Equity Profile

IT

Gartner, Inc.

Information TechnologyIT Consulting & Other Services$11.0B

May5Tue

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:00 AM EDT

Gartner Beats on EPS, Stock Up 1.21%

Metric	Actual	Expected	Surprise
EPS	$3.32	$2.92	+11.22%
Revenue	N/A	$1.5B	N/A

management commentary, guidance changes, and full analysis available with Pro.

Gartner Beats on EPS, Stock Up 1.21%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$3.32	$2.92	+11.22%
Revenue	N/A	$1.5B	N/A

Management Commentary

Tone: Unknown

No transcript is on record for this earnings call, so the analysis is based solely on numerical results.

What It Means

Gartner's earnings report shows a strong performance in EPS, exceeding expectations by over 11%. However, the lack of revenue data and guidance leaves some uncertainty. The stock reacted positively, rising 1.21%, likely reflecting investor confidence in the EPS beat despite the absence of additional insights from management.

Company Snapshot

Gartner, Inc. is a leading research and advisory company in the Information Technology sector, providing insights and advice to help businesses make informed decisions....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$2.92

Revenue

Total revenue reflects the company's sales performance and demand for its consulting services, which is vital for growth.

$1.5B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Gartner, Inc. is a leading research and advisory company in the Information Technology sector, providing insights and advice to help businesses make informed decisions. With a market cap of $10 billion, Gartner plays a crucial role in guiding companies through trends in technology, including AI and cloud computing.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+16.28%

Avg Stock Reaction

-5.75%

Last Quarter Recap

In the last quarter, Gartner reported an EPS of $3.94, exceeding expectations by 12.64%. However, the stock dropped significantly the next day, indicating market concerns despite the strong earnings.

Management Promises & Guidance

Continued investment in research and advisory services.
Focus on expanding client base in emerging markets.
Commitment to enhancing digital offerings.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Gartner's upcoming earnings, expecting solid EPS and revenue figures. However, the stock's recent performance suggests that even good results may not lead to positive market reactions.

Bull Case

If Gartner beats EPS estimates and shows strong revenue growth, it could signal robust demand for its services, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could trigger further declines in stock price, especially given the recent history of negative reactions.

Key Metrics to Watch

EPS

$2.92

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.5B

Total revenue reflects the company's sales performance and demand for its consulting services, which is vital for growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Gartner's EPS exceed $2.92, and if so, by how much?

A strong EPS could indicate effective cost management and demand for services, which is crucial for investor confidence.

What guidance will management provide for future revenue growth?

Future revenue guidance will help investors gauge the company's outlook and ability to sustain growth in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Gartner's ability to leverage its advisory services in a rapidly changing tech landscape, particularly in AI and cloud sectors.

Supporting Evidence

Gartner's strong track record of beating EPS estimates suggests operational resilience.

Recent insider buying indicates confidence in the company's future performance.

The options market is pricing in higher volatility, suggesting that traders expect significant movement based on the earnings report.

Key Risk

If Gartner's revenue growth exceeds $1.6 billion, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it follows a pattern of strong earnings but negative stock reactions, raising questions about future growth.

Bull Confirmed If

An EPS of $3.00 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $2.30 would raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±13.21%

Historical Avg

±8.3%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±14.2% while IT has averaged ±8.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

44.8%

Calls (136K)P/C Ratio: 0.83Puts (113K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Gartner beats expectations, history suggests the stock could see a modest positive reaction, potentially around +6.9%.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting investor uncertainty about future growth.

Miss

A miss could lead to a significant drop, with historical patterns suggesting a potential decline of around -6.9%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on client demand for IT consulting services.
2Insights into revenue growth from emerging markets.
3Management's commentary on digital transformation initiatives.
4Details on cost management strategies and their impact on margins.

See the full picture

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Company Snapshot

Gartner, Inc. is a leading research and advisory company in the Information Technology sector, providing insights and advice to help businesses make informed decisions....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$2.92

Revenue

Total revenue reflects the company's sales performance and demand for its consulting services, which is vital for growth.

$1.5B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+16.28%

Avg Stock Reaction

-5.75%

Last Quarter Recap

In the last quarter, Gartner reported an EPS of $3.94, exceeding expectations by 12.64%. However, the stock dropped significantly the next day, indicating market concerns despite the strong earnings.

Management Promises & Guidance

Continued investment in research and advisory services.
Focus on expanding client base in emerging markets.
Commitment to enhancing digital offerings.

Expectations

Wall Street Expectations

Bull Case

If Gartner beats EPS estimates and shows strong revenue growth, it could signal robust demand for its services, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could trigger further declines in stock price, especially given the recent history of negative reactions.

Key Metrics to Watch

EPS

$2.92

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.5B

Total revenue reflects the company's sales performance and demand for its consulting services, which is vital for growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Gartner's EPS exceed $2.92, and if so, by how much?

A strong EPS could indicate effective cost management and demand for services, which is crucial for investor confidence.

What guidance will management provide for future revenue growth?

Future revenue guidance will help investors gauge the company's outlook and ability to sustain growth in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Gartner's ability to leverage its advisory services in a rapidly changing tech landscape, particularly in AI and cloud sectors.

Supporting Evidence

Gartner's strong track record of beating EPS estimates suggests operational resilience.

Recent insider buying indicates confidence in the company's future performance.

The options market is pricing in higher volatility, suggesting that traders expect significant movement based on the earnings report.

Key Risk

If Gartner's revenue growth exceeds $1.6 billion, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it follows a pattern of strong earnings but negative stock reactions, raising questions about future growth.

Bull Confirmed If

An EPS of $3.00 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $2.30 would raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±13.21%

Historical Avg

±8.3%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±14.2% while IT has averaged ±8.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

44.8%

Calls (136K)P/C Ratio: 0.83Puts (113K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Gartner beats expectations, history suggests the stock could see a modest positive reaction, potentially around +6.9%.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting investor uncertainty about future growth.

Miss

A miss could lead to a significant drop, with historical patterns suggesting a potential decline of around -6.9%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on client demand for IT consulting services.
2Insights into revenue growth from emerging markets.
3Management's commentary on digital transformation initiatives.
4Details on cost management strategies and their impact on margins.