Gartner Alert: Over $3.5 Trillion in AI Compute & Data Center Capex Risk Impairment by 2030
More than $3.5 trillion of AI infrastructure spending could be exposed to impairment by the end of 2030, if AI providers ...
Analysis updated on Oct. 14, 2026 (UTC) · Alpha · vs marketSwitch to Total · NYSE
Our AI ranks Gartner Inc outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
Gartner Inc is a large-cap company with a market capitalization of $12.44B. It ranks number 3 by market capitalization among the 5 Services-Management Services issuers in our coverage with a current forecast.
A per-ticker accuracy statistic for IT is published only once its sample size is known. Across our coverage, the out-of-sample test on 4537 stocks from 2025-01-06 to 2026-06-09 produced a positive net return in 73.7% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +1.3%, buy ≥ +0.5%, sell < -0.6%, strong sell < -1.7% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-14 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, IT included.
Follow IT free90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Services-Management Services peers listed below that report each metric.
| Metric | IT | Rank |
|---|---|---|
| Market Cap | $12.44B | 3/5 |
| P/E Ratio | 16.04x | – |
| P/B Ratio | 38.88x | – |
| EPS | $11.15 | – |
| Book Value/Share | $5.07 | – |
| Revenue/Share | $102.36 | – |
| Metric | IT | Rank |
|---|---|---|
| ROE | 238.1% | – |
| ROA | 9.4% | – |
| ROIC | 25.2% | 2/5 |
| Gross Margin | 69.6% | – |
| Operating Margin | 16.4% | – |
| Net Margin | 11.2% | – |
| EBT Margin | 15.2% | – |
| Tax Rate | 24.8% | – |
| Metric | IT | Rank |
|---|---|---|
| Current Ratio | 0.88x | 2/5 |
| D/E Ratio | 24.27x | – |
| Financial Leverage | 25.27x | – |
| Interest Coverage | 3.4x | 2/5 |
| Working Capital | -$439M | 5/5 |
| Metric | IT | Rank |
|---|---|---|
| Operating Cash Flow | $1.38B | 1/5 |
| OCF Growth YoY | -14.8% | – |
| Metric | IT | Rank |
|---|---|---|
| Asset Turnover | 0.80x | – |
| Receivables Turnover | 5.4x | – |
| Fixed Assets Turnover | 32.4x | – |
| Days Sales Outstanding | 68 days | – |
| Payables Period | 169 days | – |
| Metric | IT | Rank |
|---|---|---|
| Total Revenue | $6.46B | – |
| Operating Income | $1.11B | 1/5 |
| Net Income | $761M | – |
| SG&A Expense | $3.05B | – |
| Cost of Goods Sold | $1.96B | – |
| Metric | IT | Rank |
|---|---|---|
| Shares Outstanding | 63M | – |
| Total Current Assets | $3.22B | 39.9% of assets |
| Cash & Short-term Investments | $1.49B | 18.4% of assets |
| Accounts Receivable | $1.20B | 14.9% of assets |
| Total Liabilities | $7.77B | 96.0% of assets |
| Short-term Debt | $2.76B | 34.1% of assets |
Companies classified under the same SEC industry code as Gartner Inc (Services-Management Services): 6 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
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Our AI ranks Gartner Inc outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
A per-ticker accuracy statistic for IT is published only once its sample size is known. Across our coverage, the out-of-sample test on 4537 stocks from 2025-01-06 to 2026-06-09 produced a positive net return in 73.7% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Gartner Inc forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 14, 2026.
6 issuers in our coverage, IT included, share the SEC industry code Services-Management Services. The largest are: Bryn Inc. (BRRN), Rentokil Initial Plc /Fi (RTO), Evolent Health, Inc. (EVH), Franklin Covey Co (FC), Sky Century Investment, Inc. (SKYI).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.
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