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ITIT

Gartner, Inc.

$IT·$13B·Information Technology Services·Technology
$207.31+5.9%YTD-21.3%1Y-12.4%
Price updated 15h ago·X counts updated 5d ago
ITIT
$ITGartner, Inc.
$207.31+5.89%77 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $IT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

77X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $IT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 81% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 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 what X is saying about $IT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $IT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

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

Gartner just raised FY on AI-insights demand — the stock is down 23% YTD anyway, Nov 3 is the test.

Gartner is the leading IT research and advisory firm — the sticky multi-year subscription franchise plus the Conferences business. The latest print was a clear beat and the stock has lagged anyway.

  • The Q2 was strong: revenue $1.68B (-0.6% YoY) beat $1.65B, adjusted EPS $4.37 (+23.8%) beat $3.75, EBITDA $466M beat $426M, Conferences revenue +15.5% — a clean operational beat with management raising FY guidance on AI-related insights demand.
  • At 13.1x PE and 1.38x sales the valuation is now cheap for the quality — a 20%+ ROIC franchise trading at a market-average multiple despite reacceleration signals.
  • 52-week range position is 49% with vol at the 30-day average — mid-range on normal volume, with IT paired with CTSH in several sell-side notes as reset-and-reaccelerate names.

Nov 3 Q3 is the gate — any confirmed Business & Technology Insights ARR acceleration plus Conferences revenue extension extends the stock. A deceleration or margin reversion and the stock stays range-bound.

Agrees with X sentimentThe thread has substantive drivers — specific Q2 numbers ($1.68B revenue beat $1.65B, adj EPS $4.37 beat $3.75, EBITDA $466M beat $426M, Conferences +15.5%, FY guide raised) and AI-insights demand framing — all grounded, with the honest flag of a separate crypto Inter Link project in the cashtag stream.

What to watch: Nov 3 Q3 — research ARR growth, Conferences revenue trajectory, operating-margin direction, and any FY27 guide update. A deceleration or margin reversion is the clear invalidator.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 Information Technology Services sits in its cycle right now — and what that implies for $IT.

Information Technology Services · Technology

No material change from last week — AI infrastructure build-out continues to split the sector: GPU-compute/data-center operators (IREN, KEEL, APLD, SHAZ) accelerate on AI workload demand and power-deal momentum, while legacy IT outsourc.

What this means for $IT

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

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%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 $2.84

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 – $6.4B$14.47$14.12 – $14.7310
FY27$6.7B$6.6B – $6.7B$16.46$14.99 – $17.4310
FY28$7.0B$6.8B – $7.3B$18.85$17.17 – $23.859
FY29$7.3B$7.2B – $7.4B$29.27$28.78 – $29.804
FY30$7.6B$7.5B – $7.7B$37.58$36.94 – $38.254

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.1.2×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.61%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.+10.1%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.+21.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 61.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% 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.

Insider activity

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

Recent transactions

SellAug 27Robin B KranichEVP & CHRO3.3K sh$644KSellAug 24Akhil JainEVP, Consulting700 sh$141KSellAug 10Yvonne GenoveseEVP, Bus. & Tech. Insights1.2K sh$229KSellAug 7Fuchs Anne SutherlandDirector860 sh$159KSellAug 7Claire HerkesEVP, Conferences1.0K sh$198K
+ 61 other (31 awards · 21 others · 7 exempts · 1 gift · 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
Free, forever. No credit card.

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-KOfficer or director changeOct 88-K — Item 5.02: Officer or director change
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
+ 12 other (10 13Gs · 2 10-Qs) in window

Recent news

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

Outreach Named as a Leader in the 2026 Gartner® Magic Quadrant™ for Revenue Action Orchestration for the Second Consecutive Yearbusinesswire.com·22h agoAlgolia's Chief Ecosystem Officer to Discuss How AI Agents Shape Shopping Decisions at Gartner IT Symposium/Xpo 2026businesswire.com·22h agoAI Cloud Stocks Sink as Gartner Warns Most Neoclouds Won't Survive Independently: IREN and CoreWeave Fall 5%, Nebius Drops 4%247wallst.com·1d agoCoreWeave stock pressured as bond yields surge after a major Gartner warninginvezz.com·1d agoStock Market Today, Oct. 14: CoreWeave Plummets on Gartner Neocloud Warning and Bond Yield Surgefool.com·2d ago

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Voices on X · last 7 days

No standout posts about $IT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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