IT

Gartner, Inc.

Recommendation Details

PortfolioMegacap

DateOct 30, 2026

ForecastQ Daily Probabilities

40.4%

49.7%

30.3%

Company Description

Gartner, Inc. functions as a premier research and advisory enterprise, extending its reach across the United States, Canada, Europe, the Middle East, Africa, and various international markets. Its operations are structured into three main divisions: Research, Conferences, and Consulting. The Research division primarily offers a subscription service, enabling on-demand access to extensive published studies, data, industry benchmarks, and direct consultations with its expert network. The Conferences segment provides a platform for business professionals to acquire new knowledge, share insights, and foster connections. Lastly, the Consulting segment furnishes clients with market research, bespoke analyses, and direct, on-site support services. This segment specifically addresses critical IT challenges, offering practical strategies for areas such as optimizing IT expenditures, managing digital transformation, and enhancing IT sourcing processes. Founded in 1979, Gartner, Inc. has its corporate base in Stamford, Connecticut.

Recent News & Events

Imminent Q3 2026 earnings on Nov 3 is the dominant near-term catalyst, with mixed analyst positioning and a recent executive departure adding volatility risk.

Earnings Report

Q3 2026 Earnings Scheduled for November 3

Gartner will report Q3 2026 results before market open on Nov 3, with a webcast at 8:00 a.m. ET. Consensus expects revenue of ~$1.5B (down 2.7% YoY) and EPS of $2.86 (up 3.6% YoY), with Insights and Consulting segments seen soft while Conferences grows. Given the stock's 23% post-Q2 beat jump and 13.9% October run, expectations are elevated, raising the risk of a sharp move either way on the print.

Business Wire / Gartner IR

Analyst Rating

UBS Reiterates Neutral, $208 Target Below Price

UBS reiterated a Neutral rating with a $208 price target while the stock trades near $214.67, implying limited upside and cautioning against over-reading the IT Symposium. The firm does expect modest total contract value upside (~2.5% vs 2.3% Street) driven by Federal strength, but the below-market target could cap near-term enthusiasm ahead of earnings.

Investing.com

Analyst Actions

Mixed Analyst Targets After IT Symposium

Following Gartner's IT Symposium, Truist raised its target to $235 (Buy) on strong conference attendance, BMO added Gartner as a new Top Pick, while Wells Fargo kept Underweight at $175 and BMO trimmed its target to $206 on revenue estimate adjustments. The divergent views create conflicting signals that could drive choppy trading into the print.

Investing.com

Executive Departure

Chief Legal Officer Thomas Kim Steps Down

A Form 8-K disclosed that EVP, Chief Legal Officer and Secretary Thomas Kim stepped down effective October 16 to pursue another senior executive role, with no disagreement cited. Leadership turnover can introduce governance uncertainty and modest negative sentiment, though the "no disagreement" disclosure limits the impact.

Quiver Quantitative

Pre-Earnings Positioning

Stock Slips 4.4% on Pre-Earnings Repositioning

Gartner fell 4.4% on Oct 27 with no major company announcement, attributed to investor repositioning ahead of the Nov 3 report and mixed sentiment after the symposium and executive departure. The pullback reflects elevated sensitivity and profit-taking after a strong October run, suggesting heightened volatility into earnings.