Gartner Inc. (IT)
AI Will Not Replace The Entire Information Services Industry: Buy Thomson Reuters, Hold Gartner
AI disruption fears have compressed multiples across Information Services players, but TRI's exclusive data and regulatory integration reduce substitution risk. Stable 2026 EPS estimates across the sector indicate AI has not yet materially impacted revenues, with valuation compression driving stock declines. I see a buying opportunity in Thomas Reuters due to the disconnect between earnings stability and bearish sentiment.
The Bottom Fishing Club: Gartner - Approaching 2009 Great Recession Low Valuation
Gartner trades near its best underlying valuation since early 2009, driven by SaaS sector pessimism and aggressive short selling. IT's free cash flow yield of 10.8% significantly outpaces Treasury yields, with low valuation multiples highlighting a multi-decade opportunity despite only marginal operational downgrades. Momentum indicators have turned positive, and a technical breakout above $162 could trigger a reversal, especially if shorts begin to cover.
Gartner Q1 Earnings Call Highlights
Gartner NYSE: IT reported first-quarter 2026 results that topped the company's expectations for Insights revenue, adjusted EBITDA, adjusted earnings per share and free cash flow, while management said client decision-making slowed in March amid changes in the geopolitical environment.
Gartner, Inc. (IT) Q1 2026 Earnings Call Transcript
Gartner, Inc. (IT) Q1 2026 Earnings Call Transcript
IT Q1 Earnings Beat on Contract Value Growth & Cost Control
Gartner beats Q1 EPS estimates as contract value rises and costs ease, lifting the 2026 EPS and free cash flow guidance despite lower revenues.
Here's What Key Metrics Tell Us About Gartner (IT) Q1 Earnings
The headline numbers for Gartner (IT) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Gartner (IT) Tops Q1 Earnings Estimates
Gartner (IT) came out with quarterly earnings of $3.32 per share, beating the Zacks Consensus Estimate of $2.99 per share. This compares to earnings of $2.98 per share a year ago.
Gartner Gears Up to Report Q1 Earnings: What's in the Offing?
IT heads into Q1 earnings release, with a slight top-line dip expected, as Conferences growth helps offset softer Insights and Consulting trends.
Diverse Offerings Aid Gartner Amid Stiff Rivalry & High Talent Cost
IT leverages diverse offerings and premium insights to drive steady growth. The company's rising costs, FX risks and competition weigh on margins.
Gartner Price Target Lowered to $140 by Wells Fargo as Iran Conflict Rattles Enterprise Spending
Gartner (NYSE:IT) has been one of the market's more dramatic stories over the past year.
Reasons Why You Should Retain Gartner Stock in Your Portfolio
IT stock climbs 9.6% in a month as AI tools, research strength and share buybacks position it for steady earnings growth ahead.
Gartner CEO: ‘It Can Take a Couple of Years' Before Investors See the Payoff
Gartner ( NYSE:IT ) CEO Gene Hall spent most of the Q4 2025 earnings call making one central argument: the company's transformation is working, the leading indicators prove it, and investors need to be patient while subscription renewals catch up to changes already made.
