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IT · Gartner

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Risiko 5/10 · MODERATE RISK · AI-questioned research moat · $186.42 ▼ 4.62%Von KI geschrieben

Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren

Kennzahlen

  • Price $186.42
  • Market cap $11.8B
  • P/E (ttm) 16.75
  • Div yield none
  • 52-wk range $124.25 – $265.85
  • Index rank #473 / —

Wichtigste Risiken

  • Generative AI eroding the paid-research moat (Shareholders) — HIGH
  • Contract-value growth stalling as IT budgets tighten (Shareholders) — MED
  • Buyback-hollowed equity leaves little balance-sheet slack (Bondholders) — MED
  • Conference and consulting revenue swinging with cycles (Shareholders) — MED

Fazit

If the AI fear is wrong this is a cheap compounder; if it is right, no multiple is low enough — that binary is the position.

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⚠️ Independent research for a video, not financial advice. Figures from public sources/aggregators, can be stale; risk scores are editorial estimates. Verify before relying on any of it.