The Value Thesis

The Value Thesis

Stock & Investment Research

Gartner: The 7.5% Equity Bond

Jan 31, 2026, Updated View

Arda Solmaz's avatar
Arda Solmaz
Jan 31, 2026
∙ Paid

The software sector crashed this week. Gartner stock fell in sympathy. The price is down roughly sixty percent from the 2025 peak.

I am writing this update to state my position. I am holding the shares.

The thesis shifted. In December, I viewed it as a compounder at a fair price. Today, I view it as a distressed asset.

Here is the analysis of the situation.

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