📈 Price History

Ratio Health

— Excellent

— Good

— Average

— Poor

By Category

📊 Sector Averages

About

Gartner, Inc. provides business and technology insights to support decision-making and performance on an organizationâs mission-critical priorities in the United States, Canada, Europe, the Middle East, Africa, and internationally.

Key Ratios Snapshot

📈 Growth Pattern

⚡ Latest Quarter —

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📊 Quick Scorecard

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⭐ Superinvestors Holding IT

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Manager	Shares	Value	% of Fund	Period
Jim Simons Renaissance Technologies LLC	305.1K	$48.3M	0.08%	Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

🔍 Concall Decoded

🎙 Management Tone Tracker Confident Specific → Stable 4 quarters analysed

Q2 2025

Confident Specific

Management led with 'AI is an important opportunity' and repeatedly stated 'we have a clear path back to double-digit growth.' They provided detailed causal analysis for headwinds (DOGE, tariffs) and quantified the path using specific basis points. Language like 'We have a high degree of confidence in what caused these headwinds because we track the reason for every loss' shows confidence supported by data.

Q3 2025

Confident Specific

Management leads with 'ahead of expectations' and repeatedly emphasizes 'operational adaptations that are starting to yield results.' Uses specific metrics like 6% CV ex-Fed growth, improved renewal rates, and $1.1B buyback. Language is direct and optimistic about future acceleration.

Q4 2025

Mixed

Management expressed confidence in beating expectations and transformation initiatives, but repeatedly acknowledged a tough selling environment with deferred decision-making and higher value standards.

Q1 2026 latest

Confident Specific

Management repeatedly stated that Q1 results were 'ahead of expectations', that contract value growth 'accelerated' from Q4, and that they are 'raising guidance' for EBITDA, EPS, and free cash flow. Specific figures like 1% CV growth, 250 bps U.S. Federal headwind, and 12% EPS CAGR were used to support a positive narrative despite acknowledging a slowdown in March.

Guidance Reliability Pending · <3Q data

Investor Lens

The investment thesis remains largely intact but with heightened near-term uncertainty. Management's confidence in accelerating CV growth and raising guidance suggests the core business fundamentals are strong, supported by improving engagement metrics and proprietary data assets. However, the March slowdown and longer sales cycles signal macro sensitivity, particularly in tariff-affected industries and U.S. Federal. The higher share buyback and EPS growth commitment provide a floor, but investors should watch for sustained new-business conversion from March pipeline and a clearer ex-Fed CV acceleration in Q2. The next conference call will be critical to confirm whether the March headwind was temporary or the start of a broader slowdown.

AI-generated concall tone analysis · Updated 2026-06-08 · Not investment advice

🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →

📊 MIXED Gartner Q1 revenue $1.5B, EBITDA $395M, CV $5.3B accelerating.

Revenue & Profitability

Q1 2026 revenue was $1.5 billion, up 2% year-over-year as reported. EBITDA was $395 million (up 6% as reported, 1% FX neutral), and adjusted EPS was $3.32 (up 11%). Free cash flow reached $371 million, up 29% year-over-year. The company reported a rolling four-quarter free cash flow of $1.3 billion.

Outlook

Management expects full-year CV to accelerate, driven by improved engagement and transformation initiatives. Headwinds include the U.S. Federal government business (250 basis point drag, expected to re-base) and geopolitical uncertainty that slowed decisions in March. Tailwinds include strong AI demand and high engagement levels, with many March delays closing in April.

Growth Drivers

Key growth levers include transformation of business and technology insights (Impact, Volume, Timeliness, User Experience), driving engagement up 170 basis points year-over-year. New business was strong in January and February, though slowed in March. GTS ex-Fed CV grew 3.5%, and GBS ex-Fed CV grew 5%, led by sales, supply chain, and legal practices. The company is hiring more incremental new business developers.

Balance Sheet & CapEx

Not discussed in this earnings call.

Margins

Full-year EBITDA margin guided at or above 24.1%, up from prior guidance. Insights contribution margin was 78%, up 120 basis points year-over-year. Management expects margin expansion over the medium term, driven by expense management, operational efficiencies, and disciplined investment allocation.

Key Risks

Risks include geopolitical uncertainty (tariffs, U.S. Federal government challenges) causing slower client decision-making, as seen in March. Management noted that broad cost-cutting initiatives at client companies can override price sensitivity. The U.S. Federal segment remains a headwind, though expected to stabilize.

Generated by AI · Q1 2026 results · Not investment advice

✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter

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🔎 See cross-company document search → ?

📞 Earnings Call Transcripts (5)

Q2 2026 Q2 2026 2026-08-04

Q2 results exceeded expectations with revenue up 3% and adjusted EPS up 24% year-over-year. Contract value growth accelerated, driven by strong demand for AI insights and improved client engagement. Full-year guidance for EBITDA, EPS, and free cash flow was raised.

Q1 2026 Q1 2026 2026-05-05

Q1 2026 results exceeded expectations with revenue, EBITDA, and EPS growth, despite a March slowdown from geopolitical factors. Guidance for 2026 was raised, with accelerated contract value growth and strong capital returns expected.

Q4 2025 Q4 2025 2026-02-03

Q4 and full-year 2025 results exceeded expectations, with strong revenue, margins, and free cash flow. Major transformation initiatives in Business and Technology Insights are driving higher client engagement and retention, positioning for accelerated contract value growth in 2026 and beyond.

Q3 2025 Q3 2025 2025-11-04

Q3 results exceeded expectations with revenue up 3% and strong client retention. Guidance for 2025 was raised across revenue, EBITDA, and EPS, with operational adaptations and AI investments supporting future growth. Share repurchases exceeded $1 billion in the quarter.

Q2 2025 Q2 2025 2025-08-05

Q2 saw 6% revenue growth and strong profitability, but macro headwinds from tariffs and government policy slowed contract value growth. AI demand and product innovation remain high, with AskGartner rolling out to all users. Guidance reflects resilience and a path back to double-digit growth.

📊 Analysis Methodology

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