Gartner, Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +65

Gartner stock gains 4.78 percent after strong Q2 results

Earnings report Guidance raised AI-generated analysis

Gartner Inc. reported strong second-quarter 2026 financial results, driving its stock price up 4.78% to close at $187.90 on the NYSE. The company delivered adjusted earnings per share of $4.37, significantly beating the consensus estimate of $3.77 by 15.9% and exceeding year-over-year growth. This robust...

Bullish Signals

  • EPS beat by 15.9% at $4.37 in Q2 2026.
  • Raised full-year EPS guidance to $14.00 and FCF to $1.19B.
  • Revenue of $1.68B surpassed consensus estimates.
  • Conferences revenue grew 15.5% to $244 million.
  • Global contract value increased 1.7% to $5.28 billion.

Bearish Signals

  • Revenue declined 0.6% YoY due to Digital Markets divestiture.
  • Consulting revenue fell 8.8% to $142 million.
  • Analysts maintain Hold rating with $187.30 target below price.
2
Bullish +75

Subscription focus: why Gartner Peer Insights matters for software buyers - AD HOC NEWS

AI-generated analysis

Gartner Peer Insights has evolved into a critical subscription-based review platform for enterprise IT buyers, serving as a primary touchpoint alongside the firm's renowned Magic Quadrant and Hype Cycle research. The service aggregates verified customer feedback on hundreds of business-to-business software and cloud services categories,...

Bullish Signals

  • Provides structured, verified user feedback alongside analyst research.
  • Reduces information asymmetry for enterprise buyers assessing software.
  • Offers vendors granular analytics on customer sentiment and benchmarks.
  • Covers over 600 technology markets with tens of thousands of reviews.
3
Bullish +70

Netskope and Deloitte Expand Global Partnership to Deliver Managed SASE Services

AI-generated analysis

Netskope and Deloitte have expanded their global strategic partnership to offer a new Managed Secure Access Service Edge (SASE) solution to enterprise clients. Announced on May 27, 2026, this initiative combines Deloitte's established cyber operations framework and advisory expertise with Netskope’s industry-leading SASE and Security...

Bullish Signals

  • Netskope and Deloitte expanded partnership for comprehensive Managed SASE services.
  • New service integrates SD-WAN, ZTNA, SWG, and CASB technologies.
  • Clients secure cloud/AI adoption leveraging Deloitte footprint and Netskope One platform.
  • Netskope Gartner® Leader 4 years in SSE and 2 years in SASE.
  • SASE market projected to reach $28.5B by 2028 with 26% CAGR.
  • 30+ Fortune 100 companies trust Netskope One for risk reduction.
  • Managed SASE now available in EMEA with further regional expansion.

Bearish Signals

  • Market projections rely on safe harbor assumptions that could differ materially.
  • Value depends on successful adoption of cloud security and AI technologies.
  • Partnership expansion to non-EMEA regions faces potential delays.
  • Implementation requires active client participation and resource allocation.
  • Deloitte's legal separation may fragment liability or service consistency.
4
Slightly Bullish +15

Oracle Falls 4% as Microsoft Reportedly Ends AI Deal [2026]

AI infrastructure Contract loss AI-generated analysis

Oracle shares fell approximately 4% following reports that Microsoft declined to renew a contract renting AI computing capacity from Oracle Cloud Infrastructure (OCI). Bloomberg reported on November 6, 2026, that Microsoft has been gradually switching off the rented GPU capacity over recent months rather than...

Bullish Signals

  • Oracle cloud revenue hit $7.4B, up 121% YoY in Q1 FY2027.
  • Oracle added 850 MW data center capacity in Q1 FY2027.
  • Oracle AI infrastructure demand strong; earlier GPUs sell at 20% premium.
  • Oracle integrates Snowflake AI Data Cloud as native OCI service.
  • Oracle deploys Broadcom-built OpenAI accelerators to expand multicloud AI.

Bearish Signals

  • Microsoft declined to renew AI contract with Oracle.
  • Deal used older Nvidia chips not meeting Microsoft needs.
  • Investors nervous after Oracle's $20B raise and capacity concerns.
  • High concentration risk as Oracle seeks new customers.
5
Somewhat Bearish -45

AI Cloud Stocks Sink as Gartner Warns Most Neoclouds Won't Survive Independently: IREN and CoreWeave Fall 5%, Nebius Drops 4% - 24/7 Wall St.

AI infrastructure Financial outlook AI-generated analysis

Gartner released a report predicting that 80% of neocloud providers will lose their independence by the end of the decade due to a structural gap where AI data center revenue fails to cover expansion costs. This warning triggered an immediate market repricing for three major...

Bullish Signals

  • IREN has delivered liquid-cooled capacity to a major hyperscale customer, validating its transition from cryptocurrency mining to AI cloud work.
  • IREN earned top-tier partner status from its main GPU supplier on the chipmaker's newest rack-scale systems, strengthening its supply chain position.
  • CoreWeave serves leading AI labs and some of the biggest names in technology, indicating strong demand for its pure cloud provider model.
  • Nebius runs a comparable full-stack AI cloud platform backed by a strategic equity investment from a leading chipmaker, providing capital stability.

Bearish Signals

  • 80% neoclouds fail by decade due to revenue vs expansion costs.
6
Slightly Bullish +25

Gartner CEO: ‘It Can Take a Couple of Years’ Before Investors See the Payoff

AI-generated analysis

Gartner CEO Gene Hall addressed investors during the Q4 2025 earnings call, arguing that the company's strategic transformation is effective despite a 35% stock decline year-to-date. Hall emphasized that full financial benefits from recent initiatives will take 12 to 24 months to materialize due to...

Bullish Signals

  • Transformation investments effective despite stock weakness.
  • AI integration grew Active Insights library 50%.
  • Licensed users show higher renewal rates.
  • Competitive threats from AI substitutes not intensifying.

Bearish Signals

  • Stock fell 35% YTD amid skepticism.
  • Contract value growth was modest at 1%.
  • Consulting segment drags on financial performance.
  • Analyst consensus is Hold with $190.46 target.
7
Bullish +55

Gartner Inc. stock edges lower as investors digest strong Q2 2026 figures

AI-generated analysis

Gartner Inc. (IT) reported strong second quarter 2026 results that exceeded both revenue and earnings expectations, with contract value accelerating to double-digit year-over-year growth. The company's stock edged lower around $186.42 as investors weighed these robust figures against a more demanding backdrop for AI and...

Bullish Signals

  • Gartner Inc. reported Q2 2026 results that exceeded both revenue and earnings expectations with double-digit year-over-year growth in total contract value.
  • Management raised its full-year 2026 profitability outlook following Q2 results driven by higher operating leverage and improved efficiency in translating revenue to earnings per share.
  • The company's business model remains resilient with subscription demand stabilizing as CIOs optimize technology budgets, supporting future recurring revenue.
  • Revenue growth in Q2 2026 was faster than the prior year quarter, contributing to an earnings beat versus consensus estimates.
  • Gartner expects margins to expand relative to 2025, providing a clearer trajectory for operating performance in the current fiscal year.

Bearish Signals

  • Investors are weighing robust growth against a more demanding AI and IT spending backdrop as corporate clients scrutinize IT and advisory spending more closely.
  • Parts of the business face a challenging environment due to increased component prices and reduced hardware shipments expected in 2026.
8
Somewhat Bearish -35

GHP Investment Advisors Inc. Sells 6,673 Shares of Gartner, Inc. $IT

AI-generated analysis

GHP Investment Advisors Inc. reduced its stake in Gartner, Inc. (NYSE:IT) by 26.1% during the first quarter, selling 6,673 shares to hold a remaining position of 18,896 shares valued at $2.99 million according to recent SEC Form 13F filings. Other institutional investors showed mixed activity...

Bullish Signals

  • Physician Wealth Advisors increased position by 143.9% to 100 shares.
  • Rakuten Securities boosted stake by 1,980% for $26,000 total value.
  • Entrust Financial and Bell Investment established or increased new positions.
  • Company maintains low PEG ratio of 0.70 suggesting undervaluation.

Bearish Signals

  • Major analysts including UBS and Morgan Stanley cut price targets.
  • Stock trades at $135.11, well below the $151.15 50-day average.
  • Liquidity ratios are tight at 0.94 for current and quick ratios.
  • Weiss Ratings downgraded Gartner from 'sell (d+)' to 'sell (d)'.
  • GHP Investment Advisors reduced stake by 26.1% in Q1.
9
Slightly Bullish +25

Gartner (IT) Tops Q1 Earnings Estimates

AI-generated analysis

Gartner, Inc. reported strong quarterly earnings that surpassed analyst expectations. The technology information and analysis firm posted adjusted earnings of $3.32 per share, exceeding the Zacks Consensus Estimate of $2.99 by 11.21%. This compares to a year-ago profit of $2.98 per share. In terms of...

Bullish Signals

  • Beat EPS by $0.33, hitting $3.32 vs $2.99 consensus.
  • Revenues reached $1.51 billion for Q1 2026.
  • Surpassed revenue estimates three times in last four quarters.
  • Beaten EPS estimates four consecutive quarters.
  • Current beat follows prior quarter's +12.57% surprise.

Bearish Signals

  • Stock down 41.5% vs S&P 500's 5.2% gain.
  • Holds Zacks Rank #4 due to negative earnings revisions.
  • Q1 Revenue missed estimates by 0.58%.
  • Weak Consulting industry ranks bottom 30% of sectors.
  • EPS relies on $6.52 billion revenue projection.
10
Slightly Bearish -20

Is Gartner Inc (IT) A Good Stock To Buy?

AI-generated analysis

Gartner Inc (NYSE: IT) has seen a notable decline in support from elite hedge funds, with the number of bullish positions dropping by 29% in the first quarter compared to the previous period. At the end of Q1, only 15 hedge funds tracked by Insider...

Bullish Signals

  • Outperformed S&P 500 ETF by nearly 3 percentage points in Q2.
  • Select Equity Group holds a significant bullish conviction with $639M position.

Bearish Signals

  • Hedge fund bullish support dropped from 21 to 15.
  • Major managers dumped stakes totaling over $34 million.
11
Somewhat Bearish -45

Weak Subscription Revenue Growth Pressured Gartner (IT) in Q1 - Insider Monkey

AI-generated analysis

Madison Investments released its first-quarter 2026 investor letter for the Madison Large Cap Fund, which declined 2.7% despite outperforming the S&P 500's -4.33% return. The fund attributed its relative underperformance to a market shift toward physical economy stocks and rising commodity prices driven by geopolitical...

Bullish Signals

  • Revenue rose 2% year-over-year in Q1 2026.
  • Product and analyst team enhancements implemented.
  • Madison Large Cap Fund beat S&P 500 by 1.6%.

Bearish Signals

  • Disappointing subscription revenue growth identified as a detractor.
  • AI disruption risks negatively impacting sentiment and stock performance.
  • Hedge fund holdings decreased from 50 to 36 in Q1 2026.
  • Revenue declined by 1% on an FX-neutral basis.
  • Advisor prefers other AI stocks for higher returns.
12
Bullish +70

RheinBrücke extends Gartner-recognised MeRLIN procurement platform to its enterprise clients

AI-generated analysis

RheinBrücke IT Consulting has officially extended its Gartner-recognized MeRLIN strategic sourcing platform to its full enterprise client base across the Middle East region. This move is designed to help procurement teams in the area manage increasing supplier complexity, risk exposure, and regulatory demands with modernized...

Bullish Signals

  • MeRLIN available to full RheinBrücke Middle East client base.
  • Cited in 2026 Gartner Market Guide for Sourcing Applications.
  • Recognized in 2025 Gartner Magic Quadrant for Source-to-Pay Suites.
  • Deliivers measurable savings, compliance visibility, and supplier insights.
  • AI-accelerated onboarding improves efficiency, compliance, and reduces errors.
  • Guided sourcing AI recommendations improve award accuracy and speed.
  • Intelligent analytics identify savings and flag maverick spend.
  • Holds ISO 27001:2022 and SOC 2 Type 2 certs.
  • Bi-directional ERP integration with Epicor, SAP S/4HANA, Dynamics.

Bearish Signals

  • Typo references 'www.rheincs.com' instead of 'RheinBrücke'.
  • Claims independent analyst recognition only specifies Gartner.
  • Lacks quantitative data to substantiate savings claims.
  • Missing implementation timeline and migration cost details.
  • Disclaimer warns users accept information 'at their risk'.
13
Bullish +75

OpsMill raises $14m Series A to make IT infrastructure data trustworthy enough for AI agents

AI-generated analysis

OpsMill, a Paris-based infrastructure data management company headquartered with operations in London, has raised $14 million in a Series A funding round led by IRIS, with participation from BGV and existing investors Serena and Partech. The capital will be utilized to expand engineering and product...

Bullish Signals

  • OpsMill raised $14M Series A led by IRIS.
  • Funding supports Infrahub team growth and platform development.
  • Infrahub is live at TikTok and Eurofiber enterprises.
  • Eurofiber cut deployment from five days to fifteen minutes.
  • 30% of firms will automate network tasks by 2026.
  • Addressing $300k/hour downtime loss with critical infrastructure protection.
  • Flexible offering includes free Community and licensed Enterprise editions.
  • Adopted by hyperscalers, retailers, fintechs, insurers, and manufacturers.

Bearish Signals

  • Platform failure could cause cascading production system errors.
  • Average enterprise downtime costs $300,000 per hour with reputational damage.
  • Enterprise clients face friction from mandatory governance and compliance fees.
  • Adoption requires significant restructuring of existing scattered infrastructure workflows.
14
Somewhat Bullish +35

Gartner (IT) Stalls at 207: A Volatility Trap or a Pause Before the ...

Company update AI-generated analysis

Gartner Inc. (IT) shares consolidated near $207, trading in a tight range between $206.76 and $211.42 with a marginal intraday decline of 0.07%. Technical indicators suggest underlying strength, with the Relative Strength Index (RSI) at 67.23 and a bullish MACD signal, indicating the stock remains...

Bullish Signals

  • Stock trades above $170.50 200-day moving average, confirming bullish trend.

Bearish Signals

  • Stock failed to sustain surge above $211.
  • Testing upper Bollinger Band limits risks pullback.
  • Options Theta decay risks if breakout fails.
  • Gartner insights led to range-bound trading $206.76-$211.42.
15
Slightly Bullish +25

BMO Capital Reduces PT on Gartner (IT) Stock

AI-generated analysis

BMO Capital analyst Jeffrey Silber reduced the price target on Gartner, Inc. (NYSE: IT) from $409 to $272 while maintaining a 'Market Perform' rating. The analyst noted that while the company posted a slight margin-driven beat, its Contract Value growth has slowed due to pressure...

Bullish Signals

  • Madison Investments initiated Gartner position in Q2 2025.
  • Strong recurring revenues and unmatched pricing power.
  • Dramatic client interest surge for cost optimization services.
  • Renowned brand, scale, and information network advantage.
  • Negative working capital with high return on invested capital.

Bearish Signals

  • BMO analyst cut price objective from $409 to $272.
  • Contract Value growth slowed per BMO Capital analysis.
  • Federal government pressure on priorities and efficiency headwinds.
  • Tariffs impacting key client industries hinder growth.
  • Slowing subscription growth causes recent stock underperformance.
16
Somewhat Bearish -35

Counterpoint Mutual Funds LLC Purchases New Stake in Gartner, Inc. $IT

AI-generated analysis

Counterpoint Mutual Funds LLC acquired a new stake in Gartner, Inc. (NYSE:IT) during the first quarter, purchasing 3,682 shares valued at approximately $583,000. Other institutional investors also adjusted their positions recently; Physician Wealth Advisors Inc. increased its holdings by 143.9% to own 100 shares worth...

Bullish Signals

  • EPS beat at $3.32 vs $2.99 consensus.
  • ROE stands at 161.39% with 11.44% net margin.
  • Institutional ownership is 91.51%; Counterpoint added $583k.
  • FY 2026 EPS guidance raised to $13.65.

Bearish Signals

  • Revenue declined 1.5% YoY to $1.49 billion.
  • Analysts lowered targets: Barclays ($180-$150), UBS ($170-$164).
  • Wells Fargo cut target from $140 to $120.
  • Stock trades below 200-day moving average of $174.98.
  • Weiss Ratings maintains a sell rating.
17
Somewhat Bullish +50

Gartner Inc. stock outperforms competitors on strong trading day - MarketWatch

AI-generated analysis

Gartner Inc. (IT) shares advanced 2.74% to $129.18 on Tuesday, marking a significant outperformance against the broader market which saw the S&P 500 fall 1.44% and the Dow Jones Industrial Average decline slightly. This rally effectively snapped an 11-day losing streak for the company's stock,...

Bullish Signals

  • Price rose 2.74% to $129.18, ending 11-day losses.
  • Outperformed market and peers despite negative session.