IT tops Q4 estimates as research demand drives growth, but rising talent costs, AI disruption and forex risks cloud the outlook.
We believe Gartner (IT) stock is worthy of consideration: It is growing, generating cash, and is priced at a considerable valuation discount. Companies of this nature can utilize cash to drive further revenue growth or simply reward their shareholders through dividends or buybacks.
Gartner is reiterated at Hold as growth decelerates and AI disruption fears persist. Q4 2025 saw revenue growth of just 2.2% y/y, with contract value (CV) growth collapsing to 0.8% y/y. Demand weakness is concentrated in Global Technology Sales, with elongated sales cycles and US federal headwinds further clouding near-term outlook.
Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>>
The stock of Gartner (IT) has decreased by 21% over the last day and is currently priced at $160.16. Gartner, however, continues to benefit from its subscription-heavy revenue model, strong renewal rates, and critical role in corporate technology decision-making, which provides a level of resilience that the recent selloff may be overlooking.
Gartner Q4: The Negative Sentiment Will Keep Downward Pressure On Recovery
IT beats fourth-quarter 2025 earnings and revenue estimates as Insights and Conferences deliver solid growth, offsetting a sharp y/y drop in EPS.
Gartner, Inc. (IT) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Gartner (IT) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Gartner (IT) came out with quarterly earnings of $3.94 per share, beating the Zacks Consensus Estimate of $3.5 per share. This compares to earnings of $5.45 per share a year ago.
IT to post fourth-quarter 2025 earnings on Feb. 3, with revenues expected to rise 1.7% y/y to $1.7B as Conferences growth is likely to have offset softer Insights performance.
Gartner (IT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.