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ITIT

Gartner, Inc.

$IT·$8.9B·Consulting Services·Industrials
$141.31+6.1%YTD-43.6%1Y-62.1%
Mentions · last 7 days
2026-07-07: 17 posts2026-07-08: 17 posts2026-07-09: 7 posts2026-07-10: 12 posts2026-07-11: 7 posts2026-07-12: 11 posts2026-07-13: 17 posts89
Price updated 5h ago·X counts updated 5h ago
ITIT
$ITGartner, Inc.
$141.31+6.06%89 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $IT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Stuck sidewaysCooling offAI verdict · as of 2026-07-12

Catching its breath after a run — could pick back up or fade from here.

Research-and-advisory blue chip with revenue flat, a fresh investigation alert, and the stock down 30% below its 200-day average.

Gartner is the leading IT research and advisory firm with a recurring-revenue subscription model that has historically been extremely resilient. The last four quarters show revenue growth stalling and a new legal cloud has just appeared.

  • Q1 revenue was $1.51B, down 1.5% year over year, versus Q4 up 2.2%, Q3 up 2.7%, and Q2 up 5.7% — the year-over-year growth pace has decelerated to essentially zero.
  • EPS still beat by 11% in May, 12.6% in February, 13.6% in November, and 7% in August — the beat cadence is intact even as revenue slows.
  • Bernstein Liebhard announced a securities-law investigation on July 9, which is early-stage but a fresh disclosure concern that adds legal risk not previously in the story.
  • The stock is at only 3.3% of its 52-week range, roughly 31% below the 200-day moving average and 10% below the 50-day — the equity has decisively broken down.

August 4 earnings (consensus $3.78 EPS) is the next dated event. The competing debate is whether the operational deceleration reverses at the October Symposium/Xpo conference cycle, or whether the investigation grows into a material distraction.

What to watch: The August 4 earnings print — whether revenue returns to positive year-over-year growth, whether the beat cadence continues, and any updates on the Bernstein Liebhard investigation scope.

On the calendar: 2026-08-04

no x sentimentactive litigation investigation

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What it does

Plain-English summary of the business — what they sell and how they make money.

Gartner, Inc. functions as a premier research and advisory enterprise, extending its reach across the United States, Canada, Europe, the Middle East, Africa, and various international markets. Its operations are structured into three main divisions: Research, Conferences, and Consulting. The Research division primarily offers a subscription service, enabling on-demand access to extensive published studies, data, industry benchmarks, and direct consultations with its expert network. The Conferences segment provides a platform for business professionals to acquire new knowledge, share insights, and foster connections. Lastly, the Consulting segment furnishes clients with market research, bespoke analyses, and direct, on-site support services. This segment specifically addresses critical IT challenges, offering practical strategies for areas such as optimizing IT expenditures, managing digital transformation, and enhancing IT sourcing processes. Founded in 1979, Gartner, Inc. has its corporate base in Stamford, Connecticut.

Industry overviewAI analysisGenerated by AI from underlying data

Where Consulting Services sits in its cycle right now — and what that implies for $IT.

Consulting Services · Industrials

No material change from last week — AI disruption fears proved unfounded as large proprietary datasets are the defensible asset AI tools cannot replicate.

What this means for $IT

Partial — functions as a premier research and advisory enterprise, extending its reach across the United States, Canada, Europe, the Middle East, Africa, and various international markets; the proprietary data moat defending against AI consulting displacement creates tailwinds for one product line, not the full operation.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+15.9%YTD
+19.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
21.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
14.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
120%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
68.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
51.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$3.32$2.99+11.0%
Q4 2025Feb 3, 2026$3.94$3.50+12.6%
Q3 2025Nov 4, 2025$2.76$2.43+13.6%
Q2 2025Aug 5, 2025$3.53$3.30+7.0%
Next earningsTue, Aug 4·consensus EPS $3.78

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.5B-1.5%71.6%20.9%$3.19$370.6M
Q4 FY25$1.8B+2.2%64.6%19.1%$3.36$270.7M
Q3 FY25$1.5B+2.7%68.9%5.7%$0.47$269.3M
Q2 FY25$1.7B+5.7%68.5%19.4%$3.12$347.3M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.4B$6.4B – $6.5B$13.68$13.09 – $14.0710
FY27$6.7B$6.6B – $6.8B$15.35$13.70 – $16.9110
FY28$7.1B$7.1B – $7.1B$17.80$15.99 – $21.948
FY29$7.3B$7.2B – $7.4B$25.57$25.10 – $26.007
FY30$7.6B$7.5B – $7.7B$29.69$29.14 – $30.187

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.7%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-26.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 65.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.965-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 38 other (19 awards · 11 others · 7 exempts · 1 inkind) in window

See when $IT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 28-K — Item 5.07: Shareholder vote
AI summary

Gartner, Inc. held its 2026 Annual Meeting on May 28, 2026, where shareholders elected all 13 director nominees (all received majority support, with CEO Eugene Hall and Daniela Rus the strongest; Diana Ferguson the weakest at 51.6M for vs. 8.3M against), approved executive compensation on an advisory basis, and ratified auditors. Routine annual meeting — all proposals passed; Ferguson's relatively lower support may warrant board attention but does not constitute a governance crisis.

8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3New insider — initial holdingsFeb 43
3New insider — initial holdingsFeb 43
8-KPress release / Reg FDFeb 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KOfficer or director changeJan 298-K — Item 5.02: Officer or director change
+ 14 other (9 13Gs · 2 proxys · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SoundHound AI Named a Leader in the 2026 Gartner® Magic Quadrant™ for Conversational AI Platformsglobenewswire.com·18h agoGARTNER, INC. (IT) INVESTIGATION ALERT: Bernstein Liebhard Announces Investigation of Gartner, Inc.globenewswire.com·5d agoGartner Announces Gartner IT Symposium/Xpo, October 19-22, in Orlandobusinesswire.com·5d agoCommvault Ranked #1 in Five of Six Use Cases in the 2026 Gartner® Critical Capabilities for Backup and Data Protection Platforms Reportprnewswire.com·8d agoDiverse Offerings & Domain Expertise Aid Gartner Amid Stiff Rivalryzacks.com·8d ago

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