Information Technology·IT Consulting & Other Services·$10.2B
Gartner Inc. (IT) is a leading information technology consulting firm that provides insights and advice to businesses on technology and IT-related issues....
EPS
Earnings per share is a key indicator of the company's profitability and financial health.
Revenue
Revenue figures will provide insight into the company's growth and demand for its consulting services.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+16.91%
Avg Stock Reaction
-6.90%
In Q4-2025, Gartner reported an EPS of $3.94, exceeding expectations by 12.64%. However, the stock dropped significantly by 20.87% the following day, indicating potential market concerns despite the earnings beat.
Management Promises & Guidance
Analysts are cautiously optimistic, expecting Gartner to meet or slightly exceed earnings expectations this quarter. However, the stock's historical reaction to earnings beats raises concerns about potential volatility.
Bull Case
If Gartner delivers strong revenue growth and maintains high margins, it could signal robust demand for its consulting services, leading to a positive market reaction.
Bear Case
Conversely, if the company fails to meet revenue expectations or provides weak guidance, it could exacerbate investor concerns, leading to a significant drop in stock price.
EPS
$2.92Earnings per share is a key indicator of the company's profitability and financial health.
Revenue
$1.5BRevenue figures will provide insight into the company's growth and demand for its consulting services.
The print will turn on these two things.
Q1
Will EPS exceed the consensus estimate of $2.92?
A strong EPS figure could reassure investors about the company's profitability and growth trajectory.
Q2
What guidance will management provide regarding future revenue growth?
Future revenue guidance will be critical in determining market sentiment and expectations for the upcoming quarters.
Why consensus could be wrong
The consensus may underestimate the impact of Gartner's recent investments in technology and client engagement, which could drive stronger-than-expected revenue growth.
Supporting Evidence
The company has consistently beaten EPS estimates in the past, indicating potential for continued strong performance.
Recent trends in IT spending suggest that businesses are increasingly investing in consulting services, which could benefit Gartner.
The stock's historical volatility following earnings beats suggests that the market may be overly cautious.
Key Risk
If Gartner's revenue growth significantly outpaces expectations, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on the balance between maintaining profitability and demonstrating growth in a competitive consulting landscape.
Bull Confirmed If
Achieving an EPS of $3.00 or higher with revenue growth exceeding $1.5B would confirm the bull case.
Bear Confirmed If
An EPS below $2.70 or revenue falling short of $1.5B would confirm the bear case.
Implied Move
±4.2%
Currently, there is no options market data available to provide further insights into investor sentiment.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Gartner beats expectations, history suggests the stock could initially rise, but past performance indicates potential for a pullback in the following days.
In-Line / Cautious
If results come in line with expectations, the stock may experience muted movement as investors await further commentary from management.
Miss
A miss on earnings could lead to a significant drop in stock price, with historical patterns suggesting an average decline of around 6.9%.
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PARAMOUNT SKYDANCE C Class B
May 4, 2026