Recorded Future Named Leader in 2026 Gartner Magic Quadrant for Cyberthreat Intelligence
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
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Should l Buy IT?
Source: Yahoo Finance
- Leader Recognition: Recorded Future has been named a Leader in the 2026 Gartner Magic Quadrant for Cyberthreat Intelligence Technologies, reflecting the company's strong vision and execution capabilities in the cybersecurity sector, thereby enhancing customer trust in its products.
- Evolving Customer Needs: As cyber threats accelerate and decision-making becomes more complex, customers require a platform that can translate intelligence into action rather than just a broad vision, highlighting Recorded Future's adaptability to market demands.
- Intelligent Platform Advantage: By leveraging its Intelligence Graph, which contains over 200 billion nodes of threat data, Recorded Future combines precise AI-driven analytics with autonomous capabilities, enabling organizations to transition from manual threat intelligence to automated risk mitigation, thus enhancing overall security ecosystem efficiency.
- Market Leadership Position: As the world's largest threat intelligence company, Recorded Future serves over 1,900 businesses and government organizations, further solidifying its leadership position in cybersecurity and laying a foundation for future growth.
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Analyst Views on IT
Wall Street analysts forecast IT stock price to rise
11 Analyst Rating
4 Buy
6 Hold
1 Sell
Moderate Buy
Current: 149.490
Low
150.00
Averages
190.70
High
240.00
Current: 149.490
Low
150.00
Averages
190.70
High
240.00
About IT
Gartner, Inc. delivers actionable, objective business and technology insights. Its segments include Business and Technology Insights (Insights), Conferences, and Consulting. The Insights segment delivers independent, objective insight to leaders across an enterprise through subscription services that include on-demand access to published research content, data and benchmarks, and direct access to a network of research experts located around the globe. The Conferences segment is designed for information technology (IT) and business executives as well as decision-makers looking to adapt and evolve their organizations through disruption and uncertainty, navigate risks and prioritize investments. The Consulting segment serves chief information officers and other senior executives to optimize technology investments and drive business impact. It also provides solutions for a range of IT-related priorities, including IT cost optimization, digital transformation, and IT sourcing optimization.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Contract Value Growth: The total contract value reached $5.3 billion in Q1, reflecting a 1% year-over-year increase, with a 3.5% growth excluding U.S. federal contracts, indicating stable growth in core markets and sustained client demand.
- Optimistic Future Outlook: The company expects full-year EBITDA to be at or above $1.545 billion, adjusted EPS to exceed $13.25, and free cash flow to reach at least $1.16 billion in 2026, reflecting management's confidence in future performance and commitment to ongoing investments.
- Market Environment Challenges: Despite the optimistic outlook, management noted a slowdown in client decisions in March, leading to extended sales cycles, particularly in regions affected by geopolitical factors, which may pose short-term performance pressures.
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- Profitability Surge: The company reported adjusted earnings of $23.41 per share, a substantial improvement from a loss of $0.30 per share in the prior year, reflecting enhanced profitability in a high-demand environment, likely attracting more investor interest.
- Long-Term Contracts Signed: Sandisk secured three long-term contracts worth $42 billion last quarter and added two more in the current quarter, indicating a strengthening revenue pipeline and significant future growth potential.
- Strong Market Demand: NAND flash prices are projected to rise by 234% in 2026, while the demand for storage in smartphones and PCs continues to grow, ensuring Sandisk's earnings growth in the coming years, with stock prices potentially reaching $4,000.
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- Class Action Filed: Pomerantz LLP has announced a class action lawsuit against Gartner, alleging securities fraud and other unlawful business practices, with investors advised to apply as Lead Plaintiff by May 18, 2026.
- Contract Value Decline: Gartner reported a 7% decline in contract value growth rate in its Q2 2025 earnings, resulting in a stock price drop of 27.55% to $243.93 per share on the announcement date.
- Consulting Segment Shortfall: On February 3, 2026, Gartner disclosed a further 2% decline in contract value growth and a significant shortfall in its Consulting segment's performance, causing a 20.87% drop in stock price to $160.16 per share.
- Legal Background: Pomerantz LLP, a premier firm in corporate and securities class litigation for over 85 years, has a history of recovering multimillion-dollar damages for victims of securities fraud and corporate misconduct.
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- Class Action Notice: Rosen Law Firm reminds investors who purchased Gartner stock between February 4, 2025, and February 2, 2026, to apply as lead plaintiffs by May 18, 2026, to participate in the class action and seek compensation.
- Lawsuit Background: The lawsuit alleges that Gartner failed to disclose the true state of its growth rates, particularly that its claims of achieving 12-16% contract value growth in a normal macroeconomic environment were unrealistic, resulting in investor losses.
- Law Firm Credentials: Rosen Law Firm specializes in securities class actions, having recovered over $438 million for investors in 2019 alone, and was ranked first in 2017 for the number of securities class action settlements, demonstrating its expertise and success in this field.
- Participation Instructions: Investors can visit the designated website or call the toll-free number for more information, ensuring they select qualified legal counsel to protect their rights, and may choose to remain absent from the class until it is certified.
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- Class Action Initiated: Bronstein, Gewirtz & Grossman, LLC has announced a class action lawsuit against Gartner, aiming to recover damages for investors who purchased securities between February 4, 2025, and February 2, 2026, reflecting strong investor concerns over potential financial misconduct.
- False Statement Allegations: The complaint alleges that Gartner made materially false and misleading statements throughout the class period and failed to disclose adverse facts regarding the company's business and prospects, potentially leading to investor losses.
- Overstated Contract Value Growth: The lawsuit claims that Gartner's expected contract value growth for fiscal year 2025 was overstated, and the revenue projections for its business segments lacked a reasonable basis, exacerbating investor anxiety.
- Consulting Segment Performance Issues: Despite contrary internal trends, Gartner repeatedly reaffirmed expectations for its consulting segment's performance, rendering its statements materially false and misleading at all relevant times, which could undermine future market trust in the company.
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