IT|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $2.86 | - | - |
| Q2'26 | $3.87 | $4.37 | +13.1% |
| Q1'26 | $3.67 | $3.32 | -9.6% |
| Q3'25 | $2.43 | $2.76 | +13.7% |
| Q2'25 | $3.31 | $3.53 | +6.8% |
| Q1'25 | $2.72 | $2.98 | +9.7% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $1.5B | - | - |
| Q2'26 | $1.7B | $1.7B | -1.4% |
| Q1'26 | $1.7B | $1.5B | -9.9% |
| Q3'25 | - | $1.5B | - |
| Q2'25 | - | $1.7B | - |
| Q1'25 | - | $1.5B | - |
Market Data
IT Stock Snapshot
IT is currently trading at $185.60, giving Gartner, Inc. a market cap of 11.93B and a P/E ratio of 16.1. Today's range spans $183.96–$194.53, with shares opening at $190.00 and moving up $0.01 (0.0%) from the prior close. DailyIQ's technical score sits at 68/100 (BUY) with a news sentiment reading of 61/100.
Over the past year IT has traded between $124.25 and $265.85 - the current price is +49.4% off the 52-week low and -30.2% from the high. 26 analysts cover the stock with a Hold consensus and a mean 12-month target of $185.77 (range $150.00–$229.00), implying upside of +0.1%.
What IT has right now - BUY signal, 68/100 technical score, bullish sentiment at 61/100, price $185.60 (in the middle of its 52-week range) - is the profile that shows up in screens looking for Technology growth stories with technical confirmation. (P/E: 16.1) At 11.93B in capitalization, the risk/reward of a setup like this is often better than in mega-cap peers where the same signal translates to a smaller percentage move. Range: $124.25–$265.85.
Earnings revision cycles in large-cap Technology names tend to compound: when technicals confirm a BUY thesis (68/100) and news sentiment (61/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $185.60 (in the middle of its 52-week range), IT's position within the $124.25–$265.85 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.
Company Insights: Gartner, Inc. (IT)
Gartner, Inc. operates as a global research and advisory firm, providing critical insights and guidance across a multitude of industries. The company's business model is structured around three core segments: research, conferences, and consulting services. Through its subscription-based research, Gartner offers in-depth analysis and expert consultations, enabling clients to make data-driven decisions in complex environments. Conferences serve as a platform for executive networking and knowledge exchange, while consulting provides bespoke solutions for challenges such as IT cost optimization and digital transformation.
The company's financial performance demonstrates a consistent ability to surpass earnings expectations, as evidenced by recent quarterly reports. Gartner has a track record of beating analyst EPS estimates in its last three reported quarters, indicating strong operational execution or resilient demand for its advisory services. While revenue growth has shown positive momentum in some recent periods, it is important to monitor the performance of specific segments, particularly consulting, which has faced scrutiny.
Recent market sentiment and analyst commentary suggest a reassessment of Gartner's valuation, influenced by a significant price target reduction and concerns regarding the consulting segment's outlook. External factors, including global economic conditions and tariffs, are also cited as potential headwinds impacting future performance. The sale of its software recommendation platforms further adds to the ongoing evaluation of the company's strategic direction and business practices.
Research Dominance
Gartner's core research segment provides subscription-based access to proprietary insights, forming a recurring revenue base.
This segment empowers clients with data and expert guidance for strategic decision-making in technology and business.
The depth and breadth of its research offerings create a sticky customer relationship and competitive advantage.
Earnings Consistency
The company has consistently exceeded analyst Earnings Per Share (EPS) estimates in its most recently reported quarters.
This pattern suggests effective cost management and strong demand for its advisory and research services.
Positive EPS surprises indicate operational resilience and the ability to navigate market dynamics effectively.
Valuation Reassessment
Recent analyst actions include significant price target reductions, reflecting concerns about future growth.
The consulting segment's performance and global economic factors are key drivers of this valuation scrutiny.
Investors are closely monitoring upcoming quarters for signs of recovery and strategic adjustments.
Strategic Shifts
Gartner's sale of its software recommendation platforms signals a potential refocusing of its core business.
This move may indicate a strategic pivot or an effort to streamline operations and enhance profitability.
The impact of these strategic decisions on future revenue streams and market positioning requires careful observation.
Positioning IT
Gartner's stock is currently undergoing a period of valuation reassessment, marked by analyst price target reductions. Investors considering adding to positions should look for clear signs of stabilization or improvement in the consulting segment and a reaffirmation of the research business's strength. Conversely, a continued decline in contract value or a worsening global economic outlook might warrant a reduction in exposure.
Risk Factors
Gartner's stock faces risks primarily tied to the cyclical nature of its advisory services and potential shifts in client spending. Investors should monitor changes in demand for its research and consulting, as well as competitive pressures.
- Consulting Slowdown
Gartner's consulting segment is sensitive to economic downturns and shifts in IT spending priorities. A significant slowdown in this area could directly impact revenue and profitability. This risk would materialize if clients reduce discretionary spending on strategic advice or delay major IT projects.
- Subscription Renewal
The company's core research business relies on recurring subscription revenue, which can be affected by client retention rates. A decline in renewals could lead to slower growth or revenue contraction. This risk becomes more prominent if competitors offer more compelling value or if clients face budget constraints.
- Valuation Scrutiny
Recent analyst downgrades and price target reductions indicate increased scrutiny on Gartner's valuation. If the company fails to meet revised growth expectations, its stock price could face further downward pressure. This risk is amplified by concerns over the consulting segment's performance and global economic impacts.
- Platform Sale
Gartner's decision to sell its software recommendation platforms signals a strategic shift and may impact its ecosystem. The long-term implications for client engagement and revenue diversification are uncertain. This risk could manifest if the sale leads to a loss of synergistic benefits or client dissatisfaction.
IT Recent Earnings History
- Q3 2025
EPS: $2.76 actual vs $2.43 estimate (beat) · Revenue: $1,524M actual
- Q2 2025
EPS: $3.53 actual vs $3.31 estimate (beat) · Revenue: $1,686M actual
- Q1 2025
EPS: $2.98 actual vs $2.72 estimate (beat) · Revenue: $1,534M actual
- Q4 2024
EPS: $5.45 actual vs $3.26 estimate (beat) · Revenue: $1,715M actual
What Moves IT Stock?
Gartner's stock performance is primarily driven by the demand for its research and advisory services, particularly within the technology sector. Investor sentiment is closely tied to the company's ability to consistently beat earnings expectations and its forward-looking guidance, especially concerning its consulting segment.
Earnings Performance
Gartner has demonstrated a consistent track record of exceeding analyst expectations for Earnings Per Share in recent quarters. This pattern suggests strong operational execution and robust demand for its core research and advisory offerings. The company's ability to deliver better-than-expected profits often signals underlying strength in its client engagement and service delivery.
When Gartner surpasses EPS estimates, it typically leads to positive stock price reactions, reflecting investor confidence in its business model and management's ability to generate value. Conversely, any miss on earnings or a softening in future guidance can trigger significant sell-offs, as seen with recent price target reductions.
Consulting Segment Outlook
The consulting segment represents a key growth area for Gartner, offering tailored solutions to clients navigating complex IT challenges and digital transformations. Performance in this segment is sensitive to broader economic conditions and corporate IT spending trends. Weakness here can signal a more challenging environment for advisory services.
Recent analyst commentary highlights concerns regarding the consulting segment's performance and its impact on Gartner's overall outlook. A softer outlook for consulting can lead to downward revisions in price targets and negatively affect investor sentiment, as it suggests potential headwinds in a significant revenue-generating part of the business.
Valuation Scrutiny
Gartner's valuation has come under increased scrutiny following recent financial results and forward-looking guidance. Analysts are re-evaluating the stock's potential, considering factors such as the company's growth trajectory and the impact of external economic forces. The sale of its software recommendation platforms also adds to this reassessment.
Significant price target reductions by analysts signal a shift in market perception and can pressure the stock price. Investors are closely monitoring how Gartner addresses these valuation concerns and whether it can demonstrate a clear path to sustained growth that justifies its current market capitalization.
Key insight: Gartner's stock is primarily influenced by its consistent earnings beats and the forward outlook for its consulting division. Investors are closely watching for signs of sustained demand for its research and advisory services, alongside management's ability to navigate economic uncertainties and justify the company's valuation.
Analyst Price Targets for IT
Here's where sell-side analysts stand on IT right now, based on the latest ratings DailyIQ has tracked.
Reflects the most recently tracked analyst ratings for IT and may lag real-time updates. Not a recommendation to buy or sell.
Key Metrics for IT
Gartner's performance hinges on its ability to retain and expand its client base for research subscriptions and consulting services. Investors closely monitor these metrics to gauge the company's recurring revenue strength and growth potential.
Research Revenue: Measures recurring revenue from subscription-based research services. Strong, consistent growth indicates client retention and value perception; declining revenue suggests competitive pressure or reduced client spending. This is Gartner's core business and a key driver of its valuation.
Consulting Revenue: Tracks revenue generated from advisory and project-based consulting services. Accelerating growth signals strong demand for Gartner's expertise; deceleration or decline may point to market saturation or client budget constraints. This segment's performance is crucial for overall growth and diversification.
Client Retention Rate: Indicates the percentage of clients who renew their research subscriptions. A high and stable rate signifies customer satisfaction and the sticky nature of Gartner's services; a declining rate is a significant red flag. This metric directly impacts future recurring revenue predictability.
Contract Value Growth: Reflects the increase in the total value of client contracts, both new and renewed. Positive growth demonstrates Gartner's ability to upsell and attract new business; negative growth suggests challenges in expanding its client base or increasing contract sizes. This is a forward-looking indicator of revenue potential.
Conference Revenue: Measures income from Gartner's industry conferences. Growth here suggests successful event execution and attendee engagement; declines could indicate weaker industry participation or event cancellations. While smaller than research, it contributes to overall top-line performance.
IT Competitive Positioning
Gartner, Inc. (IT) is tracked alongside these names in Information Technology Services on DailyIQ.
Frequently Asked Questions About IT
Is Gartner, Inc. (IT) stock a good investment opportunity?
Gartner's investment appeal hinges on its established position in research and advisory services, serving a diverse global client base. The company's subscription-based research model provides recurring revenue, while its conferences and consulting segments offer additional growth avenues. Investors may consider Gartner's ability to adapt to evolving industry needs and maintain its competitive edge in providing critical business insights.
What are the main drivers of Gartner (IT) stock price?
The stock price of Gartner (IT) is primarily influenced by its subscription renewal rates, the demand for its research and consulting services, and the success of its conferences. Factors such as corporate spending on IT and business strategy, competitive pressures, and the firm's ability to innovate and expand its service offerings also play a significant role.
Does Gartner (IT) pay a dividend?
Gartner, Inc. (IT) has historically paid a quarterly dividend to its shareholders. Investors interested in dividend income should review the company's latest investor relations information for current dividend payout amounts and frequency, as well as any potential changes to its capital return policy.
What is Gartner's (IT) valuation compared to its peers?
Gartner's (IT) valuation, often assessed through metrics like its P/E ratio, should be compared against its industry peers in the IT services and consulting space. Recent analyst target reductions suggest that the market is reassessing its valuation, particularly in light of Q4 results and forward-looking guidance. Investors should examine current multiples in the context of the company's growth prospects and profitability.
What are the risks associated with investing in Gartner (IT) stock?
Key risks for Gartner (IT) include potential slowdowns in corporate IT spending, increased competition from other research and advisory firms, and challenges in retaining clients for its subscription services. The company's consulting segment performance and the impact of global economic conditions on client budgets are also significant considerations.
How does Gartner's research segment contribute to its business?
Gartner's research segment forms the core of its business, offering subscription-based access to in-depth industry analysis, data, and expert advice. This segment is crucial for generating consistent, recurring revenue and establishing the company's thought leadership across various technology and business domains.
What is Gartner's outlook for its consulting services?
The outlook for Gartner's consulting services is a key area of focus for investors, especially following recent performance reviews and analyst commentary. The segment's ability to secure new contracts and deliver value to clients navigating complex digital transformations will be critical for its future growth and contribution to overall company revenue.
How has Gartner's stock performed recently?
Recent performance for Gartner (IT) stock has seen increased scrutiny, with notable price target reductions from analysts. This follows weaker-than-expected Q4 results and a softer outlook for 2026, particularly impacting the consulting segment. Investors are closely monitoring analyst sentiment and any strategic adjustments the company makes in response.
What is Gartner's strategy regarding its software recommendation platforms?
Gartner has been selling its software recommendation platforms, a move that is adding to increased scrutiny of its business practices and strategic direction. This divestiture may signal a shift in focus towards its core research and advisory services or a response to evolving market dynamics.
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