slightly lower. There's no more sure-fire way to make a stock go down than to lower your guidance. Earnings growth is supposed to be about 10-11% for the year. It's fine, but nothing to get excited about. The guidance, like I said, is the biggest drag on the stock. The percent to 3-4% earnings growth, quite frankly, doesn't justify much more than 13 times earnings it's trading at after this drop.
Tyler Crowe: Yes, the SaaS Apocalypse has been a topic that's often covered in financial media, and certainly, we've dipped our toes into it from time to time. It makes for pretty good chatter, and at the same time, there's a lot of people who have stocks in the SaaS Apocalypse trade that have not done so well recently. Now, thesis thesis that kind of had mixed results so far. Well, we haven't probably spent enough time is on this IT consultancy apocalypse. Over the past decade, shares of Accenture are up a meagre 32%, and it's after probably almost a 50% drop from their high. Accenture is one of the best-performing IT consultancies over that time. You look at companies like Globant or EXL Services. These are all companies that are doing far worse, and it's really impacting not just like any single company, but anybody who's invested in this industry is really hurting.
Matt Frankel: Yes, I mean, Tyler, we've sold some of those in our Hidden Gem services throughout The Fool and for that reason because it's an undercovered story, but it is really hurting lately, and I mean, on the other side of it, we've added some stocks that have IT consultancy businesses, but do a lot of other things that are getting ahead of the AI curve. I'm going to mention one of those in just a minute, but it's we have been seeing this for a while now.
Tyler Crowe: Yes, and this is I feel like a quandary for most investors because so far the financial numbers for all of these mentioned IT services companies they're still OK. Revenue is still growing. It's not as good as it was, but I wouldn't say like five-alarm fire sort of things. A lot of the stock decline has been basically drastic changes in market sentiment and stock valuation resets. I want to get both of your opinions on this one, and, Jon, I'm going to go to you first. These valuations, deeply depressed stock prices. Is there a company in this industry that's worth considering or based on what you've seen from AI and some of the threats we've seen recently, is this just like a no-go area until they can figure out how to compete or build businesses that are more complementary to AI?
Jon Quast: Yes, for me, the IT space is completely uninvestable right now, it's a no-go. Now, that said, I mean, it's just a space that's going to be full of losers, I think. Now, not to say there's not going to be any winners in the space, but I just prefer to avoid the entire space, because there are so many land mines out there. You mentioned that the numbers are still OK, and that is a good point, but the counterpoint to that is we do want to sell our businesses before the numbers turn bad. If we have a reasonable suspicion that the numbers could turn negative in the future, then we kind of want to get out in front of that before it actually manifests, because at that point, the stock is probably going to be even down more than it is right now.
As we look out in the IT space, I do think this kind of a business gets tougher the further I look out and there's reasons for this. I do think that personalized advice from a human person is a dying art form. For better or for worse, I would personally say probably a little bit more towards the worst, but it is being replaced by AI, this personalized input into your business, into your life. AI is doing that more and more than a human. I think you could make the argument that ChatGPT is already the world's largest mental health services provider. We can say, you shouldn't be going to ChatGPT for mental health assistance.
Maybe that's right, but people are, and that's the point here. Think about somebody like Tim Ferriss, recently coming out. This is the author of The Four-Hour Work Week. Recently coming out and saying that his sales in 2026 are trending 80% lower than in 2022, based on the data he has so far, and that is a very steep 50 or greater than 50% drop off this year in his sales compared to last year, and last year was another huge drop off. Increasingly, you're seeing where somebody would have gone to a book like that before and said, how can I personalize this for me? Now just going straight to the AI and saying, How can you personalize this concept for me, and it does it for you, and we kind of have this sense that AI knows me better, that it can personalize it better, that we can even guide it to tell us a little bit what we want. I think that's what we're all looking for, whether we like to admit it or not, whereas a person might tell you something you don't want to hear. We are doing this more and more. I think the business space is happening more and more that way. Businesses were maybe going to Accenture to get advice on how to implement AI, and now you can really just ask AI how to implement itself.
Matt Frankel: Yes, so, I mean, if you believe that Accenture's revenue is going to stabilize at that 3% to 5% long term growth rate, it could be a solid value here. I mean, you'll get a nearly 4% dividend yield while you the business produces over $10 billion of free cash flow a year, and you're getting it at a low double-digit earnings multiple. I'm not buying it, but there could be value there. One that is on my radar, and it's the most recent position I've bought in my portfolio is IBM. They have an IT consulting business that they consider kind of their legacy business. It's been under pressure just like Accenture's, but they also have their infrastructure business, their mainstream business, the mainframe business, their software business. There are several areas of their business, including those where AI adoption is actually a major tailwind.
Whenever you have an industry that's in the midst of disruption and uncertainty, I like to look for companies that do a lot of other things well, too. The recent confluent acquisition certainly moves IBM further from relying on their legacy revenue streams. Management is also doing a great job of being on the forefront of new trends. I can't name a publicly traded company that's further along in quantum computing, just to name one example. IBM is the way I would play the space right now, and I have, but I wouldn't be buying Accenture or any of the other peer plays.
Jon Quast: To circle back to what Matt was saying about Accenture possibly being a value here or at least laying out, but it does make a little bit of sense from a value perspective. If you're in that camp, just keep in mind a few things with Accenture, announcing over $4 billion in cybersecurity acquisitions today, and the acquired businesses don't earn a profit. When you think about the future earnings of Accenture, they're going to come down more than likely, at least temporarily while these things scale. Also, the acquisitions it made at 20 times enterprise value to annual recurring revenue. That's not exactly cheap. The perceived value with Accenture, just be careful when you're looking at those backward-looking metrics. I might not be quite the value that it seems to be, and the acquisitions that it's making kind of aggressively are what is going to cause the future value.
Tyler Crowe: Well, certainly, the outlook for these is probably one of the less certain times we've seen in the IT consulting services. We're going to do something a little bit differently in the next segment, and it's actually just gonna be me. I want to say thank you to Jon and Matt before we go off to the break. We'll talk to you guys this time next week.
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Tyler Crowe: Hey, Fools, it's just me for this last segment because we, The Motley Fool, want to take a moment to talk about something important happening right now that affects every individual investor. The SEC is proposing to allow public companies to cut their financial reporting in half from four times a year to twice a year. The stated goal is to reduce short-term, short-term thinking in corporate America, and we do. We think that's a noble goal, but this isn't the fix that we're looking for. Here's the thing. When you own a stock, you're a part-owner of that business. Management works for you. Quarterly reports are your regular look inside the business you own, the financials, the trends, management's own account of what's happening and why. Institutional investors and big Wall Street firms can get this in so many ways and spend millions of dollars and have armies of analysts to figure this stuff out.
We as individual investors don't have those resources. We have quarterly reports. You cut that to twice a year, and you double the information gap between insiders and the rest of us. The research backs this up. When the U.K. tried something similar, corporate investment behavior didn't change at all. The only thing that changed was how much information individual investors had to work with. 26 years ago, The Motley Fool community helped pass Regulation Fair Disclosure by flooding the SEC with comment letters. It was pivotal in leveling the playing field between Wall Street and individual investors. We can do it again. The public comment window for this proposal closes on July 6. No, you can head to fool.com/savethe10q to read our full breakdown and submit your comment. The link for this special request is also going to be in the show notes. It takes five minutes, and it matters. This is your market. This is your business. We want you to make your voice heard.
That's all the time we have for today. I'm going to hit disclosure when I'm gonna get out of here just by myself. As always, people on the program may have interest in the stocks they talk about, and The Motley Fool may have formal recommendations for or against. Don't buy or sell stocks based solely on what you hear. All personal finance content follows Motley Fool editorial standards and is not approved by advertisers. Advertisements, sponsored content, and provide for informational purposes only. See our full advertising disclosure, please check out our show notes. Thanks to producer Barb Chen and the rest of The Motley Fool team. For Matt, Jon, and myself. Thanks for listening, and we'll chat again soon.
PQC readiness and encryption hygiene dashboards make quantum exposure visible, measurable, and actionable so organizations prioritize risk and demonstrate PQC readiness
SAN JOSE, Calif.--(BUSINESS WIRE)--Forescout Technologies Inc., a global cybersecurity leader, today announced the launch of its Post-Quantum Cryptography (PQC) Readiness and Encryption Hygiene Dashboards. The new dashboards are designed to help organizations identify, prioritize, and manage quantum risk across information technology (IT), operational technology (OT), Internet of Things (IoT), and medical devices (IoMT) environments.
As organizations face new pressures from regulators, auditors, and boards to demonstrate PQC awareness and progress, Forescout accelerated its development timeline to deliver operational security capabilities to understand and prioritize where quantum-unsafe encryption creates real exposure.
“Organizations don’t just need new algorithms or upgraded platforms, they need clarity about where quantum-unsafe encryption creates exposure in their environments,” said Barry Mainz, CEO of Forescout. “The PQC readiness and encryption hygiene dashboards are designed to deliver that clarity, helping security leaders see, prioritize, and reduce quantum risk now, even as full migration progresses over time.”
Quantum Risk is Pervasive Today
New data from Forescout Research – Vedere Labs highlights the urgency of PQC readiness. The report shows that most of the internet remains unprepared for quantum threats, with nearly 90% of SSH servers not yet quantum-safe.
Within enterprise environments, readiness is even more uneven, particularly across cyber-physical systems. While 50% of IT devices support PQC-capable SSH, adoption drops sharply across other environments: only 28% of IoT devices, 16% of OT devices, and 6% of IoMT devices.
These gaps underscore a critical challenge: future migration deadlines are approaching, but the required work starts now. Governments and standards bodies are clear that organizations cannot wait until 2030 to begin. They must first inventory cryptographic usage, assess exposure, and understand where quantum risk is concentrated across their environments today.
Making PQC Exposure Visible, Measurable, and Actionable
Forescout’s PQC dashboards address this challenge by delivering continuous visibility into cryptographic usage and real-world risk across complex environments. Capabilities include:
Quantum Encryption Assessment: Unified view of cryptographic posture across IT, OT, and IoT environments including quantum-safe scores, asset coverage, and PQC adoption. Assets with Weak Encryption: Maps encryption risk to specific assets, showing their protocol usage and operational importance. Assets with Protocol Risk: Distinguishes immediate hygiene gaps from future PQC risk. Traffic Encryption Analysis: Identifies concentrations of PQC-unsafe traffic across environments. PQC Vulnerable Risk Correlation: Connects encryption gaps with active threats and external exposure. These capabilities transform PQC from a compliance exercise into an operational security discipline, enabling organizations to move from visibility to prioritization to mitigation over time. Rather than stopping at cryptographic discovery or visualization, Forescout helps organizations understand what matters most and where they should take action first.
Risk-Driven Assurance for Quantum Security
Unlike tools that list ciphers, protocols, or static discovery findings, Forescout correlates quantum-unsafe encryption with asset criticality, exposure, and environment type, helping organizations identify the devices and communications that matter most. This reflects Forescout’s approach to quantum security: continuous discovery with risk-driven assurance. The dashboards enable security teams to operationalize PQC readiness by:
Prioritizing remediation based on real-world impact, factoring in asset criticality and exposure Correlating cryptographic posture with environment context, including IT, OT, and cyber-physical systems Maintaining a continuous, real-time view of quantum readiness across the attack surface Translating visibility into action and risk reduction through Forescout’s See -> Understand -> Prioritize -> Act model The dashboards are powered by patented capabilities that detect actual negotiated quantum-unsafe encryption in live network traffic, allowing organizations to understand what is happening on the wire as opposed to relying on inferred configurations, expected settings, or policy assumptions.
“Enterprise security teams are being asked to prove awareness, governance, and progress on post-quantum cryptography well before large-scale migration is feasible,” said Paul Kao, Chief Product Officer at Forescout. “Global guidance from governments and standards bodies consistently points to inventory and PQC exposure assessment as the first required steps. By delivering the PQC Readiness and Encryption Hygiene Dashboards, Forescout gives organizations a practical way to demonstrate exactly that – years before full PQC migration can realistically be completed.”
Aligning Security Operations with Regulatory and Industry Expectations
Forescout’s launch aligns enterprise security with emerging regulatory and industry expectations, including guidance from the Group of Seven (G7) and the U.S. National Institute of Standards and Technology (NIST), as well as national migration roadmaps that identify the 2030-2035 period as a critical window for the large-scale adoption of PQC.
By focusing on unmanaged and hard-to-upgrade assets – where risk is most concentrated – Forescout helps organizations address the environments most likely to delay broader quantum readiness.
Additional Resources
To learn more about PQC adoption trends and exposure risks, read the Forescout Research – Vedere Labs blog: “PQC Adoption Gaps: 90% of Systems Are Still Not Quantum-Safe.”
Explore the Forescout PQC dashboards and access the PQC resource center at: https://www.forescout.com/solutions/post-quantum-cryptography-risk/.
About Forescout
As AI-driven vulnerability discovery and exploitation accelerate attack velocity to machine speed, Forescout is a foundational cyber defense layer that allows organizations to segment and isolate compromised systems, block lateral movement, and automate response across IT, OT, IoT, and IoMT environments. The Forescout Vistaro™ platform, powered by agentic AI and enhanced with Vedere Labs threat intelligence, delivers a Universal Zero Trust Network Access (UZTNA) architecture that integrates seamlessly with 180+ security and IT products. With Forescout Vistaro, organizations get comprehensive inventory and classification of both managed and unmanaged assets, continuous exposure management, and real-time protection including dynamic network segmentation and automated threat response.
We feel this recognition highlights Glean’s approach to enterprise agents built on context, governance, and actionability
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Enterprise AI leader Glean today announced it has been recognized as a Market Shaper in the 2026 Gartner® Emerging Market Quadrant (eMQ) for No-Code Agent Builders - Startup Vendors. In our view, Glean was recognized for its approach to exposing enterprise context, tools, and governance as a shared enterprise agent layer.
According to the Gartner report, Gartner defines the no-code agent builders (NCABs) market as SaaS-delivered products that offer an integrated design and runtime environment to build, publish and manage AI-powered agents without using coding. AI agents are autonomous or semiautonomous software entities that use AI techniques to perceive, make decisions, take actions and achieve goals in their digital or physical environments.
“We’re proud to see Glean recognized as a Market Shaper in this emerging category,” said Arvind Jain, founder and CEO, Glean. “The future of enterprise AI will be shaped by the people closest to the work, but accessibility alone is not enough. For no-code agents to be useful in the enterprise, they need deep company context, strong governance, secure access to business systems, and the ability to take action across workflows. That is the standard Glean is building for.”
Glean believes no-code agents are becoming a new operating layer for enterprise work, helping teams turn fragmented knowledge into action and giving more people the ability to build AI into the flow of work.
Built on its Enterprise Graph, Glean connects the apps, documents, conversations, and systems that shape how work gets done. With Glean Agents, organizations can create, use, and manage AI agents using natural language, while giving IT and engineering teams the governance, security, and extensibility needed to trust those agents at scale.
Glean believes the future of enterprise agents is flexible by design: accessible enough for business users to participate in agent creation, while still powerful enough for IT and engineering teams to govern, extend, and trust at scale.
Read the 2026 Gartner® Emerging Market Quadrant for No-Code Agent Builders - Startup Vendors here.
Learn more:
Blog: Why we think Glean’s Market Shapers placement matters for the future of no-code agents Source: Gartner Report, Emerging Market Quadrant for No-Code Agent Builders — Startup Vendors, By Jason Wong, Kelli Smith, etc., 11 June 2026.
Gartner Disclaimer
GARTNER is a trademark of Gartner, Inc. and/or its affiliates.
Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose.
About Glean
Glean is the enterprise AI platform that helps everyone work smarter with AI. Glean Assistant gives every employee a powerful enterprise AI assistant that connects to and understands company data via Glean’s Enterprise Graph, and Glean Agents empowers everyone to create, use, and manage AI agents using natural language. Powered by Glean’s search and agentic engine, Glean’s agents automate work across the organization at scale, while ensuring permissions enforcement, full referenceability, governance, and security. With model choice, APIs for customization, and a broad ecosystem of connectors and MCP servers, Glean delivers scalable, turnkey implementation of a complex AI ecosystem on one horizontal platform.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Gartner (IT - Free Report) Headquartered in Stamford, Connecticut, Gartner, Inc. is reportedly the world's leading information technology research and advisory firm. The company offers rich domain expertise and technology-related insight necessary for an informed decision-making process.
IT is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. IT has a Growth Style Score of B, forecasting year-over-year earnings growth of 3.6% for the current fiscal year.
Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.35 to $13.65 per share. IT also boasts an average earnings surprise of +10.6%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, IT should be on investors' short list.
Get Shoppers to the Right Product With Conversational Product Discovery
, /PRNewswire/ - Coveo, the enterprise AI-Relevance platform helping B2B and B2C commerce leaders turn search into revenue, has been named a Leader in the Gartner® 2026 Magic Quadrant™ for Search and Product Discovery.
Coveo Named a Leader in the 2026 Gartner® Magic Quadrant™ for Search and Product Discovery AI is changing what buyers expect from digital experiences. The Coveo Platform serves as the relevance layer between products, content, customer context and enterprise knowledge - delivering the next best answer, product and outcome, faster. That means conversational, personalized interactions that decode shopper intent and get buyers to the right product faster, improving revenue and lowering costs at every touchpoint.
"In today's digital landscape, businesses win based on the precision and intelligence of their online experience," said Peter Curran, Chief Product Officer, Coveo. "The Coveo Platform is built to enable these wins, delivering measurable impact across every point-of-experience through AI grounding and interoperability. We're proud of what our customers are achieving with Coveo across millions of products, buyers and channels."
"The out-of-the-box results exceeded our expectations. We saw immediate improvements during go-live, with performance trending upward across almost all KPIs," said Stu Tisdale, Senior Vice President & Chief Experience Officer, ADI Global. "Watching the relevancy of search results improve day by day, week by week has proved Coveo's say-do ratio. The AI works, it learns and it improves."
Powered by multi-layered AI and machine learning models, the Coveo Platform personalizes discovery in real time across complex B2B and B2C catalogs, multiple brands, regions, languages and channels. By unifying product content, rich content and customer context in a single index, Coveo ensures every shopper interaction is relevant, every touchpoint is optimized and every outcome is measurable.
About Gartner® Magic Quadrant™
A Gartner® Magic Quadrant™ is a culmination of research in a specific market, giving you a wide-angle view of the relative positions of the market's competitors. A Magic Quadrant helps you quickly ascertain how well technology providers are executing their stated visions and how well they are performing against Gartner's market view. Gartner® delivers actionable, objective insight to executives and their teams. Its analyst insights and tools enable faster, smarter decisions and stronger performance on an organization's mission-critical priorities. The Gartner® Magic Quadrant™ evaluates vendors based on Ability to Execute and Completeness of Vision.
To learn more about how Coveo for Commerce decodes search intent to deliver conversational, personalized, and relevant shopper experiences at scale, visit coveo.com
Gartner® Disclaimer
Source: Gartner, Magic Quadrant for Search and Product Discovery, Mike Lowndes, Noam Dorros, et al., 24 June 2025
Gartner and Magic Quadrant are trademarks of Gartner, Inc. and/or its affiliates.
Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner's business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose.
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Coveo.
About Coveo
Coveo brings superior AI-Relevance to every point-of-experience, transforming how enterprises connect with their customers and employees to maximize business outcomes.
Relevance is about moving from persona to person, the degree to which the enterprise-wide content, products, recommendations, and advice presented to a person online aligns easily with their context, needs, preferences, behavior and intent, setting the competitive experience gold standard. Every person's journey is unique, and only AI can solve the complexity of tailoring experiences across massive, diverse audiences and large volumes and variety of content and products.
Stay up to date on the latest Coveo news and content by subscribing to the Coveo blog, and following Coveo on LinkedIn, Twitter, and YouTube.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +24% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Gartner (IT - Free Report) Headquartered in Stamford, Connecticut, Gartner, Inc. is reportedly the world's leading information technology research and advisory firm. The company offers rich domain expertise and technology-related insight necessary for an informed decision-making process.
IT is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 10.81; value investors should take notice.
Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.34 to $13.71 per share. IT also boasts an average earnings surprise of +10.6%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, IT should be on investors' short list.
SANTA CLARA, Calif.--(BUSINESS WIRE)--Arista Networks (NYSE: ANET), a leader in data-driven, client-to-cloud networking, today announced it has been named a Leader in the 2026 Gartner® Magic Quadrant for Enterprise Wired and Wireless LAN.1 This recognition, we feel, highlights Arista’s continued momentum in the enterprise campus, driven by its unified, software-driven approach to networking and its commitment to delivering modern, reliable, and AI-optimized connectivity from the data center to the campus edge.
“We feel this underscores Arista’s commitment to relentless innovation and our significant growth in enterprise campus deployments,” said Kumar Srinkantan, VP and GM Campus, for Arista Networks. “Our momentum is fueled by a clear vision: replacing legacy operational complexity with cloud-grade resilience and pioneering AI. With our architectural consistency, we are now redefining the modern enterprise campus.”
Arista is expanding its Cognitive Campus Networking Portfolio. Highlights include its highly anticipated ruggedized campus wired platforms for the industrial edge, along with the introduction of a new family of internal directional antenna wireless access points (APs).
Extending the Enterprise Campus: Ruggedized Switching and Advanced Antennas
Following are key innovations designed for maximum deployment and flexibility in demanding environments:
Availability of Ruggedized Switch Platform: Engineered for industrial, outdoor, and challenging physical environments, Arista’s new ruggedized switching platform extends the power of EOS® (Extensible Operating System) to the edge. These platforms ensure high availability, cognitive management, and enterprise-grade security, engineered for harsh environments and can withstand extreme temperatures, vibrations, and shock. Both ruggedized platforms, 710HXP-28TXH and 710HXP-20TNH, are available now. Launch of New Internal Directional Antennas: Designed to optimize wireless coverage in high-ceiling, high-density, or complex RF environments (such as warehouses, manufacturing floors, large public venues, auditoriums, indoor & outdoor stadiums), Arista’s new Wi-Fi access points, indoor C460D and outdoor O435D, featuring integrated internal directional antennas eliminate the aesthetic and installation complexities of external enclosures while maximizing wireless connectivity and performance. This also allows bringing 6GHz reliably into indoor environments without requiring Automated Frequency Coordination (AFC). Redefining Network Operations with Agentic AIOps
Building on its pioneering AI-driven network operations, Arista is expanding the capabilities of Arista AVA® (Autonomous Virtual Assist), evolving it into a fully multi-domain, agentic AIOps powerhouse.
Moving beyond traditional reactive alerts and conversational chatbots, the next-generation AVA leverages an advanced agentic AI architecture designed to operate seamlessly across multiple domains, correlating telemetry data across wired, wireless, NAC and data center environments. AVA autonomously analyzes multi-dimensional network data, anticipates potential disruptions before they impact users, and engineers’ intent-based workflows.
Crucially, this expansion introduces closed-loop automation with a human-in-the-loop architecture. AVA can independently diagnose complex cross-domain issues, formulate precise remediation steps, and securely present them to IT administrators for approval. This ensures lean enterprise teams maintain absolute control and visibility while benefiting from dramatic reductions in Mean Time to Resolution (MTTR) and operational overhead across massive, distributed environments.
Unified Vision for the Modern Enterprise
All of Arista’s campus wired and wireless solutions are rooted in EOS and managed via CloudVision®, providing enterprises with a single pane of glass, consistent security policies, and deep telemetry across the entire network fabric.
To learn more about Arista’s recognition in the 2026 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN, please find a complimentary copy here.
For more information regarding Arista’s Cognitive Campus portfolio, please visit www.arista.com/en/solutions/cognitive-campus.
[1] Gartner, “Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure,” Mike Leibovitz, Christian Canales, Tim Zimmerman, May 18, 2026.
Gartner Disclaimer:
Gartner does not endorse any vendor, product or service depicted in our research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
Gartner and Magic Quadrant are trademarks of Gartner, Inc., and/or its affiliates.
About Arista
Arista Networks is an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments. Its award-winning platforms deliver availability, agility, automation, analytics, and security through an advanced network operating stack. For more information, visit www.arista.com.
ARISTA, EOS, CloudVision and AVA are among the registered and unregistered trademarks of Arista Networks, Inc. in jurisdictions around the world. Other company names or product names may be trademarks of their respective owners. Additional information and resources can be found at www.arista.com. This press release contains forward-looking statements including, but not limited to, statements regarding the performance and capabilities of Arista’s products and services. All statements other than statements of historical fact are statements that could be deemed forward-looking statements. Forward-looking statements are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in the forward-looking statements, including rapid technological and market change, customer requirements, and industry standards, as well as other risks stated in our filings with the SEC available on Arista's website at www.arista.com and the SEC's website at www.sec.gov. Arista disclaims any obligation to publicly update or revise any forward-looking statement to reflect events that occur or circumstances that exist after the date on which they were made.
Analysts Discussed How to Drive Revenue Growth by Redesigning Seller Workflows for AI at the Gartner CSO & Sales Leader Conference
LAS VEGAS--(BUSINESS WIRE)--Sales organizations that provide sellers with AI-enabled next best actions are 2.6x more likely to achieve commercial growth, according to a survey by Gartner, Inc., a business and technology insights company. The findings were presented at the Gartner CSO & Sales Leader Conference, held here this week.
A survey of 227 chief sales officers (CSOs) conducted from August through September 2025 found that organizations that prioritize upskilling sellers on AI are 2.4x more likely to achieve strong revenue growth. However, the finding also highlights a growing divide between the rapidly expanding capabilities of AI and sellers’ ability to apply those capabilities effectively in day-to-day work.
“The most effective sales organizations are not simply layering AI onto existing ways of working,” said Greg Hessong, Senior Director Analyst in the Gartner Sales practice. “They are redesigning seller workflows so AI can support execution, recommendations and orchestration, while sellers focus their time on the moments where human judgment and customer value matter most.”
AI-enabled growth depends not only on technology adoption, but also on redesigning sales roles around how work gets done. Sales leaders should redesign roles for an AI-driven environment, align those roles to AI-augmented workflows and prepare future roles to orchestrate AI agents. The need for that shift is becoming more urgent: Gartner predicts that by 2027, 95% of sellers’ research workflows will begin with AI, up from less than 20% in 2024.
Where Human Sellers Outperform GenAI
Buyer data also clarifies where human sellers still outperform GenAI. A survey of 645 B2B buyers conducted from August through September 2025 found that buyers were:
28 percentage points more likely to say a sales rep helped them advance to the next step in the purchase process than GenAI 32 percentage points more likely to say a rep made them feel confident in the purchase decision 39 percentage points more likely to say a rep understood their needs 21 percentage points more likely to say a rep helped quantify the benefits for their organization Buyers who spent more time with supplier reps reported the lowest levels of dysfunction, and buying groups with low dysfunction were 13x more likely to report high-quality deals.
AI is well suited to activities, such as account research, personalized messaging, signal monitoring and next best actions, while sellers remain differentiated in empathy, judgment, contextual understanding and value framing.
“Sales leaders who win with AI will not ask sellers to do everything they did before, just faster,” advised Hessong. “They will build AI-augmented roles that give sellers more capacity to help customers realize value, advance decisions and achieve better outcomes.”
Gartner clients can read more in the report “Redesign Roles To Elevate AI-Augmented Seller Productivity.”
Gartner is the World Authority on AI
Gartner is an indispensable partner to C-Level executives and technology providers as they implement AI strategies to achieve their mission-critical priorities. The independence and objectivity of Gartner insights provide clients with the confidence to make informed decisions and unlock the full potential of AI. Clients across the C-Level are using Gartner's proprietary AskGartner AI tool to determine how to leverage AI in their business. With more than 2,500 business and technology experts, 6,000 written insights, as well as more than 4,000 AI use cases and case studies, Gartner is the world authority on AI. More information can be found here.
About the Gartner CSO & Sales Leader Conference
The Gartner CSO & Sales Leader Conference is taking place May 19-20, 2026 in Las Vegas, providing sales leaders with the latest research on AI-driven strategies, seller productivity, and transformative sales leadership. Follow news and updates coming out of the conference on the Gartner Newsroom and on X and LinkedIn using #GartnerSales.
About Gartner for Sales Leaders
Gartner for Sales Leaders provides heads of sales and their teams with the insights, advice and tools they need to address mission-critical priorities amid mounting pressures to drive growth through new and existing customers. With extensive qualitative and quantitative research, Gartner for Sales Leaders helps sales teams combat commoditization and price-based purchasing, develop critical manager and seller skills, elevate the value of sales interactions, unlock existing growth potential, and optimize sales force enablement. Follow news and update from the Gartner Sales practice on X and LinkedIn using #GartnerSales. Members of the media can find additional information and insights in the Gartner Sales Newsroom.
About Gartner
Gartner (NYSE: IT) delivers actionable, objective business and technology insights that drive smarter decisions and stronger performance on an organization's mission-critical priorities. To learn more visit gartner.com.
Sales organizations that provide sellers with AI-enabled next best actions are 2.6x more likely to achieve commercial growth, according to a survey by Gartner,
With Only 11% of U.S. Consumers Willing to Let AI Make Purchase Decisions, Marketers Should Prioritize AI Shopping Tools That Support Research and Comparison
STAMFORD, Conn.--(BUSINESS WIRE)--As brands race to invest in agentic commerce, consumer willingness to let AI make purchase decisions topped out at 11% across lower-stakes categories, such as personal care and household supplies, according to Gartner, Inc., a business and technology insights company.
The findings suggest consumers are more receptive to AI shopping tools that support discovery and research than those that make purchase decisions on their behalf.
A Gartner survey of 322 U.S. consumers in January 2026 found greater openness to AI tools that help narrow product choices: 31% were willing to allow AI to narrow choices for household supplies purchases, and 28% were willing to do so for personal electronics purchases.
“Consumers are not looking to outsource shopping decisions to AI,” said Kate Muhl, VP Analyst in the Gartner Marketing practice. “They want AI to help them find better information, compare prices, identify deals and narrow choices, while keeping final decision-making control for themselves.”
Marketers should focus AI shopping investments on tools that help consumers research products, compare prices, surface deals and narrow choices, rather than fully autonomous shopping agents.
Trust and accuracy remain barriers to broader adoption. A Gartner survey of 846 U.S. consumers conducted November through December 2025 found that early adopters still encountered friction when using AI for shopping. Among consumers who used AI while shopping for a recent purchase, 54% said they had to double-check the accuracy of all information GenAI tools provided, and 62% said information from GenAI tools ended up being a waste of their time.
“Accuracy is now a brand issue,” said Muhl. “If consumers believe AI shopping tools create more work by requiring them to verify every recommendation, they will not see those tools as convenient or valuable. Marketers must prioritize transparent, reliable information, especially around price, product fit and recommendations.”
Consumers’ growing exposure to GenAI does not necessarily translate into comfort with AI-driven shopping decisions. Seventy-two percent of consumers said “generative AI appears in my internet and app use whether I asked for it or not.”
“Consumers are encountering GenAI more often, but passive exposure should not be mistaken for active adoption,” said Muhl. “The brands that earn consumer trust will be those that use AI to enhance consumer control, not replace it.”
Additional Insights Available
Gartner clients can read more in the report “Prioritize Top-of-Funnel AI Shopping Tools for Consumer Adoption.”
Gartner is the World Authority on AI
Gartner is an indispensable partner to C-Level executives and technology providers as they implement AI strategies to achieve their mission-critical priorities. The independence and objectivity of Gartner insights provide clients with the confidence to make informed decisions and unlock the full potential of AI. Clients across the C-Level are using Gartner's proprietary AskGartner AI tool to determine how to leverage AI in their business. With more than 2,500 business and technology experts, 6,000 written insights, as well as more than 4,000 AI use cases and case studies, Gartner is the world authority on AI. More information can be found here.
About the Gartner Marketing Symposium/Xpo
The Gartner Marketing Symposium/Xpo is taking place June 8-10 in Denver, providing marketing leaders with actionable advice about the trends, tools and emerging technologies they need to deliver business results in an AI-driven world. Gartner analysts address the biggest opportunities, challenges and priorities marketers face today, including CMO leadership, marketing strategy and customer engagement. Follow news and updates coming out of the conference on the Gartner Newsroom and on X and LinkedIn using #GartnerMKTG.
About Gartner for Marketers
Gartner for Marketers provides the objective, expert advice, and proven tools that CMOs and other marketing leaders need to seize the right opportunities with clarity and confidence, and to stay ahead of the trends that matter. With in-depth research and analysis, Gartner for Marketers helps you focus on the opportunities with the greatest potential to deliver results. More information on Gartner for Marketers is available online at www.gartner.com/marketing. Follow news and updates from the Gartner Marketing practice on X and LinkedIn using #GartnerMKTG. Members of the media can find additional information and insights in the Gartner Marketing Newsroom.
About Gartner
Gartner (NYSE: IT) delivers actionable, objective business and technology insights that drive smarter decisions and stronger performance on an organization's mission-critical priorities. To learn more visit gartner.com.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Gartner (IT - Free Report) Headquartered in Stamford, Connecticut, Gartner, Inc. is reportedly the world's leading information technology research and advisory firm. The company offers rich domain expertise and technology-related insight necessary for an informed decision-making process.
IT is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 11.67; value investors should take notice.
Four analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.34 to $13.71 per share. IT also boasts an average earnings surprise of +10.6%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, IT should be on investors' short list.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Gartner (IT - Free Report) Headquartered in Stamford, Connecticut, Gartner, Inc. is reportedly the world's leading information technology research and advisory firm. The company offers rich domain expertise and technology-related insight necessary for an informed decision-making process.
IT is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Business Services stock. IT has a Momentum Style Score of B, and shares are up 8.6% over the past four weeks.
Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.34 to $13.71 per share. IT boasts an average earnings surprise of +10.6%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, IT should be on investors' short list.
New capabilities across Security Operations, AI and Endpoint Management advance Autonomous IT
EMERYVILLE, Calif.--(BUSINESS WIRE)--Tanium, a leader in Autonomous IT, today announced AI-driven product innovations at the Gartner Security & Risk Management Summit, designed to give security operations, IT and compliance teams more of what they have been asking for: faster threat hunting, earlier anomaly detection, autonomous policy enforcement and broader public-sector coverage.
“Autonomous IT is about giving a single operator the data, guidance and reach to do what once took an entire team — and these innovations are another major step on that journey. With these advancements, we’re embedding more intelligence and automation across the platform so customers can find threats faster, close gaps before they become incidents and keep their environments continuously aligned to policy,” said Harman Kaur, chief technology officer at Tanium. “Each of these capabilities brings our customers closer to a future where IT and security operate as one – autonomous, resilient and unstoppable.”
Built on the Tanium Autonomous IT Platform, driven by AI and real-time endpoint intelligence, the new capabilities span key solution pillars of the portfolio: Security Operations and Endpoint Management, with AI throughout. The company has also expanded its FedRAMP authorized services, extending Autonomous IT to more U.S. Government customers.
Expansion of Security Operations:
Tanium Threat Navigator: Tanium Threat Navigator empowers security operations teams with a true threat hunting workflow, allowing them to rapidly test and refine hypotheses while capturing key insights as they hunt. By automating scalable threat hunting across historical and live data, Tanium Threat Navigator transforms successful hunts into actionable intelligence and converts them into alerts that reduce dwell times and time to response.
Tanium Connector for Microsoft Edge for Business: Tanium Connector for Microsoft Edge for Business integrates browser telemetry into the Tanium Autonomous IT Platform, including crash, extensions, login, password breach, unsafe site visits, malware and sensitive data transfers. By unifying browser and endpoint intelligence in real time, Tanium Connector for Microsoft Edge for Business closes critical security blind spots and enables faster, more informed investigations. Without relying on browser add-ons or extra infrastructure, organizations gain deeper visibility into browser-based threats, improve compliance validation, and strengthen overall endpoint security across the enterprise.
Expansion of AI:
Tanium Anomaly Detection for Enterprise Software: Tanium is expanding its AI competencies with anomaly detection, identifying deviations from normal patterns that may indicate security or performance risk. Tanium Anomaly Detection for Enterprise Software analyzes applications across endpoints against peer groups and organizational norms, surfaces unusual or risky software, enriches those findings with context and pinpoints affected devices. This approach reduces security exposure, eliminates software inventory blind spots and strengthens governance — enabling more efficient and proactive IT and security operations.
New FedRAMP Authorized Services: Tanium has received FedRAMP PMO (Program Management Office) authorization, specifically for US based customers and partners, to add new services to the Tanium Cloud for U.S. Government (TC-USG) boundary, making them available to all TC-USG customers. Newly authorized offerings include Tanium Ask, Tanium Connector for Microsoft Intune, Tanium Jump Gate, Tanium Endpoint Management for Operational Technology (OT) and Tanium Endpoint Management for Mobile.
Expansion of Endpoint Management:
Tanium Enforce: Tanium Enforce streamlines policy enforcement end-to-end, turning configuration standards into autonomously enforced guardrails across the enterprise. Organizations can now import chosen Center for Internet Security (CIS) Build Kits, without re-write, as enforceable policies. Continuous drift detection and automated remediation keep endpoints in the intended state. The result is a simple policy setup based on CIS best practice security guidance and continuous, autonomous, closed-loop enforcement at scale — compressing time to remediation from weeks to minutes.
These innovations are being showcased at the Gartner Security & Risk Management Summit, June 1–3, 2026 at the Tanium booth #309. To see how Tanium can strengthen IT operations and security posture, visit www.tanium.com/see-a-demo.
The company is recognized as a Leader in the inaugural 2026 Gartner® Magic Quadrant™ for Endpoint Management Tools and as a Leader in the IDC MarketScape: Worldwide Client Endpoint Management Software for Windows Device Management 2025–2026 Vendor Assessment.
Gartner, Magic Quadrant for Endpoint Management Tools, Tom Cipolla, Lina Al Dana, et al., 5 January 2026
GARTNER and MAGIC QUADRANT are trademarks of Gartner, Inc. and/or its affiliates.
About the Gartner Security & Risk Management Summit
Gartner analysts will present the latest insights for security and risk management leaders at the Gartner Security & Risk Management Summits, taking place March 9-10 in Mumbai, March 16-17 in Sydney, June 1-3 in National Harbor, MD, July 22-24 in Tokyo, August 4-5 in Sao Paulo and September 22-24 in London. Follow news and updates from the conferences on X and LinkedIn using #GartnerSEC.
About Tanium
Tanium is the Autonomous IT company. Driven by AI and real-time endpoint intelligence, Tanium Autonomous IT empowers IT and security teams to make their organizations unstoppable. Tanium Atlas, the company's autonomous operating system, gives a single IT or security operator the data, guidance and reach to accomplish what once required an entire team.
The company is recognized as a Leader in the inaugural 2026 Gartner® Magic Quadrant™ for Endpoint Management Tools and as a Leader in the IDC MarketScape: Worldwide Client Endpoint Management Software for Windows Device Management 2025–2026 Vendor Assessment.
Many of the world’s leading organizations trust Tanium’s single, unified platform for endpoint management and security to innovate faster, stay resilient and move business forward with confidence, at scale.
To learn how Tanium delivers Autonomous IT for unstoppable business – visit www.tanium.com and LinkedIn.
Tanium’s statements and content regarding its plans, directions, and intent are subject to change without notice at Tanium’s sole discretion. Information regarding potential future products or functionality is intended to outline Tanium’s general product direction and it should not be relied on in making a purchasing decision, nor is it incorporated into any contract. It is not a commitment, promise, or legal obligation. The development, release, and timing of any future products or functionality remain at Tanium’s sole discretion.
On June 02, 2026, Gartner Inc (IT) shares fell 5.0% today, bringing the current price to $170.62. The stock has experienced significant volatility, trading with
It has been about a month since the last earnings report for Gartner (IT - Free Report) . Shares have added about 9.1% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Gartner due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.
Gartner Surpasses Q1 Earnings EstimatesGartner has delivered first-quarter 2026 adjusted earnings of $3.32 per share, beating the Zacks Consensus Estimate of $2.99 by 11%. Adjusted earnings increased 11.4% from the year-ago quarter.
Total revenues were $1.51 billion, falling 1.5% year over year and lagging the consensus estimate of $1.52 billion by 0.6%. Still, Gartner exited the quarter with a global contract value of $5.3 billion, up 1% on a foreign-currency-neutral basis at 2026 rates, signaling steadier subscription demand even as reported revenues faced pressure.
IT's Contract Value Trends Stay Positive Into 2026Global Technology Sales contract value ended the quarter at $4 billion, up 0.4% year over year on a foreign-currency-neutral basis at 2026 rates. Global Business Sales contract value was $1.3 billion, rising 3.2%, pointing to better relative momentum in functional-leader demand outside core technology spending.
Retention metrics stayed supportive. Wallet retention was 97.7% for global sales, while client retention was 85%, reflecting a base of recurring relationships even with a softer renewal and expansion environment than earlier periods.
Gartner's Segmental Mix Highlights Insights DurabilityInsights remained the largest profit engine. Segment revenues increased 3.1% year over year to $1,294.2 million, supported by a contribution margin of 78.2%, translating into $1,012 million of segment contribution.
Conferences posted another year-over-year increase, with revenues up 7.9% to $78.3 million. Consulting continued to weigh on growth, with revenues declining 14.7% to $119.1 million, reflecting pressure across both labor-related work and contract optimization revenue streams.
IT's Profitability Improves as Costs Ease From Prior YearDespite the modest decline in GAAP revenues, profitability held up well. The consolidated contribution margin increased to 71.6%, a notable step up from the prior-year level shown in the quarterly financial summary, reflecting improved delivery efficiency and mix.
Expense trends were also constructive in the GAAP bridge. Cost of services and product development fell to $429.3 million from $475 million a year ago, while selling, general and administrative expenses were essentially flat at $726.3 million. Operating income rose to $316 million from $278 million, helping net income increase to $222.3 million.
Gartner's Cash Flow Supports Aggressive Capital ReturnsIT continued to convert earnings into cash at a strong clip. The free cash flow was $371 million for the quarter, supported by $390.9 million in operating cash flow and modest capital spending of $20.4 million.
That cash generation underpinned continued buybacks. The company repurchased $535 million of shares from the start of the year through the quarter-end, and it reported $1.2 billion of repurchase authorization remaining as of April 30, 2026. On the balance sheet, cash and cash equivalents were $1.7 billion, total debt was $3 billion and net debt to adjusted EBITDA was 0.8X, keeping leverage well below its targeted range.
IT's Updated 2026 Guidance Reflects Higher Earnings PowerManagement raised its 2026 outlook from the update provided earlier in the year. Gartner expects adjusted revenues at or above $6.405 billion and adjusted EBITDA excluding the divested operation at or above $1.545 billion, reflecting ongoing cost discipline while continuing to invest in key areas.
The clearest upgrade came at the bottom line. The adjusted earnings per share guidance increased to at least $13.25, with the free cash flow expected to be at or above $1.160 billion. The segment view implied a more cautious consulting backdrop, with consulting revenue guidance reduced to $510 million, while Insights and Conferences revenue expectations were maintained at $5.200 billion and $695 million, respectively.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in fresh estimates.
VGM ScoresAt this time, Gartner has a nice Growth Score of B, a grade with the same score on the momentum front. Charting a somewhat similar path, the stock has a grade of A on the value side, putting it in the top 20% for value investors.
Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Notably, Gartner has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Gartner (IT - Free Report) Headquartered in Stamford, Connecticut, Gartner, Inc. is reportedly the world's leading information technology research and advisory firm. The company offers rich domain expertise and technology-related insight necessary for an informed decision-making process.
IT is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. IT has a Growth Style Score of B, forecasting year-over-year earnings growth of 4.1% for the current fiscal year.
Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.34 to $13.71 per share. IT boasts an average earnings surprise of +10.6%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, IT should be on investors' short list.
Key Takeaways IT is benefiting from its data-driven insights, broad services and low customer concentration.IT is enhancing AskGartner and expanding its AI tools to provide faster access to business insights.Gartner repurchased $2B of shares in 2025 following substantial repurchases in prior years. Shares of Gartner (IT - Free Report) have had a decent run over the past month. The stock has risen 9.1% against the industry's 3% decline. The Zacks S&P 500 composite has gained 1.6% during the said time frame.
Image Source: Zacks Investment Research
IT has a Growth Score of B. This style score condenses key financial metrics to reflect a fair sense of the quality and sustainability of its growth.
The company’s second-quarter 2026 earnings are expected to increase 7.1% year over year. Earnings for 2026 and 2027 are projected to rise 4.1% and 15.5%, respectively, year over year.
Factors That Bode Well for ITGartner is benefiting from its wide range of products and services, especially data-driven insights, with low customer concentration, which reduces operating risks and gives it a competitive advantage over rivals.
The company’s business model utilizes the depth and breadth of intellectual capital to create and distribute research content. This content includes published reports, interactive tools, briefings, consulting, advisory services and conferences. This rich domain expertise and technology-related insight help clients make informed decisions.
Gartner continues to improve its digital platforms through innovations, such as its AI-powered AskGartner, which provides faster access to business and technology insights and generates in-depth summaries from its Business-as-a-Service library. The company is also improving its platforms to allow users to download PowerPoint presentations generated directly from their queries.
The company consistently generates shareholder value through share buybacks. It repurchased shares worth $1 billion, $600 million, $700 million and $2 billion in 2022, 2023, 2024 and 2025, respectively. These repurchases indicate the company’s confidence in its business and make the stock attractive to investors.
Key Risks to WatchA significant portion of the company's operations is international, exposing it to foreign exchange-related risks. Fluctuations in the value of the U.S. dollar relative to foreign currencies such as the British pound, euro, Canadian dollar, Australian dollar and Japanese yen could impact the company's financial results.
Gartner's current ratio (a measure of liquidity) at the end of the first quarter of 2025 was 0.94, lower than the industry average of 1.15. A current ratio of less than 1 implies that the company might face trouble in covering its short-term obligations.
IT’s Zacks Rank & Stocks to ConsiderGartner carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A couple of better-ranked stocks in the Business Services sector are Trane Technologies plc (TT - Free Report) and TransUnion (TRU - Free Report) .
Trane Technologies carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 14.6%.
TT delivered a trailing four-quarter earnings surprise of 2.7%, on average.
TransUnion also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 13.5%.
TRU beat earnings estimates in each of the last four quarters, with an average surprise of 6.3%.
Analysts Explore Strategic Implications of AI-Driven Shifts Toward Digital, Acquisition and Human Capability During Gartner Marketing Symposium/Xpo, June 8-10, in Denver
DENVER--(BUSINESS WIRE)--Awareness and conversion now account for 62.6% of total media spend, as CMOs shift budget toward acquisition and digital channels in pursuit of growth, according to a survey by Gartner, Inc., a business and technology insights company.
Gartner analysts are discussing the key issues facing CMOs during Gartner Marketing Symposium/Xpo, taking place here through Wednesday. The survey showed that labor is claiming a larger share of marketing budgets, underscoring that AI value depends on people, skills and execution, not just technology.
The annual Gartner 2026 CMO Spend Survey was conducted January through March 2026 among 401 CMOs and other marketing leaders in North America, the United Kingdom and Europe across different industries, company sizes and revenue, with the vast majority of respondents reporting annual revenue of over $1 billion.
“As AI reshapes the marketing mix, many CMOs are channeling more investment into digital channels and customer acquisition in pursuit of growth,” said Ewan McIntyre, VP Analyst and Chief of Research in the Gartner Marketing practice. “However, AI is not a shortcut around marketing capability. The organizations that will pull ahead are those that pair AI investment with the people, processes and discipline required to turn it into business results.”
AI Accelerates Shifts Toward Digital and Acquisition
CMOs are rapidly shifting budget from offline to digital channels, with digital media now representing more than two-thirds of total media investments in 2026, up 18% since 2024. AI is a key driver of this shift, with CMOs citing enhanced personalization and the need to prioritize channels that can be effectively AI-optimized among the biggest influences on their channel mix.
The survey also shows CMOs are prioritizing customer acquisition over loyalty and retention. As previously stated, awareness and conversion now account for 62.6% of total media spend, a rise of over 10% since 2024, while spending on customer loyalty and retention has declined 29% over the same period to less than 15% of total media spend.
However, the most AI-mature marketing organizations allocate a larger share of budget to customer loyalty and retention and a lower share to digital channels, suggesting that less mature organizations may be over-indexing on short-term optimization and channels that are easiest to measure and automate.
“AI can help marketers optimize faster, but optimization is not the same as strategy,” said McIntyre. “CMOs must guard against letting AI steer too much budget toward the channels and stages of the journey that are easiest to tune, while underinvesting in the touchpoints that build long-term customer value.”
Rising Labor Share Signals That AI Requires People, Not Just Platforms
Despite the assumption that AI should reduce people costs, labor is claiming a larger share of marketing budgets. Labor’s share of the total marketing budget rose from 21.9% in 2025 to 24.5% in 2026, suggesting CMOs increasingly recognize that AI value depends on people, skills and execution, not just technology.
This challenge is compounded by low organizational readiness. Seventy percent of CMOs say their internal marketing processes are not mature enough to effectively implement and scale AI, and only 30% report mature or fully developed AI readiness capabilities. In addition, lack of internal AI expertise and talent is the top barrier preventing CMOs from achieving AI-driven efficiency, cited by 38% of respondents.
“AI changes the kind of marketing capability organizations need, but it does not eliminate the need for capability,” said McIntyre. “As CMOs invest in AI-powered transformation, they must also invest in the talent, governance and operating maturity required to make those tools work in the real world.”
Additional Insights Available
Gartner clients can read more in the report “Insights From The 2026 CMO Spend Survey.”
Gartner is the World Authority on AI
Gartner is an indispensable partner to C-Level executives and technology providers as they implement AI strategies to achieve their mission-critical priorities. The independence and objectivity of Gartner insights provide clients with the confidence to make informed decisions and unlock the full potential of AI. Clients across the C-Level are using Gartner's proprietary AskGartner AI tool to determine how to leverage AI in their business. With more than 2,500 business and technology experts, 6,000 written insights, as well as more than 4,000 AI use cases and case studies, Gartner is the world authority on AI. More information can be found here.
About Gartner Marketing Symposium/Xpo
Gartner Marketing Symposium/Xpo is taking place June 8-10 in Denver, providing marketing leaders with actionable advice about the trends, tools and emerging technologies they need to deliver business results in an AI-driven world. Gartner analysts address the biggest opportunities, challenges and priorities marketers face today, including CMO leadership, marketing strategy and customer engagement. Follow news and updates coming out of the conference on the Gartner Newsroom and on X and LinkedIn using #GartnerMKTG.
About Gartner for Marketers
Gartner for Marketers provides the objective, expert advice, and proven tools that CMOs and other marketing leaders need to seize the right opportunities with clarity and confidence, and to stay ahead of the trends that matter. With in-depth research and analysis, Gartner for Marketers helps you focus on the opportunities with the greatest potential to deliver results. More information on Gartner for Marketers is available online at www.gartner.com/marketing. Follow news and updates from the Gartner Marketing practice on X and LinkedIn using #GartnerMKTG. Members of the media can find additional information and insights in the Gartner Marketing Newsroom.
About Gartner
Gartner (NYSE: IT) delivers actionable, objective business and technology insights that drive smarter decisions and stronger performance on an organization's mission-critical priorities. To learn more visit gartner.com.
Analysts Explore How CMOs Can Adapt Media Strategy for Fragmented Attention and AI-Driven Content Skepticism during Gartner Marketing Symposium/Xpo in Denver
DENVER--(BUSINESS WIRE)--Forty-nine percent of U.S. consumers agree that GenAI has made the quality of content available worse, according to a survey by Gartner, Inc., a business and technology insights company. Among younger consumers, including Gen Z and millennials, 57% agree that GenAI has made content quality worse.
A Gartner survey of 307 U.S. consumers conducted in March 2026 found that AI is contributing to a more skeptical media environment, raising the stakes for brands to create recognizable, credible and high-quality content.
The findings were presented today during Gartner Marketing Symposium/Xpo, taking place here this week.
“AI-generated content is increasing the volume of media that consumers encounter, but not necessarily the value,” said Kate Muhl, VP Analyst in the Gartner Marketing practice. “In a more skeptical media environment, brands need to be more recognizable, more credible and more intentional about the contexts in which they appear.”
Consumer Attention Is Fragmented Across Media Environments
The survey also found that 59% of U.S. consumers prefer to do several media or technology activities at the same time, such as watching TV, using the internet or texting on a phone, rather than focusing on one activity at a time.
“Consumer screen time may be abundant, but consumer attention is not,” said Muhl. “For marketers, the goal is no longer simply to buy reach or chase impressions. Media strategy must compete for scarce attention and create brand meaning quickly enough to survive fragmented, fast-moving environments.”
AI Is Changing How Consumers Build Searches
A Gartner survey of 328 U.S. consumers conducted in February 2026 found that AI is beginning to change how consumers build searches for products and services. Twenty percent of U.S. consumers say their search inputs are more specific because of AI, 19% phrase search inputs as questions more frequently, 17% rely on AI summaries to get information for products or services they are looking for, and 16% use AI chatbots to search for new products or services to buy.
“AI is changing the way consumers connect with content and where consumer attention lives,” said Muhl. “CMOs should not treat AI as a replacement for media fundamentals. The brands that win will be those that understand where attention is gathering, how trust is being formed and what kinds of experiences consumers want to remember.”
Additional Insights Available
Gartner clients can read more in the report “What CMOs Must Know About Consumers in 2026.”
Gartner is the World Authority on AI
Gartner is an indispensable partner to C-Level executives and technology providers as they implement AI strategies to achieve their mission-critical priorities. The independence and objectivity of Gartner insights provide clients with the confidence to make informed decisions and unlock the full potential of AI. Clients across the C-Level are using Gartner's proprietary AskGartner AI tool to determine how to leverage AI in their business. With more than 2,500 business and technology experts, 6,000 written insights, as well as more than 4,000 AI use cases and case studies, Gartner is the world authority on AI. More information can be found here.
About Gartner Marketing Symposium/Xpo
Gartner Marketing Symposium/Xpo is taking place June 8-10 in Denver, providing marketing leaders with actionable advice about the trends, tools and emerging technologies they need to deliver business results in an AI-driven world. Gartner analysts address the biggest opportunities, challenges and priorities marketers face today, including CMO leadership, marketing strategy and customer engagement. Follow news and updates coming out of the conference on the Gartner Newsroom and on X and LinkedIn using #GartnerMKTG.
About Gartner for Marketers
Gartner for Marketers provides the objective, expert advice, and proven tools that CMOs and other marketing leaders need to seize the right opportunities with clarity and confidence, and to stay ahead of the trends that matter. With in-depth research and analysis, Gartner for Marketers helps you focus on the opportunities with the greatest potential to deliver results. More information on Gartner for Marketers is available online at www.gartner.com/marketing. Follow news and updates from the Gartner Marketing practice on X and LinkedIn using #GartnerMKTG. Members of the media can find additional information and insights in the Gartner Marketing Newsroom.
About Gartner
Gartner (NYSE: IT) delivers actionable, objective business and technology insights that drive smarter decisions and stronger performance on an organization's mission-critical priorities. To learn more visit gartner.com.
Forty-nine percent of U.S. consumers agree that GenAI has made the quality of content available worse, according to a survey by Gartner, Inc., a business and t
Analysts Explore How Brand Measurement Can Help CMOs Prove Brand’s Impact on Enterprise Growth during Gartner Marketing Symposium/Xpo in Denver
DENVER--(BUSINESS WIRE)--Eighty-four percent of companies are stuck in a “brand doom loop” that prevents marketing leaders from proving brand’s impact on enterprise growth, according to a survey by Gartner, Inc., a business and technology insights company.
A Gartner survey of 426 senior marketing leaders conducted from September through October 2025 found that the brand doom loop occurs when companies underinvest in brand measurement, lack confidence in the results and consequently attract even less funding.
Gartner analysts presented the findings during Gartner Marketing Symposium/Xpo, which took place here this week.
“Brand has long been treated as a communications asset, but it is actually a growth engine,” said Julie Reeves, VP Analyst in the Gartner Marketing practice. “The challenge is that most organizations lack the measurement discipline and executive narrative needed to connect brand health to business performance. This creates a cycle where brand is undermeasured, underfunded and undervalued.”
Gartner predicts that by 2028, over 80% of companies will make significant changes to their company’s identity, such as mission, brand and culture, to keep pace with the impact of AI on markets. As AI accelerates commoditization and fuels disinformation, brand is one of the few remaining levers companies can use to claim a distinctive and trustworthy position in their markets.
“In an AI-driven market, brand clarity becomes even more critical,” said Reeves. “CMOs have an opportunity to help their organizations define what makes them distinctive, trusted and relevant as customer expectations and competitive dynamics shift.”
Brand Strategy Remains an Underused Growth Lever
Brand strategy has a measurable impact beyond marketing. Companies with a strong brand strategy are 2x more likely to exceed their growth goals, underscoring brand’s role as a driver of enterprise performance.
C-suite executives appear open to elevating brand’s strategic role: More than 50% want their CMO to clarify the relationship between brand and business strategy, and 43% want a clear, simple story about brand health and business performance.
“CMOs need to move beyond tracking brand metrics in isolation,” said Reeves. “They must show how brand influences enterprise priorities, such as revenue, profit, customer experience, innovation and market expansion. When brand measurement becomes a dashboard for growth decisions, CMOs are better positioned to earn executive confidence and investment.”
CMOs looking to escape the brand doom loop should establish regular brand health measurement, connect brand metrics to business outcomes and build a clear executive story that explains how brand contributes to growth.
Additional Insights Available
Gartner clients can read more in the report “Strengthen Your Brand Strategy to Boost Enterprise Growth.”
Gartner is the World Authority on AI
Gartner is an indispensable partner to C-Level executives and technology providers as they implement AI strategies to achieve their mission-critical priorities. The independence and objectivity of Gartner insights provide clients with the confidence to make informed decisions and unlock the full potential of AI. Clients across the C-Level are using Gartner's proprietary AskGartner AI tool to determine how to leverage AI in their business. With more than 2,500 business and technology experts, 6,000 written insights, as well as more than 4,000 AI use cases and case studies, Gartner is the world authority on AI. More information can be found here.
About Gartner Marketing Symposium/Xpo
Gartner Marketing Symposium/Xpo is taking place June 8-10 in Denver, providing marketing leaders with actionable advice about the trends, tools and emerging technologies they need to deliver business results in an AI-driven world. Gartner analysts address the biggest opportunities, challenges and priorities marketers face today, including CMO leadership, marketing strategy and customer engagement. Follow news and updates coming out of the conference on the Gartner Newsroom and on X and LinkedIn using #GartnerMKTG.
About Gartner for Marketers
Gartner for Marketers provides the objective, expert advice, and proven tools that CMOs and other marketing leaders need to seize the right opportunities with clarity and confidence, and to stay ahead of the trends that matter. With in-depth research and analysis, Gartner for Marketers helps you focus on the opportunities with the greatest potential to deliver results. More information on Gartner for Marketers is available online at www.gartner.com/marketing. Follow news and updates from the Gartner Marketing practice on X and LinkedIn using #GartnerMKTG. Members of the media can find additional information and insights in the Gartner Marketing Newsroom.
About Gartner
Gartner (NYSE: IT) delivers actionable, objective business and technology insights that drive smarter decisions and stronger performance on an organization's mission-critical priorities. To learn more visit gartner.com.
BOSTON, June 11, 2026 (GLOBE NEWSWIRE) -- Lakeside Software, the industry-leading digital employee experience (DEX) engineering company, today announced it has been recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Digital Employee Experience Management Tools. The evaluation was based on specific criteria that assessed the company's completeness of vision and ability to execute.
Technology performance has become a business imperative. As employees become increasingly dependent on digital tools, organizations need greater visibility into the health of their technology environments and the ability to address issues before they impact productivity. Lakeside's SysTrack platform provides continuous visibility into endpoint performance, helping IT teams identify, diagnose, and resolve issues before they disrupt work.
From Reactive IT to Measurable Performance
The DEX market is at an inflection point. IT leaders are no longer expected to simply respond to technology issues; they're expected to deliver technology performance as a measurable business outcome.
While many DEX tools begin with a reported problem, SysTrack starts with what is happening at the endpoint. Its depth of telemetry provides the context needed to identify root causes, not just symptoms, while low-code workflow orchestration helps automate remediation. The result is a proactive operating model that continuously measures digital experience against defined service objectives and resolves issues before they disrupt work.
Every application failure, degraded device, or poor digital experience impacts employee productivity. Lakeside believes the future of DEX lies in turning endpoint intelligence into measurable business performance, and that's what SysTrack was built to do.
Gartner, Magic Quadrant™ for Digital Employee Experience Tools, Dan Wilson, Stuart Downes, Robin Milton-Schonemann, 08, June, 2026
Gartner Methodology, Magic Quadrant
Gartner does not endorse any vendor, product or service depicted in our research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and MAGIC QUADRANT is a registered trademark of Gartner, Inc. and/or its affiliates and are used herein with permission. All rights reserved.
About Lakeside Software
Lakeside Software is the pioneer of AI-powered digital employee experience (DEX), enabling IT to move from reactive support to proactive, strategic operations. With its flagship platform, SysTrack, and suite of tools for autonomous service desk operations, SysTrack AI, Lakeside transforms high-resolution, first-party telemetry into predictive insights and automated resolutions—empowering enterprises to reduce downtime, accelerate issue resolution, and deliver exceptional digital experiences across endpoints, edge, and OT environments. Trusted by global enterprises and service providers, SysTrack scales to estates with over one million endpoints, reducing IT costs, preventing failures, and driving smarter decisions through unparalleled visibility. Lakeside is designing the future of DEX—because in today’s hybrid, distributed, and AI-driven world, IT matters. Learn more at https://systrack.ai
