Gartner (NYSE:IT) Issues FY 2026 Earnings Guidance

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

Analyst Upgrades and Downgrades

IT has been the subject of several recent analyst reports. Truist Financial set a $300.00 target price on Gartner in a research note on Wednesday, November 26th. BMO Capital Markets cut their price target on Gartner from $272.00 to $254.00 and set a “market perform” rating on the stock in a report on Wednesday, November 5th. William Blair reiterated an “outperform” rating on shares of Gartner in a research note on Tuesday, October 21st. Weiss Ratings reiterated a “sell (d+)” rating on shares of Gartner in a research report on Thursday, January 22nd. Finally, UBS Group raised their price target on shares of Gartner from $256.00 to $270.00 and gave the stock a “neutral” rating in a report on Friday, January 9th. 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 stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $309.67.

Gartner Price Performance

IT stock opened at $202.33 on Tuesday. The company has a market capitalization of $14.58 billion, a P/E ratio of 17.75 and a beta of 1.06. Gartner has a 52-week low of $201.78 and a 52-week high of $584.01. The business has a 50-day simple moving average of $237.22 and a two-hundred day simple moving average of $250.35. The company has a debt-to-equity ratio of 4.42, a quick ratio of 0.88 and a current ratio of 0.88.

Gartner (NYSE:IT) last posted 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 during the quarter, compared to analyst estimates of $1.75 billion. Gartner had a net margin of 13.71% and a return on equity of 92.12%. The company’s revenue for the quarter was up 2.2% on a year-over-year basis. During the same quarter last year, the business posted $5.45 EPS. Gartner has set its FY 2026 guidance at 12.300- EPS. Research analysts expect that Gartner will post 12.5 EPS for the current fiscal year.

Insider Activity

In other news, Director Stephen G. Pagliuca bought 43,300 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The shares were acquired at an average price of $229.57 per share, with a total value of $9,940,381.00. Following the acquisition, 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 acquisition was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Claire Herkes sold 367 shares of the firm’s stock in a transaction on 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 transaction, the executive vice president directly owned 4,074 shares of the company’s stock, valued at approximately $943,375.44. The trade was a 8.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.60% of the stock is owned by company insiders.

More Gartner News

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 Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Osterweis Capital Management Inc. bought a new position in shares of Gartner in the 2nd quarter worth about $48,000. MUFG Securities EMEA plc bought a new stake in shares of Gartner during the second quarter valued at approximately $91,000. Parallel Advisors LLC boosted its stake in Gartner by 10.7% during the 3rd quarter. Parallel Advisors LLC now owns 724 shares of the information technology services provider’s stock valued at $190,000 after purchasing an additional 70 shares during the last quarter. State of Wyoming purchased a new position in shares of Gartner in the second quarter worth $231,000. Finally, Florida Financial Advisors LLC lifted its stake in Gartner by 19.4% during the 2nd quarter. Florida Financial Advisors LLC now owns 573 shares of the information technology services provider’s stock valued at $232,000 after acquiring an additional 93 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.