Gartner, Inc. (IT)

Gartner's stock price has experienced significant volatility in the past six months. On February 3, 2026, the company reported its Q4 2025 earnings, exceeding analyst expectations for EPS and meeting revenue estimates, but the stock price tumbled over 22% due to broader market challenges and a cautious outlook. The company's full-year 2026 guidance for revenue and adjusted EPS fell below Wall Street's consensus, particularly due to weaker consulting demand. Over the past 12 months, Gartner's stock price has decreased by over 60%. In 2025, Gartner repurchased over $2 billion of its stock, aiming to enhance shareholder value. Additionally, in December 2025, Director Stephen G. Pagliuca purchased 43,300 shares of the company's stock.

Demand seasonality for Gartner's products and services varies by segment. The fourth quarter is typically the largest for conferences, followed by the second quarter, with gross margins expected to be highest in the second quarter. The first quarter is seasonally important for renewals of insights revenue. Demand for consulting services has been cooling, contributing to a challenging selling environment, and the business remains highly variable.

Gartner, Inc. is a leading American research and advisory firm specializing in business and technology topics, operating primarily within the information technology services and software industry. The company provides independent research and analysis, offering actionable insights, guidance, and tools to help executives make informed decisions about technology and business strategies. Its major products and services are delivered through three main segments: Research (Insights), Conferences, and Consulting. The Research segment provides subscription-based access to research content, data, benchmarks, and direct access to research experts. The Conferences segment hosts events globally, offering opportunities for learning, sharing, and networking. The Consulting segment provides market-leading research, custom analysis, and on-the-ground support services.

Headquartered in Stamford, Connecticut, U.S., Gartner has a significant global presence, operating in approximately 90 countries and territories with over 21,000 employees as of December 2024. Its worldwide offices are located across North America, Asia/Pacific & Japan, Europe, and Greater China. In fiscal year 2024, the United States and Canada represented the largest share of Gartner's revenue at 64.11% ($4.02 billion), followed by Europe, Middle East, and Africa at 24.22% ($1.52 billion), and Other International at 11.68% ($731.87 million).

Gartner maintains a strong reputation as a leading and independent research and advisory firm in the technology sector. In the past year, Gartner has expanded its AI insights significantly, with over 6,000 AI-related documents and more than 200,000 in-depth client conversations on AI in 2025, and answered over 500,000 AI-related questions through AskGartner. However, the sale of its Digital Markets business to G2 in January 2026 signals a renewed focus on Gartner's core business of high-value, independent research and advisory services.

Institutional investors hold a significant portion of Gartner's stock, with 91.51% owned by institutions. As of February 2, 2026, Gartner, Inc. has 1443 institutional owners and shareholders. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Bamco Inc /ny/ (Baron Capital Group, Inc.), State Street Corp (State Street Global Advisors, Inc.), Independent Franchise Partners LLP, Capital International Investors (Capital Research and Management Company), Morgan Stanley, and Geode Capital Management, Llc.