Five9 Recognized for Completeness of Vision and Ability to Execute
SAN RAMON, Calif.--(BUSINESS WIRE)--Five9 (NASDAQ: FIVN), provider of the Genius CX Platform, today announced that it has been named a Leader in the 2026 Gartner Magic Quadrant for Contact Center as a Service (CCaaS) for its Completeness of Vision and Ability to Execute. Five9 has been recognized as a Leader in the CCaaS Magic Quadrant nine times.
"We believe being named a Leader for the ninth time reflects something we've been building toward for years: AI isn't replacing the contact center; it's expanding what it can do," said Amit Mathradas, Chief Executive Officer at Five9. "That's the idea behind Humantic CX, our vision for human and AI agents working together on one platform, each making the other better. That's smarter CX with every interaction."
The Five9 Genius CX Platform serves organizations of all sizes, from midsize contact centers to large enterprises with more than 10,000 agents. Over the past year, Five9 has expanded its platform with Voice AI Agents, built to autonomously handle customer conversations and bring in a human agent when needed; Agentic QM, which adds analysis and coaching to quality management; attribute- and AI-enabled routing; an open orchestration framework; and vertical integrations, including Epic. Advanced Campaign Manager, launched in early 2026 and built on the 2024 acquisition of Acqueon, extends Five9's long-standing outbound dialer capabilities with multichannel list and campaign management. Five9's technical account managers continue to help customers get value from the platform after go-live.
Magic Quadrant reports are the culmination of research in specific markets, providing a wide-angle view of the relative positions of the market competitors. A Magic Quadrant provides a graphical competitive positioning of four types of technology providers, in markets where growth is strong and differentiation is distinct. Providers are positioned into four quadrants: Leaders, Challengers, Visionaries, and Niche Players. This research helps enterprises align vendor selection with their unique business and technology needs.
Receive your complimentary copy of the Magic Quadrant report here.
Gartner, Magic Quadrant for Contact Center as a Service, Drew Kraus, Jason Bridge, Megan Fernandez, Pri Rathnayake, Pankil Sheth, 19 October, 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. 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 Five9.
About Five9
Five9 is the proven, open cloud platform for customer experience. Cloud-native since 2001 and built by voice experts for the agentic era, Five9 powers contact centers for more than 4,000 customers across 140+ countries, including leading health systems, financial institutions, and organizations across every major industry. The Five9 platform, powered by Genius AI, serves every channel and workflow, together with the governance, control, and ecosystem flexibility that even the most regulated enterprises demand. Practical AI that learns from every interaction, driving real outcomes for customers and the businesses that serve them. Smarter CX with every interaction.
With AI Investment Accelerating Across the Technology Stack, IT Spending Will Cross the $7 Trillion Mark for the First Time
ORLANDO, Fla.--(BUSINESS WIRE)--Worldwide IT spending is expected to reach $7.35 trillion in 2027, up 15% from 2026, according to the latest forecast by Gartner, Inc., a business and technology insights company.
Gartner analysts are discussing the trends that are impacting the IT market during Gartner IT Symposium/Xpo, taking place here through Thursday.
“Collectively, the market forces are reinforcing spend around AI infrastructure, AI-enabled cloud platforms and advanced software ecosystems, as these are the most attractive opportunities in global IT spending,” said John-David Lovelock, Distinguished VP Analyst at Gartner. “Increasingly, the growth of the digital economy is being determined not only by software adoption, but also by the ability to finance, build and monetize AI infrastructure at an unprecedented scale.”
The next $1 trillion dollars in IT spending growth is being shaped by two interconnected AI domains: AI infrastructure and AI software. Spending on AI-optimized servers, AI-optimized infrastructure as a service (IaaS) and AI software platforms continues to strengthen as organizations seek to industrialize AI deployment. At the same time, hardware markets are experiencing growing pressure from memory-related inflation (see Table 1).
Table 1. Worldwide IT Spending Forecast (Billions of U.S. Dollars)
2026 Spending
2026 Growth (%)
2027 Spending
2027 Growth (%)
Data Center Systems
879
73.8
1,366
55.5
Devices
847
7.2
916
8.1
Software
1,464
15.2
1,679
14.6
Services
1,557
4,4
1,633
4.9
Infrastructure as a Service (IaaS)
292
31.3
367
25.7
Communications Services
1,352
4.1
1,391
2.9
Overall IT
6,391
14.5
7,352
15.0
Source: Gartner (October 2026)
Over the past 12 months, demand from data center systems has driven memory prices to more than double, with cost increases cascading throughout storage, server, networking, PC and device supply chains.
“This ‘memflation’ effect is expected to persist through 2027 before hardware pricing begins to stabilize,” said Lovelock. “While higher average selling prices continue to support spending growth, the resulting pressure on affordability is expected to suppress end-user demand throughout the forecast horizon.”
Longer term, the forecast reflects a further upward revision in growth expectations for data center systems, reinforcing the view that AI infrastructure has become the foundational layer of the AI economy. Unlike previous technology cycles where infrastructure supported software growth, infrastructure itself is increasingly being treated as a strategic investment asset.
“Backed by hyperscaler capital expenditure, private capital funding, financing initiatives and in some cases the technology suppliers themselves, AI infrastructure is emerging as both a technology platform and an investable asset class,” said Lovelock. “As a result, spending on AI infrastructure, AI cloud services, AI platforms and AI-enabled software is expected to reach explosive highs throughout the forecast period, underpinning sustained growth in the broader IT market.”
Gartner’s IT spending forecast methodology relies heavily on rigorous analysis of the sales by over a thousand vendors across the entire range of IT products and services. Gartner uses primary research techniques, complemented by secondary research sources, to build a comprehensive database of market size data on which to base its forecast.
Additional Insights Available
The Gartner quarterly IT spending forecast delivers a unique perspective on IT spending across the hardware, software, IT services and telecommunications segments. These reports help Gartner clients understand market opportunities and challenges. The most recent IT spending forecast research is available to Gartner clients in Gartner Market Databook, 3Q26.
Learn more in the complimentary Gartner webinar How Soaring Memory Prices Are Changing Technology Spending.
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Gartner IT Symposium/Xpo
Gartner IT Symposium/Xpo is the world's most important gathering for CIOs and other IT executives. CIOs and IT executives rely on these conferences to learn how to become agents of change in their organizations and harness AI for successful digital transformation. Follow news and updates from the conference on X and LinkedIn using #GartnerSYM, and on the Gartner Newsroom.
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November 9-12, 2026 | Barcelona, Spain
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As digital threats grow more sophisticated, Cyabra continues to help governments and enterprises detect coordinated manipulation and protect digital trust.
New York, NY, Oct. 21, 2026 (GLOBE NEWSWIRE) -- Cyabra, Inc. (Nasdaq: CYAB) (“Cyabra“ or the ”Company“), an artificial intelligence (“AI“)-powered platform that helps governments and enterprises detect coordinated manipulation and protect digital trust, today announced it has been named a “Sample Vendor” in 10 separate 2026 Gartner Hype Cycle reports[1]. The citations span Digital Banking Transformation, Generative AI, AI Governance, Life Science Enterprise Technologies, Artificial Intelligence in Insurance, AI in Supply Chain, Digital Marketing, Intelligent Health, Public Safety and Law Enforcement, and Emerging Technologies.[2]
Across these reports, Cyabra is named under two categories: TrustOps, cited in the Digital Banking Transformation, Artificial Intelligence in Insurance, and Digital Marketing reports. Disinformation Security, cited in the Generative AI, AI Governance, Life Science Enterprise Technologies, AI in Supply Chain, Intelligent Health, Public Safety and Law Enforcement, and Emerging Technologies reports
Cyabra believes its inclusion across two related categories in 10 unrelated industry reports reflects the breadth of demand for coordinated manipulation and authenticity detection as organizations across sectors confront synthetic and inauthentic activity online.
In its Hype Cycle for Digital Marketing, 2026, Gartner assigns the TrustOps category a benefit rating of ”Transformational”, its highest benefit rating, with mainstream adoption expected within two to five years. In its Hype Cycle for AI Governance, 2026, Gartner assigns the Disinformation Security category a benefit rating of ”High”, with mainstream adoption expected within five to ten years. Cyabra believes this reflects a broader shift, as organizations move from treating online manipulation as a communications afterthought to a core operational and governance risk.
Cyabra was recognized as a Market Shaper in the inaugural 2026 Gartner® Emerging Market Quadrant™ for Narrative Intelligence - Startup Vendors. Cyabra's full announcement of that recognition is available here. Cyabra believes its inclusion in these reports, together with its recognition in the Emerging Market Quadrant™, reflects both the breadth and depth of the market's shift toward evidence-based authenticity and coordination detection.
Independent of Gartner's research, Cyabra believes it is well positioned to serve this expanding market. The Company's platform analyzes actors, behaviors, and content across digital channels to identify coordinated inauthentic activity and translate it into evidence-based action, and Cyabra has continued to expand its footprint across regulated industries, government agencies, and global enterprises.
“Being named a Sample Vendor across ten Gartner Hype Cycle reports this year is the kind of signal our investors and the broader market watch closely. We believe that it points to a category that's expanding well beyond any single industry, at a moment when enterprise and government investment in this space is accelerating,” said Dan Brahmy, Co-Founder and CEO of Cyabra.
“What this tells the organizations we talk to is that coordinated manipulation isn't a problem they can defer. It's become a cross-functional risk that communications, security, and risk teams all now must plan for”, said David Low, Cyabra's Chief Marketing Officer.
Gartner Diclaimer:
Gartner, Emerging Market Quadrant for Narrative Intelligence — Startup Vendors, 26 June 2026, Alfredo Ramirez IV, Apeksha Kaushik, Akif Khan, Amber Boyes, David Senf
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.
[1]: GARTNER and Hype Cycle are registered trademarks and service marks of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.
[2] GARTNER Hype Cycle citations:
1. Gartner, Hype Cycle for Digital Banking Transformation, 2026, Alistair Newton, 14 June 2026
2. Gartner, Hype Cycle for Generative AI, 2026, Arun Chandrasekaran, 19 May 2026
3. Gartner, Hype Cycle for AI Governance, 2026, Svetlana Sicular, 20 July 2026
4. Gartner, Hype Cycle for Life Science Enterprise Technologies, 2026, Evun Wyer, 27 May 2026
5. Gartner, Hype Cycle for Artificial Intelligence in Insurance, 2026, Kimberly Harris-Ferrante, 15 June 2026
6. Gartner, Hype Cycle for AI in Supply Chain, 2026, Christian Titze, 23 July 2026
7. Gartner, Hype Cycle for Digital Marketing, 2026, Claudia Ratterman and Eric Schmitt, 9 July 2026 (ID G00850565)
8. Gartner, Hype Cycle for Intelligent Health, 2026, Faith Adams, 10 June 2026
9. Gartner, Hype Cycle for Public Safety and Law Enforcement, 2026, Mike Shevlin, Cesar Lozada, and Michael Berkholtz, 2 August 2026 (ID G00846318)
10. Gartner, Hype Cycle for Emerging Technologies, 2026, Christian Stephan, 22 July 2026
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 beliefs regarding the growing relevance of coordinated manipulation and authenticity detection across industries, the anticipated growth and adoption of related technologies, the significance of Gartner's research and the Company's inclusion therein, the expected expansion of market demand and investment in this area, and the Company's belief that it is well positioned to capitalize on emerging market opportunities and serve government and enterprise customers. 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.
Recognition across AI, manufacturing, cybersecurity and industrial operations highlights Rockwell's breadth of expertise in helping customers drive productivity, resilience and innovation
, /PRNewswire/ -- Rockwell Automation, Inc. (NYSE: ROK), the world's largest company dedicated to industrial automation and digital transformation, today announced it has been recognized in 21 Gartner Hype Cycle reports spanning artificial intelligence (AI), manufacturing operations, industrial cybersecurity supply chain, private networks and industry-specific technologies.
The reports, published between April 2026 and July 2026, reflect growing interest in technologies that help industrial organizations improve productivity, strengthen resilience and accelerate digital transformation. Rockwell believes its inclusion across a broad range of reports underscores the company's ability to help customers connect data, people and processes to improve operational performance.
"As industrial organizations continue to navigate rapid advances in AI, automation and connected operations, they need trusted technologies that deliver measurable business outcomes," said Tessa Myers, SVP and chief revenue officer, Rockwell Automation. "We believe our recognition across 21 Gartner Hype Cycle reports reflects our commitment to helping customers apply innovative technologies to improve efficiency, reduce risk and unlock new opportunities for growth."
Rockwell Automation was recognized in the following Gartner Hype Cycle reports:
Gartner, Hype Cycle for AI Services, 2026, 30 July 2026 Gartner, Hype Cycle for Defense, 2026, 28 July 2026 Gartner, Hype Cycle for AI in Supply Chain, 2026, 24 July 2026 Gartner, Hype Cycle for Physical AI, 2026, 16 July 2026 Gartner, Hype Cycle for Edge Computing, 2026, 14 July 2026 Gartner, Hype Cycle for Manufacturing Operations Strategy, 2026, 13 July 2026 Gartner, Hype Cycle for AI in Manufacturing, 2026, 9 July 2026 Gartner, Hype Cycle for Discrete Manufacturing Technologies, 2026, 6 July 2026 Gartner, Hype Cycle for Process Manufacturing Technologies, 2026, 1 July 2026 Gartner, Hype Cycle for Industry Cloud Platforms, 2026, 26 June 2026 Gartner, Hype Cycle for Intralogistics Smart Robots and Drones, 2026, 24 June 2026 Gartner, Hype Cycle for AI in Oil and Gas, 2026, 24 June 2026 Gartner, Hype Cycle for Oil and Gas, 2026, 22 June 2026 Gartner, Hype Cycle for AI-Driven Trade Finance Transformation in Banking, 2026, 15 June 2026 Gartner, Hype Cycle for Managing Operational Technology, 2026, 12 June 2026 Gartner, Hype Cycle for Life Science Manufacturing, 2026, 9 June 2026 Gartner, Hype Cycle for Private Networks for Industry, 2026, 9 June 2026 Gartner, Hype Cycle for Digital Grid, 2026, 9 June 2026 Gartner, Hype Cycle for CPS Security, 2026, 29 May 2026 Gartner, Hype Cycle for Supply Chain Execution and Logistics Technologies, 2026, 24 April 2026 Gartner, Hype Cycle for Artificial Intelligence, 2025, 11 June 2025 For more information about Rockwell's industrial automation and digital transformation solutions, visit www.rockwellautomation.com.
GARTNER is a registered trademark and service mark and HYPE CYCLE is a trademark 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 Rockwell Automation
Rockwell Automation, Inc. (NYSE: ROK), is a global leader in industrial automation and digital transformation. We connect the imaginations of people with the potential of technology to expand what is humanly possible, making the world more productive and more sustainable. Headquartered in Milwaukee, Wisconsin, Rockwell Automation employs approximately 26,000 problem solvers dedicated to our customers in more than 100 countries. To learn more about how we are bringing the Connected Enterprise® to life across industrial enterprises, visit www.rockwellautomation.com.
A top Gartner forecaster just handed neocloud investors a brutal timeline, and the stocks are already cracking under the pressure. Whether CoreWeave and Nebius survive as independent companies may come down to one number almost none of them can hit.
CoreWeave (NASDAQ:CRWV) fell 23.85% in the week ended October 19 and closed at $61.12. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) dropped 18.96% over the same stretch.
The selling came as rate-hike fears hit the AI debt market. It also followed a forecast from John Lovelock, Gartner’s chief forecaster, that more than 80% of independent neocloud companies will stop operating independently by 2030.
Neoclouds are independent GPU cloud providers that rent out AI computing capacity. They compete with hyperscalers such as Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN). CoreWeave and Nebius are two of the best-known listed neoclouds, and both have grown revenue at triple-digit rates.
That growth costs a lot. CoreWeave lost $626 million in the second quarter on $2.58 billion in revenue, and Nebius spent $8.13 billion on capital expenditures in the first half of 2026.
Lovelock’s forecast asks whether today’s prices can earn that spending back in time. For most of the group, he concluded that they cannot.
An 18% Return Hurdle Few Neoclouds Can Clear Return on invested capital is the profit a company earns on the money tied up in servers, chips, and buildings. Lovelock set a high bar for it in a recent television interview.
“The asset base that is being built up through this massive spending on AI servers requires a certain level of cash flow in order to meet a reasonable return on invested capital. We pegged it at 18%. And the revenue that we see being attracted to companies with a simple business model are insufficient until 2032.”
He added that compute capacity exceeds demand today and that much of the processing power in use is given away inside premium products. The revenue pool has a ceiling too. Total enterprise and consumer AI revenue is forecast at no more than $3.6 trillion through 2030.
GPUs Lose Value Before the Payoff Arrives GPUs lose value as newer generations ship, but Lovelock expects demand to exceed supply only closer to 2030. A company that borrows to buy chips today has to pay interest the whole time.
CoreWeave’s interest expense rose to $640 million in the second quarter from $267 million a year earlier. It expects $860 million to $940 million in the third quarter. It also plans $35 billion to $39 billion of capex this year, so it will keep needing new financing.
Management says older chips hold their value. It points to an A100 contract running into 2029 on hardware first introduced in 2020.
Consolidation Can Still Cost Shareholders Lovelock separated failure from absorption: “We are not saying that these companies are going out of business. We are saying that they may cease independent operations. They may become part of mergers and acquisitions and consolidations that we’re seeing as part of the current AI cycle.”
A buyout can come at a premium or at a distressed price. Lenders get paid before shareholders, so the balance sheet at the time of the deal decides which outcome you get.
Nebius carries about $10.0 billion of convertible debt and a $775 million secured facility backed by GPUs. It also faces $12.1 billion in future lease payments, and three customers each make up more than 10% of quarterly revenue.
CoreWeave’s debt-to-equity ratio is 8.94. Both companies are cloud partners of NVIDIA (NASDAQ:NVDA), which leaves the group dependent on one chip supplier.
What Could Prove the Forecast Wrong Contracted backlog is the best defense against the forecast. CoreWeave reported $104 billion of backlog, and Nebius holds $37.5 billion in remaining performance obligations.
Prices are also rising. CoreWeave raised prices about 25% across its products in July, and Nebius’s first capacity auction cleared 15% above its previous high. Those price gains don’t fit Lovelock’s view that capacity is oversupplied today.
The forecast could still miss. Pricing power may hold, long-term contracts may cover debt payments, or demand may exceed supply before 2030.
Considering the Bull and Bear Cases for Neocloud Stocks The bull case rests on contracted backlog, the chance of a buyout premium, and AI demand that eventually exceeds supply. The bear case is the 18% return hurdle, oversupply today, heavy debt and lease commitments, customer concentration, and GPUs that lose value before the payoff arrives. Lovelock compared this cycle to the 2008 and 2009 cloud expansion, when scale decided the winners and Microsoft and Amazon came out on top.
For now, the risks facing neocloud stocks as a group appear to outweigh the protection their backlogs offer, while Microsoft and Amazon look better positioned to take on the AI expansion because they can fund years of low returns and are the most likely buyers. Microsoft spent $115.9 billion on capex in its latest fiscal year, and Azure revenue exceeded $100 billion. Amazon’s AWS revenue grew 37% in its latest quarter.
Contact [email protected] for any questions or corrections.
SEATTLE--(BUSINESS WIRE)--Outreach, a leading agentic AI platform for revenue teams, announced that it has been named as a Leader for the second consecutive year in the 2026 Gartner® Magic Quadrant™ for Revenue Action Orchestration. In the 2026 Gartner® Critical Capabilities for Revenue Action Orchestration, Outreach ranked across all four evaluated use cases, including ranked 1st for Acquire New Customers and 2nd highest for Retain and Grow Accounts. Outreach continues to invest across the bre.
Gartner just dropped a report predicting most AI cloud providers will lose their independence before the decade ends, and three neocloud stocks are already paying the price this morning as investors weigh whether the business model itself is broken.
A Gartner warning that most neoclouds, the AI providers that rent out graphics processing unit (GPU) capacity, won’t survive as independent companies is pulling the group lower, and IREN Limited (NASDAQ:IREN) stock is among the hardest hit. IREN stock is down 5% to $28.94 this morning. Similarly, CoreWeave (NASDAQ:CRWV) stock is falling 5% to $62.26, matching the drop in IREN shares.
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock is down 4% to $177.68, a slightly smaller decline than IREN and CoreWeave shares are posting. Broader cloud and technology funds are falling by less than that. The First Trust Cloud Computing ETF (NASDAQ:SKYY) is down 3% to $159.92, even though CoreWeave stock ranks among its larger holdings.
Meanwhile, the Invesco QQQ Trust (NASDAQ:QQQ) is decline 1% to $719.84, a far softer loss for large-cap tech. That gap between the two funds and IREN, CoreWeave and Nebius shares marks a repricing of the neocloud business model as a whole. Shares of IREN, CoreWeave and Nebius are trading as a single block built on the same funding assumptions.
Gartner Sees Most Neoclouds Losing Independence Gartner’s report, published yesterday, predicts that 80% of neocloud providers will cease to operate independently by the end of the decade if AI infrastructure spending keeps running at its current pace. The research firm argues that revenue from AI data centers will fall well short of what the expansion costs, and large, diversified cloud operators are better placed to absorb that shortfall than asset-light neoclouds, according to the report.
Company risk disclosures line up with that thesis, since IREN has flagged significant customer concentration and GPU and hardware supply constraints among its key risks. Nebius leans on a small group of large customers for much of its revenue, while CoreWeave carries a heavy debt load relative to its equity.
One Business Model Behind Three Selloffs IREN builds and operates data centers and rents computing capacity to AI customers. Originally a cryptocurrency miner, IREN is converting its sites to AI cloud work and has already delivered liquid-cooled capacity to a major hyperscale customer. It also earned top-tier partner status from its main GPU supplier on that chipmaker’s newest rack-scale systems.
CoreWeave rents that capacity at larger scale as a pure cloud provider, serving leading AI labs and some of the biggest names in technology. Nebius runs a comparable full-stack AI cloud platform, backed by a strategic equity investment from a leading chipmaker and long-term agreements with a large social media company.
Supporters of the group point to AI compute demand that still exceeds supply, and IREN has stated that its capacity for this year is largely sold out. Skeptics focus on the gap Gartner describes, where expansion spending runs ahead of what AI data centers bring in. The companies quietly supplying the picks and shovels for that expansion, from power to cooling to networking, are the ones we profiled in a free report on seven AI infrastructure plays that aren’t chipmakers.
Contracted Capacity Is IREN’s Next Test IREN’s next test is whether its contracted capacity converts to revenue fast enough to make the financing question academic, since every delivered deployment reduces the period in which IREN carries heavy spending without matching income, and each delay extends it. Steady delivery at IREN would also ease concerns about how the company pays for its next phase of growth.
Investors drawn to the long-term demand story should keep their position sizes modest, which leaves room for further swings. Anyone leaning bearish may prefer to trim their exposure until IREN shows that new capacity is turning into steady revenue.
Contact [email protected] for any questions or corrections.
Higher breach costs give companies a reason to improve security. For investors, however, the useful question is which improvements customers will pay for and which suppliers can deliver them profitably. Answering that requires following the connection between a security weakness, a product, a purchasing decision and the financial results.
IBM Corp. (NYSE:IBM) provides the starting point. Its 2026 Cost of a Data Breach announcement reported that one in four malicious breaches involved AI-enabled techniques. Those incidents averaged $6 million, compared with $4.99 million across breaches overall.
These figures justify examining AI governance, identity controls and insider-risk monitoring. To evaluate those categories, begin with what the research actually measures, then work through the controls customers need, the budgets available and the evidence in company results.
1. Establish What The Breach Data Can SupportStart by distinguishing an attack that uses AI from an attack against an AI system. A criminal using a deepfake to mislead an employee creates a different security problem from someone manipulating a company’s AI assistant. The first may require stronger verification procedures; the second may require restrictions on what the assistant can access and execute.
This distinction matters because the approximately $1 million difference between IBM’s averages is not a measured governance penalty. The overall average includes different incident types, including AI-enabled incidents. It therefore does not provide a clean comparison between otherwise identical companies with and without AI controls.
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The report examined breaches at 602 organizations between March 2025 and February 2026. That population helps describe losses among breached businesses, but cannot show how much any particular product reduces the chance of a breach.
Historical findings provide additional context. In IBM’s 2025 research, 63% of breached organizations lacked an AI governance policy or were developing one. Among those reporting compromised AI models or applications, 97% reported lacking AI access controls. These findings identify gaps within specific groups, rather than describe all companies or establish a verified 2026 trend.
Use the statistics to identify questions for further research. Do not convert them directly into sales forecasts or assumed savings. IBM sponsored the study and sells security products, making independent evidence of customer spending particularly useful.
2. Trace A Failure Before Choosing A Security CategoryOnce the evidence is clear, map the problem a customer needs to solve. A practical way to do this is to follow a single workflow and identify where an unsafe action could occur.
Consider a fictional assistant that reads supplier documents, retrieves customer information and sends email. A malicious document tells it to export confidential records. OWASP describes this mechanism as indirect prompt injection, where external content changes a model’s behavior.
The workflow becomes harder to examine when several agents divide the work. One retrieves files, another combines information and a third sends a message. Each action might look ordinary on its own, while the combined sequence creates a disclosure.
An investor reviewing a vendor should ask how its product would interrupt that sequence. Governance should establish the approved purpose and responsible owner. Access controls should limit permitted actions, while data controls should inspect transfers. Investigation tools should preserve enough information to explain what happened if prevention fails.
"AI is making attacks faster and cheaper, while breaches keep getting more expensive," said Suja Viswesan, vice president of IBM Security Software, in the report announcement.
The practical response is to examine the point where a product intervenes. Recording an incident, blocking an action and helping recovery are different capabilities. A vendor comparison should make those differences visible before comparing prices or market forecasts.
3. Evaluate What Each Product Actually ControlsAI Governance Should Connect Ownership With ActionBegin with whether the company can identify its AI systems and assign responsibility for them. The NIST AI Risk Management Framework offers a voluntary structure for managing these risks. Implementing such a framework creates a potential need for inventories, documented reviews and ongoing evidence collection.
IBM’s watsonx.governance documentation describes oversight and accountability capabilities. To assess the commercial value of those capabilities, look beyond the existence of a dashboard. Ask what happens when a connected application changes or an agent receives additional permissions.
Ben Hartwig, Web Operations Executive at Court Case Finder, explains: "Start with one AI workflow and ask who owns it, which information it can reach and who can stop it. Then change something in that workflow, such as adding a new data source. The useful test is whether that change triggers another review and reaches the people responsible for access. A policy document can describe the right process, but the company still needs evidence that the process happens when its systems change."
That test links the governance claim to a repeatable operational task. A platform that keeps inventories current and tracks unresolved exceptions has a stronger recurring-use argument than a tool used once to prepare a policy. However, recurring use becomes a revenue opportunity only if customers pay for it or renew because of it.
Check whether the supplier sells a separate subscription, includes the capability in a broader contract or relies heavily on consulting. Those arrangements can all create value, but they produce different revenue and delivery costs.
Identity Controls Should Limit Actions Throughout The WorkflowGovernance establishes what should be allowed. Identity and access controls must then apply those decisions to the systems carrying out the work.
Authentication confirms an identity, while authorization determines its permitted actions. An agent with valid credentials can still cause damage if its permissions exceed its task. OWASP’s guidance on excessive agency identifies excessive functionality, permissions and autonomy as sources of risk.
Return to the supplier assistant. It may need to read invoices without being allowed to approve payments or export the customer database. Ask whether a vendor can enforce those limits in connected systems and withdraw access when the assignment ends.
Hartwig describes a useful evaluation sequence: "Do not stop at whether the agent can sign in. Check what it can read, what it can change and whether those permissions match the job it was given. Then test what happens when the owner leaves or the task ends. Access should not continue simply because nobody remembered to remove it. A useful review also follows the agent into connected systems, because a restriction in one application may leave another route open."
Okta Inc. (NASDAQ:OKTA) illustrates this category. Its September 2026 announcement described available agent identity capabilities alongside planned additions. Keep that distinction in the research notes: a roadmap explains direction, while availability, deployment and payment establish progressively stronger commercial evidence.
Benzinga’s coverage of secure identity infrastructure provides broader market context. For a specific investment, follow that context with a pricing question: does the contract charge for additional identities, usage or premium capabilities? Growth in agent numbers cannot establish revenue growth without that connection.
Data Controls Should Follow Information Beyond LoginAccess restrictions reduce what an agent or employee can reach. They do not settle where information may go after an authorized person opens it. This is where data-loss prevention and insider-risk monitoring become relevant.
Microsoft Corp. (NASDAQ:MSFT) describes these functions in its Purview documentation for AI interactions. Its capabilities include controls for sensitive information and investigation of potentially malicious or inadvertent activity, with support varying by application and configuration.
For evaluation, separate prevention from investigation. A tool that blocks an inappropriate upload addresses the immediate transfer. A tool that connects several suspicious events may help investigators understand a wider pattern. Both can be useful, but an alert after disclosure should not be presented as preventing it.
Hartwig explains: "Follow a sensitive file through the whole task. Check whether the system recognizes the information, understands where it is going and can take an appropriate action before the transfer finishes. Then look at the investigation record. If a team cannot connect the user, the agent and the destination, it may struggle to understand the incident. Also test ordinary work, because a control that constantly blocks legitimate tasks can push people toward less visible workarounds."
Use that sequence when reading product documentation or customer case studies. Note which browsers, applications and automated connections are covered. Then examine investigation access, retention settings and alert workload, since these affect implementation cost as well as protection.
4. Find The Budget Behind The Security NeedAfter identifying a credible product, establish who would purchase it. Gartner Inc. (NYSE:IT) forecast in August 2026 that spending on securing AI would reach $4.78 billion in 2027, up 68.7% from approximately $2.84 billion in 2026. This supports investigating demand, but remains a forecast rather than booked vendor revenue.
"Traditional security tools often treat AI applications like any other software and need significant updates to address AI-specific threats," said Shailendra Upadhyay, senior principal analyst at Gartner, in the announcement.
The need for updates does not necessarily mean a larger total budget. IANS’ 2026 research, covering more than 500 security leaders, found median security budget growth of zero, while 69% identified AI as the leading priority for new investment. That priority also does not isolate protecting AI from using AI to improve defense.
IANS reported that 38% funded AI outside the security budget. A vendor may therefore need approval from technology or data leaders alongside security teams. Look for evidence that its sales process reaches the people controlling those funds.
Next, classify the purchase as additional spending, replacement spending or a bundled renewal. An illustrative $100,000 contract replacing $70,000 of older software raises the customer’s software budget by only $30,000 before implementation costs. The supplier wins revenue, but the industry does not gain $100,000 of net new demand.
This distinction adds detail to the broader discussion of AI investment and cybersecurity spending. It also explains why overlapping product categories should not be added together as independent market opportunities.
5. Check Whether Demand Reaches Financial ResultsA credible security problem and an available budget establish a possibility. Company disclosures must show whether that possibility is becoming paid business.
Begin with customer evidence. Separate a free trial from a production deployment, then establish whether the deployment involves a paid upgrade or an existing entitlement. When those details are missing, record the uncertainty instead of treating a customer announcement as confirmed incremental revenue.
Next, compare the story with reported growth. In Okta’s quarter ended July 31, 2026, revenue rose 11% to $805 million. Subscription backlog expected to become revenue within 12 months rose 14% to $2.585 billion. These company-wide figures provide a baseline, but do not isolate AI-agent revenue.
That limitation should shape the next question: has management disclosed product-specific contributions, customer expansion or paid adoption that explains the AI connection? If not, avoid assigning the entire growth rate to a new product theme.
Then examine delivery economics. Runtime monitoring can involve computing, storage and specialist support. Ask whether pricing covers increasing usage and whether implementation becomes less labor-intensive as deployments expand. Revenue growth accompanied by heavy discounts or rising support requirements may have a weaker earnings impact than the headline suggests.
Finally, assess scale. A small product can grow rapidly without materially changing a large supplier’s results. Compare its disclosed contribution, where available, with total revenue and cash generation before judging its importance to the stock.
6. Define What Would Strengthen Or Weaken The CaseTurn the research into a short watchlist entry. State the control gap, the product addressing it, the likely budget owner, the available evidence of payment and the financial measure to revisit. This makes it easier to distinguish new evidence from repeated marketing claims.
A stronger case would show paid deployments expanding, customers renewing and delivery costs remaining manageable. A weaker case would show trials failing to convert, capabilities becoming bundled without additional payment or customers solving the problem through existing tools and procedures.
Review those signals alongside valuation. Even strong operating progress may disappoint investors if the share price assumes faster growth. The final judgment should connect the specific security need to observable business results and the expectations already reflected in the stock.
Disclosure: The author is independent and does not hold a financial interest, equity position, or professional relationship with IBM Corp., Okta Inc., Microsoft Corp., Gartner Inc., IANS Research, Court Case Finder, or any other companies mentioned in this analysis. This piece is written solely for analytical and educational purposes.
Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.
NEW YORK & TEL AVIV, Israel--(BUSINESS WIRE)--monday.com (NASDAQ: MNDY) today announced it has been recognized as a Leader in the 2026 Gartner® Magic QuadrantTM for Collaborative Work Management (CWM) for the fourth consecutive year. Having been named a Leader every year since the report's inception, monday.com continues to invest in helping organizations plan, coordinate, and execute work at scale, and its early transformation into a workspace where AI agents are collaborative participants in.
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC) today announced that Gartner®, Inc. named it a Leader in the Magic Quadrant™ for Enterprise AI Search, positioning Elastic as the highest for Ability to Execute and furthest for Completeness of Vision. In addition, Elastic ranked first or second in every Use Case evaluated in the Gartner Critical Capabilities for Enterprise AI Search report. Elastic credits its position as a Leader to providing a foundational context layer that retrieves enter.
Gartner Inc (NYSE:IT), the research and advisory company, is expected to report third-quarter contract value growth of 2.5%, slightly above the 2.3% Visible Alpha estimate, according to UBS.
The analyst expects net new contract value to increase by $58 million in the quarter, down slightly from its previous estimate of $60 million.
Contract value growth excluding federal business is forecast to slow by about 40 basis points to 3.1% from 3.5% in the second quarter, reflecting a difficult renewal backdrop and selling environment.
UBS expects net new contract value excluding federal business of $45 million, down from its previous estimate of $60 million and last year’s $62 million.
Federal net new contract value is forecast at $13 million, compared with $11 million in the second quarter and a $49 million decline a year earlier, helped by seasonally higher government procurement in the third quarter.
UBS expects Gartner to raise its 2026 revenue guidance to at least $6.380 billion from $6.375 billion, although that would remain below the $6.395 billion analyst estimate.
Adjusted EBITDA guidance is expected to increase to at least $1.605 billion from $1.570 billion, while adjusted earnings per share guidance could rise to $14.55+ from $14.00+.
UBS expects the guidance increase to be driven primarily by margin contingency, while a $5 million increase in each of Conferences and Consulting would more than offset a $5 million foreign exchange headwind to Insights revenue.
The analyst models just under $200 million of share buybacks in the third quarter, noticeably below the levels of recent quarters, amid a potential moderation in repurchase activity.
UBS trimmed its 2026 adjusted earnings per share estimate to $15.04 from $15.14, citing slightly lower fourth-quarter revenue from Conferences and foreign exchange.
For 2027, UBS cut its adjusted earnings per share estimate to $16.01 from $16.05 because of lower revenue, partly offset by a slightly higher margin and lower share count.
UBS said indicators were mixed, with Gartner job openings about 10% below their mid-July peak, while the Business Roundtable CEO Index rose to 94.4 from 90.7 in the second quarter, its highest level since early 2022.
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Bloomreach, the AI company for personalized customer engagement, today announced it has been recognized in the 2026 Gartner® Magic Quadrant™ for Multichannel Marketing Hubs. In the 2026 Gartner Critical Capabilities for Multichannel Marketing Hubs report, a companion to the Magic Quadrant, Bloomreach is named among the three highest scoring vendors in every Use Case.While the Magic Quadrant evaluates vendors' overall position in the market, Critical Capabi.
'The Big Money Show' panel discusses President Donald Trump's meeting with top tech executives and signing the White House accord on super intelligence. #foxbusiness #thebigmoneyshow #brianbrenberg #donaldtrump #trump #superintelligence #ai #tech #whitehouse #technology #elonmusk #markzuckerberg #jensenhuang #siliconvalley #business #finance #usnews #breakingnews #currentaffairs #news
PALO ALTO, Calif.--(BUSINESS WIRE)--Workato®, the leading Control and Execution Platform for Enterprise AI, announced today that it has again been recognized as a Customers' Choice in the 2026 Gartner® Peer Insights™ “Voice of the Customer” for Integration Platform as a Service (iPaaS) for the third time. According to the report, Workato was rated 4.9 out of 5.0 stars – the highest of any vendor in the report – and received zero reviews below four stars out of 112 reviews as of 30 June 2026. Th.
Key Takeaways Gartner stock jumped 41% in 3 months, outperforming the industry's 16.8% growth and the S&P 500's 5.2% rise.IT's global contract value reached $5.28 billion as wallet retention improved to 98.2% in the second quarter.Gartner's free cash flow rose 8.9% to $378 million. Its adjusted EBITDA margin expanded to 27.8%. Gartner, Inc. (IT - Free Report) stock has rallied 41% over the past three months, significantly outperforming the industry’s 16.8% growth and the Zacks S&P 500 Composite's 5.2% return.
IT Three-Month Share Price Performance
Image Source: Zacks Investment Research
Let us delve deeper into the factors that have contributed to the company’s outperformance.
Rising Demand for AI-Related AdvisoryGartner is benefiting from rising demand for AI-related guidance across chief information officers, human resources, sales, marketing and other enterprise functions. Insights revenues increased 2.1% year over year, or 1% on a foreign-currency-neutral basis, to $1.29 billion, while contribution rose 4% to $999 million. The contribution margin expanded 150 basis points to 77.5%, highlighting the scalability of its subscription-based research model.
Conference revenues grew 15.5%, or 14.2% on a foreign-currency-neutral basis, to $244 million, with contributions up 19.6% to $145 million and margin expanding 210 basis points to 59.5%. As enterprises shift spending toward AI strategy, cybersecurity, implementation and return on investment, Gartner should benefit from deeper client engagement and higher demand for its research and advisory services. This backdrop remains supportive of revenue growth and further operating leverage.
Contract Value Growth & Retention Support ExpansionIT’s total contract value (CV) grew 2% year over year in the second quarter of 2026, accelerating 70 basis points sequentially, while ex-U.S. federal CV increased 3.3%. Global CV reached $5.28 billion, up 1.7% year over year and 0.3% sequentially on a foreign-currency-neutral basis, pointing to gradually stabilizing subscription demand. Global Business Sales CV rose 3.3% year over year and 1.2% sequentially to $1.28 billion. Global wallet retention improved to 98.2% from 97.7% in the prior quarter, while client retention increased to 85.2% from 85% sequentially and 84.6% a year earlier. Contract value per enterprise advanced to $414,000 from $376,000. Improving retention and higher spend per client should create more opportunities for account expansion, license growth and new business, supporting further contract value acceleration over time.
Profitability & Cash Flow Support Financial FlexibilityGartner’s adjusted EBITDA, excluding the divested operation, increased 6.4% year over year or 4.4% on a foreign-currency-neutral basis, to $466 million in the second quarter of 2026. The adjusted EBITDA margin expanded 90 basis points to 27.8%. GAAP operating income rose 15.7% to $378.5 million, with the operating margin improving to 22.6% from 19.4%, aided by lower service, product development and administrative expenses. Net income increased 14.4% to $275.5 million, while EPS climbed 33.1% to $4.14, supported by a lower share count. Operating cash flow grew 3.8% to $398 million and free cash flow advanced 8.9% to $378 million. Margin expansion, earnings growth and healthy cash generation collectively strengthen Gartner’s financial flexibility and support continued shareholder returns.
IT’s Zacks Rank & Stocks to ConsiderGartner currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A couple of better-ranked stocks in the broader Business Services sector are CBIZ, Inc. (CBZ - Free Report) and TrueBlue, Inc. (TBI - Free Report) .
CBIZ holds a Zacks Rank of 2 (Buy) at present. It has a long-term earnings growth expectation of 10%.
CBZ beat earnings estimates in three of the last four quarters and missed once, with an average earnings surprise of 8.9%.
TrueBlue carries a Zacks Rank #2 at present. It has a long-term earnings growth expectation of 14%.
TBI beat earnings estimates in three of the last four reported quarters and missed once, with an average earnings surprise of 22.4%.
Position as a Leader reflects Everpure's Ability to Execute and Completeness of Vision
, /PRNewswire/ -- Everpure (NYSE: P), the company revolutionizing storage and data management, today announced it has been recognized as a Leader in the Gartner® Magic Quadrant™ for Infrastructure Platform Consumption Services for the second year in a row1. This year, Everpure was positioned highest in Execution and furthest in Vision.
Everpure believes the recognition marks the company's best performance to date, demonstrating strong momentum as enterprise demand accelerates for platform-centric, outcome-based infrastructure models.
"Customers need the flexibility to build their infrastructure strategy around their businesses, and not the other way around," said Prakash Darji, General Manager, Digital Experience, Everpure. "The Everpure Platform focuses on SLA based outcomes that helps customers simplify operations, improve efficiency, and get more value from their infrastructure and data."
According to the Gartner report, "The primary role of IPCS is to provide scalable, platform-managed infrastructure for hybrid-cloud environments, enabling organizations to shift from capital expenditure and in-house management toward a consumption-based operating model. This approach allows IT operations to focus on managing workloads rather than physical hardware, with vendors assuming responsibility and risk management for infrastructure performance and reliability. IPCS delivers benefits such as cost optimization, improved productivity, enhanced cyber resilience and accelerated innovation — driven by automation, continuous workload optimization and product-centric service features.2"
Everpure believes its positioning validates a broader industry shift toward this model. The infrastructure landscape is evolving as enterprises manage increasingly distributed environments, growing AI workloads, and rising demands for cyber resilience and operational efficiency. The Everpure Platform provides a unified architecture and operating model designed to simplify how organizations manage data and infrastructure across on-premises, cloud, and hybrid environments.
Guided by its Data Primacy vision, Everpure helps organizations manage data as a trusted asset through a global data plane and intelligent control plane. Recent innovations include:
Everpure Data Intelligence™: Makes fragmented data usable for AI by discovering, classifying, contextualizing, and governing data at the source across Everpure, cloud, SaaS, and third-party environments. Enterprise Data Cloud Enhancements: Unifies data, policy, and semantics across hybrid estates to streamline operations and enforce consistent governance. AI Data Stream: Automates data discovery, preparation, and delivery pipelines, making real-time information immediately accessible to AI applications. Cyber Resilience Innovations: Strengthens protection and speeds recovery from cyber threats to ensure continuous business resilience. Everpure believes its recognition in the 2026 Gartner Magic Quadrant reflects the growing importance of a platform-based approach to infrastructure consumption. By combining infrastructure, data management, intelligent automation, and flexible consumption within a unified platform, Everpure helps organizations reduce operational complexity while improving resilience, governance, and asset productivity.
To learn more, access the full 2026 Gartner Magic Quadrant for Infrastructure Platform Consumption Services report on Everpure's website.
About Gartner Magic Quadrant
Magic Quadrant™ reports are a culmination of rigorous, fact-based research in specific markets, providing a wide-angle view of the relative positions of the 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 organizations to get the most from market analysis in alignment with their unique business and technology needs.
To learn more, access the full 2026 Gartner Magic Quadrant for Infrastructure Platform Consumption Services report on Everpure's website.
Disclaimer:
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.
The fine print
1Everpure was formerly known as Pure Storage
2Gartner, Magic Quadrant for Infrastructure Platform Consumption Services, Jeff Vogel, Daniel Bowers, 21 September 2026
About Everpure
Everpure (NYSE: P) allows organizations to take control of their data with an industry-leading, ever-evolving storage and data management platform. We help companies unleash the power of their data by ensuring it is accessible, intelligent, and ready to perform in the AI era. We make data management effortless while simultaneously scaling performance and significantly reducing energy consumption. With one of the highest Net Promoter Scores for over a decade, Everpure is the choice of the world's most innovative organizations. For more information, visit www.everpuredata.com.
The release timing of any discussed functionality remains at Everpure's sole discretion. The information provided is not a commitment to deliver discussed functionality based on any timeline.
Everpure, the Everpure P Logo, Pure Storage, Everpure Data Intelligence and the marks in the Everpure Trademark List are trademarks or registered trademarks of Everpure, Inc. or its licensed subsidiaries in the U.S. and/or other countries. The Trademark List can be found at everpuredata.com/trademarks. Other names may be trademarks of their respective owners.
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.
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 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 investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
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 is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.8% 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.
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.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease 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, CT, Gartner, Inc. is an information technology research and advisory firm. The company offers domain expertise and technology-related insight necessary for an informed decision-making process.
IT is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 12.74; value investors should take notice.
Six analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.78 to $14.39 per share. IT also boasts an average earnings surprise of +13.5%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, IT should be on investors' short list.
NEW YORK, Sept. 22, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally recognized investor rights law firm, announces that it is investigating potential breaches of fiduciary duty by certain directors and officers of Gartner, Inc. (“Gartner” or the “Company”) (NYSE: IT). The investigation seeks to determine whether the Company’s leadership fulfilled its obligations to shareholders and whether legal remedies may be available.
Current Gartner Shareholders Are Encouraged to Contact the Firm
Do you currently own shares of Gartner, Inc. (NYSE: IT)?Did you purchase your shares before February 24, 2025?Would you like to learn more about your legal rights as a shareholder? Why Is Bernstein Liebhard Investigating?
Bernstein Liebhard is investigating whether certain directors and officers of Gartner breached the fiduciary duties they owed to the Company and its shareholders. The investigation is focused on determining whether Company leadership acted in the best interests of shareholders and whether additional legal action may be appropriate based on publicly available information.
What Shareholders Should Do
If you currently own Gartner stock and would like to discuss your legal rights or obtain additional information regarding the investigation, please visit the firm’s Gartner Shareholder Investigation page or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected] for a confidential consultation.
About Bernstein Liebhard LLP
For more than three decades, Bernstein Liebhard LLP has represented investors in complex securities and shareholder litigation. Since 1993, the firm has recovered more than $3.5 billion for its clients and has been retained by many of the nation’s largest public and private pension funds to monitor investments and pursue claims on behalf of investors.
The firm’s accomplishments include recognition on The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and inclusion in The Legal 500 for sixteen consecutive years, reflecting its longstanding commitment to protecting shareholder rights.
ATTORNEY ADVERTISING. Prior results do not guarantee or predict a similar outcome with respect to any future matter.
Contact:
Peter Allocco
Investor Relations Manager
Bernstein Liebhard LLP
10 East 40th Street
New York, NY 10016
Phone: (212) 951-2030
Website: https://www.bernlieb.com
Email: [email protected]
WALTHAM, Mass.--(BUSINESS WIRE)--Pegasystems Inc. (NASDAQ: PEGA), the enterprise AI software company for mission-critical work, today announced that Gartner has named Pega a Leader in the Gartner Magic Quadrant for Business Orchestration and Automation Technology (1) and was recognized in the accompanying Critical Capabilities report (2) for the second consecutive year. Pega was named a Leader in the Magic Quadrant for its Completeness of Vision, was positioned highest for Ability to Execute, a.
Appian also named a Leader in the Gartner® Magic Quadrant™ for Business Orchestration and Automation Technologies (BOAT) report
, /PRNewswire/ -- Appian (Nasdaq: APPN) today announced it has ranked #1 for the Deterministic Workflow Automation Use Case and Platform Consolidation Use Case in the 2026 Gartner Critical Capabilities™ for Business Orchestration and Automation Technologies (BOAT) report. In addition, Appian is once again a Leader in the 2026 Gartner Magic Quadrant™ for Business Orchestration and Automation Technologies (BOAT) report based on its Completeness of Vision and Ability to Execute.
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 Appian appian.com/boat-report. The BOAT market is seeing immense traction driven by evolving automation needs as organizations shift from task automation to agentic automation and address the growing proliferation of AI agents across the enterprise.
According to Gartner, "By 2030, 70% of enterprises will pivot to a consolidated automation platform that orchestrates business processes, AI agents, bots, APIs and human actions, up from 10% today." Gartner evaluated 20 vendors across five common use cases for BOAT. Of the vendors recognized as Leaders, Appian was the only vendor among the top three for all five use cases, and the highest scoring vendor for the Platform Operations and Governance Critical Capability.
We believe Appian enables organizations to orchestrate complex operations with AI, systems, and people. The Appian Platform unifies critical BOAT capabilities, including process orchestration, data, AI agents, robotic process automation (RPA), rules, intelligent document processing (IDP) and AI-assisted low-code application development.
Large enterprises and governments use Appian to automate their most important business processes.
"We're automating manual work, orchestrating processes, and reducing complex operational cycles from weeks down to minutes on the Appian Platform. Appian gen AI provides an opportunity for us to continue delivering against our strategic plans. The more innovation that we do, the better tools that we can give to our policy owners, the faster they can deliver to their patients." — Sheila Evans, Chief Product and Solutions Officer, MagMutual
As a recognized enterprise software vendor in process, data, and AI with more than 25 years of customer success, we believe the Appian Platform provides enterprise-grade resilience and scale.
"AI must operate with reliability when running high-stakes operational processes," said Sanat Joshi, Executive Vice President of Product at Appian. "By embedding AI agents directly within structured, deterministic process models, Appian gives AI the exact goals, precise context, and guardrails to execute complex work safely. This recognition as a Leader from Gartner validates our vision for serious enterprise AI, built on process."
To learn more about Appian's position as Leader in orchestration and automation, download a complimentary copy of the Gartner report at appian.com/boat-report.
Gartner, Inc. 2026 Magic Quadrant™ for Business Orchestration and Automation Technologies (BOAT). Saikat Ray, Art Villa, Tushar Srivastava, Sachin Joshi, Adam Briggs, Mike Warren. 15 September 2026.
Gartner, Inc. 2026 Critical Capabilities for Business Orchestration and Automation Technologies (BOAT). Saikat Ray, Art Villa, Tushar Srivastava, Sachin Joshi, Adam Briggs, Mike Warren. 15 September 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.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact, including statements regarding future product capabilities, strategic plans, and industry growth, are forward-looking. These statements are subject to risks and uncertainties that could cause actual results to differ materially. Appian undertakes no obligation to update forward-looking statements.
About Appian
Appian provides AI automation for the most important business processes at the world's largest organizations.
On the Appian Platform, customers build AI-powered processes that accelerate work, reduce cost, and manage risk. Our platform is known for its unique power, reliability, and scale. We've been automating processes for more than 25 years and understand enterprise operations like no one else. For more information, visit appian.com. [Nasdaq: APPN]
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STAMFORD, Conn.--(BUSINESS WIRE)-- #GartnerIT--Gartner (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, data anal.
New York, New York, Sept. 15, 2026 (GLOBE NEWSWIRE) -- Kaltura (Nasdaq: KLTR), the Agentic Digital Experience company, today announced that Gartner has named Kaltura the Company to Beat in its latest analysis of the AI race in Video Platform Services AI.
The new report, AI Vendor Race: Kaltura is the Company to Beat for Video Platform Services AI, identifies Kaltura as the current front-runner in a rapidly evolving market where AI is transforming video from content that organizations primarily host and watch into knowledge they can search, interact with, and act upon.
We believe, this recognition marks a notable shift in the competitive landscape. In its August 2026 analysis, Gartner states that Kaltura is now at the forefront, pointing to the breadth of its AI capabilities across video production, management and delivery, and its focus on productivity, engagement and accessibility.
Kaltura’s provides coverage of the complete video life cycle - spanning creation, editing, streaming, management, moderation and analytics - with AI integrated throughout. Kaltura’s ability to integrate AI into existing enterprise automation and transform video libraries into searchable and actionable knowledge, rather than treating AI as a standalone feature or limiting it to capabilities such as transcription and translation is noteworthy.
Kaltura’s Agentic Avatars and Genies are central to that approach. Rather than simply generating videos or having avatars narrate scripted text, Kaltura’s agents can interpret context, draw on approved organizational knowledge, operate within enterprise guardrails and interact with users in real time. Combined with governance, SDKs, APIs and multimodal context, they enable organizations to turn existing and newly created content into interactive experiences for employees, customers, learners and audiences.
“Enterprises have spent years pouring some of their most valuable knowledge into video, and most of that knowledge still sits idle,” said Ron Yekutiel, Co-Founder, Chairman, President and Chief Executive Officer of Kaltura. “We believe the next chapter of video is not about watching more of it. It is about making video intelligent and agentic - able to understand, converse, personalize and act. We hold the view that Gartner naming Kaltura the Company to Beat is powerful validation of the direction we have been pursuing: turning video and digital experiences into an active intelligence layer for every organization.”
Kaltura believes its combination of enterprise-grade video infrastructure, content intelligence, conversational AI and real-time agents positions it strongly as these markets converge.
“We built AI into the video stack, not alongside it,” said Eynav (Navi) Azaria, Chief Product and Engineering Officer at Kaltura. “That means AI can create and transform content, understand what is inside it, govern and moderate it, connect it to enterprise systems, and turn it into an experience people can converse with. The opportunity now is to make all of that intelligence available programmatically to enterprises and to the AI agents they increasingly rely on.”
We think, this recognition follows a year of continued expansion of Kaltura’s AI portfolio, including its Avatar Video Production Studio, Avatar-Powered Roleplay for enterprise learning and training, and advances in real-time emotional intelligence for Agentic Avatars. Kaltura and PathFactory, a Kaltura company, have also received recent recognition from Forrester, IDC, ISG Research, Frost & Sullivan and Aragon Research across conversational AI, enterprise video, virtual events and related digital experience markets.
Gartner Report, AI Vendor Race: Kaltura Is the Company to Beat for Video Platform Services AI, By Amol Nerlekar, Forest Conner, August 2026.
Gartner Disclaimer
GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved. 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 Kaltura
Kaltura’s mission is to power rich, agentic digital experiences across organizational journeys for customers, employees, learners, and audiences. Its platform combines intelligent content creation, enterprise-grade content management and intelligence, and multimodal conversational engagement capabilities. Kaltura serves leading enterprises, financial institutions, educational institutions, media and telecom providers, and other organizations worldwide. For more information, visit www.kaltura.com.
On September 14, 2026, Gartner Inc IT shares rose 9.7% to $197.07, moving within a 52-week range of $124.25 to $265.85. This uptick comes amid a year-to-date decline of 21.9% and a one-year decrease of 20.3%.
GF Value™ verdict: The current price of $197.07 is significantly below the GF Value™ estimate of $488.49, indicating a 59.7% upside potential.GF Score™: Gartner has a robust score of 85/100, reflecting strong overall business quality.Notable signal: Insider activity shows a net buying of $8.4M over the past 12 months, indicating confidence from company insiders.Is IT Overvalued or Undervalued?Gartner Inc's current share price of $197.07 is significantly lower than the GF Value™ estimate of $488.49, suggesting that the stock is undervalued by approximately 59.7%. This substantial margin of safety presents a compelling opportunity for potential investors, as stocks trading below their intrinsic value often offer room for price appreciation. GF Value™ is GuruFocus's proprietary intrinsic-value estimate, calculated using historical trading multiples, past business growth, and future performance predictions.
This undervaluation is further highlighted by the GF Valuation label, which categorizes the stock as significantly undervalued. While there are risks associated with market volatility and the company's ongoing performance, the current price presents a noteworthy opportunity for those looking to invest in a company with strong fundamentals.
How Does IT's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)17.7x30.8xForward P/E12.1xN/AThe current P/E ratio of 17.7x is considerably below the five-year median P/E of 30.8x, indicating that the stock is trading at a discount compared to its historical valuation. This analysis supports the GF Value™ assessment, reinforcing the view that Gartner Inc is undervalued in the current market environment.
What Does IT's GF Score™ Tell Us?The GF Score™ measures a company's overall business quality, taking into account various factors such as financial strength, profitability, growth, valuation, and momentum. Gartner's score of 85/100 signifies a strong business profile, with its highest ranking in profitability (10/10) and growth (9/10), while its lowest rank comes from valuation (2/10).
MetricRatingGF Score™85/100Financial Strength5/10Profitability10/10Growth9/10Valuation2/10Momentum7/10The strong profitability and growth scores indicate that Gartner is performing well in generating profits and is positioned for future expansion. However, the low valuation score suggests that the market has not yet recognized its inherent value, which aligns with the signal provided by the GF Value™ assessment.
What Are Gurus and Insiders Doing with IT?Currently, 8 gurus hold shares of Gartner Inc, with 6 adding to their positions and 2 trimming their holdings in recent quarters. This indicates a generally favorable outlook among institutional investors, as they often use their resources and expertise to identify potential value in stocks.
In terms of insider activity, there has been notable net buying of $8.4M over the past 12 months, with insiders purchasing $9.9M worth of shares and selling $1.5M. This trend of insider buying can be interpreted as a positive signal, suggesting that those closest to the company believe its stock is undervalued and are willing to invest their own capital accordingly.
What This Means for InvestorsGiven the substantial difference between Gartner's current price and its GF Value™ estimate, the stock is categorized as undervalued. The strong GF Score™, positive insider activity, and favorable P/E analysis further support this valuation assessment. Investors may find an appealing opportunity in Gartner Inc as it seeks to close the gap between its market price and intrinsic value.
For more detailed information on Gartner Inc, visit the Gartner Inc IT stock page and explore the GF Value™ page for insights on its valuation.
Frequently Asked QuestionsWhat is IT's GF Score™?
Gartner Inc's GF Score™ is 85/100, indicating a strong overall business quality, which reflects its solid profitability and growth potential.
Is IT overvalued or undervalued?
According to the GF Value™ estimate, Gartner Inc is undervalued, with a current share price significantly lower than its intrinsic value.
What is IT's P/E ratio?
The P/E ratio for Gartner Inc is 17.7x, which is notably below its 5-year median of 30.8x, reinforcing the notion that the stock is undervalued relative to its historical performance.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
Americké akciové indexy se v závěru pondělní seance ponořily hlouběji do červených čísel. Nejhorší bilanci vykázal technologický Nasdaq, který oslabil o 0,56 %. Širší index S&P500 uzavřel se ztrátou -0,48 % a tradiční index Dow Jones -0,29 %.
Pod tlakem se ocitl především polovodičový sektor. Referenční Philadelphia SE Semiconductor Index propadl o 5,9 % poté, co představitelé předních světových AI společností vyzvali ke zpomalení vývoje pokročilých modelů s odkazem na rostoucí rizika spojená s touto technologií.
V závěru dne se směrem vzhůru opětovně vydaly tržní výnosy. 10letý vládní bond uzavřel těsně pod hladinou 4,99 %. Nedařilo se ani drahým kovům. Zlato odepsalo 1,5 % se závěrem na 4282,8 USD/oz, stříbro oslabilo o 2,3 % na 62,97 USD/oz. Růst byl naopak k vidění v energetickém sektoru. Ropa zpevnila o 1,7 % na 101,72 USD/barel, zemní plyn končil silnější o 1,3 % na 2,87 USD/mmbtu.
Závěrečné hodnoty:
Dow Jones -0,29 % na 52421,2 b.
S&P 500 -0,48 % na 7619,98 b.
Nasdaq Composite -0,56 % na 26186,41 b.
Index S&P 500 -0,48 % na 7619,98 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Komunikační služby +2,8 % Informační technologie -1,7 % Zdravotní péče +1,4 % Průmysl -1,4 % Nezbytná spotřeba +1,3 % Utility -1,3 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Crowdstrike Holdings (CRWD) +14 % Corning (GLW) -14 % Palo Alto Networks (PANW) +13 % Teradyne (TER) -13 % Gartner (IT) +9,7 % Coherent Corp (COHR) -13 % Coinbase Global (COIN) +9,2 % Hewlett Packard Enterprise (HPE) -11 % Fortinet (FTNT) +9,0 % Skyworks Solutions (SWKS) -10 %
David Lamač
Fio banka, a.s.
Prohlášení
Americké akciové indexy postupně smazaly úvodní ztráty a aktuálně pouze mírně oslabují v čele se širším indexem S&P500 (-0,21 %). Technologický Nasdaq i tradiční index Dow Jones odepisují přibližně 0,1 %.
Indexy tak (prozatím) úspěšně vzdorují tlaku v polovodičovém sektoru, stejně tak ze strany tržních výnosů. Ty dnes v úvodu seance orazítkovaly víceletá maxima. Výnos 10letého vládního bondu krátce nahlédl nad hladinu 5 %, kde se naposledy pohyboval v říjnu 2023, na pozadí trvajících tenzí na Blízkém východě s posunem ropy Brent až k hladině 110 USD/barel.
Obojí nyní ustupuje na nižší úrovně. Dluhopisy aktuálně zpevňují napříč splatnostmi. Výnos 10letého bondu se vrátil k hladině 4,95 %. Stejně tak ropa se posunula výrazně níž – WTI se obchoduje u 101,5 USD/barel (+1,4 %), Brent pak u 105,7 USD/barel (+1,1 %). Patrně pomáhá Trumpovo prohlášení, že Rusko a Ukrajina souhlasily, že přestanou vzájemně útočit na energetickou infrastrukturu. Bude mít (opět) jepičí život? V oblasti Perského zálivu napětí přetrvává. Útok z konce minulého týdne vyřadil z provozu klíčový saúdskoarabský ropovod East-West, který vede ropu k Rudému moři a umožňuje obejít Hormuzský průliv. Současně jsou ohroženy také námořní exportní trasy přes úžinu Bab al-Mandab, kde Íránem podporovaní Húsijové v posledních dnech výrazně posílili svou kontrolu nad strategickými ostrovy a zvýšili riziko pro lodní dopravu.
Výraznou korekcí též dnes prochází polovodičový sektor, korigující tučné zisky v letošním roce. Philadelphia SE Semiconductor Index oslabuje o 5 % poté, co představitelé předních světových AI společností vyzvali ke zpomalení vývoje pokročilých modelů s odkazem na rostoucí rizika spojená s touto technologií. Jejich propad je ale vyvažován výrazným růstem kyberbezpečnostních a softwarových firem.
Nejlepší sektorový růst vykazují komunikační služby při růstu Alphabetu (GOOG / GOOGL) i Meta Platforms (META) přibližně o 3 %. Nedaří se naopak průmyslovým firmám (-1,5 %). Současně ale ztrácí i velká jména bankovního sektoru v čele s Bank of America (BAC -5,4 %) po slovech CEO o relativně umírněném Q3, když očekává, že výnosy z obchodování a prodeje finančních produktů budou zhruba stejné jako před rokem. Goldman Sachs (GS) oslabuje o 4,1 %, Citigroup (C) o 3,7 %.
Na korporátní úrovni nejhorší výsledek vykazují zmiňovaní polovodičoví producenti a navazující odvětví, v čele růstů naopak stojí přední společnosti v oblasti kyberbezpečnosti – Crowdstrike Holdings (CRWD) zpevňuje o 15 % a Palo Alto Networks (PANW) pak o 14 %. Na bronzovou příčku se „vměstnal“ provozovatel přední kryptoburzy, spol. Coinbase (COIN +9,1 %) díky optimismu, že návrh zákona CLARITY Act, který má zpřesnit regulatorní rámec pro kryptoměnový sektor a jasněji rozdělit pravomoci mezi SEC a CFTC, získá v Senátu potřebnou podporu k dalšímu projednání.
Index S&P 500 -0,21 % na 7640,99 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Komunikační služby +2,5 % Průmysl -1,5 % Zdravotní péče +1,3 % Utility -1,1 % Nezbytná spotřeba +1,3 % Informační technologie -1,1 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Crowdstrike Holdings (CRWD) +15 % Corning (GLW) -12 % Palo Alto Networks (PANW) +14 % Teradyne (TER) -12 % Coinbase Global (COIN) +9,1 % Coherent Corp (COHR) -11 % Fortinet (FTNT) +8,8 % Lumentum Holdings (LITE) -9,0 % Gartner (IT) +7,9 % GE Vernova (GEV) -8,8 %
David Lamač, Fio banka, a.s.
The recognition comes on the heels of Check Point's launch of the first AI network firewall empowering organizations with a secure AI transformation
, /PRNewswire/ -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced it has been named a Leader in the 2026 Gartner® Magic Quadrant™ for Hybrid Mesh Firewall. The recognition comes as Check Point continues to advance its Hybrid Mesh Network Security strategy, most recently with the introduction of the Check Point AI Network Firewall to help organizations secure AI adoption. The innovation makes Check Point the first to deliver AI security from the physical firewall organizations already run, enabling enterprises to extend AI security capabilities without deploying additional infrastructure.
Download a complimentary copy of the Gartner® Magic Quadrant™ for Hybrid Mesh Firewall to learn more about the evolving firewall market and Check Point's recognition as a Leader.
AI is reshaping enterprise environments faster than traditional security architectures can adapt. According to Check Point Research's latest AI Security Report, AI-powered intrusions are becoming increasingly common, while vulnerability exploitation windows have shrunk from days to hours. Meanwhile, organizations are rapidly expanding their use of AI applications, autonomous agents, workforce AI tools, and AI infrastructure, even as only 5% have full visibility into AI tool usage across their organization, according to Check Point's 2026 Cloud Security Report. This lack of visibility, combined with an increasingly aggressive threat landscape, is creating new security challenges that require a more unified approach to protection.
To help organizations navigate this shift, Check Point combines AI-powered threat prevention, advanced threat intelligence, and unified security management into a single platform. By using the network as the vehicle for securing AI transformation, Check Point enables organizations to apply consistent protections across users, applications, AI workloads, and infrastructure while reducing operational complexity. This approach extends from workforce AI and AI applications to emerging AI data center environments.
"Enterprise security has reached a turning point," said Jonathan Zanger, Chief Technology Officer at Check Point Software Technologies. "AI is transforming how organizations operate and multiplying the environments they have to defend, from applications and agents to entirely new infrastructure. We believe our recognition as a Leader reflects a platform built for exactly that: Hybrid Mesh Network Security, which keeps protection consistent from the enterprise edge to the AI data center, now managed with agentic orchestration."
We believe Check Point's position as a Leader is fueled by the following key differentiators:
AI Network Firewall, Part of the AI Defense Plane – Delivers network-level AI security with immediate visibility, governance, and control over AI usage across users, applications, and agents. As part of the AI Defense Plane, it extends protection across endpoints, cloud, and APIs AI Data Center Security: Protection for sovereign AI data centers and Neoclouds in collaboration with NVIDIA, spanning perimeters, segmentation and security for AI workloads and GPU clusters at scale Agentic Network Security Orchestration – Uses AI-driven automation to streamline policy management, Zero Trust initiatives, compliance, and security operations across the network Organizations adopting AI need security that can scale alongside innovation without slowing the business. Dropbox is one of the customers experiencing that firsthand.
"After evaluating several AI security vendors and internal options, Check Point AI Agent Security quickly stood out in terms of its operational performance and ultra-low latency," said Adrian Wood, Security Engineer at Dropbox. "Check Point's AI Agent Security has given us the security foundation we need to scale GenAI confidently across our product lines. As we continue expanding our AI capabilities, we know we have centralized protection that won't become a bottleneck."
Download a complimentary copy of the Gartner® Magic Quadrant™ for Hybrid Mesh Firewall and visit our latest blog for additional insights into the report and Check Point's approach to Hybrid Mesh Network Security.
Follow Check Point on LinkedIn, X, Facebook, YouTube and our Corporate Blog
Gartner Disclaimer
Gartner Magic Quadrant for Hybrid Mesh Firewall, Rajpreet Kaur, Adam Hils, Odie Adesina, 07 September 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 Check Point Software Technologies Ltd.
Check Point Software Technologies Ltd. (www.checkpoint.com) is a leading AI-powered, cloud-delivered cyber security platform provider protecting over 100,000 organizations worldwide. Check Point leverages the power of AI everywhere to enhance cyber security efficiency and accuracy through its Check Point Platform, with industry-leading catch rates enabling proactive threat anticipation and smarter, faster response times. The comprehensive platform includes cloud-delivered technologies consisting of Check Point Workspace Security to secure the workspace, Check Point to secure the cloud, Check Point to secure the network, and Check Point Core Services for collaborative security operations and services.
Legal Notice Regarding Forward-Looking Statements
This press release contains forward-looking statements. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this press release include, but are not limited to, statements related to our expectations regarding our products and solutions, our expectations regarding future growth, the expansion of Check Point's industry leadership, the enhancement of shareholder value and the delivery of an industry-leading cyber security platform to customers worldwide. Our expectations and beliefs regarding these matters may not materialize, and actual results or events in the future are subject to risks and uncertainties that could cause actual results or events to differ materially from those projected. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 20-F filed with the Securities and Exchange Commission on March 31, 2026. The forward-looking statements in this press release are based on information available to Check Point as of the date hereof, and Check Point disclaims any obligation to update any forward-looking statements, except as required by law.
Late-summer vacations and school prep usually signal a sleepy August for Wall Street. However, exchange-traded funds (ETFs) had other plans in mind. FactSet figures noted that the ETF market continued to grow their footprint in the capital markets through August 2026, closing the month with $16.4 trillion in total assets under management (AUM).
While the velocity of monthly net inflows moderated slightly by 5.5% to $182.6 billion, overall asset growth rose 3.5% from July. Underneath these headline numbers, two prominent market dynamics emerged in August. This includes a record-breaking pace of new product innovation and a notable defensive rotation across investor asset flows.
Key Takeaways:
Driven by 134 new fund launches in August alone, the ETF market reached $16.4 trillion in total assets under management as product innovation paced 52% ahead of 2025’s record rate.
Active strategies, single-stock leveraged tools, target-maturity fixed-income ladders, and mutual-fund-to-ETF conversions accounted for a major share of new product development.
Asset flows reflected a pronounced defensive tilt, as capital pivoted into short-duration Treasuries, high-dividend equities, international developed/emerging markets, and broad commodity strategies while exiting mega-cap technology and financials.
See More: Fixed Income Takes Center Stage as August ETF Inflows Defy Seasonal Trends
A Record Pace for Innovation
As competitive as the ETF market is, innovation is bound to be a byproduct. As such, product development in the ETF ecosystem reached unprecedented speed in August, which was highlighted by 134 new ETFs. This influx pushed the year-to-date (YTD) total to 1,023 new launches, as noted by FactSet, establishing a record-setting pace that’s running 52% ahead of the same time a year ago. Needless to say, it’s going to be another record-setting year for ETFs.
The composition of August’s new launches underscored a growing institutional and retail appetite for active management, structured outcome tools, and targeted thematic strategies. Precision trading strategies saw expanding product depth as roughly 25% of all new August offerings were ETFs of the leveraged or inverse variety. This segment included 18 new single-stock funds primarily targeted at the semiconductor industry that’s continuing to capitalize on the “picks and shovels” artificial intelligence (AI) buildout trade.
Building on this momentum, Bank of Montreal (BMO) and REX Shares expanded their joint suite in August by debuting six 3x leveraged exchange-traded notes (ETNs) linked to VettaFi tracking indexes for Brazil, Japan, and Taiwan. These strategies cater to strong global demand for single-country trading vehicles by delivering leveraged long and short exposure to the iShares MSCI Brazil ETF (EWZ), iShares MSCI Japan ETF (EWJ), and iShares MSCI Taiwan ETF (EWT).
Active Strategies and Fixed Income Drive Growth
More investors are gravitating towards the dynamism of active funds in an uncertain market environment. That said, active core equity solutions expanded as ORIX enlarged its product footprint by launching 13 funds under the Harbor AlphaEdge brand to capture alpha across core domestic stocks.
Higher-for-longer rates and a new Fed chair call for more innovation in fixed income, and Northern Trust Asset Management was there to help answer the call. Income-focused structural design featured prominently as Northern Trust Asset Management expanded its distributing ladder ETF suite in August with eight new target-maturity funds spanning 5-, 10-, 20-, and 30-year horizons. Unlike traditional bond ladder ETFs that reinvest maturing principal into future rungs, these strategies pay out principal annually alongside regular distributions. This aims to provide structured cash flow for retirement and goals-based planning. The expansion includes four inflation-protected TIPS strategies and four tax-exempt municipal bond strategies.
Meanwhile, the structural migration from mutual funds to ETFs continued to accelerate. This ability to have two access points by way of mutual funds or ETFs was marked by five conversions completed during the month by Goldman Sachs, Zevenbergen Capital Investments, and Raymond James.
The Defensive Sector Pivot
While equities continued to dominate overall monthly capital creation by absorbing 54.2% ($98.9 billion) of net inflows, fixed income and commodities gained significant market share. This asset diversification move captured 33.5% and 5.8% of net flows, respectively.
Within equity markets, investors tilted towards defensive income and targeted global exposure. U.S. high dividend yield, global robotics, AI, and broad technology captured strong demand. Internationally, capital flowed heavily into broader ex-U.S. markets, including South Korea and Taiwan. Conversely, cyclical and mega-cap sector headwinds triggered net outflows in U.S. financials, energy, and the broader information technology (IT) sectors.
Fixed income inflows were heavily anchored by U.S. Treasuries, which captured 42% of the monthly total. To curb rate risk while achieving liquidity and yield, ultra-short-term paper led creations. Meanwhile, intermediate-term duration experienced moderate redemptions.
In alternative asset classes, digital assets maintained their positive trajectory through long Bitcoin and Ethereum funds, though leveraged crypto and U.S. dollar products saw capital exit. Broad commodity funds, wheat, and inverse crude oil strategies absorbed steady inflows, while target-outcome and managed-risk strategies led asset allocation creations, which further confirmed a cautious backdrop as markets navigated the late-summer macroeconomic landscape.
Ultimately, August’s record launch pace and disciplined asset flows reveal an ETF marketplace that not only continues to grow in size, but offer offer innovative solutions that are ideal for the current market environment.
Originally published on Advisor Perspectives.
For more news, information, and analysis, visit VettaFi | ETF Trends.
Arlington, Virginia--(Newsfile Corp. - September 9, 2026) - Edge Total Intelligence Inc. (TSXV: CTRL) (OTCQB: UNFYF) (FSE: Q5I) ("edgeTI", "Company"), a provider of real-time digital operations software, today announced that edgeTI was recognized in the Digital Twins profile within the Gartner® Hype Cycle™ for Managing Operational Technology, 2026.
The report states, "Organizations are progressing in IT/OT alignment and integration maturity due to the convergence of technologies and overlap with systems and processes. This integration is driven by business goals such as intelligent operations, industrial safety, integrated processes, reduced cybersecurity risk and improved project agility, which deliver enterprise-level value. These require new support processes and shared IT and engineering skills through the formation of fusion teams."
edgeTI believes this recognition aligns with the Company's focus on helping customers compose legacy and modern systems into an operational digital twin that can unify data, applications, AI, automation, policy and human action in one governed environment.
"Operational leaders need a way to see, decide and act across increasingly complex physical and digital environments," said Jason Nichols, Chief Executive Officer of edgeTI. "We believe edgeCore is built for exactly that challenge: uniting bounded IT, OT and engineering data into a living operational model that supports faster decisions and accountable action. Building management is one microcosm of digital twins that has unique needs based on business use — for example residential high rise, schools, hospitals, laboratories manufacturing, logistics, office, mixed use. The permutations demand maximum flexibility."
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 Managing Operational Technology, 2026, Kristian Steenstrup, Jo-Ann Clynch, 12 June 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 Edge Total Intelligence
edgeTI™ provides operational intelligence software and solutions for defense, maritime, manufacturing, critical infrastructure and government organizations whose systems by design cannot be consolidated. Its edgeCore™ platform creates a unified, real-time operational picture and enables governed action across those systems, with approvals, controls and evidence preserved. Customer data remains in place and under the customer's control. Having attained Technology Readiness Level 9, edgeTI solutions have been authorized to operate and deployed in classified environments. edgeTI is headquartered in Arlington, Virginia, with operations in the United States, Canada, Australia and Serbia.
For more information, please contact:
Nick Brigman, Chief Strategy Officer and Corporate Secretary
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 forward-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/313529
Source: Edge Total Intelligence Inc.
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Gartner (IT -5.93%) shareholders enjoyed a month of huge gains in August. The stock moved 31.2% higher in the period, according to data from S&P Global Market Intelligence.
The broader market saw bullish momentum last month, with the S&P 500 up 2.6% and the Nasdaq Composite up 3.9%. But while the positive trading backdrop for the market at large helped support Gartner's gains, it was the company's better-than-expected second-quarter report that was the biggest catalyst.
Image source: Getty Images.
Gartner's Q2 report helped quiet fears surrounding the stock Gartner released its Q2 report before the market opened on Aug. 4, and the company's results and forward guidance were significantly better than expected. The research and information services specialist posted non-GAAP (adjusted) earnings per share of $4.37, exceeding the average analyst estimate by $0.64 per share.
Revenue was still down 0.6% year over year at $1.68 billion, but it beat the average analyst target by roughly $50 million. Meanwhile, sales were actually up 2.8% using the company's adjusted comparison.
Investors have been concerned that the business would face a challenging sales environment amid the rise of artificial intelligence, and there has been some evidence that the trend is pressuring demand. With indications that revenue is either stabilizing or seeing modest growth, depending on the comparison methodology, the Q2 sales performance provided some counter-indicators that these concerns may be overblown.
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Perhaps even more importantly, the big earnings beat in the quarter shows that the company was able to find areas for improved operational efficiency at a time when sales growth has been harder to come by. Net income increased 14.4% year over year to $275 million, and free cash flow was up 8.9% to $378 million.
Gartner's guidance also spurred bullish sentiment With its Q2 report, Gartner raised its guidance for full-year earnings per share from $13.25 to $14. The company also hiked its FCF target to $1.19 billion -- up from $1.16 billion. While sales guidance was revised down to roughly $6.375 billion from roughly $6.405 billion due to currency headwinds, the stronger outlook on earnings was more than enough to offset the sales forecast shift in the eyes of investors.
Gartner stock also had substantial short interest heading into the publication of its Q2 results, and the better-than-expected print for the quarter and forward guidance may have produced short covering that helped create a huge rally for its share price. The company still has to prove that it can sustain its earnings momentum, but its recent business update was reassuring given some of the concerns surrounding its outlook.
Ionis Pharmaceuticals, Inc. (Nasdaq: IONS) today announced that the U.S. Food and Drug Administration (FDA) has approved ZANVASTRO™ (zilganersen) for the treatment of Alexander disease (AxD) in pediatric and adult patients. ZANVASTRO is the first and only disease modifying treatment for AxD, an ultra-rare, progressive and often fatal neurological disorder that can affect motor, cognitive, autonomic and gastrointestinal function. Until now, treatment of AxD has primarily been limited to managing symptoms. ZANVASTRO is an RNA-targeted medicine designed to address the underlying disease mechanism of AxD by reducing the production of glial fibrillary acidic protein (GFAP). ZANVASTRO 50 mg is administered quarterly as an intrathecal (IT) injection.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260903826844/en/
ZANVASTRO (zilganersen) logo
“Today’s approval of ZANVASTRO begins a new chapter for people living with Alexander disease and their families, who have long faced this relentlessly progressive and often fatal disease with no treatment options,” said Brett P. Monia, Ph.D., chief executive officer, Ionis. “This transformative approval also marks our first independent launch from our industry-leading neurology pipeline and underscores the power of our RNA-targeted technology to address serious neurological diseases without adequate treatment options. We are proud to bring this important new treatment to this incredible community and are deeply grateful to the clinical trial participants and their families, regulators, investigators and advocates who helped make this advancement possible.”
AxD affects approximately 1 in 1 to 3 million people worldwide. Initial signs of AxD can present from infancy through adulthood and may vary depending on age of onset. As AxD progresses, symptoms may include progressive motor and cognitive dysfunction, a loss of independence and the inability to control muscles for swallowing, airway protection and purposeful movements. AxD is caused by changes in the GFAP gene that lead to the overproduction and toxic accumulation of GFAP in astrocytes. Over time, dysfunction in astrocytes can damage neurons and myelin, which can lead to symptoms commonly associated with AxD.
“For decades, care for people living with Alexander disease has focused primarily on managing symptoms, without an option to modify the underlying cause of disease,” said Amy Waldman, M.D., M.S.C.E., pediatric neurologist and lead investigator for the ZANVASTRO study at Children’s Hospital of Philadelphia. “The approval of ZANVASTRO for the treatment of Alexander disease represents a significant advancement in care and opens new possibilities for patients and their families. For the first time, we can move beyond managing individual manifestations of the disease to addressing its underlying biology, with the potential to meaningfully improve outcomes for this community.”
“As a mom to a young boy living with Alexander disease and an advocate for this community, I have seen firsthand the profound impact this disease has on individuals and their families. Today’s approval represents a fundamental shift, changing the conversation from ‘How do we manage this disease’ to ‘How can we treat it,’” said Emily Petty, president, End Alexander Disease. “For far too long, receiving a diagnosis of Alexander disease was accompanied by uncertainty and the difficult reality that there were no available treatments. Today, that begins to change. ZANVASTRO marks a defining moment and brings a new sense of possibility to our community.”
The FDA approval was based on positive results from the pivotal study of ZANVASTRO in people living with AxD. The pivotal study met its primary endpoint in individuals ≥ 5 years of age, with ZANVASTRO 50 mg demonstrating statistically significant and clinically meaningful stabilization of gait speed as assessed by the 10-Meter Walk Test (10MWT), a commonly used measure of gross motor function in neurologic disease, compared to control at Week 61 (least square mean difference 33.3%, p=0.041). ZANVASTRO also demonstrated improvement in gross motor function in patients 2 to 4 years of age as assessed by the Gross Motor Function Measure-88 (GMFM-88), a well-established motor endpoint, compared to control at Week 61. Secondary and exploratory endpoint results from patient/caregiver- and clinician-reported outcome assessments consistently favored ZANVASTRO.
ZANVASTRO demonstrated a favorable safety and tolerability profile, with most adverse events (AEs) being mild or moderate in severity. Serious treatment-emergent adverse events (TEAEs) occurred less frequently in the ZANVASTRO group compared to control.
Ionis is committed to helping people access the medicines they are prescribed and will offer a full suite of services for people prescribed ZANVASTRO through Ionis Every Step™. As part of Ionis Every Step, patients will have access to a wide range of support and resources including disease state and product education for patients and caregivers, access to a dedicated Patient Education Manager, assistance with the insurance approval process, information on affordability programs and other ongoing services and resources throughout the treatment journey. Visit ZANVASTRO.com for more information.
With the approval of ZANVASTRO, the FDA granted Ionis a Rare Pediatric Disease Priority Review Voucher (PRV), a program designed to incentivize the development of therapies for serious and life-threatening diseases by providing a mechanism to potentially accelerate regulatory review timelines for subsequent applications.
ZANVASTRO will be available in the U.S. in the coming weeks.
In June 2026, Ionis entered into a license agreement with Recordati, a global pharmaceutical company headquartered in Italy, focused on specialty and rare diseases, under which Recordati obtained exclusive rights to develop and commercialize zilganersen in all countries outside the U.S. Ionis is working closely with Recordati on preparing regulatory submissions in Europe and Japan, which are expected in 2027.
Webcast
Ionis will hold a webcast on Friday, Sept. 4 at 10:00 a.m. ET to discuss the FDA approval. Interested parties may access the webcast here. A webcast replay will be available for a limited time.
IMPORTANT SAFETY INFORMATION
WARNINGS AND PRECAUTIONS
Aseptic Meningitis
If symptoms consistent with aseptic meningitis develop, diagnostic workup and treatment should be initiated according to the standard of care.
Adverse reactions of aseptic meningitis (also called chemical meningitis or drug-induced aseptic meningitis) were reported in patients treated with ZANVASTRO during the double-blind and open-label periods of Study 1. One patient experienced a serious adverse reaction of aseptic meningitis during the double-blind treatment period of Study 1, which reoccurred in the open-label extension period and required dose interruption and pretreatment with intravenous dexamethasone prior to subsequent administration of ZANVASTRO. Despite corticosteroid premedication, CSF white blood cell (WBC) and protein increased with continued exposure, but the patient remained asymptomatic and did not require discontinuation from treatment. In addition, nonserious adverse drug reactions of CSF WBC increases have also been reported with ZANVASTRO.
ADVERSE REACTIONS
Most common adverse reactions (incidence ≥25% patients treated with ZANVASTRO and greater than control) were vomiting, back pain, cough, headache, and post-lumbar puncture syndrome.
Patients Less Than 2 Years of Age
The adverse reactions of patients less than 2 years of age are expected to be similar to that of pediatric patients 2 years of age and older.
Please see full Prescribing Information for ZANVASTRO.
About the ZANVASTRO Study
The global, multicenter, randomized, double-blind, controlled, multiple-ascending dose (MAD) Phase 1-3 study (NCT04849741) enrolled 54 participants with Alexander disease (AxD) between the ages of 1.5 and 53 years across 13 sites in eight countries. Most participants in the study were children, reflecting the early onset and severe progression of AxD in pediatric populations. Participants were randomized in a 2:1 ratio to receive ZANVASTRO or control for a 60-week double-blind treatment period. The study included two dose cohorts, 25 mg and 50 mg, with the 50 mg dose cohort analyzed as the pivotal dose cohort, with dosing every 12 weeks. At week 60, eligible participants entered a 60-week open-label treatment period, followed by a 120-week open-label long-term extension period. During the long-term extension, participants in the 25 mg dose cohort transitioned to the 50 mg dose cohort. Participants in countries where zilganersen has not been or is not commercially available can continue to receive zilganersen treatment through a 240-week extended long-term extension period, which includes 20 additional doses, followed by a 28-week post-treatment follow-up period. The primary endpoint was percent change from baseline in gait speed as assessed by the 10-Meter Walk Test (10MWT), an assessment of functional mobility, at the end of the double-blind treatment period. Key secondary endpoints include patients' self-identified Most Bothersome Symptom (MBS) Score, change from baseline in Patient Global Impression of Severity (PGIS) Score and Patient Global Impression of Change (PGIC) Score and Clinician Global Impression of Change (CGIC) Score at the end of the double-blind treatment period.
About Alexander Disease (AxD)
AxD is an ultra-rare, progressive and often fatal neurological disease that occurs in approximately 1 per 1 to 3 million people worldwide and affects a type of cell in the brain called astrocytes. Astrocytes have multiple roles in the brain including support of neurons and oligodendrocytes, which maintain the myelin sheath around nerve fibers. AxD is caused by disease-causing variants in the glial fibrillary acidic protein (GFAP) gene and is generally characterized by progressive neurological deterioration resulting in loss of functional mobility, loss of independence and the inability to control muscles for large movements, swallowing and airway protection, though symptoms can vary depending on age of onset. AxD usually leads to death within 14 - 25 years after symptom onset.
About ZANVASTROTM (zilganersen)
ZANVASTROTM (zilganersen)is approved by the U.S. Food and Drug Administration (FDA) for the treatment of Alexander disease (AxD) in pediatric and adult patients. ZANVASTRO is an RNA-targeted therapy designed to inhibit production of excess glial fibrillary acidic protein (GFAP) that accumulates as a result of pathogenic variants in the GFAP gene. For more information about ZANVASTRO, visit ZANVASTRO.com.
About Ionis Neurology
Ionis has been at the forefront of discovering and developing leading neurological disease medicines, including ZANVASTROTM (zilganersen), the only approved treatment for Alexander disease, SPINRAZA® (nusinersen), the first approved treatment for spinal muscular atrophy, WAINUA® (eplontersen), a medicine to treat hereditary transthyretin-mediated amyloid polyneuropathy (ATTRv-PN), and QALSODY® (tofersen) for SOD1-ALS. The clinical-stage portfolio includes 12 investigational medicines, of which seven are wholly owned by Ionis. Ionis' investigational portfolio includes medicines for which there are few or no disease modifying treatments, such as rare diseases including Angelman syndrome, prion disease and multiple system atrophy, as well as more common conditions like Alzheimer's disease.
About Ionis Pharmaceuticals, Inc.
For more than three decades, Ionis has invented medicines that bring better futures to people with serious diseases. Ionis currently has marketed medicines and a leading pipeline in neurology, cardiometabolic disease and select areas of high patient need. As the pioneer in RNA-targeted medicines, Ionis continues to drive innovation in RNA therapies in addition to advancing new approaches in gene editing. A deep understanding of disease biology and industry-leading technology propels our work, coupled with a passion and urgency to deliver life-changing advances for patients. To learn more about Ionis, visit Ionis.com and follow us on X (Twitter), LinkedIn and Instagram.
Ionis Forward-looking Statements
This press release includes forward-looking statements regarding Ionis' business and the therapeutic and commercial potential of ZANVASTRO, Ionis' technologies and other products in development and our expectations regarding development and regulatory milestones. Any statement describing Ionis' goals, expectations, financial or other projections, intentions or beliefs is a forward-looking statement and should be considered an at-risk statement. Such statements are subject to certain risks and uncertainties including those inherent in the process of discovering, developing and commercializing medicines that are safe and effective for use as human therapeutics, and in the endeavor of building a business around such medicines. Ionis' forward-looking statements also involve assumptions that, if they never materialize or prove correct, could cause its results to differ materially from those expressed or implied by such forward-looking statements. Although Ionis' forward-looking statements reflect the good faith judgment of its management, these statements are based only on facts and factors currently known by Ionis. Except as required by law, we undertake no obligation to update any forward-looking statements for any reason. As a result, you are cautioned not to rely on these forward-looking statements. These and other risks concerning Ionis' programs are described in additional detail in Ionis' annual report on Form 10-K for the year ended December 31, 2025, and most recent Form 10-Q, which are on file with the Securities and Exchange Commission. Copies of these and other documents are available from the Company.
In this press release, unless the context requires otherwise, "Ionis," "Company," "we," "our" and "us" all refer to Ionis Pharmaceuticals and its subsidiaries.
Ionis Pharmaceuticals® is a registered trademark of Ionis Pharmaceuticals, Inc. ZANVASTROTM and Ionis Every StepTM are trademarks of Ionis Pharmaceuticals, Inc. QALSODY® and SPINRAZA® are registered trademarks of Biogen. WAINUA® is a registered trademark of the AstraZeneca group of companies.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260903826844/en/
It has been about a month since the last earnings report for Gartner (IT - Free Report) . Shares have added about 0.2% 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? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Gartner, Inc. before we dive into how investors and analysts have reacted as of late.
Gartner Surpasses Q2 Earnings EstimatesGartner reported better-than-expected second-quarter 2026 results, with both earnings and revenues surpassing the Zacks Consensus Estimate.
Adjusted earnings of $4.37 per share beat the consensus estimate of $3.77 by 15.9% and increased 23.8% from the year-ago quarter’s $3.53. The improvement reflected higher operating profit and a considerably lower diluted share count.
Revenues of $1.68 billion surpassed the consensus mark of $1.65 billion by 1.8%. Reported revenues declined 0.6% year over year because the prior-year period included revenues from the divested Digital Markets operation. Adjusted revenues increased 2.8% on a reported basis and 1.8% on a foreign-currency-neutral basis.
IT’s Contract Value Growth AcceleratesGlobal contract value reached $5.28 billion, increasing 1.7% year over year and 0.3% sequentially on a foreign-currency-neutral basis. The improvement from 1% year-over-year growth in the first quarter indicates that subscription demand is gradually stabilizing.
Global Technology Sales contract value was approximately $4 billion, rising 1.1% year over year and remaining nearly flat sequentially. Global Business Sales contract value increased 3.3% year over year and 1.2% sequentially to $1.28 billion.
Global wallet retention was 98.2%, up from 97.7% in the preceding quarter but below 101.3% a year earlier. Client retention improved sequentially to 85.2% from 85%, compared with 84.6% in the year-ago quarter. Contract value per enterprise advanced to $414,000 from $376,000 a year ago, partly offsetting a 4.5% decline in client enterprises to 12,775.
Gartner’s Q2 Segmental PerformanceInsights revenues increased 2.1% year over year, or 1% on a foreign-currency-neutral basis, to $1.29 billion. Segment contribution rose 4% to $999 million. The contribution margin expanded 150 basis points to 77.5%, demonstrating the scalability of Gartner’s subscription-oriented research platform.
Conferences delivered the strongest revenue growth. Segment revenues advanced 15.5% year over year, or 14.2% on a foreign-currency-neutral basis, to $244 million. Contribution jumped 19.6% to $145 million, while the contribution margin expanded 210 basis points to 59.5%.
Same-conference revenues increased 12%, although attendee levels declined 1.4%. Gartner held 18 destination conferences during the quarter compared with 19 a year earlier, while destination conference attendance decreased slightly to 28,057 from 28,295.
Consulting remained the weakest segment. Revenues declined 8.8% year over year to $142 million, while contribution fell 12.6% to $54 million. The contribution margin contracted 170 basis points to 37.9%.
Labor-based consulting revenues decreased 12.8% to $96 million, whereas contract optimization revenues increased 0.9% to $46 million. Consulting backlog rose 9.1% to $214 million, offering some support for future revenues. Billable headcount fell 11.3% to 842, while utilization improved 32 basis points to 65.1%.
IT’s Profitability and Cash Flow ImproveAdjusted EBITDA excluding the divested operation increased 6.4% year over year, or 4.4% on a foreign-currency-neutral basis, to $466 million. The corresponding margin expanded 90 basis points to 27.8%.
GAAP operating income advanced 15.7% to $378.5 million. The operating margin improved to 22.6% from 19.4% a year earlier, aided by lower service, product-development and administrative expenses.
Net income increased 14.4% to $275.5 million. Earnings climbed 33.1% to $4.14 per share, with the faster per-share increase supported by a reduction in shares to 66.6 million from 77.4 million.
Operating cash flow rose 3.8% to $398 million. With capital expenditures declining to $20 million from $36 million, free cash flow increased 8.9% to $378 million. The trailing-12-month free cash flow was approximately $1.3 billion.
Gartner repurchased 3.6 million shares for $547 million during the quarter. Year-to-date repurchases totaled approximately $1.08 billion. The company had about $1.2 billion remaining under its repurchase authorization as of July 31 after the board approved an additional $500 million in July.
Gartner ended the quarter with $1.49 billion in cash and approximately $3 billion in debt. Gross debt to adjusted EBITDA was 1.8 times, while net leverage stood at 0.9 times.
Gartner’s 2026 GuidanceGartner now expects 2026 adjusted revenues of at least $6.38 billion, compared with the previous outlook of $6.41 billion.
Insights revenues are now projected to be at least $5.17 billion, down from the prior guidance of $5.20 billion. The outlooks for Conferences and Consulting revenues were maintained at no less than $695 million and $510 million, respectively.
Despite the revenue adjustment, the company raised its profitability forecast. Adjusted EBITDA excluding the divested operation is now expected to be at least $1.57 billion, up from $1.55 billion. Adjusted EPS guidance for 2026 increased to at least $14 from $13.25, while the free cash flow forecast rose to at least $1.19 billion from $1.16 billion.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in fresh estimates.
The consensus estimate has shifted 5.82% due to these changes.
VGM ScoresCurrently, Gartner has a average Growth Score of C, though it is lagging a bit on the Momentum Score front with a D. However, the stock was allocated a score of A on the value side, putting it in the top 20% for this investment strategy.
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. It comes with little surprise Gartner has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.
Performance of an Industry PlayerGartner belongs to the Zacks Consulting Services industry. Another stock from the same industry, Equifax (EFX - Free Report) , has gained 4.6% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026.
Equifax reported revenues of $1.7 billion in the last reported quarter, representing a year-over-year change of +10.6%. EPS of $2.25 for the same period compares with $2.00 a year ago.
For the current quarter, Equifax is expected to post earnings of $2.21 per share, indicating a change of +8.3% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.1% over the last 30 days.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Equifax. Also, the stock has a VGM Score of C.
NEW YORK, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally recognized investor rights law firm, announces that it is investigating potential breaches of fiduciary duty by certain directors and officers of Gartner, Inc. (“Gartner” or the “Company”) (NYSE: IT). The investigation seeks to determine whether the Company’s leadership fulfilled its obligations to shareholders and whether legal remedies may be available.
Current Gartner Shareholders Are Encouraged to Contact the Firm
Do you currently own shares of Gartner, Inc. (NYSE: IT)?Did you purchase your shares before February 24, 2025?Would you like to learn more about your legal rights as a shareholder?
Why Is Bernstein Liebhard Investigating?
Bernstein Liebhard is investigating whether certain directors and officers of Gartner breached the fiduciary duties they owed to the Company and its shareholders. The investigation is focused on determining whether Company leadership acted in the best interests of shareholders and whether additional legal action may be appropriate based on publicly available information.
What Shareholders Should Do
If you currently own Gartner stock and would like to discuss your legal rights or obtain additional information regarding the investigation, please visit the firm’s Gartner Shareholder Investigation page or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected] for a confidential consultation.
About Bernstein Liebhard LLP
For more than three decades, Bernstein Liebhard LLP has represented investors in complex securities and shareholder litigation. Since 1993, the firm has recovered more than $3.5 billion for its clients and has been retained by many of the nation’s largest public and private pension funds to monitor investments and pursue claims on behalf of investors.
The firm’s accomplishments include recognition on The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and inclusion in The Legal 500 for sixteen consecutive years, reflecting its longstanding commitment to protecting shareholder rights.
ATTORNEY ADVERTISING. Prior results do not guarantee or predict a similar outcome with respect to any future matter.
Contact:
Peter Allocco
Investor Relations Manager
Bernstein Liebhard LLP
10 East 40th Street
New York, NY 10016
Phone: (212) 951-2030
Website: https://www.bernlieb.com
Email: [email protected]
Strong earnings reports often create some of the best momentum setups in the market, especially when a stock gaps sharply higher, holds those gains and then begins consolidating near its highs.
That combination can signal that investors are not simply reacting to a one-day surprise, but actively repricing the business as earnings expectations improve. When that initial move is followed by a tight continuation pattern, it can create an attractive setup for another leg higher.
Okta ((OKTA - Free Report) ), Gartner ((IT - Free Report) ) and Salesforce ((CRM - Free Report) ) each fit that profile today. All three delivered strong earnings results, gapped higher on the news and are now forming constructive technical patterns that could set the stage for fresh breakouts.
Image Source: Zacks Investment Research
Okta Stock Builds on a Powerful Earnings GapOkta was one of the biggest post-earnings winners last week, with shares surging nearly 29% after the identity-security company delivered a better-than-expected quarter. Second-quarter revenue increased 11% year over year to $805 million, while subscription revenue climbed 12%. More importantly, current remaining performance obligations, a useful indicator of near-term subscription demand, accelerated 14% to $2.59 billion. Free cash flow also jumped to $227 million from $162 million a year earlier.
There is also a compelling AI angle developing around the business. As companies deploy autonomous AI agents across their operations, those agents increasingly require identities, permissions and controls just like human employees. Okta is positioning its identity platform as a critical security layer for this emerging infrastructure.
That narrative appears to be gaining traction alongside improving fundamentals. Okta currently carries a Zacks Rank #2 (Buy), and the strong quarter could provide additional support to earnings estimates.
Technically, the earnings gap was unusually powerful. Rather than immediately giving back the move, OKTA shares have held near their highs and are now pressing against resistance around $173.50. A decisive move through that level would represent a fresh breakout and could open the door to another leg higher.
On the downside, the $164 area is an important near-term support level. As long as shares remain above that zone, the post-earnings setup remains constructive.
Image Source: TradingView
Gartner Stock Sets Up Near a BreakoutGartner offers a somewhat different setup, combining improving earnings momentum with an unusually inexpensive valuation.
The research and advisory company reported adjusted second-quarter earnings of $4.37 per share, up nearly 24% year over year and comfortably above expectations. Free cash flow increased 9% to $378 million, while management raised its full-year outlook for adjusted EBITDA, earnings and free cash flow. Gartner also repurchased $547 million of stock during the quarter.
The stock now carries a Zacks Rank #1 (Strong Buy), while valuation remains compelling. IT shares trade at just 13.8x forward earnings, despite long-term EPS expectations of roughly 20.1% annual growth, giving the stock a PEG ratio of only 0.68.
The technical setup is also increasingly constructive. Gartner shares are consolidating beneath resistance around $203, creating a well-defined breakout level. A sustained move above $203 could signal the beginning of another leg higher.
Meanwhile, the $190 area has emerged as an important support zone. That gives investors a relatively clear framework: strength above $203 confirms the breakout, while a loss of $190 would weaken the setup.
Image Source: TradingView
Salesforce Shares Show Runaway MomentumSalesforce may be the most interesting name of the three because its earnings report directly challenged one of the market's most persistent narratives this year.
Software stocks were hit hard as investors worried that generative and agentic AI could disrupt traditional SaaS businesses. Salesforce was caught directly in that selloff. But its latest earnings report suggested AI may ultimately prove to be considerably more opportunity than threat.
Second-quarter revenue increased 11% year over year to $11.3 billion, while non-GAAP diluted EPS more than doubled to $5.90. Free cash flow surged 81% to $1.1 billion, and Salesforce raised its full-year revenue outlook. Current remaining performance obligations also accelerated to 14% growth.
Perhaps most important, the company's AI businesses are gaining substantial traction. Agentforce and Data 360 annual recurring revenue reached nearly $3.9 billion, up more than 210% year over year, while Agentforce ARR exceeded $1.5 billion and grew more than 240%.
Investors responded by sending CRM shares more than 22% higher in the following session.
Even after that move, Salesforce trades at only around 17.5x forward earnings, while long-term EPS is forecast to grow roughly 18% annually. The stock currently carries a Zacks Rank #3 (Hold), although the report is still fresh and upward estimate revisions following the quarter could potentially improve that rank.
Technically, CRM has not even produced the clean consolidation seen in OKTA and IT yet. Momentum has been so strong that shares continue to push higher following the gap.
That makes Salesforce one to watch closely. Ideally, shares would form a tight bull flag or another short consolidation that establishes a cleaner breakout level. More aggressive momentum investors may choose to participate in the runaway move, but waiting for a defined setup would provide a clearer risk-reward profile.
Image Source: TradingView
Should Investors Buy Shares in CRM, IT and OKTA?What makes these three setups particularly interesting is that they share a broader narrative.
Okta, Gartner and Salesforce were all pressured to varying degrees by concerns that AI could disrupt established software and information-services businesses. Investors spent much of the year asking which companies AI might replace.
Recent earnings are beginning to suggest that the market may have pushed that thesis too far.
Salesforce is already generating rapidly growing AI revenue, Okta may become an increasingly important security layer for autonomous agents, and Gartner continues to produce strong earnings and cash flow despite fears surrounding AI disruption.
If investors continue to reconsider the idea that AI is inherently bearish for established software and information businesses, the rerating of these stocks may have considerably further to go.
With earnings momentum improving and technicals turning bullish, all three stocks deserve a place near the top of investors' watchlists.
Key Takeaways Gartner stock rose 28.4% in three months, outpacing its industry's 13% rally and the S&P 500.Gartner beat Q1 and Q2'26 EPS estimates and lifted its 2026 adjusted EPS outlook to at least $14.Gartner repurchased 3.6M shares for $547M and raised buyback authorization to $1.2B. Gartner, Inc. (IT - Free Report) stock has gained 28.4% over the past three months, outperforming the industry’s 13% rally and the Zacks S&P 500 Composite's marginal return.
3-Month Share Price Performance Image Source: Zacks Investment Research
Let us delve deeper into the factors that have contributed to the company’s outperformance.
Differentiated Product Portfolio Facilitates Steady RevenueOperating in an industry with low barriers to entry, Gartner has a differentiated product portfolio and an integrated research and consulting team created to serve diverse client requirements best. It provides a competitive edge against its rivals.
Leveraging its intellectual capital, Gartner creates and distributes proprietary research content as broadly as possible via published reports, interactive tools, facilitated peer networking, briefings, consultancy and advisory services, and events. These facilitate a steadily improving revenue stream for the company, as evidenced by year-over-year growth of 7.9%, 6.1% and 3.7%.
Image Source: Zacks Investment Research
Persistent Earnings Beat & Upward Outlook RevisionGartner reported earnings of $3.32 per share during the first quarter of 2026, beating the consensus estimate by 11%. For the second quarter, the company maintained its performance as its earnings beat the consensus estimate by 15.9%. Management’s optimism peaked as it raised the adjusted EPS outlook for 2026 to at least $14 during the second quarter of 2026 from the preceding quarter’s view of at least $13.25.
Image Source: Zacks Investment Research
Consistency in earnings beats, accompanied by management’s confidence in bottom-line growth, raises shareholder morale, prompting them to invest in the stock.
Shareholder-Friendly ActionsGartner executed a significant share repurchase in the second quarter of 2026, amounting to 3.6 million shares for $547 million. It resulted in a sharp 16.2% year-over-year decline in shares outstanding, driving the bottom line by 33.1%. This action underscores management’s focus on creating long-term shareholder value. The board of directors increased buyback authorization by $500 million to $1.2 billion in July 2026, raising investor morale.
Zacks Rank & Stocks to ConsiderGartner currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Some higher-ranked stocks in the broader Zacks Business Services sector are The Geo Group (GEO - Free Report) and ScanSource (SCSC - Free Report) , each currently sporting a Zacks Rank #1.
The Geo Group has a long-term earnings growth expectation of 14%. GEO delivered a trailing four-quarter earnings surprise of 24.6%, on average.
ScanSource has a long-term earnings growth expectation of 15%. SCSC delivered a trailing four-quarter earnings surprise of 7.8%, on average.
New York, New York--(Newsfile Corp. - August 26, 2026) - Bernstein Liebhard LLP, a nationally recognized investor rights law firm, announces that it is investigating potential breaches of fiduciary duty by certain directors and officers of Gartner, Inc. ("Gartner" or the "Company") (NYSE: IT). The investigation seeks to determine whether the Company's leadership fulfilled its obligations to shareholders and whether legal remedies may be available.
Current Gartner Shareholders Are Encouraged to Contact the Firm
Do you currently own shares of Gartner, Inc. (NYSE: IT)?Did you purchase your shares before February 24, 2025?Would you like to learn more about your legal rights as a shareholder?Why Is Bernstein Liebhard Investigating?
Bernstein Liebhard is investigating whether certain directors and officers of Gartner breached the fiduciary duties they owed to the Company and its shareholders. The investigation is focused on determining whether Company leadership acted in the best interests of shareholders and whether additional legal action may be appropriate based on publicly available information.
What Shareholders Should Do
If you currently own Gartner stock and would like to discuss your legal rights or obtain additional information regarding the investigation, please visit the firm's Gartner Shareholder Investigation page or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected] for a confidential consultation.
About Bernstein Liebhard LLP
For more than three decades, Bernstein Liebhard LLP has represented investors in complex securities and shareholder litigation. Since 1993, the firm has recovered more than $3.5 billion for its clients and has been retained by many of the nation's largest public and private pension funds to monitor investments and pursue claims on behalf of investors.
The firm's accomplishments include recognition on The National Law Journal's "Plaintiffs' Hot List" thirteen times and inclusion in The Legal 500 for sixteen consecutive years, reflecting its longstanding commitment to protecting shareholder rights.
ATTORNEY ADVERTISING. Prior results do not guarantee or predict a similar outcome with respect to any future matter.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/311508
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.
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.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
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 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 is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% 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.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
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.
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 #1 (Strong Buy) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 13.59; value investors should take notice.
Six analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.77 to $14.42 per share. IT also boasts an average earnings surprise of +13.5%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, IT should be on investors' short list.
Recognized Highest in Execution and Furthest in Vision for Second Consecutive Year
, /PRNewswire/ -- Everpure (NYSE: P), the company revolutionizing storage and data management, today announced it has been recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Enterprise Storage Platforms. For the second consecutive year, Everpure was positioned highest in execution and furthest in vision, marking the thirteenth time Everpure has been named a Leader in other Gartner Magic Quadrant reports1.
As enterprises continue to invest heavily in AI models, applications, and compute, many discover that the true barrier scaling AI is fragmented data. To deploy AI successfully, organizations must shift to a Data Primacy architecture—where trusted, governed, and contextualized data, rather than proprietary application-centric data stores, serves as the foundation for agentic workflow. By unifying policy and governance, semantics and context directly with operational data, Everpure transforms enterprise data into an intelligent, trusted, real-time asset.
"Data Primacy will be the future of IT architectures in the AI era, and we believe the Gartner recognition validates Everpure's innovation to make enterprise data truly AI-ready," said Everpure CEO Charles Giancarlo. "To scale AI, organizations need an IT architecture where trusted, governed, contextualized data powers every application and AI agent across the enterprise; this is precisely what we enable with the Everpure Platform and Everpure Data Intelligence."
Data Management Platform for the AI Era
Gartner defines enterprise storage platforms (ESPs) as the market consisting of products and services designed to unify support for diverse block, file and object storage workloads and use cases. ESP products and services include appliances, software-defined storage (SDS) and storage as a service (STaaS). An ESP includes data management and data storage services provided through a centrally managed, multidomain control plane. They enable organizations to leverage AI-powered telemetry for platform structured and unstructured workloads2.
Everpure believes its positioning validates a broader industry shift toward this model. Everpure's Data Primacy approach reframes data management for the AI era—reducing operational friction and helping enterprises manage information as a trusted asset across hybrid environments through a global data plane and intelligent control plane.
Platform Innovations Built for the AI Era
Recent updates to the Everpure Platform enable organizations to modernize infrastructure, automate management, and prepare enterprise data for AI workloads:
Everpure Data Intelligence™: Makes fragmented data usable for AI by discovering, classifying, contextualizing, and governing data at the source across Everpure, cloud, SaaS, and third-party environments. Enterprise Data Cloud Enhancements: Unifies data, policy, and semantics across hybrid estates to streamline operations and enforce consistent governance. AI Data Stream: Automates data discovery, preparation, and delivery pipelines, making real-time information immediately accessible to AI applications. Cyber Resilience Innovations: Strengthens protection and speeds recovery from cyber threats to ensure continuous business resilience. Customer Validation
We believe the Gartner recognition is supported by customer feedback on Gartner Peer Insights™. As of August 7, 2026, Everpure has an Overall Rating of 4.9 out of 5 stars in the Enterprise Storage Platforms market, with 89% of reviewers willing to recommend the platform, based on 202 reviews.
"Easy-to-use Interface Stands out, Support Rated Highly. The intuitive GUI, performance of the Array and support provided by PURE is 5" - Technical Lead Infrastructure, Finance "Truly been a game changer for my company. FlashArray has enabled my company to do more than we thought possible, help streamline our operations and minimize our infrastructure spend due to array efficiencies and feature functionality. We have had a 100% uptime on all of our arrays and no data availability issues." - IT Reviewer, IT Services Industry "If you need strong performance and support, Pure is the answer to your storage questions. Pure is not the cheapest, but the performance and the support (pre and post sales) has been world-class. - IT Manager, Manufacturing "Consistent high performance with seamless VMware integration and reliable replication." - Enterprise Storage Reviewer "A game-changer for our infrastructure's performance. We noticed a significant improvement in the loading speed of databases and modern applications, allowing us to consolidate workloads effectively." - IT Specialist, Enterprise Infrastructure To learn more, access the full 2026 Gartner Magic Quadrant for Enterprise Storage Platforms report on Everpure's website.
About Gartner Magic Quadrant
Magic Quadrant™ reports are a culmination of rigorous, fact-based research in specific markets, providing a wide-angle view of the relative positions of the 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 organizations to get the most from market analysis in alignment with their unique business and technology needs.
To learn more, access the full 2026 Gartner Magic Quadrant for Enterprise Storage Platforms report on Everpure's website.
Disclaimer:
Gartner and Magic Quadrant are trademarks of Gartner, Inc. and/or its affiliates. Peer Insights is a registered 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 Gartner Peer Insights
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."
About Everpure
Everpure (NYSE: P) allows organizations to take control of their data with an industry-leading, ever-evolving storage and data management platform. We help companies unleash the power of their data by ensuring it is accessible, intelligent, and ready to perform in the AI era. We make data management effortless while simultaneously scaling performance and significantly reducing energy consumption. With one of the highest Net Promoter Scores for over a decade, Everpure is the choice of the world's most innovative organizations. For more information, visit www.everpuredata.com.
The release timing of any discussed functionality remains at Everpure's sole discretion. The information provided is not a commitment to deliver discussed functionality based on any timeline.
Everpure, the Everpure P Logo, Pure Storage, Everpure Data Intelligence and the marks in the Everpure Trademark List are trademarks or registered trademarks of Everpure, Inc. or its licensed subsidiaries in the U.S. and/or other countries. The Trademark List can be found at everpuredata.com/trademarks. Other names may be trademarks of their respective owners.
The fine print
1 This includes five years as a Leader in the Gartner Magic Quadrant for Solid-State Arrays; six years as a Leader in the Gartner Magic Quadrant for Primary Storage; and now two years as a Leader in the Gartner Magic Quadrant for Enterprise Storage Platforms
2Gartner, Magic Quadrant for Enterprise Storage Platforms, Jeff Vogel, Joseph Unsworth, Julia Palmer, Chandra Mukhyala, 19 August 2026
New York, New York--(Newsfile Corp. - August 18, 2026) - Bernstein Liebhard LLP, a nationally recognized investor rights law firm, announces that it is investigating potential breaches of fiduciary duty by certain directors and officers of Gartner, Inc. ("Gartner" or the "Company") (NYSE: IT). The investigation seeks to determine whether the Company's leadership fulfilled its obligations to shareholders and whether legal remedies may be available.
Current Gartner Shareholders Are Encouraged to Contact the Firm
Do you currently own shares of Gartner, Inc. (NYSE: IT)?Did you purchase your shares before February 24, 2025?Would you like to learn more about your legal rights as a shareholder?Why Is Bernstein Liebhard Investigating?
Bernstein Liebhard is investigating whether certain directors and officers of Gartner breached the fiduciary duties they owed to the Company and its shareholders. The investigation is focused on determining whether Company leadership acted in the best interests of shareholders and whether additional legal action may be appropriate based on publicly available information.
What Shareholders Should Do
If you currently own Gartner stock and would like to discuss your legal rights or obtain additional information regarding the investigation, please visit the firm's Gartner Shareholder Investigation page or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected] for a confidential consultation.
About Bernstein Liebhard LLP
For more than three decades, Bernstein Liebhard LLP has represented investors in complex securities and shareholder litigation. Since 1993, the firm has recovered more than $3.5 billion for its clients and has been retained by many of the nation's largest public and private pension funds to monitor investments and pursue claims on behalf of investors.
The firm's accomplishments include recognition on The National Law Journal's "Plaintiffs' Hot List" thirteen times and inclusion in The Legal 500 for sixteen consecutive years, reflecting its longstanding commitment to protecting shareholder rights.
ATTORNEY ADVERTISING. Prior results do not guarantee or predict a similar outcome with respect to any future matter.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/310253
NEW YORK, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP , a nationally recognized investor rights law firm, announces that it is investigating potential breaches of fiduciary duty by certain directors and officers of Gartner, Inc. (“Gartner” or the “Company”) (NYSE: IT). The investigation seeks to determine whether the Company's leadership fulfilled its obligations to shareholders and whether legal remedies may be available.
Gartner (IT +0.42%) stock surged this week after the information services specialist reported better-than-expected quarterly results. The company's share price climbed 22.9% in the week amid the backdrop of a 3.6% gain for the S&P 500 and a 5.2% gain for the Nasdaq Composite.
Gartner's valuation has been under pressure over the last year due to concerns that artificial intelligence (AI) will disrupt its business, but the company's second-quarter results were better than anticipated. The company also raised its full-year guidance and continued to expand its share buyback program.
Image source: Getty Images.
Gartner delivered a big earnings beat in Q2 In the second quarter, Gartner posted non-GAAP (adjusted) earnings per share of $4.37 on revenue of approximately $1.7 billion. The company's adjusted profit per share was $0.64 better than the average Wall Street analyst estimate, and sales came in $50 million ahead of the average target. While revenue was only up 0.6% year over year, free cash flow and net income were up 8.9% and 14.4%, respectively.
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What's next for Gartner? Gartner provided updated full-year guidance with its Q2 report, and the update was largely positive. While the company lowered its full-year adjusted revenue guidance from $5.2 billion to $5.17 billion, this was due to adverse foreign exchange impacts. The big upside was that the information services leader delivered significant increases in its earnings and free cash flow targets.
Gartner now expects adjusted earnings of $14 per share for the year -- up from its previous target for per-share earnings of $13.25. Meanwhile, free cash flow for the year is now projected to be $1.185 billion -- up from $1.16 billion. Gartner's board of directors has also increased the company's share repurchase authorization by another $500 million. With the company delivering improved operating efficiency and ramping up buybacks, the business could continue to see relatively strong earnings growth.
Keith Noonan has no position in any of the stocks mentioned. The Motley Fool recommends Gartner. The Motley Fool has a disclosure policy.
Key Takeaways Gartner shares surged 39.3% in a month as Q2 adjusted EPS rose 23.8% and beat estimates by 15.9%.Gartner's global contract value rose 1.7%, while wallet retention improved to 98.2% from 97.7%.Gartner's adjusted EBITDA margin climbed to 27.8%, but Consulting revenues fell 8.8% year over year. Gartner, Inc. (IT - Free Report) shares have jumped 39.3% in the past month, sharpening the question of whether improving operating trends can support further gains. The Zacks Consensus Estimate for current-fiscal-year earnings has moved 3.9% higher over the past four weeks.
Recent earnings strength, firmer contract-value growth and better profitability are encouraging. Still, uneven revenue performance, consulting weakness and liquidity concerns keep the setup from becoming one-sided.
Gartner’s Earnings Momentum Supports the RallyGartner reported second-quarter 2026 adjusted earnings of $4.37 per share, up 23.8% year over year.
Image Source: Zacks Investment Research
The figure topped the Zacks Consensus Estimate of $3.77 by 15.9%, extending the company’s recent earnings momentum.
Higher operating profit and a much lower share count supported the per-share improvement. Operating income rose 15.7% to $378.5 million, while diluted shares declined to 66.6 million from 77.4 million a year earlier.
IT’s Contract Value Shows Signs of StabilizationGlobal contract value reached $5.28 billion, increasing 1.7% year over year and 0.3% sequentially on a foreign-currency-neutral basis. The year-over-year pace improved from 1% in the first quarter, pointing to a gradual stabilization in subscription demand.
Global wallet retention improved to 98.2% from 97.7% in the prior quarter. Contract value per enterprise rose to $414,000 from $376,000 a year earlier, helping offset a 4.5% decline in client enterprises to 12,775.
Gartner’s Profitability Is Improving Faster Than SalesAdjusted EBITDA excluding the divested operation increased 6.4% year over year to $466 million. Its margin expanded 90 basis points to 27.8%, while adjusted revenues rose a more modest 2.8%.
Cash generation also strengthened. Free cash flow increased 8.9% to $378 million as capital expenditures declined to $20 million from $36 million, giving Gartner another source of support even as top-line growth remains restrained.
IT Still Faces Growth and Liquidity QuestionsConsulting revenues declined 8.8% year over year to $142 million, making the segment a clear weak spot. Competition, higher talent costs and foreign-exchange exposure also remain risks, while Gartner’s current ratio of 0.88 trails the industry average of 1.15.
Huron Consulting Group Inc. (HURN - Free Report) is one of the consulting-services peers tracked alongside Gartner, underscoring the competitive comparison investors face in the sector. Equifax Inc. (EFX - Free Report) is another peer in that comparison set, reinforcing the need for Gartner to maintain differentiation across its research, advisory and consulting offerings.
Gartner’s Strong Signals Back a Constructive ViewThe 38.4% one-month advance has already reset expectations higher, so continued earnings delivery, contract-value stabilization and margin discipline will matter if the rally is to endure. Gartner’s stronger cash flow provides support, but consulting softness and liquidity constraints remain meaningful offsets.
The stock currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
It holds a VGM Score of A and a Value Score of A. Its Growth Score of B and Momentum Score of B are also favorable. Zacks Style Scores are designed to complement the Zacks Rank, and A or B scores alongside a top Rank support a constructive near-term view without eliminating company-specific execution risks.
Key Takeaways Gartner raised 2026 adjusted EPS guidance to at least $14 and free cash flow to at least $1.185B.Gartner cut adjusted revenue guidance to at least $6.375B as Consulting revenues fell 8.8% in Q2.Gartner's Q2 adjusted EBITDA margin rose to 27.8%, while buybacks helped adjusted EPS climb 23.8%. Gartner, Inc. (IT - Free Report) raised its 2026 profit and cash-flow expectations even as it lowered its adjusted revenue outlook. The divergence shifts investor attention toward cost control, margins and capital allocation.
The key question is whether those levers can keep supporting per-share earnings while top-line growth remains restrained.
Gartner Raises Its 2026 Profit ExpectationsGartner lifted adjusted EPS guidance to at least $14 from $13.25. Adjusted EBITDA excluding the divested operation is now expected to reach at least $1.570 billion, up from $1.545 billion previously.
Free cash flow guidance also increased to at least $1.185 billion from $1.160 billion. The higher targets point to greater confidence in profitability and cash generation despite a more measured revenue outlook.
IT Trims Its Revenue OutlookAdjusted revenue guidance declined to at least $6.375 billion from $6.405 billion. The Insights revenue outlook also moved lower to at least $5.170 billion from $5.200 billion.
The simultaneous profit upgrade and revenue reduction puts more weight on operating efficiency and business mix. Gartner said expenses reflect agile cost management while it continues investing in experts and artificial intelligence to support future top-line growth.
Gartner’s Q2 Margins Show Why Profits Can RiseSecond-quarter adjusted EBITDA excluding the divested operation increased 6.4% to $466 million. The corresponding margin reached 27.8%, expanding 90 basis points year over year.
GAAP operating income rose to $378.5 million from $327.1 million. Operating margin improved to 22.6% from 19.4%, reinforcing the margin expansion behind the higher full-year profit expectations.
IT’s Segment Mix Creates Both Support and PressureInsights revenues rose 2.1% to $1.290 billion, while Conferences revenues increased 15.5% to $244 million. Conferences contribution margin reached 59.5%, up from 57.4% a year earlier.
Consulting revenues fell 8.8% to $142 million and contribution declined 12.6% to $54 million. Forrester Research, Inc. (FORR - Free Report) , an independent research and advisory firm, is a relevant peer for the Insights business. Accenture plc (ACN - Free Report) , which offers broad consulting and technology services, provides context for Gartner’s Consulting exposure.
Gartner’s Cash Flow and Buybacks Add LeverageSecond-quarter free cash flow increased 8.9% to $378 million. Gartner also repurchased 3.6 million shares for $547 million during the quarter, while its board increased the repurchase authorization by $500 million in July.
Adjusted EPS rose 23.8% to $4.37, faster than the 6.6% increase in adjusted net income to $291 million. The diluted share count fell to 66.6 million from 77.4 million, showing how buybacks amplified per-share growth.
Image Source: Zacks Investment Research
IT’s Positive Signals Reinforce the Profit StoryGartner’s raised earnings and free cash flow outlook, wider margins and lower share count support the profit case, but slower revenue expectations keep execution risk in focus. Improvement in Consulting and sustained margin discipline remain important variables.
The stock currently carries a Zacks Rank #1 (Strong Buy), You can see the complete list of today’s Zacks #1 Rank stocks here.It carries a Value Score of A and VGM Score of A. It also has a Growth Score of B and Momentum Score of B.
The Zacks Rank places IT among the top-ranked stocks based on earnings estimate revisions, while the A and B Style Scores indicate favorable value, growth and momentum characteristics. These signals are positive, but revenue growth and segment execution still warrant monitoring.
Key Takeaways Gartner trades at 12.6X forward earnings, below industry, sector and S&P 500 benchmarks.Gartner raised 2026 adjusted EPS guidance to at least $14, while lowering its adjusted revenue outlook.Gartner generated $378M in Q2 free cash flow, but carried about $3B in total debt at June 30. Gartner, Inc. (IT - Free Report) combines a discounted valuation with improving earnings expectations, but its revenue picture remains uneven. Profitability and free cash flow are holding up better than the top line, giving investors a clear reason to examine the stock after its valuation reset.
The key question is whether stronger earnings signals and cash generation are enough to outweigh slower sales growth, weakness in Consulting and balance-sheet constraints.
Gartner Trades Below Key Earnings BenchmarksGartner trades at 12.6X forward 12-month earnings, below the industry’s 14.4X, the sector’s 18.1X and the S&P 500’s 20.7X. The stock also sits well below its five-year median of 33.9X, leaving valuation as one of the clearest positives in the investment case.
Image Source: Zacks Investment Research
Image Source: Zacks Investment Research
That discount matters because Gartner is not being priced like its own recent history. For investors willing to accept slower growth and operating uncertainty, the lower multiple provides a wider valuation cushion than the company has typically offered.
IT’s Earnings Outlook Is Moving HigherGartner raised its 2026 adjusted earnings guidance to at least $14 per share from $13.25. It also lifted its adjusted EBITDA outlook, excluding the divested operation, to at least $1.57 billion from $1.55 billion.
The Zacks Consensus Estimate for current-year earnings has moved 3.9% higher over the past four weeks. That upward revision trend strengthens the earnings side of the case even as the company’s revenue guidance has become more restrained.
Gartner’s Revenue Picture Remains UnevenManagement lowered its 2026 adjusted revenue outlook to at least $6.38 billion from $6.41 billion and reduced the Insights revenue forecast to at least $5.17 billion from $5.20 billion. Second-quarter Consulting revenues fell 8.8% year over year to $142 million, while Conferences revenues rose 15.5% to $244 million.
Forrester Research, Inc. (FORR - Free Report) , another research and advisory provider, reported second-quarter 2026 contract value down 3% year over year. Accenture (ACN - Free Report) , a major consulting competitor, reported fiscal second-quarter consulting revenue growth of 3% in local currency. Those results provide useful context for Gartner’s mixed segment trends.
IT’s Cash Generation Offsets Some RisksGartner generated $378 million of free cash flow in the second quarter and about $1.3 billion over the trailing 12 months. Management also raised its 2026 free cash flow outlook to at least $1.19 billion, supporting continued financial flexibility and capital returns.
The balance sheet still deserves attention. Gartner had about $3 billion of total debt at June 30, while its current ratio was roughly 0.88. Competition, foreign-exchange swings and the cost of attracting and retaining skilled analysts, consultants and sales professionals remain additional risks.
Gartner’s Ratings Favor Value With Growth CaveatsThe stock’s setup favors investors who prioritize valuation and earnings revisions over rapid near-term revenue expansion. The lower earnings multiple, higher earnings guidance and cash generation are constructive, but slower adjusted revenue expectations and Consulting weakness argue against treating the discount as risk-free.
Gartner currently carries a Zacks Rank #1 (Strong Buy). It carries a Value Score of A and VGM Score of A. Its Growth Score of B and Momentum Score of B are also favorable. The combination supports the stock’s near-term profile, though the uneven top line and liquidity considerations remain important when weighing whether to buy now or wait for clearer revenue acceleration. You can see the complete list of today’s Zacks #1 Rank stocks here.
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.
Zacks Premium includes access to the Zacks Style Scores as well.
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.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
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 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 investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
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.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% 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.
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.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking 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.
Additionally, the company could be a top pick for growth investors. IT has a Growth Style Score of A, forecasting year-over-year earnings growth of 4.9% for the current fiscal year.
One analyst revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.10 to $13.81 per share. IT boasts an average earnings surprise of +13.5%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, IT should be on investors' short list.
AUSTIN, Texas--(BUSINESS WIRE)--Upland Software, Inc. (Nasdaq: UPLD), a provider of enterprise intelligence that turns knowledge, content, and data into actionable AI-powered outcomes, today announced it has been recognized in the Magic Quadrant for Customer Service Knowledge Management Systems, published by Gartner, Inc. on July 16, 2026. The report evaluates vendors in the customer service knowledge management systems (CS-KMS) market. According to the report, "the CS-KMS market is undergoing.
Details:
Gartner analysts will explore the theme “From Risk Insight to Action” during the Gartner Enterprise Risk, Audit & Compliance Conference 2026. Assurance leaders will learn how to advance their strategy, harness AI, data and analytics in their function, demonstrate greater business value, and increase their team’s impact in today’s changeable risk landscape.
Audience and Topics:
The conference agenda covers the latest hot topics relevant to enterprise risk, audit and compliance leaders. View the full agenda to learn more about the conference experience.
Highlights of conference sessions include:
Audit 2030: Key Trends Shaping the Future of Internal Audit The Executive Guide to AI Governance for Assurance Leaders Building Dynamic Compliance Guidance With GenAI Building Smart Data Governance for an AI-Driven Enterprise How to Scale Aligned Assurance for an Interconnected Landscape Keynotes & Guest Speakers:
Gartner Opening Keynote: Co-Managing Risk: How Risk Leaders and AI Partner to Transform Business Risk Ownership with Nancy Queally, Managing Vice President at Gartner, and Tegan Gebert, Vice President Advisor at Gartner. Guest Keynote: Navigating the Multi-Generational Workplace with Dr. Paul Redmond, who regularly advises companies and organisations on how to establish, develop and maintain an engaged workforce. Guest Keynote: Leading Beyond the Buzzword Economy with Magnus Lindkvist, a trendspotter and futurologist who weaves together the most important and exciting current trends to forecast what life, society and business might look like in the future. Exhibitor Showcase
Attendees will get exclusive access to live demos and peers case studies from solution providers at the forefront of finance technology. They will have the opportunity to evaluate the solution providers and learn the best implementation practices.
Registration
To register and to find complete conference details, please visit the Gartner Enterprise Risk, Audit & Compliance Conference website.
Member of the media can register for the conference by contacting Rob van der Meulen at [email protected].
Social Media: Join the discussion on social media using #GartnerERAC.
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 Enterprise Risk, Audit & Compliance Conference
Taking place in Grapevine, Texas on September 15-16, 2026, and London on September 28-29, 2026, the Gartner Enterprise Risk, Audit & Compliance Conference will explore how assurance leaders can translate risk insight into decisive business action in an increasingly dynamic environment. Under the theme “From Risk Insight to Action,” the conference will highlight how progressive risk, audit, and compliance leaders are strengthening organizational risk reflexes, enabling faster and more effective responses to emerging threats while elevating the role of assurance within the business. Follow news and updates from the conferences on X and LinkedIn using the hashtag #GartnerERAC.
About Gartner for Legal, Risk & Compliance Leaders
Gartner for Legal, Risk and Compliance Leaders provides expert guidance and tools to help leaders across legal, risk, audit and compliance departments more effectively manage an increasingly complex risk landscape and build next-generation functions. Additional information is available at gartner.com/en/audit-risk and gartner.com/en/legal-compliance. Follow news and updates on LinkedIn and X. Visit the Gartner Legal and Compliance Newsroom for more information and insights.
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.
A Weaker Dollar Could Put These 3 Industrial Stocks Back in FocusGartner NYSE: IT reported second-quarter results that exceeded its expectations, with revenue, adjusted EBITDA, adjusted earnings per share and free cash flow all ahead of plan. The company also raised its full-year outlook for EBITDA, adjusted EPS and free cash flow, citing revenue upside, expense management and share repurchases.
Second-quarter revenue totaled $1.7 billion, up 3% year over year as reported and 2% on an FX-neutral basis. Adjusted EBITDA rose 6% to $466 million, while adjusted EPS increased 24% to $4.37. Free cash flow grew 9% to $378 million. Gartner said rolling four-quarter return on invested capital was 31%.
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3 Industrial Stocks Making New All-Time HighsContract value, a closely watched measure of future subscription revenue, reached $5.3 billion at June 30, rising 2% year over year and accelerating by 70 basis points from the first quarter. Excluding the U.S. federal government business, contract value increased 3.3%. Chief Financial Officer Craig Safian said the company expects both total and ex-federal contract value growth to continue accelerating during 2026.
Engagement, Retention and AI Demand Chairman and Chief Executive Officer Gene Hall said Gartner continued to see stronger client engagement, which rose 140 basis points from a year earlier. Digital engagement improved by more than 110 basis points, while human interactions rose more than 150 basis points, including increased use of analyst consultations.
Pure Storage Hits New High: AI’s Under-the-Radar PowerhouseSafian said improving engagement, stabilizing down-sell activity and higher in-quarter retention rates are important indicators for future growth. Wallet retention improved sequentially across Global Technology Sales and Global Business Sales, according to the company.
Hall described artificial intelligence as Gartner's largest single source of client demand. He said the company is advising clients on AI strategy, models, cybersecurity, robotics, cloud-to-edge processing, adoption cases and best practices. Gartner said it connects more than 80,000 business leaders seeking AI value, over 10,000 CIOs and IT organizations implementing AI, and roughly 5,000 technology providers developing AI strategies.
While AI-related spending is prompting enterprises to reprioritize technology budgets, Hall said Gartner's spending represents a small portion of a typical client's IT budget. He said the budget shifts are creating demand for Gartner's help in determining how to allocate spending toward AI initiatives.
Management also pointed to ongoing macroeconomic and geopolitical uncertainty. Hall said clients continue to scrutinize expenses, add approval processes and delay decisions. However, he said the selling environment improved during the second quarter, particularly in the public sector, though conditions remained mixed across other end markets.
Segment Performance Insights: Revenue increased 2% as reported and 1% FX-neutral. Contribution margin was 77%, up about 140 basis points from the prior year. Global Technology Sales: Contract value was $4 billion, up 1% year over year and approximately flat sequentially. Excluding federal business, GTS contract value rose 3%. Retention was 97%, or 99% excluding federal business. Global Business Sales: Contract value was $1.3 billion, up 3% year over year and 1% sequentially. Excluding federal business, GBS contract value grew 4%. Core GBS subscription products, which account for about 90% of GBS contract value, grew about 7%. Conferences: Revenue was $244 million, with same-conference revenue growth of approximately 12% on an FX-neutral basis. Gartner held 18 destination conferences during the quarter, and the segment posted a 59% contribution margin. Consulting: Revenue declined to $142 million from $156 million a year earlier. However, bookings rose 17%, and backlog increased 9% to $214 million, marking the first year-over-year backlog gain since the first quarter of 2025. Management said midsize enterprise clients delivered mid-single-digit contract value growth in the quarter. Hall said smaller enterprises can be less complex than the largest global organizations when managing AI investments, costs and returns. Gartner also reported positive net contract value increase from government clients during the period.
Transformation and Capital Allocation Hall said Gartner's Business and Technology Insights transformation is focused on expanding the volume, impact and timeliness of research and improving the client experience. The company's insights library grew 18%, while the number of higher-impact documents increased by double digits. Gartner also said it has increased the production of research released immediately after important events.
In response to a question about AskGartner, Safian said the tool is one component of a broader digital experience strategy rather than the central element of the transformation. He said Gartner is focused on helping clients access relevant insights proactively, as well as improving interactions with analysts and other experts.
Gartner repurchased $547 million of stock in the second quarter, reducing its share count by more than 5% sequentially. The company ended the quarter with approximately $1.5 billion in cash and about $3 billion in debt. Its board increased the share-repurchase authorization to roughly $1.2 billion.
Raised 2026 Outlook For 2026, Gartner now expects revenue of at least $6.375 billion, representing 1% FX-neutral growth. The company said its Insights revenue outlook is operationally unchanged, though reported results will reflect the stronger U.S. dollar.
The company raised its full-year adjusted EBITDA outlook to at least $1.57 billion, an operational increase of $40 million from its earlier forecast. It expects adjusted EBITDA margin of at least 24.6%, adjusted EPS of at least $14, and free cash flow of at least $1.185 billion. Gartner expects third-quarter adjusted EBITDA of at least $315 million.
Hall said the company expects adjusted EPS to compound at more than 12% annually over the next three years. He added that Gartner plans to deploy capital opportunistically through stock repurchases and strategic tuck-in acquisitions.
About Gartner (NYSE:IT)Gartner, Inc is a global research and advisory firm that provides insights, advice and tools for leaders in IT, finance, HR, customer service and other business functions. Founded in 1979 and headquartered in Stamford, Connecticut, Gartner specializes in helping organizations make informed decisions about technology, operations and strategy through a combination of published research, advisory services, consulting, executive programs and events.
The company's offerings include proprietary research reports, market forecasts, and analytical frameworks that are widely used by technology buyers and vendors.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Should You Invest $1,000 in Gartner Right Now?Before you consider Gartner, you'll want to hear this.
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Key Takeaways Gartner's adjusted EPS rose 23.8% YoY as second-quarter revenues reached $1.68 billion. Contract value grew 1.7% to $5.28 billion as subscription demand gradually stabilized. 2026 adjusted EPS guidance rose to at least $14, while free cash flow guidance increased to $1.19B. Gartner, Inc. (IT - Free Report) reported better-than-expected second-quarter 2026 results, with both earnings and revenues surpassing the Zacks Consensus Estimate.
Adjusted earnings of $4.37 per share beat the consensus estimate of $3.77 by 15.9% and increased 23.8% from the year-ago quarter’s $3.53. The improvement reflected higher operating profit and a considerably lower diluted share count.
Revenues of $1.68 billion surpassed the consensus mark of $1.65 billion by 1.8%. Reported revenues declined 0.6% year over year because the prior-year period included revenues from the divested Digital Markets operation. Adjusted revenues increased 2.8% on a reported basis and 1.8% on a foreign-currency-neutral basis.
IT’s Contract Value Growth AcceleratesGlobal contract value reached $5.28 billion, increasing 1.7% year over year and 0.3% sequentially on a foreign-currency-neutral basis. The improvement from 1% year-over-year growth in the first quarter indicates that subscription demand is gradually stabilizing.
Global Technology Sales contract value was approximately $4 billion, rising 1.1% year over year and remaining nearly flat sequentially. Global Business Sales contract value increased 3.3% year over year and 1.2% sequentially to $1.28 billion.
Global wallet retention was 98.2%, up from 97.7% in the preceding quarter but below 101.3% a year earlier. Client retention improved sequentially to 85.2% from 85%, compared with 84.6% in the year-ago quarter. Contract value per enterprise advanced to $414,000 from $376,000 a year ago, partly offsetting a 4.5% decline in client enterprises to 12,775.
Gartner’s Q2 Segmental PerformanceInsights revenues increased 2.1% year over year, or 1% on a foreign-currency-neutral basis, to $1.29 billion. Segment contribution rose 4% to $999 million. The contribution margin expanded 150 basis points to 77.5%, demonstrating the scalability of Gartner’s subscription-oriented research platform.
Conferences delivered the strongest revenue growth. Segment revenues advanced 15.5% year over year, or 14.2% on a foreign-currency-neutral basis, to $244 million. Contribution jumped 19.6% to $145 million, while the contribution margin expanded 210 basis points to 59.5%.
Same-conference revenues increased 12%, although attendee levels declined 1.4%. Gartner held 18 destination conferences during the quarter compared with 19 a year earlier, while destination conference attendance decreased slightly to 28,057 from 28,295.
Consulting remained the weakest segment. Revenues declined 8.8% year over year to $142 million, while contribution fell 12.6% to $54 million. The contribution margin contracted 170 basis points to 37.9%.
Labor-based consulting revenues decreased 12.8% to $96 million, whereas contract optimization revenues increased 0.9% to $46 million. Consulting backlog rose 9.1% to $214 million, offering some support for future revenues. Billable headcount fell 11.3% to 842, while utilization improved 32 basis points to 65.1%.
IT’s Profitability and Cash Flow ImproveAdjusted EBITDA excluding the divested operation increased 6.4% year over year, or 4.4% on a foreign-currency-neutral basis, to $466 million. The corresponding margin expanded 90 basis points to 27.8%.
GAAP operating income advanced 15.7% to $378.5 million. The operating margin improved to 22.6% from 19.4% a year earlier, aided by lower service, product-development and administrative expenses.
Net income increased 14.4% to $275.5 million. Earnings climbed 33.1% to $4.14 per share, with the faster per-share increase supported by a reduction in shares to 66.6 million from 77.4 million.
Operating cash flow rose 3.8% to $398 million. With capital expenditures declining to $20 million from $36 million, free cash flow increased 8.9% to $378 million. The trailing-12-month free cash flow was approximately $1.3 billion.
Gartner repurchased 3.6 million shares for $547 million during the quarter. Year-to-date repurchases totaled approximately $1.08 billion. The company had about $1.2 billion remaining under its repurchase authorization as of July 31 after the board approved an additional $500 million in July.
Gartner ended the quarter with $1.49 billion in cash and approximately $3 billion in debt. Gross debt to adjusted EBITDA was 1.8 times, while net leverage stood at 0.9 times.
Gartner’s 2026 GuidanceGartner now expects 2026 adjusted revenues of at least $6.38 billion, compared with the previous outlook of $6.41 billion.
Insights revenues are now projected to be at least $5.17 billion, down from the prior guidance of $5.20 billion. The outlooks for Conferences and Consulting revenues were maintained at no less than $695 million and $510 million, respectively.
Despite the revenue adjustment, the company raised its profitability forecast. Adjusted EBITDA excluding the divested operation is now expected to be at least $1.57 billion, up from $1.55 billion. Adjusted EPS guidance for 2026 increased to a minimum of $14 from $13.25, while the free cash flow forecast rose to at least $1.19 billion from $1.16 billion.
Gartner carries a Zacks Rank #4 (Sell) at present.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Earnings SnapshotWaste Connections, Inc. (WCN - Free Report) reported second-quarter 2026 adjusted earnings of $1.50 per share, beating the Zacks Consensus Estimate of $1.35 by 11.1%. Earnings increased 16.3% from $1.29 in the year-ago quarter.
Revenues of $2.56 billion surpassed the consensus estimate of $2.53 billion by 1.1% and rose 6.4% year over year.
Equifax Inc. (EFX - Free Report) reported second-quarter 2026 adjusted earnings of $2.25 per share, up 12.5% year over year. The figure beat the Zacks Consensus Estimate of $2.21 by 1.8%.
Revenues increased 10.6% year over year to $1.7 billion and surpassed the consensus mark by a slight margin.
