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ITIT

Gartner, Inc.

Rising onWhy it's trendingX mentions rising faster than the marketBullish-leaning chatter
$IT·$12B·Consulting Services·Industrials
$198.39+0.9%YTD-25.8%1Y-19.9%
Mentions · last 7 days
2026-08-19: 2 posts2026-08-20: 1 posts2026-08-21: 4 posts2026-08-22: 13 posts2026-08-23: 3 posts47+26%
Price updated 5h ago·X counts updated 5d ago
ITIT
$ITGartner, Inc.
$198.39+0.91%47 posts+26%
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.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-27

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Gartner is down 26% YTD but up 28% in the last three months — Q2 revenue $1.68B beat, Conferences +15.5%, and mgmt raised full-year guidance on robust AI-insights demand.

Gartner is a large-cap research/advisory business — specifically research subscriptions, executive Conferences, and Consulting — with a franchise on IT and business-technology insights.

The setup right now:

  • The specific Q2 beat re-rated the tape: revenue $1.68B (-0.6% YoY, beating $1.65B), adjusted EPS $4.37 (+23.8% YoY, beat $3.75), EBITDA $466M beat $426M — the specific EBITDA and EPS beats say margin is expanding even with slower topline.
  • The specific segment that matters: Conferences revenue grew 15.5% — that's the highest-margin Gartner segment, and 15.5% growth from a slowing base is the specific mix-shift bulls are paying for.
  • Management raised full-year guidance — specifically driven by robust demand for AI-related insights and Business & Technology Insights transformation — the specific AI-thesis positioning is what's flipping IT from a stalled research franchise to a coiling reacceleration story.
  • The 3-month tape confirms it: +28% off the lows even as YTD stays -26% — the specific 'setting up with CTSH' framing on X reads the same setup: former IT-services underperformers with specific AI-refresh narratives.
  • The overhang is specific: a shareholder investigation of potential fiduciary breaches is ongoing (Bernstein Liebhard) — real disclosure risk into the Nov 3 print.

The bull path is the Nov 3 Q3 print continuing the Conferences reacceleration plus another AI-insights-driven guide raise, at which point the coil breaks toward reversing more of the YTD -26%; the bear read is Conferences reverting toward slower growth or the shareholder investigation formalizing, in which case the tape gives back the 3-month bounce.

Agrees with X sentimentX is specific on the Q2 beat details — $1.68B revenue beat $1.65B, EPS $4.37 beat $3.75, EBITDA $466M beat $426M, Conferences +15.5%, guide raised on AI-related insights demand, IT 'setting up with CTSH' as the AI-services reacceleration pair trade. The specific data-anchored bullishness matches the tape's +28% 3-month bounce despite YTD -26%.

What to watch: The Nov 3 Q3 print — total revenue growth vs the -0.6% Q2 baseline, Conferences segment growth vs +15.5%, EBITDA margin, and AI-related-insights guidance. Also shareholder-investigation status and CTSH tape action. Continued Conferences + guide raise breaks toward YTD-recovery; a slower quarter or investigation escalation gives back the 3-month bounce.

On the calendar: 2026-11-03 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-07

Gartner Q2'26 revenue $1.68B (-0.6% YoY) beat $1.65B, adjusted EPS $4.37 (+23.8% YoY) beat $3.75, EBITDA $466M beat $426M, and Conferences revenue grew 15.5%. Management raised full-year guidance driven by robust demand for AI-related insights and Business & Technology Insights transformation. IT is described as setting up together with CTSH. A separate crypto '$IT' Inter Link project post appears with tokenomics discussion.

Read the AI verdict + X sentiment for $IT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Research and advisory firm serving enterprise technology decision-makers through subscription research, expert briefings, and practitioner conferences.

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

Neutral — Research and advisory firm serving enterprise technology decision-makers through subscription research, expert briefings, and practitioner conferences; limited read-through from consulting services macro dynamics to this specific revenue mix.

Industry benchmark

6-name peer basket
+26.4%YTD
-2.4%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
Q2 2026Aug 4, 2026$4.37$3.76+16.2%
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%
Next earningsTue, Nov 3·consensus EPS $2.87

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$13.69$13.15 – $14.1210
FY27$6.7B$6.6B – $6.8B$15.38$13.74 – $16.9610
FY28$7.1B$6.8B – $7.4B$17.68$16.00 – $21.9610
FY29$7.3B$7.2B – $7.5B$25.57$24.95 – $26.155
FY30$7.6B$7.5B – $7.7B$29.69$28.97 – $30.365

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.0.4×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.52%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.+25.9%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.+11.1%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 today0.9% 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.β0.915-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

SellAug 10Yvonne GenoveseEVP, Bus. & Tech. Insights1.2K sh$229KSellAug 7Fuchs Anne SutherlandDirector860 sh$159KSellAug 7Claire HerkesEVP, Conferences1.0K sh$198K
+ 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
  • 30 / 60 / 180-day windows so you can spot building conviction
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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

3New insider — initial holdingsAug 43
AI summary

One Reporting filed a Form 3 reporting initial beneficial ownership of IT securities. The form establishes the reporting person's baseline ownership position. Form 3 must be filed within 10 days of becoming a director, officer, or 10%-or-greater shareholder. This is an administrative filing that anchors future insider-transaction reporting for IT.

8-KPress release / Reg FDAug 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

IT reported financial results for second. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from IT management.

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
+ 16 other (11 13Gs · 2 10-Qs · 2 proxys · 1 ARS) in window

Recent news

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

GARTNER, INC. (IT) SHAREHOLDER INVESTIGATION ALERT: Bernstein Liebhard Investigates Potential Breaches of Fiduciary Dutynewsfilecorp.com·3d agoGartner Stock Gains 28% in 3 Months: Here's What You Should Knowzacks.com·4d agoZacks Industry Outlook Gartner, CBIZ and Huron Consulting Groupzacks.com·4d ago3 Stocks to Consider From the Prospering Consulting Services Industryzacks.com·5d agoHere's Why Gartner (IT) is a Strong Value Stockzacks.com·5d ago

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