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.

Gartner appears to be a profitable but already noticeably debt-burdened business with strong operating profitability and weak liquidity. On a valuation basis, the company trades below the industry on P/E, P/S, and P/FCF, which supports the case for undervaluation; however, this is partially offset by a very high P/B and an extremely high debt/equity ratio. Margins remain strong: gross margin of around 68%, operating margin of 16.4%, and net margin of 11.2% are above industry benchmarks, indicating good pricing power and cost discipline. At the same time, margin trends over recent periods have deteriorated from higher levels, so earnings quality no longer looks like it is improving. ROE and ROA remain high relative to the sector, but ROE is largely supported by high financial leverage rather than operating efficiency alone. The balance sheet warrants caution: the current ratio is below 1, the quick ratio is effectively zero, and long-term debt has increased while shareholders’ equity has declined significantly. This means the company has limited financial cushion in the event of a downturn or rising borrowing costs. On the other hand, revenue, EBITDA, and earnings remain positive, and the absolute levels of net income and operating income confirm that the business generates cash flow. Low P/E and P/FCF multiples combined with strong profitability support the valuation, but debt risk and weak liquidity do not allow for an aggressive increase in the target price. Overall, the fundamentals are moderately positive from a valuation standpoint, but with a notable risk premium, so the adjustment should be small and conservative. For an investor, this is not a story about a strong re-rating, but rather about a careful recognition of quality earnings while accounting for balance sheet constraints.

Gartner, Inc.

Сильный индекс, без изменений. Быки в растерянности.

Strong index, flat. The bulls are confused.

Сильный индекс, незначительно вырос. Рынок на стороне быков.

Strong index, slightly up. The market is on the bulls' side.

Сильный индекс, незначительно упал. Приток средств в лонги на высоком уровне.

Strong index, slightly down. Inflow of funds into longs at a high level.

Gartner is profitable and inexpensive on a P/E and P/FCF basis, but its high debt load, weak liquidity, and declining equity limit re-rating potential.

Key Points
Sandisk's phenomenal surge over the past year has been powered by a big jump in NAND flash prices, and the good news is that this catalyst isn't going away.
Analysts have increased their earnings expectations from Sandisk substantially for the next two years.
The potential increase in Sandisk's earnings points toward a multibagger performance by 2028.
Though shares of Sandisk (NASDAQ: SNDK) have been under pressure lately, the stock remains one of the top performers on the market over the past year, with gains of over 2,300%, as of this writing.
Sandisk's tremendous gains this year have been driven by a significant surge in the price of NAND flash memory, as the demand for these storage chips has significantly outpaced supply. Artificial intelligence (AI) data center servers are expected to account for 44% of the overall NAND flash demand in 2026, according to market research firm TrendForce.
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This AI data center-fueled demand has been the primary factor driving Sandisk's remarkable surge on the stock market. The good news for Sandisk investors is that this historical trend powering the semiconductor stock's tremendous rally is sustainable, and that may help the stock deliver more upside over the next couple of years.
NAND flash demand from AI servers is poised to get stronger
AI servers have been using NAND flash-based enterprise solid-state drives (SSDs) to store data for AI workloads amid a severe shortage of traditional hard disk drives (HDDs). Tom's Hardware reported in November 2025 that enterprise-grade HDDs have been on backorder for two years. That shortage may have worsened in 2026 as hyperscalers have been aggressively increasing their outlay on AI data centers, creating stronger SSD demand.
Precedence Research predicts that the AI-powered storage market could jump from just $36 billion in 2025 to $255 billion in 2034, clocking a compound annual growth rate (CAGR) of 24%. However, the supply isn't expected to catch up, with memory giant SK Hynix recently pointing out that memory demand could continue to exceed supply beyond 2030.
Moreover, AI servers will continue to capture a larger share of the NAND flash market. TrendForce estimates that AI data centers will account for 51% of NAND flash demand in 2027. As a result, the historical increase in NAND flash prices that has led to a stunning rally in Sandisk stock seems sustainable.
Phison Electronics, which manufactures NAND flash storage controllers, noted in November 2025 that NAND flash prices more than doubled in the second half of 2026. Gartner is projecting a 234% increase in NAND flash prices this year, which isn't surprising as demand is expected to exceed supply by 4% to 5% in 2026.
As the share of AI servers in NAND flash demand increases to 51% next year, and the number of wafer starts drops by 29% in 2026 and 2027 compared with 2024 levels, according to Taiwan-based consulting firm Isaiah Research, the price of Sandisk's products could continue increasing over the next couple of years. According to another estimate, both SK Hynix and Samsung reduced their NAND flash wafer output in 2025 to serve the fast-growing high-bandwidth memory (HBM) market.
The addition of new NAND flash capacity usually takes 18 months to 24 months, or even longer. So, the rapid increase in NAND flash prices that has led to a big jump in Sandisk's margins over the past year is here to stay.
Not surprisingly, analysts anticipate Sandisk to maintain outstanding earnings-per-share growth over the long run as well.
The next couple of years should make Sandisk investors richer
As NAND flash demand is projected to continue outstripping supply for the next two years, analysts have become more bullish about Sandisk's earnings growth prospects over this period.
The above chart shows that Sandisk's earnings per share could increase by 20% in fiscal 2028 (which will end in June 2028). Of course, that's slower than the projected increase of 219% in Sandisk's earnings per share in the ongoing fiscal year, but don't be surprised to see the company exceeding expectations. That's because Sandisk is striking lucrative long-term agreements with variable pricing options, which are helping it build a solid revenue pipeline with the ability to capture potential memory price increments over the long run.
Assuming Sandisk's earnings reach $255.63 at the end of fiscal 2028 and it trades at even 20 times earnings at that time (a discount to the Nasdaq-100 index's forward earnings multiple of 25), its stock price could increase to just over $5,110. That's almost 5x of where this AI stock is right now, which is why investors can consider buying Sandisk following its 51% decline over the past month.
Should you buy stock in Sandisk right now?
Before you buy stock in Sandisk, consider this:
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*Stock Advisor returns as of July 29, 2026.
Harsh Chauhan has no position in any of the stocks mentioned. 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.

Sandisk Stock Has Surged More Than 2,000% in a Year. History Suggests This Is Where the Stock Could Be in 2028

Key Points
The rapid jump in memory prices will continue in 2027 as demand outpaces supply.
Micron has benefited big time from a surge in memory prices over the past year, and it can replicate its impressive growth in 2027 as well.
Micron still has multibagger potential due to its attractive valuation and the phenomenal earnings jump it can deliver over the coming year.
The exponential growth in earnings registered by Micron Technology (NASDAQ: MU) over the past year has translated into solid gains on the stock market, with shares of the memory giant up by a whopping 637% during this period.
The incredible demand for memory and the accompanying shortage of dynamic random-access memory (DRAM) and NAND flash storage have fueled the company's remarkable surge. Micron stock has benefited from a parabolic jump in memory prices. You may now be wondering if this high-flying chipmaker can continue skyrocketing.
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The good news is that it can indeed sustain its red-hot rally well into 2027. To see why that's likely to be the case, we will need to take a closer look at the primary catalyst that has sent this semiconductor stock soaring over the past year.
Rising memory prices have fueled Micron's rally, and the trend is here to stay
Artificial intelligence (AI) data centers need faster compute memory and ample storage to run training, inference, and agentic AI workloads efficiently. As a result, the demand for DRAM and NAND flash memory has taken off. High-bandwidth memory (HBM), in particular, has created a huge supply shortage as it requires three times the wafer capacity needed to manufacture conventional DRAM, according to Bank of America.
HBM is critical in AI accelerators, enabling the rapid transport of large data sets with low power consumption. Chip designers have been packing in more HBM into custom processors, graphics cards, and even server processors to ensure these chips don't sit idle. Not surprisingly, the HBM market is anticipated to grow by a whopping 7x by 2030, generating $246 billion in revenue by the end of the decade.
However, the booming demand for HBM has created a ripple effect across the memory industry. The wafer-intensive nature of these chips has created a shortage of traditional DRAM and NAND flash, as memory makers have been prioritizing HBM production to increase profits. This is why NAND flash prices nearly doubled over the final six months of 2026, according to Taiwan-based Phison, which manufactures NAND flash controllers.
Meanwhile, DRAM prices reportedly surged 170% last year, according to a third-party estimate. This historical trend of higher memory prices has been the primary catalyst behind Micron's astronomical jump, and there is ample evidence that prices will strengthen further, leading to more upside in this semiconductor stock.
SK Hynix, for instance, expects the memory crunch to worsen next year, even after capacity additions. As demand continues to outpace supply, prices should ideally continue rising. Market research provider Gartner projects a 125% spike in DRAM prices this year, while NAND flash could see a stronger jump of 234%.
If the supply crunch indeed worsens, Micron investors can expect further growth in earnings and margins on account of stronger pricing following a strong jump over the past year.
A solid spike in earnings suggests more upside in 2027
Micron's earnings are expected to increase by nearly 9x in the current fiscal year to $73.44 per share, according to consensus estimates. The company's fiscal 2026 will end next month. For fiscal 2027, which ends in August next year, analysts expect its earnings to more than double.
While that represents a slower increase from fiscal 2026 levels, the projected earnings growth for next year is still quite impressive. Of course, Micron can clock stronger earnings growth for the reasons discussed above, but even the projected bottom-line jump points to significant upside.
Micron trades at 22 times trailing earnings right now. That's higher than the stock's three-year median price-to-earnings ratio of 14.5, as per YCharts. Assuming Micron trades at 14.5 times earnings after a year and clocks $153.74 in earnings per share, its stock price could jump to $2,229. That's a potential upside of 2.8x in just over a year.
So, this AI stock seems primed for another multibagger performance over the coming year, suggesting that savvy investors should consider buying it following its recent dip.
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 $390,394!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,209,184!*
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*Stock Advisor returns as of July 29, 2026.
Bank of America is an advertising partner of Motley Fool Money. 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.

Micron Stock Has Surged 637% in a Year. History Has a Clear Answer Where It Will Be in 2027

Key Points
After a significant 53% decline over the past 12 months, some people view Gartner as a value play.
The company will report its second-quarter results on Aug. 4.
Shares of the IT research company Gartner (NYSE: IT) were on the rise today, as investor optimism in the tech stock continued to gain momentum.
Gartner's shares rose by as much as 6% today and were up by 5.8% as of 11:41 a.m.
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An undervalued tech stock?
Gartner's stock has tumbled 53% over the past 12 months, as investors have grown concerned that the company's technology research and insights will be displaced by artificial intelligence.
But the steep decline has some investors wondering whether Gartner is undervalued. The company beat Wall Street's consensus earnings estimate of $2.99 per share in the first quarter, instead reporting adjusted earnings of $3.32 per share.
The company will release its second-quarter results next week, on Aug. 4, and investors may be hoping for another earnings beat -- and snatching up shares in anticipation.
Wait and see
While it's understandable that some investors want to buy up Gartner stock while it looks like a sale, I'd still wait a few more quarters to see how the company is countering potential AI disruption.
Investors will get a clearer view of how the company is doing when its second-quarter results drop next week. It's worth waiting a little longer for a clearer perspective, especially if you're on the fence about buying Gartner right now.
Should you buy stock in Gartner right now?
Before you buy stock in Gartner, 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 Gartner 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 $390,394!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,209,184!*
Now, it’s worth noting Stock Advisor’s total average return is 899% — a market-crushing outperformance compared to 206% 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 July 29, 2026.
Chris Neiger has no position in any of the stocks mentioned. 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.

Why Gartner Stock Is Climbing Higher Today

Key Points
SoundHound AI has disappointed investors so far in 2026, but it has the ability to regain its mojo.
The company is growing faster than the conversational AI market in which it operates.
SoundHound's projection of a larger revenue increase next year and its 12-month price target suggest it could embark on a terrific bull run.
SoundHound AI (NASDAQ: SOUN) stock has taken a severe beating so far this year, losing nearly 40% of its value as of this writing. Shares of the company that provides conversational artificial intelligence (AI) solutions to customers are now trading close to their 52-week low, but what's worth noting is that the steep drop in SoundHound's stock price doesn't seem justified.
After all, SoundHound operates in the fast-growing conversational AI market, where demand for agentic AI solutions is rising rapidly. Additionally, SoundHound's results have been solid in recent quarters, and the company is pulling the right strings to ensure that it remains a key player in the conversational AI space.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
We will take a closer look at the company's prospects in this article and check if it is worth investing $1,000 in this AI stock in anticipation of a turnaround in its fortunes.
SoundHound AI's robust growth doesn't justify the stock's slide
When SoundHound AI released its Q1 results in May this year, it reported a 52% year-over-year increase in revenue to $44.2 million. The company also announced the acquisition of conversational AI solutions provider LivePerson to strengthen its voice and agentic AI offerings. This seems like a smart move that should ideally bolster SoundHound's growth.
LivePerson's conversational AI and customer engagement platform helps clients automate and manage customer interactions across messages, social media applications, and voice. The company serves multiple verticals, including retail, financial services, healthcare, automotive, and travel and hospitality. SoundHound notes that this acquisition is a good fit and will enhance its addressable revenue opportunity by $500 million.
The LivePerson acquisition is anticipated to close in the second half of 2026, and SoundHound estimates it will contribute at least $100 million in additional revenue in 2027 from its existing customer base. In all, SoundHound expects its 2027 revenue to land in the $350 million-$400 million range, at least. For comparison, SoundHound's 2026 revenue is expected to land at $232 million, according to consensus estimates.
That would be a 37% increase over last year. So, SoundHound's 2027 revenue estimate points to a significant acceleration in growth next year, though don't be surprised to see the company exceeding expectations since the acquisition will also open cross-selling opportunities. Also, SoundHound's focus on bolstering its conversational AI platform through the acquisition of LivePerson should strengthen its position in the fast-growing conversational AI space.
The company was recently named a leader in conversational AI by market research firm Gartner, which explains why it has been growing faster than the market it operates in. Grand View Research predicts that the conversational AI market will experience annual growth of almost 24% through 2033, growing from $17.7 billion in revenue this year to almost $79 billion at the end of the forecast period.
So, SoundHound is making the right moves to capitalize on this multibillion-dollar opportunity in the long run. Also, the potential acceleration in its revenue growth in 2027 could spark a turnaround in this tech stock following a poor performance so far this year.
In fact, analysts expect SoundHound to deliver impressive gains over the coming year, which is why it may be a good idea to invest $1,000 of your investible cash into this company.
Wall Street expects the stock to jump substantially
SoundHound AI has a 12-month median price target of $12, according to nine analysts covering the stock. That points to potential gains of 87% over the next year. What's more, seven of the analysts covering SoundHound rate it as a buy, which isn't surprising considering the points discussed in this article.
So, a $1,000 investment in SoundHound could be worth almost $1,900 in a year, and I won't be surprised to see it indeed living up to Wall Street's expectations. SoundHound's slide in 2026 means that investors can now buy it at 14.4 times sales, a significant discount to its price-to-sales ratio of 26.6 at the end of 2025.
Of course, SoundHound trades at a premium to the U.S. technology sector's average sales multiple of 7.3, but the potential jump in its growth rate next year justifies that valuation. If the company achieves $400 million in revenue in 2027 and maintains its sales multiple of 14.4 by year-end, its market cap could reach $5.8 billion.
That's just over double SoundHound's current market cap, which is why investors looking to invest $1,000 into a top AI stock should take a closer look at this name before it starts surging once again.
Should you buy stock in SoundHound AI right now?
Before you buy stock in SoundHound AI, 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 SoundHound AI 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 $379,662!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,206,116!*
Now, it’s worth noting Stock Advisor’s total average return is 886% — a market-crushing outperformance compared to 206% 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 July 28, 2026.
Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends SoundHound AI. 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: $1,000 Invested in SoundHound AI Stock Will Be Worth This Much in 1 Year

Wall Street expects a year-over-year increase in earnings on lower revenues when Gartner (IT) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 4. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on theearnings call it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus Estimate
This technology information and analysis company is expected to post quarterly earnings of $3.77 per share in its upcoming report, which represents a year-over-year change of +6.8%.
Revenues are expected to be $1.65 billion, down 2.4% from the year-ago quarter.
Estimate Revisions Trend
The consensus EPS estimate for the quarter has been revised 0.97% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings Whisper
Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Gartner?
For Gartner, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.48%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that Gartner will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?
While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Gartner would post earnings of $2.99 per share when it actually produced earnings of $3.32, delivering a surprise of +11.04%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom Line
An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Gartner doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Should You Invest in Gartner, Inc. (IT)?
Before you invest in Gartner, Inc. (IT), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
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) Reports Next Week: Wall Street Expects Earnings Growth

Key Points
Nebius stock has surged impressively in 2026, and its bull run can continue on the back of terrific top-line growth.
The stock is expensive right now, but its phenomenal growth potential should help justify the valuation.
Nebius stock can double even if it trades at a significant discount after three years.
Shares of neocloud infrastructure provider Nebius Group (NASDAQ: NBIS) shot up nearly 19% on July 21 after it emerged that Nvidia has a significant stake in the company.
According to a filing with the U.S. Securities and Exchange Commission (SEC), Nvidia has a 9.3% equity stake in Nebius, which amounts to just over $5 billion as of this writing. It is worth noting that Nvidia announced a $2 billion investment in Nebius in March this year to help the neocloud specialist deploy more than 5 gigawatts (GW) of artificial intelligence (AI) data center capacity by the end of the decade.
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That investment has grown substantially. The AI stock has jumped over 67% since Nvidia announced it was backing Nebius on March 11. The good news is that Nebius still has significant upside potential, given the fast-growing AI data center market it serves. Let's see why this Nvidia-backed AI infrastructure specialist is destined to be a long-term winner.
Nebius is a critical player in the AI infrastructure ecosystem
Nebius provides dedicated AI data centers to customers looking to run AI workloads in the cloud. More importantly, the company operates an end-to-end AI cloud infrastructure platform by offering software solutions as well, enabling customers to build AI agents, fine-tune models, and develop applications, among other things.
So, Nebius doesn't just build AI data centers and rent out its compute capacity to customers. It is capitalizing on the growing demand for inference through its Token Factory software solution, which enables customers to scale their models, build agents, and perform other tasks. Nebius management noted on the May earnings call that its Token Factory is experiencing solid traction among customers.
Also, its cloud platform is being used for developing physical AI solutions, which is a fast-growing niche within AI that's expected to grow by more than 100x in revenue between 2026 and 2040, generating $383 billion in revenue at the end of the forecast period.
Meanwhile, the neocloud infrastructure market that Nebius operates in is projected to generate over $53 billion in revenue in 2030, according to Gartner. The company has generated $878 million in revenue over the trailing twelve months, indicating that it has a lot of room to grow over the long run. Moreover, Nebius already has lucrative deals in place with major hyperscalers that should allow it to sustain solid growth levels going forward.
Not surprisingly, analysts are anticipating a significant acceleration in Nebius' top line due to its impressive backlog.
The stock is expensive, but it can still double
At 57 times sales, Nebius isn't cheap compared with the tech-focused Nasdaq Composite index's sales multiple of 5.1. However, the chart above indicates that its revenue could increase 7x in just two years, which should help justify its valuation.
However, even if Nebius were to trade in line with the Nasdaq Composite's sales multiple at the end of 2028, its market cap could increase to $110 billion (based on the 2028 revenue estimate of $21.6 billion). That's more than double its current market cap of $48 billion.
So, investors looking to buy a fast-growing infrastructure stock that could double their money in the next three years can consider buying Nebius before it surges higher.
Should you buy stock in Nebius Group right now?
Before you buy stock in Nebius Group, 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 Nebius Group 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 $377,990!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,269,518!*
Now, it’s worth noting Stock Advisor’s total average return is 896% — a market-crushing outperformance compared to 206% 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 July 27, 2026.
Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. 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.

Nvidia Has Given a Massive Boost to This AI Infrastructure Stock. Buy It Before It Doubles in 3 Years

Key Points
IT departments in many businesses are leaning on AI assistance and eschewing pricey third-party analysis and data solutions.
This is a mounting challenge for the company.
Trends in the IT information market aren't favorable to Gartner's (NYSE: IT) business, and the company's recent stock trajectory reflects this. Shares of the veteran tech sector data and analysis company lost nearly 49% of their value in the first six months of this year.
Artificial intelligence is a real threat
More than anything, investors are rightfully concerned that artificial intelligence (AI) can drain business from Gartner. Increasingly these days, decision-makers in the tech field (and, let's be clear, in many sectors) are leaning on AI models to help them analyze markets and aid in strategizing.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That do-it-yourself approach is a clear threat to the company's analysis and advisory businesses, even though it's embraced AI solutions of its own, such as AskGartner (a client-facing generative AI assistant accessible within its platform).
That fear grew in February, when Gartner released its final earnings report for 2025. Although it handily beat analyst estimates and sounded a very bullish note on the trailing quarter and its looming future, its growth rates weren't impressive.
Global contract value -- an important metric for the company -- inched up less than 1% year over year (to $5.2 billion), filtering down into total revenue growth of just over 2% to $1.8 billion.
Also, management proffered full-year revenue guidance of nearly $6.46 billion, which, if achieved, would be lower than 2025's nearly $6.5 billion. More uncomfortably, that forecast was below the $6.52 billion analyst consensus.
As the year progressed, it became more apparent that many IT departments in businesses were channeling more of their spending into direct AI implementations and enhancements. It follows that some pushed analysis and data services well down the priority ladder.
Gartner's fourth quarter earnings came a few days after the company announced it was divesting its digital market division, its business-to-business (B2B) unit. The buyer of the unit was the B2B software specialist G2; the base price was later disclosed in a regulatory filing to be $110 million.
Gartner's stock took quite a hit in the wake of this announcement; while the division had seen declines in both revenue and margins, that price was considered something of a fire-sale figure.
Modest growth figures
Gartner's subsequent first quarter 2026 earnings report did little to settle investor nerves about the state of its business. Contract value again limped only slightly higher, by 1% (to $5.3 billion), but revenue reversed course during the period, slipping by 1.5% to $1.5 billion. The company also cut its annual top-line guidance to below $6.41 billion.
On a brighter note, headline net income bumped 5% higher to $222 million, and guidance was raised for both net earnings not under generally accepted accounting principles (non-GAAP) and free cash flow. The former was pushed up to $13.25 per share from $12.30, while the latter got a boost to $1.16 billion from nearly $1.14 billion.
Regardless, to rebound in the second half of the year, Gartner will probably need to do a better job of showing investors that it can benefit from the relentless AI surge rather than be battered by it. Until it does so, it might be best not to invest in the stock.
Should you buy stock in Gartner right now?
Before you buy stock in Gartner, 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 Gartner 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 $370,332!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,272,280!*
Now, it’s worth noting Stock Advisor’s total average return is 904% — a market-crushing outperformance compared to 208% 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 July 23, 2026.
Eric Volkman has no position in any of the stocks mentioned. 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.

Why Gartner Stock Swooned in the First Half of 2026

Key Points
Arista Networks is an industry-leading provider of Ethernet switches, routers, and other networking hardware used in data centers and cloud computing.
The company's components are in sharp demand thanks to the proliferation of AI.
Arista has raised its outlook twice in as many quarters, and the future looks bright.
Shares of Arista Networks (NYSE: ANET) charged sharply higher in the first half of 2026, gaining 29.6%, according to data supplied by S&P Global Market Intelligence. That's more than three times the roughly 10% gains of the S&P 500.
The network specialist released back-to-back strong quarterly reports, and strong adoption of artificial intelligence (AI) sent its stock to new all-time highs.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Second verse, same as the first
Arista Networks delivered its fourth-quarter report in early February, and the results were impressive. The company generated record quarterly revenue of $2.49 billion, which grew 29% year over year and 8% quarter over quarter. This drove adjusted earnings per share (EPS) of $0.82 up 24%. Furthermore, Airsta's strong operating margin -- at 47.5% -- helped the company surpass $1 billion in quarterly net income for the first time.
Management suggested its growth streak would continue, increasing its 2026 revenue outlook to $11.25 billion or 25% growth, fueled by an operating margin of 46%.
When Arista reported its first-quarter results just three months later, its growth accelerated. Record revenue of $2.7 billion climbed 35% year over year and 9% quarter over quarter, while adjusted EPS of $0.87 rose 32%. The company also delivered operating cash flow of $1.69 billion, the highest in its history. Arista said it expects its AI-related sales to more than double to $3.25 billion over the next year.
For the second time in as many quarters, management increased its full-year forecast, now guiding for revenue of $11.5 billion or 28% growth, with its operating margin potentially inching higher at 46% to 47%.
More to come?
During the Q1earnings call CEO Jayshree Ullal said that, in addition to two existing customers that generate 10% or more of revenue -- Microsoft and Meta Platforms -- Arista expects to add "at least one, maybe two" new 10% plus customers before the year is over. That suggests significant upside to the company's already rapid growth.
Arista has an almost unanimous blessing from Wall Street, as 97% of the analysts who cover the stock rate it a buy or strong buy, and none recommend selling. Furthermore, the average price target of $192 implies additional upside of 10%.
Moreover, Arista is a leader in the field of networking, but don't take my word for it. The company has made frequent appearances in Gartner's vaunted Magic Quadrant for data center switching, enterprise wired and wireless local area networks (LAN), and software-defined wide area networks (SD-WAN).
Given the company's crucial role in the data center industry, its continuing history of innovation, and its accelerating growth, I believe Arista Networks is an unqualified buy.
Should you buy stock in Arista Networks right now?
Before you buy stock in Arista Networks, 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 Arista Networks 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 $370,332!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,272,280!*
Now, it’s worth noting Stock Advisor’s total average return is 904% — a market-crushing outperformance compared to 208% 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 July 23, 2026.
Danny Vena, CPA has positions in Arista Networks, Meta Platforms, and Microsoft. The Motley Fool has positions in and recommends Arista Networks, Meta Platforms, and Microsoft. 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.

Why Arista Networks Stock Rocketed 30% Higher in the First Half of 2026 and Why There's Likely More to Come

Key Points
Expensive memory chips and a new-generation processor will be the biggest reasons behind the jump in Apple's iPhone manufacturing costs this year.
Sandisk and TSMC are two companies that are likely to win big from the increase in iPhone manufacturing costs.
Next-generation iPhones are just around the corner, and Apple (NASDAQ: AAPL) is expected to spend significantly more money to manufacture them this year.
Market research firm Counterpoint Research notes that the bill of materials (BOM) for the anticipated iPhone 18 Pro Max could increase by almost $300 compared with its predecessor. While the BOM of last year's model was around $500, the next-generation device could see that number rising to $800. The research firm adds that memory chips and the processor will be the biggest drivers of this cost increase.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Apple is likely to take a margin hit even if it decides to increase the prices of this year's models by $200, according to Counterpoint. It is easy to see why this Magnificent Seven company could absorb some of the costs rather than pass them on to customers. Apple's current iPhones have been highly popular, helping the company increase its market share by four percentage points year over year in Q2 2026 to 20%, according to Omdia.
Also, Apple has a large installed base of users on older iPhones, and it would want them to upgrade to its latest devices. So, it won't be surprising to see iPhone sales growing this year, even though the broader smartphone market struggles due to high component costs. That's great news for Sandisk (NASDAQ: SNDK) and Taiwan Semiconductor Manufacturing (NYSE: TSM), two companies that could win big from Apple's higher costs and price hikes.
Memory manufacturer Sandisk is poised for windfall gains from the new iPhones
The cost of dynamic random-access memory (DRAM) and NAND flash storage will witness the biggest jump in the BOM of Apple's flagship smartphone this year. In fact, NAND flash will be the costliest component in the iPhone 18 Pro Max, according to Counterpoint.
That's great news for Sandisk, a pure-play NAND flash storage manufacturer. This growth stock has already shot up by a whopping 539% in 2026, as of this writing. Sandisk's multibagger performance has been fueled by a scarcity of NAND flash storage, which is being widely used in artificial intelligence (AI) data centers.
The supply crunch has led to a sharp increase in NAND flash prices. Gartner predicts that NAND flash prices could jump by a whopping 234% in 2026, and not much respite is expected next year either, as demand will continue to overwhelm supply. It is worth noting that Sandisk is reportedly on the list of Apple's flash storage suppliers, and it is also the official manufacturer of external storage accessories for the tech giant.
Given that Apple's smartphone shipments increased by more than 6% in 2025 to almost 248 million, and it had a staggering 315 million users on iPhones that were at least four years old during the iPhone 17 launch, there is a good chance of the tech giant's shipments rising in 2026. So, Sandisk can take advantage of higher volumes and strong pricing, which should help it sustain its red-hot rally.
After all, Sandisk's earnings per share are expected to more than triple in the current fiscal year that has just started, and it trades at an attractive 25 times forward earnings. Importantly, Sandisk's earnings per share are projected to grow at an eye-popping pace over the long run.
The stunning earnings growth that Sandisk is poised to clock in the future could lead to phenomenal upside, making it an ideal investment for anyone looking to construct a million-dollar portfolio.
TSMC's next-generation process node is going to power Apple's upcoming iPhones
Apple taps Taiwan Semiconductor Manufacturing, commonly known as TSMC, to manufacture the chips that power its iPhones. In fact, Apple is one of TSMC's biggest customers, along with Nvidia.
Counterpoint pointed out that Apple will use TSMC's latest 2-nanometer (nm) N2 process node to build the processor for the iPhone 18 series. This process node entered volume production in the fourth quarter of 2025, and TSMC is expanding production capacity for these chips. TSMC noted in its Aprilearnings callthat the N2 process node is witnessing "strong demand from both smartphone and HPC/AI applications."
What's worth noting is that TSMC's N2 node is reportedly sold out until 2028, suggesting that Apple may have cornered a significant share of this process node to build chips for its devices. Also, the N2 process node will reportedly carry a 20% to 30% premium over the 3nm process node, which Apple used to build the processors for last year's devices.
So, just like Sandisk, even TSMC could witness strong growth this year due to higher pricing and strong iPhone shipment volumes. The company's long-term earnings growth estimates have steadily ticked up over the past year, and that trend could continue given its solid pricing power.
TSMC is the largest semiconductor foundry in the world, with 73% market share. This puts it in a terrific position to capitalize on the semiconductor market's secular growth, which is why there is a solid chance that TSMC will become a multibagger by the end of the decade. Apple's upcoming iPhones could give TSMC's growth a nice boost, and its AI-focused customers should help it sustain solid growth over the long run.
As such, investors looking for a solid semiconductor stock to add to their potential million-dollar portfolios should take a closer look at TSMC before it jumps higher following respectable gains of 32% this year.
Should you buy stock in Sandisk right now?
Before you buy stock in Sandisk, 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 Sandisk 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 $397,351!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,304,257!*
Now, it’s worth noting Stock Advisor’s total average return is 934% — 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.
Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Nvidia, and Taiwan Semiconductor Manufacturing. 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.

Apple's New iPhone Is Going to Cost Significantly More Than Last Year. That's Great News for These 2 Potential Millionaire-Maker Stocks.

Key Points
SK Hynix now trades on the U.S. stock market, and investors would do well to take a closer look at its phenomenal growth prospects.
The company's red-hot earnings growth and attractive valuation indicate that it could become a multibagger.
Memory has emerged as one of the biggest bottlenecks in artificial intelligence (AI) data centers, which explains why the demand for these chips has simply taken off in recent years.
In fact, memory demand is so strong that the ongoing supply shortage in this industry is anticipated to last beyond 2030. Not surprisingly, investors have been buying memory stocks, such as Micron Technology (NASDAQ: MU) and Sandisk, hand over fist over the past year. However, there is a new addition to this list following the U.S. listing of South Korean memory giant SK Hynix (NASDAQ: SKHY).
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
This Micron competitor could become one of the biggest winners of the AI-fueled memory boom. Importantly, U.S. investors can now easily invest in this semiconductor stock by buying its Nasdaq-listed American Depository Receipts (ADRs). Let's see why doing so could turn out to be a smart move.
SK Hynix is bigger than Micron
Micron has been one of the most sought-after memory manufacturers for investors, primarily due to its red-hot revenue and earnings growth. This explains why Micron stock has jumped by a stunning 689% over the past year. SK Hynix, however, has also witnessed a phenomenal 606% rise on the Korean stock market over the past year.
That's not surprising, as it is one of the biggest players in the memory chip market. SK Hynix has been benefiting from rapidly rising prices and a growing appetite for dynamic random-access memory (DRAM) and NAND flash chips. Its operating profit rose by 5x year over year in the first quarter of 2026, while revenue nearly tripled. The company's operating margin also reached a record 72% during the quarter.
Micron's non-GAAP operating margin, meanwhile, landed at 81.2% in the most recent quarter. However, SK Hynix seems well-positioned to bridge the margin gap with Micron owing to its higher market share. According to Counterpoint Research, SK Hynix's DRAM market share was 29% in the first quarter of 2026, seven points higher than Micron's share. The Korean behemoth enjoyed a much larger share of 58% in high-bandwidth memory (HBM), well above Micron's 21%.
Investors should note that HBM demand has been growing exponentially, as this type of memory helps transport massive data sets in AI chip clusters and data centers in an energy-efficient manner. HBM plays a critical role in ensuring that AI accelerator chips don't waste time and energy waiting for data. So, it is easy to see why HBM demand is so strong that the price of these chips is poised to double in 2027, according to DigiTimes.
SK Hynix's position as the leading HBM vendor suggests that its terrific revenue and earnings growth are poised to continue. What's more, SK Hynix holds an 18% market share in NAND flash storage chips, above Micron's 13%. This is another terrific reason to buy SK Hynix stock. After all, NAND flash prices are projected to jump by a whopping 234% in 2026, according to Gartner.
SK Hynix CEO Kwak Noh-Jung recently noted that the memory shortage could worsen in 2027, suggesting prices could continue to rise. He also noted that robust customer demand for memory chips and capacity constraints will ensure that demand for memory continues to outstrip supply beyond 2030.
All this suggests that buying this AI stock could be one of the smartest moves you can make right now, especially considering that SK Hynix is extremely undervalued right now.
This memory stock is about to go parabolic
We have already seen that SK Hynix stock has soared impressively over the past year. However, it isn't done soaring yet. Analysts are anticipating a 429% increase in its earnings per share (EPS) in 2026 to 319,109.97 South Korean won, according to Yahoo! Finance consensus estimates, which translates into $214.21 per share at the current exchange rate. However, as each ADR of SK Hynix represents a tenth of its common share, the EPS per ADR would be around $21.42 based on the converted amount.
SK Hynix is trading at 22.3 times trailing earnings, a discount to the tech-focused Nasdaq-100 index's average earnings multiple of 34.5. Assuming it trades at a discounted 20 times earnings at the end of 2026 and its EPS per ADR lands at $21.42, its stock price could reach $428 over the next few months.
That's just over 2x SK Hynix's current stock price, indicating that investors can buy this potential multibagger at an attractive valuation right now.
Should you buy stock in SK Hynix right now?
Before you buy stock in SK Hynix, 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 SK Hynix 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 $396,542!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,299,961!*
Now, it’s worth noting Stock Advisor’s total average return is 931% — 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.
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.

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