Equity Profile

IT

Gartner, Inc.

Information TechnologyIT Consulting & Other Services$11.0B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Gartner, Inc. is a leading research and advisory company in the Information Technology sector, providing insights and advice to help organizations make informed decisions....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing its costs and generating income.

Not available

Revenue Growth

Revenue growth is essential for understanding the company's ability to expand its market presence and attract new clients.

Not available

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

IT Q2-2026 Earnings Preview

Context

Company Snapshot

Gartner, Inc. is a leading research and advisory company in the Information Technology sector, providing insights and advice to help organizations make informed decisions. With a market cap of $11 billion, Gartner plays a crucial role in guiding businesses through technological changes and trends, including areas like AI and cloud computing.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+16.28%

Avg Stock Reaction

-5.75%

Last Quarter Recap

In Q1-2026, Gartner reported an EPS of $3.32, surpassing estimates by 11.22%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, analysts are cautiously optimistic about Gartner's upcoming earnings, especially given its history of beating EPS estimates. However, there are concerns about revenue growth and client retention.

Bull Case

If Gartner continues its trend of strong EPS surprises, it could signal robust demand for its services and lead to positive market reactions.

Bear Case

On the other hand, if revenue growth does not meet expectations or if client retention rates decline, it could lead to a negative reaction from investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given Gartner's strong history of EPS surprises, this number will be critical in shaping investor sentiment.

How is Gartner addressing client retention and revenue growth?

These factors are vital for long-term sustainability, and any decline could significantly impact stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating Gartner's ability to maintain strong EPS growth despite potential revenue challenges, as historical performance shows consistent surprises.

Supporting Evidence

Gartner has a 100% EPS beat rate over the last eight quarters, indicating strong management performance.

The options market is pricing in a significant move, suggesting higher volatility than usual, which could reflect underlying confidence.

Past reactions to EPS beats have often resulted in stock declines, indicating that the market may be overly cautious.

Key Risk

If EPS comes in below $3.00, it could significantly undermine confidence in Gartner's growth strategy.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on Gartner's ability to maintain profitability while ensuring client satisfaction and revenue growth.

Bull Confirmed If

An EPS of $3.50 or higher would confirm the bull case and suggest strong demand for Gartner's services.

Bear Confirmed If

An EPS below $3.00, coupled with concerns about client retention, would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±23.83%

Historical Avg

±8.3%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±23.8% while IT has averaged ±8.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

40.1%

Calls (10K)P/C Ratio: 0.09Puts (5K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Gartner beats expectations, history suggests the stock could rise by around 1.21%, confirming strong demand and effective management.

In-Line / Cautious

If results are in line but management expresses caution, the stock may remain volatile as investors digest the commentary.

Miss

A miss could lead to a decline similar to the average 1-day move of -7.62%, reflecting investor disappointment.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on client retention strategies and their effectiveness.
2Details on revenue growth in key segments, particularly in advisory services.
3Management's outlook on market trends and how Gartner plans to adapt.
4Insights into competitive pressures and how Gartner differentiates itself.
5Any commentary on cost management and its impact on future profitability.

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Company Snapshot

Gartner, Inc. is a leading research and advisory company in the Information Technology sector, providing insights and advice to help organizations make informed decisions....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing its costs and generating income.

Not available

Revenue Growth

Revenue growth is essential for understanding the company's ability to expand its market presence and attract new clients.

Not available

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

IT Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+16.28%

Avg Stock Reaction

-5.75%

Last Quarter Recap

In Q1-2026, Gartner reported an EPS of $3.32, surpassing estimates by 11.22%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Gartner continues its trend of strong EPS surprises, it could signal robust demand for its services and lead to positive market reactions.

Bear Case

On the other hand, if revenue growth does not meet expectations or if client retention rates decline, it could lead to a negative reaction from investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given Gartner's strong history of EPS surprises, this number will be critical in shaping investor sentiment.

How is Gartner addressing client retention and revenue growth?

These factors are vital for long-term sustainability, and any decline could significantly impact stock performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating Gartner's ability to maintain strong EPS growth despite potential revenue challenges, as historical performance shows consistent surprises.

Supporting Evidence

Gartner has a 100% EPS beat rate over the last eight quarters, indicating strong management performance.

The options market is pricing in a significant move, suggesting higher volatility than usual, which could reflect underlying confidence.

Past reactions to EPS beats have often resulted in stock declines, indicating that the market may be overly cautious.

Key Risk

If EPS comes in below $3.00, it could significantly undermine confidence in Gartner's growth strategy.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on Gartner's ability to maintain profitability while ensuring client satisfaction and revenue growth.

Bull Confirmed If

An EPS of $3.50 or higher would confirm the bull case and suggest strong demand for Gartner's services.

Bear Confirmed If

An EPS below $3.00, coupled with concerns about client retention, would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±23.83%

Historical Avg

±8.3%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±23.8% while IT has averaged ±8.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

40.1%

Calls (10K)P/C Ratio: 0.09Puts (5K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Gartner beats expectations, history suggests the stock could rise by around 1.21%, confirming strong demand and effective management.

In-Line / Cautious

If results are in line but management expresses caution, the stock may remain volatile as investors digest the commentary.

Miss

A miss could lead to a decline similar to the average 1-day move of -7.62%, reflecting investor disappointment.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on client retention strategies and their effectiveness.
2Details on revenue growth in key segments, particularly in advisory services.
3Management's outlook on market trends and how Gartner plans to adapt.
4Insights into competitive pressures and how Gartner differentiates itself.
5Any commentary on cost management and its impact on future profitability.