← Gartner overview
Gartner IncIT

Why is Gartner (IT) moving?

Q3 2026
▲2▼2

Gartner's AI Fears Ease as Q2 Beat and Buybacks Lift Stock

  • IBM warning drags IT services group IBM's revenue warning on delayed enterprise deals hit Gartner shares, as investors feared a broader slowdown in tech consulting demand. This reinforced worries that clients are pausing big contracts, pressuring Gartner's revenue growth.

    Shows a key demand headwind that weighed on IT's price early in the period.

  • AI disruption fears deepen after 49% H1 drop Gartner lost nearly half its value in the first half of 2026 as AI threatened demand for its research and advisory services. Contract value growth slowed to about 1% and revenue guidance was cut, showing clients may replace Gartner with AI tools.

    Captures the core existential threat that has been driving IT's decline.

  • Q2 earnings beat and raised guidance spark 15.9% surge Gartner reported Q2 revenue of $1.68 billion and adjusted EPS of $4.37, beating estimates, and raised full-year EPS and free cash flow guidance. The strong results and outlook reassured investors, sending the stock up sharply.

    This is the major positive catalyst that reversed sentiment and drove the stock higher.

  • Buybacks and low valuation support 39% monthly gain Gartner repurchased $547 million of stock in Q2 and increased its buyback authorization by $500 million, boosting EPS. With shares trading at just 12.6 times forward earnings, well below peers and its own history, the stock jumped 39.3% in a month as contract value stabilized.

    Explains the capital returns and valuation re-rating that fueled the recent rally.

July 2026
▲2▼2

Gartner's AI Fears Ease as Q2 Beat and Buybacks Lift Stock

  • IBM warning drags IT services group IBM's revenue warning on delayed enterprise deals hit Gartner shares, as investors feared a broader slowdown in tech consulting demand. This reinforced worries that clients are pausing big contracts, pressuring Gartner's revenue growth.

    Shows a key demand headwind that weighed on IT's price early in the period.

  • AI disruption fears deepen after 49% H1 drop Gartner lost nearly half its value in the first half of 2026 as AI threatened demand for its research and advisory services. Contract value growth slowed to about 1% and revenue guidance was cut, showing clients may replace Gartner with AI tools.

    Captures the core existential threat that has been driving IT's decline.

  • Q2 earnings beat and raised guidance spark 15.9% surge Gartner reported Q2 revenue of $1.68 billion and adjusted EPS of $4.37, beating estimates, and raised full-year EPS and free cash flow guidance. The strong results and outlook reassured investors, sending the stock up sharply.

    This is the major positive catalyst that reversed sentiment and drove the stock higher.

  • Buybacks and low valuation support 39% monthly gain Gartner repurchased $547 million of stock in Q2 and increased its buyback authorization by $500 million, boosting EPS. With shares trading at just 12.6 times forward earnings, well below peers and its own history, the stock jumped 39.3% in a month as contract value stabilized.

    Explains the capital returns and valuation re-rating that fueled the recent rally.

Latest
▲2▼2

Gartner's AI Fears Ease as Q2 Beat and Buybacks Lift Stock

  • IBM warning drags IT services group IBM's revenue warning on delayed enterprise deals hit Gartner shares, as investors feared a broader slowdown in tech consulting demand. This reinforced worries that clients are pausing big contracts, pressuring Gartner's revenue growth.

    Shows a key demand headwind that weighed on IT's price early in the period.

  • AI disruption fears deepen after 49% H1 drop Gartner lost nearly half its value in the first half of 2026 as AI threatened demand for its research and advisory services. Contract value growth slowed to about 1% and revenue guidance was cut, showing clients may replace Gartner with AI tools.

    Captures the core existential threat that has been driving IT's decline.

  • Q2 earnings beat and raised guidance spark 15.9% surge Gartner reported Q2 revenue of $1.68 billion and adjusted EPS of $4.37, beating estimates, and raised full-year EPS and free cash flow guidance. The strong results and outlook reassured investors, sending the stock up sharply.

    This is the major positive catalyst that reversed sentiment and drove the stock higher.

  • Buybacks and low valuation support 39% monthly gain Gartner repurchased $547 million of stock in Q2 and increased its buyback authorization by $500 million, boosting EPS. With shares trading at just 12.6 times forward earnings, well below peers and its own history, the stock jumped 39.3% in a month as contract value stabilized.

    Explains the capital returns and valuation re-rating that fueled the recent rally.

Q2 2026
▼3▲1

Gartner's AI Disruption Fears Deepen as Demand Softens and Legal Risks Mount

  • AI Disruption Fears Intensify Renaissance Investment Management exited its Gartner stake, citing moderating demand as companies reevaluate tech roadmaps and consider whether AI can replace Gartner's services. This signals a fundamental shift in how clients view the value of paid research, pressuring future revenue growth.

    This is the core bear case: AI eroding demand for Gartner's core product, which directly threatens revenue and earnings.

  • Fed Holds Rates, Tightening IT Budgets The Fed held rates steady and signaled the easing cycle might reverse, making CFOs hesitant to commit to multi-year enterprise transformation contracts. Discretionary IT spend is often the first to be cut when financing conditions tighten, reducing demand for Gartner's services.

    Monetary policy directly impacts client budgets for Gartner's high-ticket research and advisory services.

  • Strong Q1 Results and Buybacks Signal Resilience Gartner beat Q1 EPS estimates, raised full-year guidance, and repurchased $535 million in stock, demonstrating financial strength and management confidence. This suggests the business model remains resilient despite macro pressures, supporting the stock's valuation.

    This is a direct counterweight to the bear case, showing the company can still grow and return capital.

  • Governance Probe Adds Legal Risk Bernstein Liebhard LLP is investigating potential fiduciary breaches by Gartner directors and officers, raising legal and regulatory risks. This could lead to fines, management distractions, and further erode investor confidence, especially amid an already weak stock price.

    New legal risk directly threatens shareholder value and adds uncertainty to the investment case.

June 2026
▼3▲1

Gartner's AI Disruption Fears Deepen as Demand Softens and Legal Risks Mount

  • AI Disruption Fears Intensify Renaissance Investment Management exited its Gartner stake, citing moderating demand as companies reevaluate tech roadmaps and consider whether AI can replace Gartner's services. This signals a fundamental shift in how clients view the value of paid research, pressuring future revenue growth.

    This is the core bear case: AI eroding demand for Gartner's core product, which directly threatens revenue and earnings.

  • Fed Holds Rates, Tightening IT Budgets The Fed held rates steady and signaled the easing cycle might reverse, making CFOs hesitant to commit to multi-year enterprise transformation contracts. Discretionary IT spend is often the first to be cut when financing conditions tighten, reducing demand for Gartner's services.

    Monetary policy directly impacts client budgets for Gartner's high-ticket research and advisory services.

  • Strong Q1 Results and Buybacks Signal Resilience Gartner beat Q1 EPS estimates, raised full-year guidance, and repurchased $535 million in stock, demonstrating financial strength and management confidence. This suggests the business model remains resilient despite macro pressures, supporting the stock's valuation.

    This is a direct counterweight to the bear case, showing the company can still grow and return capital.

  • Governance Probe Adds Legal Risk Bernstein Liebhard LLP is investigating potential fiduciary breaches by Gartner directors and officers, raising legal and regulatory risks. This could lead to fines, management distractions, and further erode investor confidence, especially amid an already weak stock price.

    New legal risk directly threatens shareholder value and adds uncertainty to the investment case.

▼3▲1

Gartner's AI Disruption Fears Deepen as Demand Softens and Legal Risks Mount

  • AI Disruption Fears Intensify Renaissance Investment Management exited its Gartner stake, citing moderating demand as companies reevaluate tech roadmaps and consider whether AI can replace Gartner's services. This signals a fundamental shift in how clients view the value of paid research, pressuring future revenue growth.

    This is the core bear case: AI eroding demand for Gartner's core product, which directly threatens revenue and earnings.

  • Fed Holds Rates, Tightening IT Budgets The Fed held rates steady and signaled the easing cycle might reverse, making CFOs hesitant to commit to multi-year enterprise transformation contracts. Discretionary IT spend is often the first to be cut when financing conditions tighten, reducing demand for Gartner's services.

    Monetary policy directly impacts client budgets for Gartner's high-ticket research and advisory services.

  • Strong Q1 Results and Buybacks Signal Resilience Gartner beat Q1 EPS estimates, raised full-year guidance, and repurchased $535 million in stock, demonstrating financial strength and management confidence. This suggests the business model remains resilient despite macro pressures, supporting the stock's valuation.

    This is a direct counterweight to the bear case, showing the company can still grow and return capital.

  • Governance Probe Adds Legal Risk Bernstein Liebhard LLP is investigating potential fiduciary breaches by Gartner directors and officers, raising legal and regulatory risks. This could lead to fines, management distractions, and further erode investor confidence, especially amid an already weak stock price.

    New legal risk directly threatens shareholder value and adds uncertainty to the investment case.

© 2026 MarketDXWhy