Gartner, Inc. (IT)

Gartner's stock (IT) has experienced fluctuations over the past six months. The stock price fell by 63.33% over the last 12 months. In Q1 2026, Gartner reported adjusted EPS of $3.32, surpassing estimates, but revenue missed estimates, leading to a pre-market stock decline. Gartner raised its annual profit forecast for 2026 but cut its annual revenue forecast. Geopolitical developments and U.S. Federal weakness led to slower client decision-making. A class-action lawsuit was filed against Gartner for alleged securities law violations.

Demand for Gartner's products and services exhibits some seasonality, with Q1 typically being a smaller period for new business. The consulting and contract optimization segments are more variable compared to the research business. Weakness in March compounded this seasonality, impacting new business results. There is strong demand for Gartner's research and advisory services related to technology upgrades and AI adoption plans.

Gartner, Inc. is a global research and advisory firm specializing in business and technology. The company operates in the business services sector, focusing on IT research and consulting. Gartner delivers services through three segments: Research provides insights and advice through subscription services. Conferences hosts global events for industry professionals to learn and network. Consulting offers services to help clients manage information technology effectively.

Gartner has a significant global presence, operating in 90 countries and territories across six continents. In fiscal year 2025, the United States and Canada accounted for 62.07% of Gartner's revenue, followed by Europe, the Middle East, and Africa at 26.07%, and other international regions at 11.86%.

Gartner maintains a strong brand reputation as a trusted research and advisory firm. The company is recognized for providing critical insights for technology planning and vendor evaluation. However, the class-action lawsuit alleging false statements regarding seasonality and contract value growth could potentially impact Gartner's brand reputation.

Gartner's ownership is primarily dominated by institutional investors, who own approximately 89% of the shares. Major institutional holders include Vanguard Group Inc., BlackRock, Inc., and Baron Capital Group, Inc. Top insider shareholders include Eugene A Hall, James C Smith, and Stephen G Pagliuca. Insiders collectively own about 2.47% to 11.63% of the total outstanding shares.