Dollar jitters drag on stocks - but one IT name is up 13.9% this month

Investing.com - Major market indexes fell after comments on the U.S. dollar added to investor unease, with the Fed’s next move still dominating every conversation in equity markets. Against that backdrop, most equities have given ground - yet one research and advisory company has broken sharply in the other direction.

That divergence shows up in the numbers: the stock has climbed +13.9% month-to-date, even as broader sentiment churned. The move is not confined to this one name. October’s AI-picked list has produced a string of double-digit gains this month across consumer, services, and healthcare names. InvestingPro members, who access our monthly-updated high-conviction picks for less than $9 a month, were already positioned in them before the moves began.

Missed those picks? Here’s the good news: October’s list is ready - become a member to see it.

The pick: Gartner (NYSE:IT)

Our AI models added Gartner to the list on February 1, 2026. InvestingPro members were positioned in this high-conviction pick first - before the stock climbed +13.9% month-to-date and before October brought a wave of fresh analyst attention. The since-pick total return stands at +4.79%, with most of that gain concentrated in October.

What moved it in October

On October 20, three analyst actions landed on the same session. BMO Capital Markets added Gartner as a new Top Pick alongside ServiceNow, widening its coverage beyond its prior sole top pick in the space. Truist Securities raised its price target on Gartner citing conference segment growth. That activity arrived on the same day Gartner announced it will report Q3 2026 results on November 3 - a scheduled print that is sharpening focus on the name heading into month-end.

The Q3 earnings announcement sharpens a story the market had already begun to reprice after the August 4 report. On that date, Gartner posted adjusted EPS of $4.37 against a consensus of $3.76 - a 16.2% beat - and the stock jumped +23.0% on the day of the report. Since then, 12 analysts have revised estimates upward, with 2 revisions down, in the 90 days that followed.

What our models still flag

The analyst activity and the earnings momentum reinforce signals our AI models cited at entry. As of this month’s review, three pillars underpin the thesis:

Want to see the full list? This winner, and others like it, are on October’s list - InvestingPro members can access the complete set of AI-powered stock picks HERE.

A track record built on getting there first

Gartner’s October run fits the broader pattern for the Top Value Stocks strategy. Since the strategy’s November 2023 launch, it has delivered a cumulative equal-weighted total return of +97.84%, outpacing its benchmark by +25.94% on the same cumulative equal-weighted basis. The list rotates monthly, so the names generating returns this month were in members’ hands before the moves began.

Already a member? Jump straight to the FULL list of October picks HERE.

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How Investing.com’s AI-Powered Stock Picker Works

At the beginning of each month, our proprietary AI system evaluates thousands of global equities using a complex blend of historical data, valuation signals, and forward-looking growth metrics.

By processing more than 15 years of financial data across more than 150 quantitative models, the engine identifies up to 20 high-conviction stocks per strategy based on their projected medium-term upside potential.

Every month, these strategies undergo a strict rebalancing process. New opportunities are added, strong performers are retained, and stocks that no longer meet the criteria are removed.

To consistently track performance, each strategy utilises equal weighting across all selected stocks. While investors are free to adjust their own allocations, this structure provides a transparent benchmark for evaluating overall model performance.

The goal is to keep capital positioned in the companies showing the strongest combination of momentum, valuation, and business performance.

*These are real-world numbers, recorded since the official launch of our AI models in November 2023.

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