Gartner (NYSE:IT) Releases FY 2026 Earnings Guidance

Gartner (NYSE:IT) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 12.300- for the period, compared to the consensus EPS estimate of 13.530. The company issued revenue guidance of $6.5 billion-, compared to the consensus revenue estimate of $6.7 billion.

Gartner Stock Down 3.5%

NYSE:IT opened at $202.33 on Tuesday. Gartner has a twelve month low of $201.78 and a twelve month high of $584.01. The company’s 50 day moving average is $237.22 and its two-hundred day moving average is $250.35. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 4.42. The company has a market cap of $14.58 billion, a PE ratio of 17.75 and a beta of 1.06.

Gartner (NYSE:IT) last posted its quarterly earnings results on Tuesday, February 3rd. The information technology services provider reported $3.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.51 by $0.43. Gartner had a net margin of 13.71% and a return on equity of 92.12%. The company had revenue of $1.75 billion during the quarter, compared to analyst estimates of $1.75 billion. During the same period last year, the firm posted $5.45 EPS. Gartner’s revenue for the quarter was up 2.2% compared to the same quarter last year. Gartner has set its FY 2026 guidance at 12.300- EPS. Analysts anticipate that Gartner will post 12.5 EPS for the current year.

Analyst Ratings Changes

IT has been the topic of a number of recent analyst reports. Wells Fargo & Company decreased their price objective on Gartner from $231.00 to $218.00 and set an “underweight” rating on the stock in a report on Wednesday, November 5th. The Goldman Sachs Group decreased their price target on Gartner from $457.00 to $390.00 and set a “buy” rating on the stock in a research note on Wednesday, November 5th. William Blair reiterated an “outperform” rating on shares of Gartner in a report on Tuesday, October 21st. Truist Financial set a $300.00 price objective on Gartner in a research report on Wednesday, November 26th. Finally, BMO Capital Markets decreased their target price on shares of Gartner from $272.00 to $254.00 and set a “market perform” rating on the stock in a research report on Wednesday, November 5th. Four analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $309.67.

Insider Activity

In other Gartner news, Director Stephen G. Pagliuca bought 43,300 shares of the company’s stock in a transaction on Wednesday, December 10th. The stock was bought at an average price of $229.57 per share, for a total transaction of $9,940,381.00. Following the transaction, the director owned 111,613 shares of the company’s stock, valued at approximately $25,622,996.41. The trade was a 63.38% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP John J. Rinello sold 220 shares of the stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $229.57, for a total value of $50,505.40. Following the completion of the transaction, the senior vice president directly owned 3,046 shares in the company, valued at $699,270.22. The trade was a 6.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.60% of the stock is owned by insiders.

Key Headlines Impacting Gartner

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Q4 EPS beat — Gartner reported $3.94 EPS vs. the $3.51 consensus, showing operating leverage and profit beat that supports intrinsic earnings power. View Press Release
• Positive Sentiment: Share‑repurchase expansion — Management increased authorized buybacks, which is shareholder‑friendly and can support the stock over time by reducing share count. Gartner Reports Mixed 2025 Results, Expands Share Repurchases
• Neutral Sentiment: Revenue roughly in line — Q4 revenue was ~$1.75B, essentially meeting expectations, which removes surprise on the top line but doesn’t offset guidance weakness. View Slide Deck
• Neutral Sentiment: Strong profitability metrics — Gartner reported a net margin of ~13.7% and very high ROE (92%); positive fundamentals but already reflected in consensus estimates.
• Negative Sentiment: Guidance miss — Management set FY‑2026 EPS guidance of 12.30 (vs. consensus ~13.53) and revenue guidance of ~$6.5B (vs. consensus ~6.7B). The lower outlook is the primary catalyst for the stock decline as it implies slower growth or margin pressure next year. Gartner Q4 Earnings Report: What Investors Need to Know

Institutional Trading of Gartner

Several hedge funds and other institutional investors have recently modified their holdings of IT. AQR Capital Management LLC boosted its position in Gartner by 88.7% in the third quarter. AQR Capital Management LLC now owns 1,245,952 shares of the information technology services provider’s stock valued at $326,278,000 after buying an additional 585,766 shares in the last quarter. Invesco Ltd. grew its stake in shares of Gartner by 49.6% in the third quarter. Invesco Ltd. now owns 1,362,791 shares of the information technology services provider’s stock worth $358,237,000 after purchasing an additional 451,895 shares during the last quarter. Sustainable Growth Advisers LP grew its position in shares of Gartner by 26.3% in the 3rd quarter. Sustainable Growth Advisers LP now owns 1,466,771 shares of the information technology services provider’s stock valued at $385,570,000 after buying an additional 305,258 shares during the last quarter. Balyasny Asset Management L.P. increased its stake in shares of Gartner by 204.8% in the third quarter. Balyasny Asset Management L.P. now owns 115,240 shares of the information technology services provider’s stock valued at $30,293,000 after buying an additional 225,240 shares during the period. Finally, UBS Group AG increased its stake in shares of Gartner by 30.6% in the third quarter. UBS Group AG now owns 868,929 shares of the information technology services provider’s stock valued at $228,415,000 after buying an additional 203,540 shares during the period. Institutional investors own 91.51% of the company’s stock.

Gartner Company Profile

Gartner, Inc is a global research and advisory firm that provides insights, advice and tools for leaders in IT, finance, HR, customer service and other business functions. Founded in 1979 and headquartered in Stamford, Connecticut, Gartner specializes in helping organizations make informed decisions about technology, operations and strategy through a combination of published research, advisory services, consulting, executive programs and events.

The company’s offerings include proprietary research reports, market forecasts, and analytical frameworks that are widely used by technology buyers and vendors.