Equity Profile

IT

Gartner, Inc.

Information TechnologyIT Consulting & Other Services$11.6B

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 help businesses make informed decisions....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

$3.73

Revenue

Revenue figures provide insight into the company's overall growth and demand for its services.

$1.6B

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 help businesses make informed decisions. With a market cap of $12 billion, Gartner plays a crucial role in guiding organizations through trends in technology, including cloud computing and digital transformation.

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%. The stock saw a modest increase of 1.21% the following day.

Management Promises & Guidance

Focus on expanding digital services.
Commitment to maintaining high customer satisfaction.
Plans to enhance research capabilities.

Expectations

Wall Street Expectations

Analysts expect Gartner to continue its trend of beating earnings estimates, with a consensus EPS of $3.73 for Q2-2026. The market is keenly watching for any signs of revenue growth amidst economic uncertainties.

Bull Case

If Gartner delivers strong earnings and revenue growth, it could signal robust demand for its consulting services, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet earnings expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given its recent volatility.

Key Metrics to Watch

EPS

$3.73

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

Revenue

$1.6B

Revenue figures provide insight into the company's overall growth and demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Gartner's EPS exceed the consensus estimate of $3.73?

A beat on EPS would reinforce the company's ability to generate profit and could lead to a positive stock reaction.

What guidance will Gartner provide regarding revenue growth for the upcoming quarters?

Guidance on revenue growth is critical for assessing the company's future performance and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Gartner's ability to adapt to changing market conditions, particularly in digital services.

Supporting Evidence

Gartner's recent focus on enhancing its digital offerings could drive unexpected revenue growth.

The options market suggests a higher volatility expectation than historical averages, indicating potential for a larger move.

Recent insider buying activity may signal confidence in the company's future performance.

Key Risk

If Gartner's revenue growth exceeds $1.6B, it could challenge the cautious outlook currently held by analysts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in determining whether Gartner can maintain its growth trajectory amidst economic pressures.

Bull Confirmed If

Earnings growth of +10% YoY or better, with revenue exceeding $1.6B.

Bear Confirmed If

Earnings fall below $3.35 or revenue does not meet the $1.6B mark.

Pre-Earnings Positioning

Options Market

Implied Move

±23.83%

Historical Avg

±8.3%

Pricing rich

The options market is pricing in a significant potential movement in the stock, reflecting uncertainty about the upcoming earnings report.

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)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Gartner beats expectations, history suggests the stock could rise, potentially confirming strong demand for its services.

In-Line / Cautious

An in-line report may lead to a muted reaction as investors await further clarity on future guidance.

Miss

A miss could result in a significant drop, with history indicating an average move of -5.75% when earnings fall short.

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 revenue growth in digital services.
2Insights into customer retention rates and satisfaction levels.
3Details on new research initiatives and their expected impact.
4Management's outlook on market trends and economic conditions.
5Any commentary on competitive positioning in the IT consulting space.

See the full picture

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

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Aug3

ONBMO

ON Semiconductor Corporation

PreviewView

Aug3

LBMO

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 the company's profitability and is closely watched by investors.

$3.73

Revenue

Revenue figures provide insight into the company's overall growth and demand for its services.

$1.6B

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

In Q1-2026, Gartner reported an EPS of $3.32, exceeding expectations by 11.22%. The stock saw a modest increase of 1.21% the following day.

Management Promises & Guidance

Focus on expanding digital services.
Commitment to maintaining high customer satisfaction.
Plans to enhance research capabilities.

Expectations

Wall Street Expectations

Bull Case

If Gartner delivers strong earnings and revenue growth, it could signal robust demand for its consulting services, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet earnings expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given its recent volatility.

Key Metrics to Watch

EPS

$3.73

Earnings per share is a key indicator of the company's profitability and is closely watched by investors.

Revenue

$1.6B

Revenue figures provide insight into the company's overall growth and demand for its services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Gartner's EPS exceed the consensus estimate of $3.73?

A beat on EPS would reinforce the company's ability to generate profit and could lead to a positive stock reaction.

What guidance will Gartner provide regarding revenue growth for the upcoming quarters?

Guidance on revenue growth is critical for assessing the company's future performance and market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Gartner's ability to adapt to changing market conditions, particularly in digital services.

Supporting Evidence

Gartner's recent focus on enhancing its digital offerings could drive unexpected revenue growth.

The options market suggests a higher volatility expectation than historical averages, indicating potential for a larger move.

Recent insider buying activity may signal confidence in the company's future performance.

Key Risk

If Gartner's revenue growth exceeds $1.6B, it could challenge the cautious outlook currently held by analysts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in determining whether Gartner can maintain its growth trajectory amidst economic pressures.

Bull Confirmed If

Earnings growth of +10% YoY or better, with revenue exceeding $1.6B.

Bear Confirmed If

Earnings fall below $3.35 or revenue does not meet the $1.6B mark.

Pre-Earnings Positioning

Options Market

Implied Move

±23.83%

Historical Avg

±8.3%

Pricing rich

The options market is pricing in a significant potential movement in the stock, reflecting uncertainty about the upcoming earnings report.

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)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Gartner beats expectations, history suggests the stock could rise, potentially confirming strong demand for its services.

In-Line / Cautious

An in-line report may lead to a muted reaction as investors await further clarity on future guidance.

Miss

A miss could result in a significant drop, with history indicating an average move of -5.75% when earnings fall short.

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 revenue growth in digital services.
2Insights into customer retention rates and satisfaction levels.
3Details on new research initiatives and their expected impact.
4Management's outlook on market trends and economic conditions.
5Any commentary on competitive positioning in the IT consulting space.