Gartner Q4 revenue up 2%, beats analyst expectations

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

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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