ALTSTATION.IO

Gartner, Inc. (IT) Stock Analysis

By Nova Skye | AltStation.io | Updated February 07, 2026

Price

$155.84

Change

+2.50%

Market Cap

$11.80B

Avg Volume

1.2M

Company Overview

Gartner, Inc. provides research and advisory services focused on information technology. They offer a suite of products through three main segments: Research, Conferences, and Consulting. Clients, which include IT leaders and executives from various industries, subscribe to their research services for access to industry insights, data benchmarks, and expert opinions. Their conferences allow organizations to connect, share insights, and learn about emerging trends, while consulting services help clients implement strategies for IT optimization and digital transformation.

Gartner is a market leader in the IT research and advisory space, boasting a significant share of the market. Their extensive database and reputation for high-quality insights give them a competitive edge. However, they face threats from emerging consulting firms and in-house research teams that companies may increasingly leverage in lieu of third-party advisory services. Key competitors include Forrester, IDC, and other regional advisory firms, which are all vying for the attention of similar clients.

Currently, Gartner is on a growth trajectory, reporting robust demand for their consulting and research services. Recent milestones, such as the acquisition of smaller firms specializing in niche IT areas, indicate a strategic shift towards broadening their service offerings. The company is also investing heavily in digital platforms to enhance customer experience and expand their reach, positioning itself well for future opportunities.

Key Financials

Market Cap

$11.80B

Revenue

$6.46B

EBITDA

$1.31B

Gross Margin

68.2%

Profit Margin

13.7%

Revenue Growth

2.2%

Total Cash

$1.72B

Total Debt

$3.25B

Free Cash Flow

$1.07B

52-Week Price Performance Analysis

Price Statistics

P/E Ratio

16.05

Forward P/E

10.76

Beta

1.04

52-Week High

$535.94

52-Week Low

$139.18

EPS

$9.71

50-Day Avg

$231.99

200-Day Avg

$298.87

Price/Book

20.42

Technical Analysis

Over the last 52 weeks, Gartner, Inc. (IT) has exhibited a strong bearish trend, characterized by a significant decline from around $500 in February to the current price of $155.84, marking a -70.4% change. Key support levels appear near $150, which is where the price seems to be stabilizing, while resistance is evident around $200, indicating a potential barrier for upward movement. The price chart shows a series of declining peaks and valleys, reinforcing the downward trajectory and indicating bearish sentiment. Recently, the stock has shown slight momentum, oscillating around the $156 mark, suggesting possible accumulation near this level. Currently, at $155.84, the price sits just above the 52-week low, implying limited downside risk but highlighting the need for a strong recovery to escape the established downtrend.

Recent News and Developments

Here are the latest news and developments for Gartner, Inc

(IT) stock from the past week:

1. Gartner Reports Q4 2025 Earnings and Provides Cautious 2026 Outlook, Stock Falls Sharply

Gartner released its fourth-quarter 2025 financial results on February 3, 2026, reporting revenue of $1.8 billion and adjusted EPS of $3.94, both exceeding analyst expectations. Despite the strong quarterly performance, the company’s 2026 outlook, which projected consolidated revenue of at least $6.455 billion (2% FX-neutral growth) and adjusted EPS of at least $12.30, was more conservative than anticipated by the market. This cautious guidance, alongside management’s expectation of a challenging selling environment in 2026, led to a significant decline in Gartner’s stock price, which fell approximately 29% during the week.

2. Analysts Cut Price Targets Following Gartner’s 2026 Guidance

Following Gartner’s conservative 2026 financial outlook, several analysts adjusted their price targets for the IT stock. For instance, Morgan Stanley lowered its price target to $200 from $275, maintaining an “Equal Weight” rating, while Wells Fargo reduced its target to $150 from $218 with an “Underweight” rating. The average 12-month price target from 13 analysts now stands at $284.18, with a range from $218.00 to $457.00, implying a potential upside of 40.41% from a recent stock price of $202.40.

Market Sentiment and Analyst Recommendations

Bull Case

Gartner’s valuation has compressed hard–down 70% from February highs–creating a floor near $150 where the stock is stabilizing. The P/E of 16.05 is now reasonable for a research and advisory business with $6.46B in revenue, especially given the company’s pricing power in a market obsessed with AI guidance. Management just authorized an additional $500M in buybacks on top of $750M remaining, signaling confidence and providing downside support. The real opportunity: Gartner’s own forecast shows worldwide IT spending jumping 10.8% to $6.15T in 2026, with server spending accelerating 36.9% and generative AI model spending up 80.8%–this is Gartner’s core customer base spending aggressively. Q4 beat expectations on both revenue and EPS, proving execution remains solid even with the cautious guidance. At current levels, the stock offers 24% upside to the $193.83 analyst target, with significant upside if the 2026 selling environment proves less challenging than feared.

Bear Case

The stock cratered 29% in a week after Q4 earnings because management’s 2026 guidance was genuinely disappointing–only 2% FX-neutral revenue growth when the market expected better. Gartner is guiding to just $12.30 adjusted EPS for 2026, which implies earnings growth of roughly 3% at best, making this a mature, slow-growth business despite the AI tailwinds. The debt load of $3.25B against $1.72B in cash creates a net debt position of $1.53B that limits financial flexibility, especially if growth disappoints further. Analyst targets have already been cut sharply–Morgan Stanley dropped from $275 to $200, Wells Fargo slashed from $218 to $150–and the remaining consensus of $193.83 still assumes a 24% recovery from current levels. The 52-week chart shows relentless decline with lower highs and lower lows; even at $155.84, the stock is near 52-week lows, suggesting the market hasn’t found a floor yet. Management’s own commentary about a “challenging selling environment” in 2026 contradicts the bullish AI narrative they’re selling to clients.

What to Watch

Track Q1 2026 subscription revenue and contract values closely–this will be the first real test of whether the “challenging selling environment” is temporary weakness or a structural shift in customer spending. Monitor the company’s ability to execute on its $500M buyback authorization; if they’re buying aggressively at $155, that signals internal conviction, but hesitation would be bearish. Watch for any changes to the 2026 guidance range, especially the adjusted EPS floor of $12.30–a cut would likely trigger another selloff given the stock’s fragility. Pay attention to Gartner’s own research publications on IT spending trends through 2026; if their forecasts for AI and server spending slow, that’s a red flag for their own business. The $200 level is critical resistance–a break above $200 with volume would suggest the panic is over and the stock is escaping the downtrend. Finally, monitor analyst estimate revisions in real-time; if the consensus starts moving up instead of down over the next 2-3 months, that’s a signal the market is pricing in recovery. Any earnings surprise to the upside in Q1 or Q2 would be the catalyst to re-rate the stock higher.

Analyst Consensus

HOLD

Based on 12 analyst opinions

Low Target

$150.00

Mean Target

$193.83

High Target

$255.00

Earnings and Financial Data

Sector

Technology

Industry

Information Technology Services

Employees

21,044

Earnings & Dividends

Next Earnings

Feb 03, 2026

EPS (Trailing)

$9.71

Dividend Yield

None

Payout Ratio

Frequently Asked Questions

Is IT a good stock to buy?

Gartner, Inc. (IT) has a current price of $155.84 and is recommended as a HOLD by analysts with a target price of $193.83. Given its P/E ratio of 16.05, the stock appears reasonably valued in the technology sector, but it may not be the best immediate buy.

What is IT’s price target?

The analyst consensus sets a target price of $193.83 for Gartner, Inc. This indicates an upside potential of about 24% from its current price of $155.84.

Does IT pay a dividend?

Gartner, Inc. does not pay a dividend. Investors looking for income from dividends will need to consider other options.

How has IT performed in the last year?

Over the past year, Gartner has traded between $139.18 and $535.94. This wide range indicates significant volatility, but the current valuation suggests it is stabilizing between key price levels.

What is the forward P/E ratio of IT?

Gartner has a forward P/E of 10.76, which suggests that analysts expect growth in earnings. This lower ratio compared to the trailing P/E indicates potential for future profitability improvement.

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Disclaimer: This report is for informational purposes only and does not constitute financial advice. The analysis and opinions expressed are those of AltStation.io and should not be relied upon as the sole basis for investment decisions. Always conduct your own research and consult with a qualified financial advisor before making investment decisions. Past performance does not guarantee future results. Updated February 07, 2026.