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.

Wall Street Analysts Forecast Growth

Several research analysts have commented on IT shares. Wells Fargo & Company cut their price target on shares of Gartner from $231.00 to $218.00 and set an “underweight” rating for the company in a report on Wednesday, November 5th. Barclays lowered their price objective on Gartner from $270.00 to $260.00 and set an “equal weight” rating on the stock in a research report on Wednesday, November 5th. UBS Group boosted their target price on Gartner from $256.00 to $270.00 and gave the stock a “neutral” rating in a research report on Friday, January 9th. Morgan Stanley decreased their target price on Gartner from $281.00 to $275.00 and set an “equal weight” rating on the stock in a research note on Wednesday, December 17th. Finally, Truist Financial set a $300.00 price target on Gartner in a report on Wednesday, November 26th. Four equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $309.67.

Gartner Price Performance

NYSE IT traded down $45.45 during trading hours on Tuesday, reaching $156.95. 1,732,090 shares of the stock traded hands, compared to its average volume of 1,070,207. The company has a debt-to-equity ratio of 4.42, a current ratio of 0.88 and a quick ratio of 0.88. The stock has a 50 day simple moving average of $237.22 and a two-hundred day simple moving average of $250.35. Gartner has a 1 year low of $139.18 and a 1 year high of $584.01. The company has a market cap of $11.31 billion, a price-to-earnings ratio of 13.83 and a beta of 1.06.

Gartner (NYSE:IT) last announced its quarterly earnings data on Tuesday, February 3rd. The information technology services provider reported $3.94 EPS for the quarter, beating the consensus estimate of $3.51 by $0.43. The firm had revenue of $1.75 billion for the quarter, compared to analyst estimates of $1.75 billion. Gartner had a return on equity of 92.12% and a net margin of 13.71%.The company’s revenue was up 2.2% on a year-over-year basis. During the same period in the prior year, the company earned $5.45 EPS. Gartner has set its FY 2026 guidance at 12.300- EPS. On average, analysts predict that Gartner will post 12.5 EPS for the current fiscal year.

Insider Activity

In other Gartner news, EVP Claire Herkes sold 367 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $231.56, for a total transaction of $84,982.52. Following the completion of the sale, the executive vice president directly owned 4,074 shares in the company, valued at $943,375.44. This represents a 8.26% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Stephen G. Pagliuca acquired 43,300 shares of Gartner stock in a transaction dated Wednesday, December 10th. The shares were bought at an average cost of $229.57 per share, for a total transaction of $9,940,381.00. Following the completion of the purchase, the director directly 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. Additional details regarding this purchase are available in the official SEC disclosure. 3.60% of the stock is owned by corporate insiders.

Gartner News Summary

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Q4 EPS beat Street estimates — Gartner reported $3.94 EPS, topping consensus and showing profitability resilience even as year‑over‑year EPS declined; this beat can support near‑term sentiment. Gartner (IT) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Company expanded share repurchases alongside its report — buyback increases can support the stock by returning cash and offsetting EPS pressure from slower growth. Gartner Reports Mixed 2025 Results, Expands Share Repurchases
• Neutral Sentiment: Revenue essentially inline — Q4 revenue was about $1.75B (up ~2.2% Y/Y) and matched consensus, which moderates the positive EPS headline but underscores slow top‑line growth. Gartner Q4 earnings and materials
• Negative Sentiment: FY2026 guidance below Street expectations — Gartner set FY26 EPS and revenue guidance under analysts’ forecasts, signaling weaker forward visibility and growth; this is the main driver weighing on the stock. Gartner forecasts downbeat annual results on slowing demand at consulting unit
• Negative Sentiment: Slowing demand in consulting unit — management cited reduced enterprise spending that hit advisory/consulting demand, raising concerns about sustained growth and margin pressure. Gartner forecasts downbeat annual results on slowing demand at consulting unit

Hedge Funds Weigh In On Gartner

Several hedge funds and other institutional investors have recently modified their holdings of the company. Brighton Jones LLC bought a new stake in shares of Gartner in the fourth quarter worth about $309,000. Sivia Capital Partners LLC purchased a new stake in Gartner in the 2nd quarter worth approximately $336,000. Cresset Asset Management LLC grew its position in shares of Gartner by 15.2% in the 2nd quarter. Cresset Asset Management LLC now owns 1,446 shares of the information technology services provider’s stock worth $585,000 after buying an additional 191 shares during the last quarter. Sei Investments Co. increased its stake in shares of Gartner by 9.2% during the second quarter. Sei Investments Co. now owns 91,205 shares of the information technology services provider’s stock valued at $36,867,000 after buying an additional 7,678 shares during the period. Finally, The Manufacturers Life Insurance Company raised its holdings in shares of Gartner by 111.5% during the second quarter. The Manufacturers Life Insurance Company now owns 95,301 shares of the information technology services provider’s stock valued at $38,523,000 after acquiring an additional 50,251 shares in the last quarter. 91.51% of the stock is owned by institutional investors.

About Gartner

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.