Equity Profile

IT

Gartner, Inc.

Information TechnologyIT Consulting & Other Services$11.0B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Gartner, Inc. is a leading research and advisory company in the Information Technology sector, providing insights and advice to businesses on technology trends and strategies....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well Gartner has managed costs and revenue growth.

N/A

Revenue Growth

Revenue growth reflects the demand for Gartner's services and overall business health, which is critical in the competitive IT consulting space.

N/A

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

IT Q2-2026 Earnings Preview

Context

Company Snapshot

Gartner, Inc. is a leading research and advisory company in the Information Technology sector, providing insights and advice to businesses on technology trends and strategies. As companies increasingly rely on technology for growth and efficiency, Gartner's expertise is crucial for helping them navigate complex IT landscapes.

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 Q1-2026, Gartner reported an EPS of $3.32, exceeding expectations by 11.22%. However, the stock experienced a modest increase of 1.21% the following day, indicating mixed market reactions despite the positive earnings surprise.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for Gartner's upcoming earnings are mixed, with investors closely watching for signs of continued growth and profitability. The market is particularly sensitive to any changes in revenue or client retention metrics.

Bull Case

The optimistic view hinges on strong EPS growth and revenue increases, suggesting that Gartner is successfully capitalizing on IT consulting demand. If they maintain or improve client retention rates, this could bolster confidence in their long-term growth.

Bear Case

The pessimistic outlook focuses on potential revenue stagnation or declines in client retention, which could signal challenges in the competitive landscape. If earnings fall short of expectations, it may lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

EPS is a critical measure of profitability, and any significant deviation from expectations could impact investor sentiment.

How is client retention trending this quarter?

Client retention is vital for sustained revenue growth, and insights into this metric will help gauge future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Gartner's ability to maintain high client retention rates, which could lead to stronger-than-expected revenue growth.

Supporting Evidence

Gartner has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting potential for a significant surprise.

Key Risk

If client retention rates show improvement, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate revolves around Gartner's ability to sustain growth in a competitive IT consulting market, particularly in light of recent earnings surprises.

Bull Confirmed If

An EPS exceeding $3.50 would confirm strong profitability and growth.

Bear Confirmed If

An EPS below $3.00 would indicate potential challenges in maintaining profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±24.55%

Historical Avg

±8.3%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors expect volatility around the earnings announcement.

Options are pricing ±23.8% while IT has averaged ±8.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

40.1%

Calls (10K)P/C Ratio: 0.09Puts (5K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: X of Y (Z%)

This setup has occurred 30 times across Information Technology in the last 2 years. The average absolute 1-day move is 5.6%, with a raw directional average of +1.8% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Gartner beats expectations and raises guidance, history suggests a potential stock increase of around 5.6%, confirming strong demand for their services.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience muted movement as investors reassess growth prospects.

Miss

A miss on earnings could lead to a significant decline, with historical patterns suggesting an average drop of around 5.75%.

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 retention rates and strategies to enhance them.
2Insights into revenue growth drivers and any new service offerings.
3Management's outlook on the competitive landscape and how Gartner plans to navigate it.
4Comments on macroeconomic factors affecting IT spending.
5Any guidance on future earnings expectations or strategic initiatives.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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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 businesses on technology trends and strategies....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well Gartner has managed costs and revenue growth.

N/A

Revenue Growth

Revenue growth reflects the demand for Gartner's services and overall business health, which is critical in the competitive IT consulting space.

N/A

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

IT Q2-2026 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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

Bear Case

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

EPS is a critical measure of profitability, and any significant deviation from expectations could impact investor sentiment.

How is client retention trending this quarter?

Client retention is vital for sustained revenue growth, and insights into this metric will help gauge future performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Gartner's ability to maintain high client retention rates, which could lead to stronger-than-expected revenue growth.

Supporting Evidence

Gartner has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting potential for a significant surprise.

Key Risk

If client retention rates show improvement, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate revolves around Gartner's ability to sustain growth in a competitive IT consulting market, particularly in light of recent earnings surprises.

Bull Confirmed If

An EPS exceeding $3.50 would confirm strong profitability and growth.

Bear Confirmed If

An EPS below $3.00 would indicate potential challenges in maintaining profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±24.55%

Historical Avg

±8.3%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors expect volatility around the earnings announcement.

Options are pricing ±23.8% while IT has averaged ±8.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

40.1%

Calls (10K)P/C Ratio: 0.09Puts (5K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: X of Y (Z%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Gartner beats expectations and raises guidance, history suggests a potential stock increase of around 5.6%, confirming strong demand for their services.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience muted movement as investors reassess growth prospects.

Miss

A miss on earnings could lead to a significant decline, with historical patterns suggesting an average drop of around 5.75%.

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 retention rates and strategies to enhance them.
2Insights into revenue growth drivers and any new service offerings.
3Management's outlook on the competitive landscape and how Gartner plans to navigate it.
4Comments on macroeconomic factors affecting IT spending.
5Any guidance on future earnings expectations or strategic initiatives.