IT·Gartner, Inc.

Gartner, Inc. is a global research and advisory firm providing insights and guidance across various industries, operating within the Technology sector, specifically the Information Technology Services industry. The company's business model is built on research, conferences, and consulting services, offering subscription-based analysis and tailored solutions to a diverse client base. In its most recent reported quarters, Gartner demonstrated mixed performance. For Q1 2026, the company reported an actual EPS of $3.32 against an estimate of $3.67, and actual revenue of $1.511 billion against an estimate of $1.677 billion, indicating a miss on both metrics. This followed Q3 2025, where actual EPS was $2.76, exceeding the estimate of $2.43, but revenue data was not provided. Looking at the prior two quarters, Q2 2025 saw actual EPS of $3.53 versus an estimate of $3.31, and Q1 2025 reported actual EPS of $2.98 against an estimate of $2.72. Revenue for Q2 2025 was $1.687 billion and for Q1 2025 was $1.534 billion, with no estimates provided for revenue in these periods. Historically, Gartner has shown a pattern of beating EPS estimates in some quarters while missing in others, with Q4 2024 being a significant beat with actual EPS of $5.45 against an estimate of $3.26. The company's revenue growth trajectory has been less consistently reported with estimates, making year-over-year comparisons challenging based solely on the provided data. Recent news indicates Gartner is facing a securities class action lawsuit with a deadline for investors to join by May 18, 2026, a development that warrants investor attention. Concurrently, the company's industry is seeing advancements, with Darwinbox recognized in Gartner's Magic Quadrant for Talent Acquisition Suites, highlighting AI's growing role. Gartner itself anticipates a significant shift towards AI observability tools. Investors will be watching for the company's ability to navigate the ongoing legal scrutiny and capitalize on the increasing importance of AI and related technologies in its advisory services. Key will be the company's performance in upcoming quarters, particularly its ability to meet analyst expectations for both earnings and revenue, and how it addresses the legal challenges.