Barclays downgrades Gartner, flags AI risks for information services stocks

Investing.com · Sam Boughedda · 2026-11-06 14:38 UTC

Barclays downgrades Gartner, flags AI risks for information services stocks

Investing.com -- Barclays downgraded Gartner (NYSE: IT) to Underweight while raising its price target to $185 from $150 in a note on Friday, as the bank remains cautious on information services companies whose business models could be disrupted by AI.

Analyst Manav Patnaik said Barclays’ structural concerns about the long-term future of names such as Gartner, Thomson Reuters (NYSE: TRI) and FactSet (NYSE: FDS) remain.

That is despite a sharp rally from early October to early November, as investors rotated out of AI winners. Over that period, Gartner rose 27%, Thomson Reuters 25% and FactSet 29%, while the S&P 500 fell 2.2%.

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