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Gartner, Inc.

IT

Technology · 179.57 +5.3% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Gartner, Inc.'s current read is isolated; its market group is not confirming.

The latest filing evidence is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

What changed
  • Operating margin improved 3.2 percentage points.
  • Revenue decreased 0.6% versus the comparable filing period.
Company+5.3% todayVolume comparison unavailable
Market group0 of 21 activeNo Coherent Theme · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • Net income increased despite lower revenue, with Gartner citing higher net interest expense as a partial offset to lower operating costs.

Invalidation: The isolated read changes if IT's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Information Technology Services

The latest filing evidence is available. 0 of 21 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.

Evidence that supports
  • Operating margin improved 3.2 percentage points.
Evidence that challenges
  • Revenue decreased 0.6% versus the comparable filing period.
What would clarify the read
  • Net income increased despite lower revenue, with Gartner citing higher net interest expense as a partial offset to lower operating costs.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations602
Usable filing statements102
Verified relationships1
Evidence supporting the case
  • Operating cash flow covered net income at 1.77x in the latest annual period.
Evidence challenging the case
  • Operating margin changed -2.7 percentage points in the latest annual period.
  • Net margin changed -8.8 percentage points in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 5 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

179.57
6m+11.8%12m-22.8%24m-62.8%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$4.7B+15.5%$9.21-4.3%
2022-12-31$5.5B+15.7%$9.96-5.9%
2023-12-31$5.9B+7.9%$11.08-1.7%
2024-12-31$6.3B+6.1%$16.00-1.7%
2025-12-31$6.5B+3.7%$9.65-3.5%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 5 filings
The increase in net income during both the three and six months ended June 30, 2026 was primarily due to a decrease in operating expenses, partially offset by a decrease in revenues and an increase in interest expense, net.
10-Q · Aug 4, 2026
Supply chain and availabilitymixed · 5 filings
Adjustments resulting from the translation of these assets and liabilities are deferred and recorded as a component of stockholders’ equity.
10-Q · Aug 4, 2026
Restructuring and cost reductionsmixed · 3 filings
The decrease in SG&A expense during the three months ended June 30, 2026 was primarily due to reduced severance expenses.
10-Q · Aug 4, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

179.57+5.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for IT. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Latest filing assessment

The latest filing shows material pressure

10-Q filed 2026-08-04 against the comparable filing from 2025-08-05.

cautious
OperationscautiousEvidence score -1
liquidityneutralEvidence score 0
valuationmixed

Capital and cash conversion

Reported investment and cash context

Stock compensation / revenue
+2.4%

Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.

What improved

  • Operating margin improved 3.2 percentage points.

What weakened

  • Revenue decreased 0.6% versus the comparable filing period.

Filing receipts

The decrease in SG&A expense during the three months ended June 30, 2026 was primarily due to reduced severance expenses.

The increase in net income during both the three and six months ended June 30, 2026 was primarily due to a decrease in operating expenses, partially offset by a decrease in revenues and an increase in interest expense, net.

The decrease in Cost of services and product development during the three months ended June 30, 2026 was primarily due to a $22.8 million decrease in product and content delivery expenses principally as a result of the sale of the Digital Markets business in February 2026, in addition to a $22.8 million decrease in personnel expenses due to lower headcount.

Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.

Business ecosystem

The relationships behind IT

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

JPMJPMorgan Chase & Co.lenderFeb 12, 2026

2024 Credit Agreement On March 26, 2024, the Company entered into a Credit Agreement (the “2024 Credit Agreement”) among the Company, as borrower, the lenders party thereto and JPMorgan Chase Bank, N.A., as administrative agent (the “Administrative Agent”).

Depended on by

CXMSprinklr, Inc.customerMar 19, 2026

Sprinklr is recognized by leading industry analysts, including Gartner, Forrester, and IDC, across various customer experience and enterprise software categories.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

IT is currently a Participant in the organic co-movement group No Coherent Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for IT; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.