Gartner Q4 revenue up 2%, beats analyst expectations

Gartner

03/02/2026 11:08

Overview

Business insights provider's Q4 revenue rose 2%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company increased share repurchase authorization by $500 mln in January 2026

Outlook

Gartner expects contract value to accelerate throughout 2026

Company increased share repurchase authorization by $500 mln in January 2026

Result Drivers

INSIGHTS AND CONFERENCES GROWTH - Revenue growth in Q4 was driven by the Insights segment, which grew by 3%, and the Conferences segment, which increased by 14%

STOCK REPURCHASE - Gartner repurchased $2 billion of its stock in 2025, reducing its outstanding share count by 8%

BOND ISSUANCE AND DIVESTMENT - Co completed its first investment-grade bond issuance and plans to divest the Digital Markets business

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.80 bln
$1.75 bln (11 Analysts)
Q4 Adjusted EPS
Beat
$3.94
$3.51 (13 Analysts)
Q4 EPS
$3.36
Q4 Net Income
$242 mln
Q4 Operating Cash Flow
$295 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 6 "strong buy" or "buy", 9 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy."

Wall Street's median 12-month price target for Gartner Inc is $270.00, about 33.4% above its February 2 closing price of $202.40

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw1LFDJka

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)