Latest news with #HypeCycle
Yahoo
2 days ago
- Business
- Yahoo
Gartner, Inc. (IT): A Bull Case Theory
We came across a bullish thesis on Gartner, Inc. on Value investing subreddit by tomlerr. In this article, we will summarize the bulls' thesis on IT. Gartner, Inc.'s share was trading at $229.00 as of August 8th. IT's trailing and forward P/E were 14.12 and 20.45, respectively according to Yahoo Finance. photo by Business-laptop-campaign-creators on Unsplash Gartner (IT), a leading research and advisory firm known for its Magic Quadrant and Hype Cycle frameworks, provides businesses and governments with strategic technology insights through research, consulting, and conferences. It is a trusted source for analysis across areas such as cybersecurity and cloud computing, maintaining a strong market position and consistent cash flow generation. Recent weakness in the stock has been driven by market concerns over two primary risks: a potential slowdown in future government IT consulting spending and the longer-term threat of artificial intelligence commoditizing Gartner's core research and advisory services. The fear is that AI tools could automate and undercut some of the premium advisory work that forms the backbone of the company's revenue. However, with the price-to-free cash flow ratio at just over 10, valuation appears compelling relative to its quality and resilience. If the anticipated headwinds from government budget tightening and AI disruption prove less severe than currently feared, Gartner could see a meaningful re-rating. Its entrenched client relationships, high renewal rates, and intellectual property suggest it retains significant competitive advantages that may be difficult for AI to replicate in the near term. This dynamic sets up a potential rebound scenario where the market has over-discounted the risks. Given its stable cash generation and established brand, the current share price may offer an attractive entry point for long-term investors seeking exposure to a technology thought leader at a value-oriented multiple, provided the structural threats remain manageable and cyclical pressures ease. Previously, we covered a on Gartner, Inc. (IT) by Bulls On Parade in March 2025, highlighting its dominant market position, resilient subscription model, and disciplined capital allocation. The stock has depreciated ~46% since, as AI disruption and weaker government IT spending fears weighed on sentiment. Tomlerr shares a similar view, emphasizing valuation-driven rebound potential if these risks prove overstated. Gartner, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 51 hedge fund portfolios held IT at the end of the first quarter which was 57 in the previous quarter. While we acknowledge the potential of IT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
Yahoo
2 days ago
- Business
- Yahoo
Gartner, Inc. (IT): A Bull Case Theory
We came across a bullish thesis on Gartner, Inc. on Value investing subreddit by tomlerr. In this article, we will summarize the bulls' thesis on IT. Gartner, Inc.'s share was trading at $229.00 as of August 8th. IT's trailing and forward P/E were 14.12 and 20.45, respectively according to Yahoo Finance. photo by Business-laptop-campaign-creators on Unsplash Gartner (IT), a leading research and advisory firm known for its Magic Quadrant and Hype Cycle frameworks, provides businesses and governments with strategic technology insights through research, consulting, and conferences. It is a trusted source for analysis across areas such as cybersecurity and cloud computing, maintaining a strong market position and consistent cash flow generation. Recent weakness in the stock has been driven by market concerns over two primary risks: a potential slowdown in future government IT consulting spending and the longer-term threat of artificial intelligence commoditizing Gartner's core research and advisory services. The fear is that AI tools could automate and undercut some of the premium advisory work that forms the backbone of the company's revenue. However, with the price-to-free cash flow ratio at just over 10, valuation appears compelling relative to its quality and resilience. If the anticipated headwinds from government budget tightening and AI disruption prove less severe than currently feared, Gartner could see a meaningful re-rating. Its entrenched client relationships, high renewal rates, and intellectual property suggest it retains significant competitive advantages that may be difficult for AI to replicate in the near term. This dynamic sets up a potential rebound scenario where the market has over-discounted the risks. Given its stable cash generation and established brand, the current share price may offer an attractive entry point for long-term investors seeking exposure to a technology thought leader at a value-oriented multiple, provided the structural threats remain manageable and cyclical pressures ease. Previously, we covered a on Gartner, Inc. (IT) by Bulls On Parade in March 2025, highlighting its dominant market position, resilient subscription model, and disciplined capital allocation. The stock has depreciated ~46% since, as AI disruption and weaker government IT spending fears weighed on sentiment. Tomlerr shares a similar view, emphasizing valuation-driven rebound potential if these risks prove overstated. Gartner, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 51 hedge fund portfolios held IT at the end of the first quarter which was 57 in the previous quarter. While we acknowledge the potential of IT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Malaysian Reserve
2 days ago
- Business
- Malaysian Reserve
Siemba Named a Sample Vendor in Three 2025 Gartner® Hype Cycle™ Reports for the Second Year in a Row
ATLANTA, Aug. 16, 2025 /PRNewswire/ — Siemba, a leading provider of Penetration Testing as a Service (PTaaS) and Continuous Threat Exposure Management (CTEM), announced today that it has been recognized as a Sample Vendor in the 2025 Gartner® Hype Cycle™ for Application Security, Security Operations, and Everything as a Service (XaaS) reports. This marks the second consecutive year Siemba has been included in all three Hype Cycle reports. Siemba believes this reinforces its growing role in shaping the future of offensive security. The Gartner Hype Cycle reports provide a perspective on the maturity and adoption of emerging technologies. For cybersecurity decision-makers, these reports serve as strategic guides to evaluate which innovations can address real-world risks and drive long-term security improvements. In all three reports, Siemba was identified as a Sample Vendor for Penetration Testing as a Service (PTaaS). Siemba believes that its scalable, platform-driven approach to offensive security will make it easier for organizations to secure their data and assets. 'We are proud to be recognized for the second consecutive year across three Gartner Hype Cycle reports. We believe this is a strong validation of our thesis that continuous validation and visibility are critical to modern cybersecurity,' said Kannan Udayarajan, Founder and CEO of Siemba. 'We're proud that our Full Funnel Offensive Security platform is helping organizations find, prioritize, and remediate risks faster—at the pace of their business.' The 2025 Gartner Hype Cycle for Application Security notes: 'Cybersecurity leaders must take advantage of the underlying trends in the application security space to onboard the most appropriate innovations at the optimal time for their organizational maturity.'(Source: Gartner, Hype Cycle for Application Security, 2025. Dionisio Zumerle, 22 July 2025) Gartner states 'PTaaS enables organizations to elevate their security posture with continuous assessments that integrate validation earlier in the software development life cycle as compared with traditional pentesting efforts. It gives access to real-time findings delivered through a platform, which accelerates remediation and improves collaboration efforts.' Siemba's AI driven platform combines External Attack Surface Mapping, Dynamic Application Security Testing (DAST), Automated Vulnerability Assessments, and Penetration Testing as a Service, helping enterprises operationalize CTEM programs at scale. To learn more or download the 2025 Hype Cycle for Security Operations, visit : Gartner Disclaimer Gartner, Hype Cycle for Application Security, 2025, By Dionisio Zumerle, 22 July 2025Gartner, Hype Cycle for Security Operations, 2025, By Jonathan Nunez, Darren Livingstone, 23 June 2025Gartner, Hype Cycle for XaaS, 2025, By Jason Donham, 28 July 2025 GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, HYPE CYCLE is a registered trademark of Gartner, Inc. and/or its affiliates and is used herein with permission. All rights reserved. Gartner does not endorse any vendor, product or service depicted in our research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. About Siemba Siemba's outcome-driven Full Funnel Offensive Security model brings together Penetration Testing as a Service (PTaaS), Autonomous DAST (Dynamic Application Security Testing), Vulnerability Assessments, and External Attack Surface Mapping on one unified AI-driven platform. The platform delivers actionable data and insights enabling visibility, speed, scalability, and efficiency in Continuous Threat Exposure Management (CTEM). Enterprises, global systems integrators, government agencies and growing companies leverage Siemba to establish CTEM programs, map assets, launch and schedule autonomous assessments, conduct manual penetration testing and autonomously gather strategic threat and efficiency insights to maximize Return on Mitigation, without requiring extensive hacking knowledge or human intervention. The platform provides one-click security-framework-aligned reports, attack scoring, prioritized lists of findings with suggested remediation actions and attack proofs of concept.
Yahoo
24-07-2025
- Business
- Yahoo
Axtria Recognized in Two Gartner® Hype Cycle™ Reports for 2025 for Advancing Data Science and Analytics in Life Sciences
BERKELEY HEIGHTS, N.J., July 24, 2025 /PRNewswire/ -- Axtria Inc., a global leader in AI-first data analytics solutions for the life sciences industry, has been recognized in two Gartner® Hype Cycle™ reports for 2025: the Gartner® Hype Cycle™ for Life Science Enterprise Technologies, 2025 and the Gartner® Hype Cycle™ for Healthcare and Life Science Data, Analytics and AI, 2025. Axtria is named for the third year in Healthcare and Life Science Data, Analytics, and AI for Citizen Data Science. In our view, Axtria's inclusion in both Hype Cycle™ reports highlights the growing impact of its AI-powered platforms and products, which embed agentic AI to deliver intelligent automation, contextual decision support, and conversational analytics. These innovations enable business users to act with autonomy, speed, and precision. Gartner® Hype Cycle™ for Life Science Enterprise Technologies, 2025 Category - Citizen Data Science in HCLS Category - Augmented Analytics in LS Gartner® Hype Cycle™ for Healthcare and Life Science Data, Analytics and AI, 2025 Category - Augmented Analytics in LS Axtria has been recognized in three reports by Gartner®, following its inclusion in six technology categories in the Gartner® Hype Cycle™ for Life Science Commercial Operations reports in 2024 The 2025 Hype Cycle™ reports provide critical guidance to CIOs on technologies that can reshape their enterprises in the years ahead. We believe Axtria's inclusion reflects its commitment to accelerating data-driven transformation and making advanced analytics more accessible across life sciences enterprises. Empowering Every User with Citizen Data Science: In the Citizen Data Science in Healthcare and Life Sciences category, Axtria is recognized for helping non-technical business users leverage advanced analytics. By simplifying access and closing the talent gap, Axtria empowers professionals across all business functions to generate actionable insights and drive meaningful outcomes. Revolutionizing Data Storytelling with Augmented Analytics: In the Augmented Analytics in Life Sciences category, Axtria stands out for innovating how organizations engage with data. Axtria's AI-powered platforms, leveraging generative and agentic AI, deliver conversational interfaces, automated insights, and data storytelling. These capabilities move organizations beyond static dashboards and towards dynamic, real-time decision-making. "As a market leader in AI-powered commercial solutions for life sciences, our AI-first platforms are built with embedded agentic AI capabilities that empower users to not only understand data, but act on it in real-time," said Jaswinder "Jassi" Chadha, CEO of Axtria. "In my opinion this recognition reinforces our commitment to democratizing advanced analytics and driving meaningful outcomes across the industry." For more information about how Axtria can support your organization's Agentic AI journey, please visit GARTNER is a registered trademark and service mark of Gartner and Hype Cycle is a registered 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 Axtria's Products and Solutions Axtria is proud to work with 16 of the top 20 life sciences companies globally. From our roots as a trusted consultant to our status as one of the world's leading providers of cloud-based pharmaceutical management software, Axtria powers digital transformations in life sciences. Our experts call upon years of domain experience in the industry to guide pharma giants from brand launches to retirement. Our products go even further. Axtria is our agentic platform, featuring more than 30 agents, apps, and APIs, along with a full experimentation environment to find the perfect solution for unique business challenges. Axtria SalesIQ™ helps optimize field forces and provider engagements. Axtria CustomerIQ™ leverages AI-enabled next-best-action omnichannel choices. Axtria MarketingIQ™ turns investment analyses into pinpoint strategies. And Axtria DataMAx™ and DataMAx™ for Emerging Pharma is the data management framework that pulls it all together with best-in-class security and integration. About Axtria Axtria helps life sciences companies harness the potential of data science and software to improve patient outcomes by connecting the right therapies to the right patients at the right time. The company is a leading global provider of award-winning cloud software and data analytics to the life sciences industry. We're proud to deliver proven solutions that help pharmaceutical, medical device, and diagnostics companies complete their journey from data to insights to action, enabling them to earn superior returns on their investments. As a participant in the United Nations Global Compact, Axtria is committed to aligning strategies and operations with universal principles on human rights, labor, environment, and anti-corruption, and taking actions that advance societal goals. For more information, please visit View original content to download multimedia: SOURCE Axtria, Inc.
Associated Press
16-07-2025
- Business
- Associated Press
Ushur Recognized Across Four Categories in the Gartner® 2025 Hype Cycle™ for U.S. Healthcare Payers
SANTA CLARA, Calif., July 16, 2025 (GLOBE NEWSWIRE) -- Ushur, the leader in AI-powered Customer Experience Automation™ (CXA), today announced its recognition in the 2025 Gartner® Hype Cycle™ for U.S. Healthcare Payers. This annual report guides healthcare organizations in understanding where emerging technologies sit along the adoption curve — and when to invest to gain a competitive edge. For the second consecutive year, Ushur has been recognized across multiple categories. We believe this reinforces its leadership in applying Agentic AI to healthcare payer operations. In our opinion, this recognition highlights both the strength of Ushur's underlying AI technology and its proven ability to solve real-world challenges. Ushur is recognized in four categories: 'To deliver meaningful value without compromising trust, we've embedded healthcare- and client-specific guardrails that control AI behavior, eliminate hallucinations, prevent misuse, and properly escalate crises situations — keeping security, accuracy and compliance at the core,' said Yvonne Daugherty, Global Head of Industries at Ushur. As the 2025 Gartner Hype Cycle highlights, emerging technologies like Digital Broker tools, intelligent onboarding, LLMs and hyperautomation are becoming essential for payers to remain competitive. Ushur's recognition across four distinct categories reflects the platform's versatility and its alignment with the priorities of healthcare enterprises focused on growth, efficiency, and operational excellence. For a full download of the 2025 Gartner® Hype Cycle™ report, visit here. To explore how Ushur's AI-powered solutions can unlock efficiency and experience gains for your organization, please visit About Ushur Ushur delivers the world's first Customer Experience Automation platform built specifically for regulated industries. Purpose-built for delivering ideal self-service, Ushur infuses intelligence into digital experiences for the most delightful and impactful customer engagements. Equipped with guardrails and compliance-ready infrastructure, Ushur powers vertical AI Agents for healthcare, financial services and insurance use cases. Designed for rapid code-less deployment with flexible, advanced capabilities for IT and business teams, enterprises can transform customer and employee journeys at scale, driving faster time-to-value and improved outcomes. Disclaimer 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. GARTNER is a registered trademark and service mark of Gartner and Hype Cycle is a registered trademark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved. Contact James Nealon [email protected]
