GARTNER INC (IT) Stock News

A securities class action lawsuit has been filed against Cogent Communications Holdings, Inc. alleging that the company and its executives made false and misleading statements regarding its optical wavelength backlog, customer demand, revenue targets, and dividend sustainability. The lawsuit covers investors who purchased Cogent securities between February 29, 2024 and May 1, 2026. The lead plaintiff deadline is September 21, 2026.

Globus Medical (GMED) and Integer (ITGR) are compared as potential value investments in the medical instruments sector. GMED emerges as the superior value option with a Zacks Rank #1 (Strong Buy) rating, lower forward P/E ratio of 14.88 versus ITGR's 20.68, and a Value grade of B compared to ITGR's C grade. GMED also shows stronger earnings estimate revisions and more favorable valuation metrics across multiple indicators.

Real Estate Investment Trusts (REITs) are experiencing strong performance due to AI-driven demand for data centers, healthcare facilities, and other infrastructure. Data center REITs like Equinix and Digital Realty Trust have posted significant year-to-date gains, while REIT ETFs offer diversified exposure to this trend with dividend yields and capital appreciation potential.

YieldMax® announced weekly distributions for three Performance & Distribution Target 25 ETFs tracking MSTR, NVDA, and TSLA, with distribution rates of 25.00% annually. The distributions were announced for ex-date September 15, 2026 and payment date September 16, 2026. The funds employ call-writing strategies to generate income but cap potential gains while exposing investors to full downside losses.

Dimensional Fund Advisors Ltd. has disclosed a 1.47% interest in Mitie Group PLC, comprising 19,098,896 ordinary shares as of September 10, 2026. The disclosure also notes a sale of 62,373 shares at 2.0865 GBP per unit. Dimensional clarifies it does not have discretion over voting rights for 137,116 of the shares held.

GENFIT, a biopharmaceutical company focused on rare liver diseases, has been included in the Euronext Paris indices CAC Mid 60 and SBF 120, effective September 18, 2026. The inclusion reflects the company's increased market capitalization, liquidity, and visibility, and is expected to enhance its reputation among institutional investors. The company continues to develop therapeutic and diagnostic solutions, including the FDA-approved Iqirvo® for primary biliary cholangitis.

GENFIT, a biopharmaceutical company focused on rare liver diseases, has been admitted to the Euronext Paris CAC Mid 60 and SBF 120 indices effective September 18, 2026. The inclusion reflects the company's increased market capitalization, liquidity, and visibility, and is expected to enhance its profile among institutional investors.

Lumentum (LITE) reported Q4 fiscal 2026 earnings of $3.23 per share, up 267% YoY and beating estimates by 8.03%, with revenues surging 109.3% to $1.01 billion. Strong demand for cloud and AI products, particularly 1.6T transceivers and optical components, drove growth. The company posted record gross margins of 50.4% and operating margins of 36.6%, with guidance for Q1'27 revenues between $1.225-$1.275 billion. Lumentum has a Zacks Rank #1 (Strong Buy) rating with upward estimate revisions.

John Jr Rakolta, Director of Agree Realty, purchased 10,000 shares worth $724,200 on August 31, 2026, bringing his total stake to 632,343 shares valued at $45.69 million. The insider buy signals confidence in the REIT, which operates 1,027 net-leased commercial properties with strong fundamentals including 99.8% occupancy and a 4.4% dividend yield. However, rising interest rates remain a concern for REITs as an asset class.

Magnite and ITN have expanded their partnership to integrate agentic capabilities into local linear TV advertising through Magnite's Orchestration layer. The integration automates the buying process, reducing what traditionally takes multiple weeks into hours. By combining ITN's NXTv infrastructure with Magnite's ClearLine platform, the solution enables buyers to streamline planning, execution, and optimization of local linear and CTV inventory in a unified workflow, with full integration expected in Q4 2026.

Rithm (RITM) declined 1.29% to $9.95, underperforming the S&P 500's 0.58% loss. The real estate investment trust faces a projected 5.56% EPS decline for the upcoming quarter, though revenue is expected to rise 33.3% year-over-year. The stock holds a Zacks Rank #3 (Hold) with a Forward P/E of 4.46, trading at a discount to its industry average of 11.91.

Bureau Veritas has successfully completed a bond issuance of EUR 700 million with maturity in September 2034. The company also disclosed its number of shares and voting rights as of August 31, 2026.

Bureau Veritas successfully completed a EUR 700 million bond issuance with maturity in September 2034. The company also reported its number of shares and voting rights as of August 31, 2026, in compliance with French financial regulations.

Dimensional Fund Advisors Ltd. has disclosed a 1.48% interest in Mitie Group PLC, comprising 19,198,527 ordinary shares as of September 7, 2026. The disclosure includes a sale of 8,446 shares at 2.0998 GBP per unit and a transfer out of 1,370,415 shares. Dimensional expressly disclaims beneficial ownership and notes it lacks discretion over 137,116 of the disclosed shares.

Fifth Third Bancorp (FITB) is highlighted as a strong dividend play for income investors, offering a 2.92% dividend yield with consistent growth. The company has increased its dividend 4 times over the last 5 years with an average annual increase of 7.84%, and is expected to see 14.05% earnings growth in 2026. With a moderate payout ratio of 41% and a Zacks Rank of #3 (Hold), FITB presents a compelling opportunity despite the stock's vulnerability to rising interest rates.

In a comparison of two diversified operations stocks, Grupo Cibest (CIB) emerges as the superior value investment over ITT. CIB holds a stronger Zacks Rank of #1 (Strong Buy) versus ITT's #2 (Buy), and demonstrates significantly better valuation metrics including a forward P/E of 9.25 compared to ITT's 24.77, a PEG ratio of 0.77 versus 1.67, and a P/B ratio of 2.02 versus 3.8. CIB also earned a Value grade of B while ITT received a D.

The article discusses various investment opportunities across sectors including robotics and AI, oil and natural gas, aerospace, employment trends, and biotech. It highlights earnings estimate increases for an oil and gas company, market cap movements for a space company, job growth in leisure and hospitality, and provides stock screening tools for investors seeking diversified exposure to emerging themes.

The article compares two REIT ETFs: Schwab U.S. REIT ETF (SCHH) and Northern Trust Global Quality Real Estate ETF (GQRE). SCHH offers a lower expense ratio (0.07% vs 0.45%), better 1-year returns (14.1% vs 9.7%), and larger assets under management ($11.3B vs $414.5M). GQRE provides higher dividend yield (4.3% vs 2.8%) and global diversification. The article recommends SCHH for most investors seeking a better balance of income, diversification, and stability, though GQRE appeals to income-focused investors willing to accept higher fees and international exposure.

Law firm Brodsky & Smith announced investigations into four major merger transactions, examining whether company boards breached fiduciary duties by failing to conduct fair processes and ensure fair value for shareholders. The investigations involve Personalis (acquired by Tempus AI for $16.25/share), Werewolf Therapeutics (acquired by Ambros Therapeutics), Beazer Homes (acquired by Dream Finders Homes for $33.50/share), and MarketAxess Holdings (acquired by Intercontinental Exchange for $167/share).

The Zacks Computers – IT Services industry is experiencing strong tailwinds from accelerating enterprise AI adoption, cloud modernization, and cybersecurity demand. The industry holds a Zacks Industry Rank #98 (top 40%) with positive earnings outlook. However, the sector has underperformed the S&P 500 by 35.4% over the past year, currently trading at a forward P/E of 18.48X, below historical medians. Key beneficiaries include Grid Dynamics, Telos, and SoundHound AI, which are capitalizing on AI-driven opportunities and vendor consolidation trends.

Broad Arrow Auctions, driven by Hagerty, is hosting its second annual Zürich Auction on November 7, 2026, at the Dolder Grand. The sale will feature approximately 60 collector cars, headlined by a rare 2019 McLaren Senna (est. CHF 1.1-1.4M) and a 2015 Ferrari LaFerrari offered without reserve (est. CHF 5.5-7.5M), alongside a 2011 Lamborghini Gallardo LP570-4 Superleggera. The auction continues Broad Arrow's partnership with Auto Zürich.

iShares Global REIT ETF (REET) emerges as the better choice for most investors, offering superior liquidity, lower expense ratio (0.14% vs 0.45%), and stronger 1-year performance (7.5% vs 11.2%). FlexShares Global Quality Real Estate Index Fund (GQRE) appeals primarily to income-focused investors with its higher dividend yield of 4.3% versus 3.4%, though it carries higher volatility and lower historical returns.

AngloGold Ashanti (AU) delivered H1 2026 EBITDA of $4.3B, up 82% year-over-year, driven by higher gold prices and cost efficiencies despite a 4% decline in gold production. The company expects stronger H2 production and projects 2026 gold production of 2.80-3.17 million ounces. Gold revenues reached $6.3B, up 43.8% year-over-year, supported by gold prices rallying 21.5% annually to around $4,323 per ounce.

The article explains why EV-to-EBITDA is a superior valuation metric compared to P/E ratios, as it accounts for debt and provides a more complete picture of company value. Five stocks meeting strict screening criteria—Par Pacific Holdings, Amkor Technology, Kohl's, Avnet, and Ecovyst—are highlighted as attractive bargain stocks with low EV-to-EBITDA multiples and strong growth prospects.

AMC Entertainment is optimizing its theatre portfolio by closing underperforming locations while expanding premium formats. Despite 26.5% lower attendance, Q2 2026 adjusted EBITDA rose 39.5% above 2019 levels, driven by 77 premium large-format and 193 XL auditoriums that generate significantly higher revenues and profitability. Peer companies Cinemark and Marcus Corporation also report strong EBITDA growth through similar premium format strategies and operational leverage.

Escalating U.S.-Iran tensions in the Middle East, including strikes on Iranian rocket launchers and retaliatory attacks, are creating investment opportunities in the defense sector. Major defense contractors like Lockheed Martin, RTX, and Northrop Grumman are positioned to benefit from increased demand for military equipment and multi-billion-dollar procurement contracts. Defense ETFs offer diversified exposure to the industry as an alternative to individual stock investments.

BNP Paribas has issued a statement regarding ongoing Sudan litigation, asserting that the trial court misinterpreted Swiss law and committed legal errors. The bank claims its financial transactions were authorized under Swiss and European law, and states it has support from the Swiss and US governments, academics, and professional organizations. BNP Paribas expressed confidence in presenting its case before the appellate court.

BNP Paribas has filed an appeal in Sudan litigation, asserting that the trial court misinterpreted Swiss law and committed legal errors. The bank claims its financial transactions were authorized under Swiss and European law, and states it has support from the Swiss government, US government, academics, and industry organizations in its position.

WisdomTree Multi Asset Issuer has announced an amendment to the Daily Swap Rate for its WisdomTree Silver 3x Daily Leveraged Securities, effective 1 December 2026. The rate will decrease from 0.01248% to 0.00692%, with amendment documents becoming effective on 1 September 2026. BNP Paribas acts as the Swap Provider for this change.

Fifth Third Bancorp (FITB) is investing nearly $1 billion in Texas over the next five years, planning to open 150 new financial centers by 2029. Following its February 2026 Comerica acquisition, FITB will establish a network of over 250 financial centers across Texas, positioning itself among the top four banks in Dallas, Houston, and Austin. The expansion aims to drive deposit growth, lending, and cross-selling opportunities.