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Gartner Inc T.IT.R


Primary Symbol: IT

Gartner, Inc. delivers actionable, objective insight to executives and their teams. The Company operates through three segments: Research, Conferences and Consulting. The Research segment delivers independent, objective insight to leaders across an enterprise through subscription services that include on-demand access to published research content, data and benchmarks, and direct access to a network of research experts located around the globe. Gartner Conferences are designed for information technology (IT) and business executives as well as decision makers looking to adapt and evolve their organizations through disruption and uncertainty, navigate risks and prioritize investments. The Consulting segment serves chief information officers and other senior executives to optimize technology investments and drive business impact. The Company also provides solutions for a range of IT-related priorities, including IT cost optimization, digital transformation, and IT sourcing optimization.


NYSE:IT - Post by User

Bullboard Posts
Post by Meekyon Jun 26, 2016 7:27pm
143 Views
Post# 24999826

Valuation Thoughts

Valuation ThoughtsIt's worth noting that when the Jackpotjoy acquisition was carried out shares were issued at $15 and management bought significant additional stock at this level. Given that Jackpotjoy has performed significantly better than thought since this deal it would seem only logical that management would expect a higher price than $15 plus a cost of capital for the intervening time. In 2015 they repurchased approximately 2.5m shares at an average price $12.25. This might imply at least $18 as a lowest starting point for any transaction that covers the whole company. There are also 9 analysts who follow the stock on Bloomberg and they have a range of target prices of C$21-28 in their models with some built on DCF's and others peer group multiples. GLTA
Bullboard Posts