Gartner, Inc. operates as a research and advisory company in the United States, Canada, Europe, the Middle East, Africa, and internationally. It operates through three segments: Research, Conferences, and Consulting. The Research segment delivers its research primarily through a subscription service that include on-demand access to published research content, data and benchmarks, and direct access to a network of research experts. The Conferences segment offers executives and teams in an organization the opportunity to learn, share, and network. The Consulting segment offers market-leading research, custom analysis, and on-the-ground support services. This segment also offers actionable solutions for IT-related priorities, including IT cost optimization, digital transformation, and IT sourcing optimization. Gartner, Inc. was founded in 1979 and is headquartered in Stamford, Connecticut.

У Gartner сильная операционная рентабельность сочетается с заметным ухудшением баланса, и именно это делает картину скорее осторожной, чем бычьей. P/E на уровне 26.1 ниже медианы отрасли, что само по себе не выглядит дорогим, но P/B около 19.2 остаётся крайне высоким и указывает на премию к балансовой стоимости. P/S немного выше медианы, а P/FCF ниже отраслевого ориентира, поэтому по денежному потоку оценка выглядит более разумной, чем по балансу. При этом динамика мультипликаторов неоднородна: P/S и P/FCF в последние периоды снижались, что поддерживает тезис о нормализации оценки, но P/B остаётся напряжённым. Рентабельность бизнеса по-прежнему сильная: gross margin около 68.4%, operating margin 15.8% и net margin 11.2% выше отраслевых уровней. ROE и ROI очень высокие, но их качество нужно трактовать с оглядкой на крайне тонкий капитал и высокий финансовый рычаг. ROA уже заметно ниже прошлогодних уровней, а чистая прибыль и операционная прибыль в последнем периоде выглядят слабее пиковых значений, что говорит о некотором охлаждении темпов. Выручка остаётся высокой и в целом стабильной, но без убедительного ускорения, поэтому драйверов для агрессивного пересмотра оценки вверх немного. Главный риск — баланс: debt/equity резко вырос, долг увеличился, а собственный капитал сократился до очень низкого уровня, что повышает чувствительность к любому ухудшению операционного цикла. Текущая ликвидность формально держится около 1.0, но quick ratio на нуле показывает ограниченный запас прочности по быстрым активам. Отсутствие дивидендной доходности убирает защитный доходный компонент из инвестиционного кейса. В сумме это качественный, прибыльный бизнес с хорошими маржами, но с заметно ухудшившейся структурой капитала и всё ещё высокой оценкой по балансовым метрикам. Поэтому целесообразен умеренно негативный пересмотр прогноза, а не глубокая переоценка вниз, поскольку операционная база компании остаётся крепкой.

Gartner, Inc.

Сильный индекс, значительно упал. Оптимистичный взгляд на свои позиции резко сменился на неуверенность.

Strong index, significantly down. An optimistic view of his position suddenly changed to uncertainty.

Сильный индекс, без изменений. Рынок не поддерживает быков.

Strong index, flat. The market does not support the bulls.

Сильный индекс, без изменений. Отток средств из лонгов на высоком уровне.

Strong index, flat. Outflow of funds from longs at a high level.

Сильные маржи и высокая прибыльность Gartner компенсируются резким ростом долга и слабым балансом; оценка выглядит скорее слегка завышенной.

Key Points
Stock splits have enjoyed a resurgence in recent years.
Historically, stock split stocks tend to beat the broader market.
CrowdStrike has an excellent track record of growth and the backing of Wall Street's collective wisdom.
There's been a resurgence in the popularity of stock splits in recent years, driven by rising corporate profits and surging stock prices. It was common practice in the late 1990s, but fell out of fashion before enjoying a renaissance. This is historically a sign of a company performing at a high level, as evidenced by years, or even decades, of strong operating and financial results, which have driven the stock price out of reach for everyday investors.
Historically, these top-performing stocks continue to outpace their peers. History shows that companies that conduct stock splits generate stock price increases of 25%, on average, in the year following the announcement, compared with average gains of 12% for the S&P 500, according to data compiled by BofA analyst Jared Woodard.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Let's look at one recent stock split that still has plenty of upside ahead, according to Wall Street.
AI in its DNA
Artificial intelligence (AI) has been all the rage in recent years, but CrowdStrike Holdings (NASDAQ: CRWD) has built a cybersecurity empire that leveraged AI before it was fashionable. The company's Falcon platform offers the most sophisticated threat protection available, infused with its Charlotte AI, which was designed for the world of generative and agentic AI.
The need for its services has never been greater. The global average cost of a data breach last year was $4.44 million, according to a report by IBM, and the threat worsens with every passing year. The abilities of AI to find exploits take that problem to the next level.
CrowdStrike has long been a trailblazer in the cybersecurity industry. It was recognized as a Leader in Gartner's 2026 Magic Quadrant for Endpoint Protection for the seventh consecutive year. Perhaps as importantly, the company was chosen as a Leader in Gartner's inaugural 2026 Magic Quadrant for Cyberthreat Intelligence Technologies, cited for its "completeness of vision" and "ability to execute."
The company's results are compelling. For its fiscal 2027 first quarter (ended April 30), CrowdStrike reported revenue that climbed 26% year over year to $1.39 billion, driven higher by record annual recurring revenue (ARR) that grew 24% to $5.5 billion. This drove adjusted earnings per share (EPS) up 51% to $1.10.
Wall Street is bullish about CrowdStrike's future. Of the 54 analysts who offered an opinion in June, 78% rate it a buy or strong buy. Furthermore, Wall Street's average price target on the stock is about $712, implying additional upside of 10% compared to Wednesday's closing price.
However, one analyst is much more bullish. Rosenblatt Securities analyst Catharine Trebnick has a price target of $825 -- the highest among her Wall Street peers -- suggesting CrowdStrike stock could climb as much as 27% from its current price (as of market close on Wednesday). The analyst called CrowdStrike's Q1 financial report "outstanding." She goes on to say that the "intersection of frontier AI models and cybersecurity has positioned the Falcon platform as critical AI infrastructure."
Her thinking is on point. When AI start-up Anthropic unveiled its Claude Mythos Preview, the frontier AI model revealed "thousands of high-severity vulnerabilities, including some in every major operating system and web browser" that hackers could use to gain access to critical systems. Anthropic formed a coalition to address these exploits, and CrowdStrike was one of just two cybersecurity companies invited to participate.
CrowdStrike's valuation is enough to make value investors cringe, so it likely won't be a fit for everyone. The stock is currently selling for 111 times forward earnings -- which is pricey to be sure. However, CrowdStrike has soared 362% over the past three years, more than five times the 71% return of the S&P 500, which underlines why it's worthy of a premium valuation.
Should you buy stock in CrowdStrike right now?
Before you buy stock in CrowdStrike, consider this:
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*Stock Advisor returns as of June 12, 2026.
Bank of America is an advertising partner of Motley Fool Money. Danny Vena, CPA has positions in CrowdStrike. The Motley Fool has positions in and recommends CrowdStrike and International Business Machines. The Motley Fool recommends Gartner. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

1 Stock-Split Stock to Buy Before It Jumps 27% According to 1 Wall Street Analyst

Key Points
Broadcom's growth accelerated impressively last quarter, and the good part is that it is poised to deliver even stronger growth going forward.
The phenomenal earnings growth Broadcom can deliver could make it a multibagger within the next three years.
Shares of Broadcom (NASDAQ: AVGO) received a big jolt following the release of the company's fiscal 2026 second-quarter results (for the three months ended May 3) on June 3. The chip designer missed Wall Street's revenue expectations, and investors weren't happy about the fact that it didn't raise its guidance for next year.
Broadcom stock was down nearly 8% the following day. However, savvy investors can consider this pullback as a buying opportunity, especially considering that Broadcom is benefiting big time from the growing demand for custom artificial intelligence (AI) processors and networking chips.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Let's look at the reasons why it makes sense to buy Broadcom stock following its latest slide.
Broadcom couldn't meet the market's ambitious targets, but the bigger picture remains intact
Broadcom's fiscal Q2 revenue increased 48% year over year to $22.2 billion. Its non-GAAP earnings per share increased at a stronger pace of 54% year over year to $2.44 per share. Analysts, however, were expecting $22.27 billion in revenue from Broadcom. What's more, Broadcom's forecast of $16 billion in AI chip revenue for the current quarter was also lower than the $16.36 billion consensus estimate.
Additionally, Broadcom stuck to its fiscal 2027 AI revenue forecast of $100 billion, and that didn't sit well with investors, who were expecting it to increase that number. However, a closer look at Broadcom's performance and guidance will make it clear the stock's slide isn't justified. After all, its growth more than doubled from the 20% year-over-year revenue jump it clocked in the same period last year. The bottom-line growth was also better than the 44% increase seen a year ago.
Broadcom's AI business was the primary driver of its growth. The company reported a 143% year-over-year increase in AI revenue to $10.8 billion, exceeding its $10.7 billion forecast. In fact, Broadcom's revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin exceeded the company's forecasts.
Still, the market's heightened growth expectations for AI infrastructure stocks explain the knee-jerk reaction to Broadcom's earnings report. Investors, however, shouldn't miss the fact that Broadcom delivered impressive revenue and earnings growth last quarter. More importantly, its guidance for $29.4 billion in revenue for the current quarter points to a stronger year-over-year jump of 84% in its top line.
This should pave the way for another big increase in Broadcom's earnings in the current quarter. Looking ahead, Broadcom anticipates $56 billion in AI chip revenue in fiscal 2026, which would be an increase of 180% over the prior year. This will be followed by another impressive increase in fiscal 2027 to at least $100 billion.
So, while management may not have increased its fiscal 2027 revenue guidance, it continues to point out that its AI revenue will "be in excess of $100 billion" next year. The open-ended nature of that guidance suggests Broadcom's AI revenue could indeed exceed $100 billion.
It won't be surprising to see the company's AI revenue indeed exceed that mark, as it is poised to ramp up the deployment of its custom AI processors and networking components for multiple customers, such as Anthropic, Google, OpenAI, Meta Platforms, and others. Broadcom management notes that it has six core customers who will ensure that its AI semiconductor continues to grow into fiscal 2028 as well.
It has added two new customers to whom it will start shipping later this year, and expects to accelerate shipments to them next year. Moreover, the health of the custom AI processor and networking markets suggests that Broadcom's solid growth will last well beyond the next couple of years.
According to Bloomberg, the custom AI processor market could clock an annual growth rate of 27% through 2033. Meanwhile, Gartner projects that demand for AI networking components could increase at an annual rate of 38% through 2029. So, it is easy to see why analysts have become more bullish about Broadcom's earnings growth prospects.
The stock's earnings trajectory suggests that a $1,000 stock price is indeed possible
One reason investors were expecting more from Broadcom was its expensive valuation. The stock trades at 64 times earnings. However, the forward earnings multiple of 34 is significantly lower, indicating that its bottom line is on track to grow significantly this year.
Broadcom's earnings per share increased by 40% in fiscal 2025 to $6.82. The consensus estimate of $11.62 per share points to a potential jump of 70% in the current fiscal year, followed by substantial increases over the next couple of years, as shown in the previous chart. Assuming its earnings indeed increase to $25.76 per share in fiscal 2028 and it trades at a significantly discounted 40 times earnings at that time (almost in line with the Nasdaq Composite index's average earnings multiple of 40), Broadcom could jump to just over $1,000 within the next three years.
That suggests potential upside of 2.5x, which is why the recent slide in this AI stock should be treated as a buying opportunity.
Should you buy stock in Broadcom right now?
Before you buy stock in Broadcom, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Broadcom wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $445,672!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,280,566!*
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*Stock Advisor returns as of June 9, 2026.
Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Broadcom and Meta Platforms. The Motley Fool recommends Gartner. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Prediction: Broadcom Stock Is Going to $1,000 by 2028

Key Points
The rapid increase in memory prices isn't slowing down, and that's great news for Micron Technology investors.
Micron is likely to deliver a beat-and-raise quarterly report on June 24, driven by the favorable end-market dynamics.
The stock remains cheap despite jumping phenomenally so far this year, which is why it may be a good idea to buy it before it skyrockets.
Micron Technology (NASDAQ: MU) stock has been on a parabolic run in 2026, with shares of the memory specialist jumping by a whopping 174% as of this writing.
A parabolic jump refers to the rapid rise in a company's shares in a short time, akin to the right side of a parabolic curve. The sharp increase in memory prices explains the red-hot rally in Micron stock this year. The good news for investors is that the stock could get a major boost when it releases its fiscal 2026 third-quarter results on June 24. In fact, it won't be surprising to see it rise sharply once again following its upcoming quarterly report.
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Let's see why that may be the case.
Memory prices are poised to keep growing at an incredible pace
The overwhelming demand for dynamic random-access memory (DRAM) and NAND flash memory from artificial intelligence (AI) data centers has created a severe shortage of memory chips. That's because AI chips deployed in data centers to run training and inference workloads require massive amounts of fast memory to transport enormous datasets.
As a result, memory manufacturers have been prioritizing the production of high-bandwidth memory (HBM), which is deployed in AI accelerators. Since each gigabyte of HBM needs thrice the wafer capacity of conventional DRAM, there is a shortage of general-purpose memory chips needed in smartphones and personal computers (PCs).
Also, the lead times for hard disk drives (HDDs) reportedly stretch until the end of 2027, fueled by the huge data storage demand in AI data centers. This has led to a shortage in the NAND flash market, as AI data centers have been locking in the available supply of enterprise solid-state drives (SSDs) to meet their requirements.
Not surprisingly, the rapid price increments in both DRAM and NAND are set to continue. Market research firm TrendForce estimates that DRAM prices could jump by 58%-63% in the second quarter of 2026. For comparison, DRAM prices rose by an estimated 98% in Q1. Meanwhile, the global NAND flash market's revenue rose 3.5x year over year in Q1. Even better, Gartner estimates that NAND flash prices could increase by 234% this year.
All this suggests Micron could crush Wall Street's expectations once again when it reports results.
Investors can expect another big earnings beat from Micron Technology
Micron has handsomely crushed Wall Street's earnings expectations in each of the past four quarters. The company expects $33.5 billion in revenue for fiscal Q3 at the midpoint of its guidance range, a potential increase of 3.6x over the year-ago period.
What's more, it anticipates a 10x year-over-year jump in non-GAAP earnings per share to $19.15 per share. The substantial jump in memory pricing in the first half of 2026, along with the expectation that shortages will persist until the end of the decade, paves the way for Micron to deliver stronger-than-expected results and guidance on June 24.
As this AI stock is trading at just 6 times forward earnings, it seems that the market may not have fully priced Micron's growth potential into the stock price. That's why growth-oriented investors can consider buying Micron's shares leading into its quarterly report, as its stunning rally is likely to receive a major shot in the arm after June 24.
Should you buy stock in Micron Technology right now?
Before you buy stock in Micron Technology, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Micron Technology wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $443,191!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,258,838!*
Now, it’s worth noting Stock Advisor’s total average return is 941% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 7, 2026.
Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology. The Motley Fool recommends Gartner. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Prediction: Micron Technology Stock Could Go Parabolic After June 24. Here's Why.

Shares of Gartner IT have had a decent run over the past month. The stock has risen 9.1% against the industry's 3% decline. The Zacks S&P 500 composite has gained 1.6% during the said time frame.
Image Source: Zacks Investment Research
IT has a Growth Score of B. This style score condenses key financial metrics to reflect a fair sense of the quality and sustainability of its growth.
The company’s second-quarter 2026 earnings are expected to increase 7.1% year over year. Earnings for 2026 and 2027 are projected to rise 4.1% and 15.5%, respectively, year over year.
Factors That Bode Well for IT
Gartner is benefiting from its wide range of products and services, especially data-driven insights, with low customer concentration, which reduces operating risks and gives it a competitive advantage over rivals.
The company’s business model utilizes the depth and breadth of intellectual capital to create and distribute research content. This content includes published reports, interactive tools, briefings, consulting, advisory services and conferences. This rich domain expertise and technology-related insight help clients make informed decisions.
Gartner continues to improve its digital platforms through innovations, such as its AI-powered AskGartner, which provides faster access to business and technology insights and generates in-depth summaries from its Business-as-a-Service library. The company is also improving its platforms to allow users to download PowerPoint presentations generated directly from their queries.
The company consistently generates shareholder value through share buybacks. It repurchased shares worth $1 billion, $600 million, $700 million and $2 billion in 2022, 2023, 2024 and 2025, respectively. These repurchases indicate the company’s confidence in its business and make the stock attractive to investors.
Key Risks to Watch
A significant portion of the company's operations is international, exposing it to foreign exchange-related risks. Fluctuations in the value of the U.S. dollar relative to foreign currencies such as the British pound, euro, Canadian dollar, Australian dollar and Japanese yen could impact the company's financial results.
Gartner's current ratio (a measure of liquidity) at the end of the first quarter of 2025 was 0.94, lower than the industry average of 1.15. A current ratio of less than 1 implies that the company might face trouble in covering its short-term obligations.
IT’s Zacks Rank & Stocks to Consider
Gartner carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A couple of better-ranked stocks in the Business Services sector are Trane Technologies plc TT and TransUnion TRU.
Trane Technologies carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 14.6%.
TT delivered a trailing four-quarter earnings surprise of 2.7%, on average.
TransUnion also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 13.5%.
TRU beat earnings estimates in each of the last four quarters, with an average surprise of 6.3%.
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Reasons Why You Should Retain Gartner Stock in Your Portfolio Now

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores?
The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value Score
Value investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth Score
While good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum Score
Momentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM Score
If you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank
The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Gartner (IT)
Headquartered in Stamford, Connecticut, Gartner, Inc. is reportedly the world's leading information technology research and advisory firm. The company offers rich domain expertise and technology-related insight necessary for an informed decision-making process.
IT is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. IT has a Growth Style Score of B, forecasting year-over-year earnings growth of 4.1% for the current fiscal year.
Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.34 to $13.71 per share. IT boasts an average earnings surprise of +10.6%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, IT should be on investors' short list.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Gartner (IT) is a Top Growth Stock for the Long-Term

Key Points
CrowdStrike's impressive track record of operating and financial performance has powered a surging stock price.
Management announced a 4-for-1 stock split, which will take place early next month.
While a stock split alone isn't a reason to buy CrowdStrike, there are still plenty of reasons to own the cybersecurity specialist.
There's no denying the ongoing threat of cybersecurity attacks. The global average cost of a data breach in 2025 was $4.44 million, according to a report by IBM, and the threat grows with each passing year. Add to that the threat of hackers deploying artificial intelligence (AI) to gain access, and the stakes have never been higher. Cybersecurity has become a crucial consideration for every business -- and CrowdStrike Holdings (NASDAQ: CRWD) is one of the undisputed leaders in the field.
The company's track record of consistent execution and strong business performance has fueled an impressive ascent. CrowdStrike stock has gained 394% over the past three years (as of this writing), driven by strong revenue and profit growth, thanks to growing demand for its cybersecurity solutions. In fact, since CrowdStrike's initial public offering (IPO) in mid-2019, the stock has soared from a debut price of $34 to more than $747, representing gains of 2,097%.
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On Wednesday, in conjunction with its quarterly financial report, CrowdStrike announced plans for its first-ever stock split. This revelation has prompted investors to take a fresh look at the stock. Let's take a look to see what it means for investors.
The fine print
CrowdStrike announced that its board of directors had approved a 4-for-1 forward stock split, to be effected as a stock dividend -- meaning it doesn't require shareholder approval.
Stockholders of record as of June 25, 2026, will receive three additional shares of stock for each share they own after the market close on Wednesday, July 1. The stock is expected to begin trading on a split-adjusted basis on July 2.
CrowdStrike shareholders won't need to take any further action to receive the additional shares. Investment banks and brokerage firms will handle the details behind the scenes, and the additional stock will be added to investor accounts. The timing can vary from brokerage to brokerage, so the newly issued shares may not appear immediately on July 2. Rest assured, the additional shares will appear in due course.
The math is relatively simple. For each share of CrowdStrike stock a shareholder owns -- currently trading for roughly $748 per share (as of this writing) -- post-split, investors will hold 4 shares worth $187 each (4 x $187 = $748).
Is CrowdStrike stock a buy?
While the stock split alone isn't reason enough to buy CrowdStrike, there are other reasons to buy the cybersecurity expert. The company's recent financial report backs up that contention.
In its fiscal 2027 first quarter (ended April 30), CrowdStrike reported revenue that climbed 26% year over year to $1.39 billion, fueled by record annual recurring revenue (ARR) that grew 24% to $5.5 billion. This drove adjusted earnings per share (EPS) up 51% to $1.10. Analysts' consensus estimates called for revenue of $1.36 billion and adjusted EPS of $1.07, so CrowdStrike beat on both counts.
Beyond the financial results, CrowdStrike's bona fides are well documented. AI start-up Anthropic recently developed Claude Mythos Preview, a frontier AI model that discovered thousands of exploits hackers could use to gain access to critical systems -- including "every major operating system and web browser." The company formed a coalition of big tech companies to fix these loopholes, and CrowdStrike was one of just two cybersecurity leaders initially invited to participate.
If you have any doubts as to CrowdStrike's pedigree, consider this. The company was rated as a leader in Gartner's 2026 Magic Quadrant for endpoint protection, marking the seventh consecutive appearance.
Earlier this year, Forrester released a Total Economic Impact study that revealed that CrowdStrike customers achieved a 273% return on investment by "reducing breach risk and simplifying security operations."
Taken together, the company's long track record of execution, impressive share price gains, and industry accolades make CrowdStrike stock a winning investment.
There is the matter of the stock's valuation to consider, which will be off-putting to some investors. The surging price has led to a commensurate increase in its valuation. CrowdStrike is currently selling for 154 times forward earnings -- which is by no means cheap. However, the stock has soared 394% over the past three years, more than five times the 76% return of the S&P 500 during the same period, illustrating why it's worthy of a premium valuation.
The company's consistent track record makes it a great candidate for dollar-cost averaging, a strategy that lets you buy fewer shares when the price is higher and more when it's lower.
If you still think that CrowdStrike is too pricey right now, it certainly deserves a place on your watch list.
Should you buy stock in CrowdStrike right now?
Before you buy stock in CrowdStrike, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and CrowdStrike wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $449,393!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,366,006!*
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*Stock Advisor returns as of June 3, 2026.
Danny Vena, CPA has positions in CrowdStrike. The Motley Fool has positions in and recommends CrowdStrike and International Business Machines. The Motley Fool recommends Gartner. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

CrowdStrike Just Announced a 4-for-1 Stock Split and Robust Results. Is the Stock a Buy?

Key Points
Shopify shares have performed poorly since October, but the degree of market pessimism dragging it down is mostly unmerited.
Customer service automation specialist Nice Ltd has something of a secret weapon quietly at work.
Up-and-coming drugmaker Viking Therapeutics is working on something that could measurably disrupt the weight-loss drug business as it stands today.
Is it time to reload your underinvested portfolio? That's not necessarily comfortable to do right now. Stocks are still well up from their late-March lows, teasing an unwinding of their 18% run-up since then. Many investors are understandably on the sidelines, waiting for a pullback.
If you dig deeper though, you'll find several solid growth stocks that aren't so overbought or overvalued that they're difficult to step into at this time. Here's a closer look at three of the best bets among these names.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
1. Shopify
It's been a tough past few months for Shopify (NASDAQ: SHOP) shareholders. The stock's down 40% from its October peak due to a combination of factors ranging from slowing sales growth to rising interest rates to the advent of artificial intelligence (AI) that could take an unpredictable toll on its business. And these concerns are legitimate to be sure.
The resulting fears, however, are arguably overblown.
Take the prospect of AI allowing a competitor to creep onto its turf as an example. It could happen. But AI-powered computer coding is proving more problematic than it's worth, and it still doesn't meet online merchants' biggest need that Shopify does. That's facilitating payments.
To the extent AI can be of benefit to online sellers, Shopify is integrating this tech into its own offerings like its website builder and back-end user interface.
As for growth, if headwinds are blowing, it's not evident yet. The company's first-quarter revenue growth rate of 34% accelerated from Q4's growth pace of 31%. Although sales growth guidance in the "high-twenties" wasn't quite what analysts were hoping to hear for the quarter currently underway, it's still solid growth. It may also be an understated outlook just to ensure Shopify delivers a pleasant surprise in early August.
More than anything, own a stake in this company simply because this is the future of e-commerce. Consumers increasingly want to buy directly from authentic brands with stories they connect with. Sprawling, faceless e-commerce platforms like Amazon can't facilitate this. It takes online presence-building tools like Shopify's to let merchants give consumers the experience they actually want.
2. Nice
Although the company's been around since 1986 and has been using its current name since 1991, there's a decent chance you've never heard of Nice Ltd (NASDAQ: NICE). There's an even better chance that you've used the company's tech without even realizing it.
In simplest terms, Nice allows companies to efficiently and effectively offer customer service. Its current corporate clients include Walt Disney, PayPal, Tripadvisor, and more. Its platform facilitates more than 20 billion interactions per year, some of which are ultimately handled by live agents, while others are 100% automated.
And yes, it's incorporating artificial intelligence into its suite of solutions. Although AI/self-service tech only accounts for 14% of its total cloud revenue right now (and cloud makes up nearly 80% of its total top line), recurring revenue grew 66% year over year during the 2026 Q1, reaching an annualized run rate of $345 million.
And that's an important nuance to understand about this company. While last year's top-line growth of 9% isn't exactly "growthy," the September acquisition of agentic AI software specialist Cognigy is a major upgrade of Nice's offerings and a key reason the AI sliver of its cloud-based customer service solutions is experiencing accelerating growth. Already a leading name in the customer service technology market and regularly recognized as a top provider by Forrester, IDC, and Gartner, Nice is easily leveraging its existing reach to promote Cognigy's capabilities.
The stock's 65% pullback from its early 2024 peak -- when investors first began fearing this company's business could be upended by a then-new AI platform -- doesn't make nearly as much sense now as it did then.
3. Viking Therapeutics
Last but not least, add Viking Therapeutics (NASDAQ: VKTX) to your list of growth stocks to buy if you've got a couple thousand bucks you're looking to put to work for a while and don't mind taking some risk.
At first blush, the GLP-1 weight-loss drug market seems like a duopoly controlled by the pharmaceutical giants Novo Nordisk and Eli Lilly. And in some ways, that's exactly how things are.
The more this business matures, however, the clearer its gaps become.
Enter Viking Therapeutics, specifically its VK2735. The injectable version of this weight-loss drug is currently in phase 3 trials, with an oral (pill) version of the same anti-obesity treatment expected to begin its phase 3 testing in the second half of this year.
What does the world need with another weight-loss option that looks and seems an awful lot like the two made by the two biggest names in the business? By being a dual agonist that also activates the GIP receptor, VK2735 is showing more efficacy at a faster rate, as well as better tolerability. It's also more flexible, allowing users to readily fine-tune their maintenance dosing once their target weight is reached.
It's not been all smooth sailing. Shares were nearly halved in August in response to a somewhat disappointing update of the drug's phase 3 results. The stock's made little net forward progress in the meantime.
Analysts aren't discouraged, though. The vast majority of them covering VKNG still consider it a strong buy, with a consensus target of $95.40, which is 200% above the ticker's current price. They're likely counting on a new entrant into this space with a different efficacy and tolerability profile able to partially penetrate an obesity drug market that Morgan Stanley believes could be worth nearly $200 billion by 2035. An orally administered pill version has its obvious marketability advantages as well.
Should you buy stock in Shopify right now?
Before you buy stock in Shopify, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Shopify wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $465,733!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,313,467!*
Now, it’s worth noting Stock Advisor’s total average return is 985% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of May 30, 2026.
James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Eli Lilly, Nice, PayPal, Shopify, Tripadvisor, and Walt Disney. The Motley Fool recommends Gartner, Novo Nordisk, and Viking Therapeutics and recommends the following options: short June 2026 $50 calls on PayPal. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Smartest Growth Stocks to Buy With $2,000 Right Now

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores?
The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value Score
For value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth Score
Growth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum Score
Momentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM Score
What if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank
A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Gartner (IT)
Headquartered in Stamford, Connecticut, Gartner, Inc. is reportedly the world's leading information technology research and advisory firm. The company offers rich domain expertise and technology-related insight necessary for an informed decision-making process.
IT is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Business Services stock. IT has a Momentum Style Score of B, and shares are up 8.6% over the past four weeks.
Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.34 to $13.71 per share. IT boasts an average earnings surprise of +10.6%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, IT should be on investors' short list.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Gartner (IT) is a Top-Ranked Momentum Stock: Should You Buy?

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Skyworks Solutions Inc (Symbol: SWKS) has taken over the #463 spot from Gartner Inc (Symbol: IT), according to The Online Investor.
Market capitalization is an important data point for investors to keep an eye on, for various reasons. The most basic reason is that it gives a true comparison of the value attributed by the stock market to a given company's stock. Many beginning investors look at one stock trading at $10 and another trading at $20 and mistakenly think the latter company is worth twice as much — that of course is a completely meaningless comparison without knowing how many shares of each company exist. But comparing market capitalization (factoring in those share counts) creates a true "apples-to-apples" comparison of the value of two stocks. In the case of Skyworks Solutions Inc (Symbol: SWKS), the market cap is now $11.83 billion, versus Gartner Inc (Symbol: IT) at $10.71 billion.
Below is a chart of Skyworks Solutions Inc versus Gartner Inc plotting their respective size rank within the S&P 500 over time (SWKS plotted in blue; IT plotted in green):
Below is a three month price history chart comparing the stock performance of SWKS vs. IT:
Another reason market capitalization is important is where it places a company in terms of its size tier in relation to peers — much like the way a mid-size sedan is typically compared to other mid-size sedans (and not SUV's). This can have a direct impact on which mutual funds and ETFs are willing to own the stock. For instance, a mutual fund that is focused solely on Large Cap stocks may for example only be interested in those companies sized $10 billion or larger. Another illustrative example is the S&P MidCap index which essentially takes the S&P 500 index and "tosses out" the biggest 100 companies so as to focus solely on the 400 smaller "up-and-comers" (which in the right environment can outperform their larger rivals). So a company's market cap, especially in relation to other companies, carries great importance, and for this reason we at The Online Investor find value to putting together these rankings daily.
Examine the full SWKS market cap history vs. the full IT market cap history.
At the closing bell, SWKS is up about 3.4%, while IT is up about 0.6% on the day Thursday.
Further SWKS Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Skyworks Solutions Moves Up In Market Cap Rank, Passing Gartner

Key Points
Chip stocks such as Nvidia, Broadcom, and AMD have shown that their revenue and earnings are growing at incredible rates due to the huge amount of money being spent on AI data centers.
TSMC is the go-to foundry partner for chip designers capitalizing on the AI boom, making it a no-brainer buy right now.
The artificial intelligence (AI) infrastructure boom isn't slowing down, as major hyperscalers, governments, and AI companies continue to invest hundreds of billions of dollars to set up more AI data centers.
As reported by the Financial Times, the top four hyperscalers in the U.S. -- Google, Microsoft, Meta Platforms, and Amazon are going to spend $725 billion on capex this year, a 77% increase from last year's levels. The overall spending, however, could be much higher, as AI companies, neocloud infrastructure providers, and governments are also spending huge sums on the AI infrastructure build-out.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
It is easy to see why companies continue to invest aggressively in AI data centers. The demand for AI computing capacity exceeds supply, and these hyperscalers need to satisfy more than $2 trillion in contractual backlogs based on their remaining performance obligations (RPO). Though there are several AI stocks you can buy to benefit from this $725 billion opportunity, we are going to take a closer look at four names that are well-positioned to make the most of the booming AI infrastructure supercycle.
These chip stocks will be definitive winners of the AI infrastructure boom
A nice chunk of the massive AI infrastructure spending this year will be allocated to semiconductors. Gartner estimates that non-memory semiconductors, such as graphics cards and custom AI processors, will generate a whopping $687 billion in revenue this year.
Nvidia (NASDAQ: NVDA) should be one of the first semiconductor stocks you should consider buying to capitalize on the massive AI infrastructure investments. That's because the company continues to crush the competition in AI chips, as evident from its latest quarterly results. Nvidia's fiscal 2027 Q1 revenue (for the three months ended April 26) increased by 85% year over year to a record $81.6 billion.
The company is anticipating $91 billion in revenue for the current quarter, which points toward stronger growth of 95% year over year. This acceleration in Nvidia's growth can be attributed to the company's strong $1 trillion sales forecast for its Blackwell and Vera Rubin graphics cards in 2026 and 2027. Additionally, the company has unlocked a new growth opportunity by deciding to offer its server processors as a stand-alone product.
Nvidia sees a $200 billion revenue opportunity in the server processor market, which has been untapped by the company so far. Importantly, the company anticipates $20 billion in server CPU sales this year, complementing the healthy growth that it is going to witness in the data center GPU market.
On the other hand, Advanced Micro Devices (NASDAQ: AMD) is also making solid progress in the AI chip space. Though its growth isn't as impressive as Nvidia's, the company's diversified presence in server processors, graphics cards, and edge devices, such as computers, positions it well to capitalize on AI chip growth across multiple applications.
AMD has sizable contracts to deploy AI chips for companies such as OpenAI and Meta Platforms. These contracts are set to kick off this year, which explains why AMD anticipates 46% year-over-year revenue growth in the current quarter, up from the 38% increase it saw in Q1. Analysts are anticipating a solid year-over-year increase of 76% in AMD's earnings this year to $7.37 per share, followed by notable jumps in 2027 and 2028.
If the company can indeed achieve $18.01 in earnings per share in 2028 and trades at 43 times earnings at that time (in line with the Nasdaq Composite index's average earnings multiple), its stock price could reach $774 within the next three years. That's a potential upside of 53%, giving investors a solid reason to buy it right away.
Broadcom (NASDAQ: AVGO) is another top name in the AI chip industry that's witnessing strong demand for its custom processors. Hyperscalers have been developing in-house data center processors, known as application-specific integrated circuits (ASICs), to run AI workloads cost-effectively in data centers.
Counterpoint Research estimates that shipments of ASICs for AI servers could triple by 2027, compared with 2024 levels. The firm expects Broadcom to remain the top custom AI processor company next year with an estimated 60% market share. Not surprisingly, Broadcom expects its AI chip revenue to soar to more than $100 billion in 2027. That's going to be a massive improvement compared to the $20 billion AI revenue Broadcom reported last year.
This big surge is going to fuel remarkable growth in Broadcom's bottom line, with analysts expecting its earnings to double in just two years.
This terrific earnings growth potential suggests Broadcom stock could surge impressively if it trades in line with the Nasdaq Composite.
This company plays an indispensable role in AI infrastructure
All three chip designers discussed above rely on the same foundry for manufacturing their chips -- Taiwan Semiconductor Manufacturing (NYSE: TSM). TSMC, therefore, is the bigger pick-and-shovel AI infrastructure play, as strong demand for various types of AI chips will ensure healthy long-term growth for the foundry giant.
Moreover, TSMC is the world's largest foundry with a market share of 72%, according to Counterpoint Research. This makes TSMC a safe bet on the secular growth of the AI infrastructure market. In fact, the company sees its revenue from sales of AI accelerators increasing in the mid-to-high 50% range through 2029.
With TSMC stock trading at just 26 times forward earnings, it makes sense to buy this AI kingpin considering that its earnings are expected to jump to $24.95 per share in 2028, an increase of almost 2.5x compared to its earnings in 2025. Importantly, TSMC can sustain its solid earnings growth for a longer period, which means it has the potential to make investors significantly richer.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,072!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,303,352!*
Now, it’s worth noting Stock Advisor’s total average return is 983% — a market-crushing outperformance compared to 210% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of May 28, 2026.
Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Broadcom, Meta Platforms, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Gartner. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.