Overview
Business insights provider's Q4 revenue rose 2%, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company increased share repurchase authorization by $500 mln in January 2026
Outlook
Gartner expects contract value to accelerate throughout 2026
Company increased share repurchase authorization by $500 mln in January 2026
Result Drivers
INSIGHTS AND CONFERENCES GROWTH - Revenue growth in Q4 was driven by the Insights segment, which grew by 3%, and the Conferences segment, which increased by 14%
STOCK REPURCHASE - Gartner repurchased $2 billion of its stock in 2025, reducing its outstanding share count by 8%
BOND ISSUANCE AND DIVESTMENT - Co completed its first investment-grade bond issuance and plans to divest the Digital Markets business
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $1.80 bln | $1.75 bln (11 Analysts) |
Q4 Adjusted EPS | Beat | $3.94 | $3.51 (13 Analysts) |
Q4 EPS | $3.36 | ||
Q4 Net Income | $242 mln | ||
Q4 Operating Cash Flow | $295 mln |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 6 "strong buy" or "buy", 9 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy."
Wall Street's median 12-month price target for Gartner Inc is $270.00, about 33.4% above its February 2 closing price of $202.40
The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 19 three months ago
Press Release: ID:nBw1LFDJka
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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