Cramer Rejects Gartner After 48% 2025 Drop, Citing Anthropic AI Threat
Jim Cramer said Gartner reported a disappointing quarter and warned investors to “say no” due to competitive threats from Anthropic’s AI. Gartner shares fell nearly 48% in 2025 as rising AI tools reduce reliance on its research and advisory services.
1. Cramer’s Negative Take on Gartner
Jim Cramer said the company’s quarter was disappointing and warned investors to “say no” as Anthropic could easily encroach on its market share, reflecting his lack of conviction in the stock’s near-term outlook.
2. Steep Share Decline in 2025
Gartner’s shares plunged nearly 48% in 2025, ranking it as one of the worst performers in the S&P 500, driven by weaker revenue growth and investor concerns over its ability to rebound.
3. AI Competition Undermining Advisory Services
The rise of AI tools enables enterprises to access research and insights directly, reducing demand for subscription-based advisory services and pressuring Gartner’s traditional consulting model.