加特纳

$加特纳(IT)$ 现价230，年内腰斩。管理层给出的25年经调整eps预期是11.75，大概20倍pe。全年营收预期64.5亿美元，+3%。全年自由现金流预期11.5亿美元，p/fcf=15倍。（轻资产资本开支少，加回股权激励、折旧摊销等，所以现金流大于净利润）
公司成立于1979年，是全球最大IT咨询公司。收入分三块...

$加特纳(IT)$ 咨询公司，to b订阅经常性收入，也是多年的大牛股了，一天跌30%，明天再看。
比起连跌3～4年，时不时托市放个利好，结果不停加仓不停跌……真心觉得这样一次跌到位然后慢牛的走势比较好

$加特纳(IT)$ 238.6买入了第一仓，近10年的回撤和PE还是值得期待的

$加特纳(IT)$ $穆迪(MCO)$ $Verisk分析(VRSK)$ 有些事还是要活人来闭环的，不是扔点数据给AI就做甩手掌柜。

$加特纳(IT)$ 144 Report of proposed sale of securities Accession Number: 0001950047-25-006276  Act: 33  Size: 4 KB 网页链接

$加特纳(IT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-25-020781  Size: 4 KB 网页链接

$加特纳(IT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-25-020590  Size: 6 KB 网页链接

$加特纳(IT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000749251-25-000054  Size: 5 KB 网页链接

$加特纳(IT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000749251-25-000068  Size: 9 KB 网页链接

$加特纳(IT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000749251-25-000060  Size: 5 KB 网页链接

$加特纳(IT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000749251-25-000062  Size: 9 KB 网页链接

$加特纳(IT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000749251-25-000071  Size: 9 KB 网页链接

$加特纳(IT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-25-021134  Size: 4 KB 网页链接

$加特纳(IT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-25-021132  Size: 4 KB 网页链接

$加特纳(IT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000749251-25-000073  Size: 5 KB 网页链接

$加特纳(IT)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0002052113-25-003179  Act: 34  Size: 11 KB 网页链接

$加特纳(IT)$ 8-K Current report, items 2.02, 7.01, and 9.01 Accession Number: 0000749251-25-000044  Act: 34  Size: 325 KB 网页链接

$加特纳(IT)$ 8-K Current report, item 8.01 Accession Number: 0000749251-25-000048  Act: 34  Size: 146 KB 网页链接

$加特纳(IT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-25-020946  Size: 4 KB 网页链接

$加特纳(IT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001127602-25-021130  Size: 4 KB 网页链接