Gartner (IT) Research | Aerarium Research

Forward Estimates

EPS Estimates

Current Qtr

$3.74

$3.37$3.95

vs $3.53+6.0%

14 analysts

Next Qtr

$2.73

$2.55$3.16

vs $2.76-1.0%

14 analysts

Current Yr

$13.69

$13.22$14.16

vs $13.17+4.0%

15 analysts

Next Yr

$15.34

$14.30$17.01

vs $13.69+12.0%

15 analysts

Revenue Estimates

Current Qtr

$1.65B

$1.64B$1.67B

vs $1.69B-2.0%

12 analysts

Next Qtr

$1.51B

$1.49B$1.53B

vs $1.52B-1.2%

12 analysts

Current Yr

$6.45B

$6.41B$6.52B

vs $6.50B-0.8%

14 analysts

Next Yr

$6.74B

$6.59B$6.88B

vs $6.45B+4.5%

14 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for IT on EDGAR.

IT filing events and research context
Filed	Item	Context
Feb 12, 2026	business	Gartner, Inc. provides objective business and technology insights to over 13,000 enterprises across approximately 90 countries. The company operates through three reportable segments: Business and Technology Insights, Conferences, and Consulting. The Insights segment is the primary revenue driver, generating $5.1 billion in 2025 through subscription-based contracts that are generally non-cancellable. Conferences and Consulting provide complementary revenue through event fees and custom strategic analysis for technology-driven initiatives. Geographically, the United States and Canada represent the largest market, followed by Europe, Middle East, and Africa. A critical financial risk is the $301.6 million in gross unrecognized tax benefits, primarily related to transfer pricing on intercompany transactions. Furthermore, the company recognized a $150 million goodwill impairment in its Digital Markets unit during 2025 due to market weakness and organizational restructuring, subsequently completing the sale of that business in February 2026 for approximately $110 million. Gartner’s capital structure is characterized by significant long-term debt, including senior notes maturing between 2028 and 2035, and an aggressive share repurchase strategy, spending $2.0 billion on treasury stock in 2025.
Feb 12, 2026	mda	Gartner reported 2025 total revenues of $6.5 billion, a 4% increase over 2024, though net income declined to $0.7 billion. This decrease was primarily driven by a $150 million goodwill impairment in the Digital Markets unit—which was sold in February 2026 for approximately $110 million—and the absence of 2024 insurance gains. The Insights segment remains the primary revenue driver at $5.1 billion, with contract value reaching $5.2 billion. However, wallet retention declined to 96% for Global Technology Sales and 99% for Global Business Sales, reflecting reduced client spending. Public sector contract value experienced double-digit declines due to US federal government spending cuts. Conferences revenue grew 11% to $644.7 million, while Consulting revenue dipped 1% to $552.5 million. To address disruptive AI trends and the risk of large language models reducing website traffic, Gartner launched the AI-powered AskGartner tool in August 2025. The company maintains $3.0 billion in outstanding debt and returned $2.0 billion to shareholders through share repurchases in 2025. Operating cash flow was $1.3 billion, down from $1.5 billion in 2024, largely due to the lack of one-time insurance proceeds.
Feb 12, 2026	risk_factors	Gartner faces significant headwinds in its public sector business, evidenced by the loss of over half of its US federal government Insights contract value in 2025 and additional termination-for-convenience notices. The company is vulnerable to fluctuations in enterprise spending, as seen in the decline of Global Technology Sales contract value and reduced wallet retention across both technology and business sales segments. Financial performance has been impacted by asset impairments, specifically a $150 million goodwill loss in the Digital Markets unit prior to its divestiture in February 2026. Regulatory and tax risks are prominent, including the ongoing assessment of the One Big Beautiful Bill Act and the OECD’s two-pillar global minimum tax framework. Additionally, Gartner maintains $301.6 million in unrecognized tax benefits, primarily stemming from transfer pricing positions. The company remains exposed to foreign currency translation and transaction risks across its operations in approximately 90 countries, particularly involving the Euro, British Pound, and Japanese Yen. These macroeconomic pressures are compounded by the inherent subjectivity in critical accounting estimates regarding revenue recognition and the valuation of intangible assets.

Filed

Item

Context

Feb 12, 2026

business

Gartner, Inc. provides objective business and technology insights to over 13,000 enterprises across approximately 90 countries. The company operates through three reportable segments: Business and Technology Insights, Conferences, and Consulting. The Insights segment is the primary revenue driver, generating $5.1 billion in 2025 through subscription-based contracts that are generally non-cancellable. Conferences and Consulting provide complementary revenue through event fees and custom strategic analysis for technology-driven initiatives. Geographically, the United States and Canada represent the largest market, followed by Europe, Middle East, and Africa. A critical financial risk is the $301.6 million in gross unrecognized tax benefits, primarily related to transfer pricing on intercompany transactions. Furthermore, the company recognized a $150 million goodwill impairment in its Digital Markets unit during 2025 due to market weakness and organizational restructuring, subsequently completing the sale of that business in February 2026 for approximately $110 million. Gartner’s capital structure is characterized by significant long-term debt, including senior notes maturing between 2028 and 2035, and an aggressive share repurchase strategy, spending $2.0 billion on treasury stock in 2025.

Feb 12, 2026

mda

Gartner reported 2025 total revenues of $6.5 billion, a 4% increase over 2024, though net income declined to $0.7 billion. This decrease was primarily driven by a $150 million goodwill impairment in the Digital Markets unit—which was sold in February 2026 for approximately $110 million—and the absence of 2024 insurance gains. The Insights segment remains the primary revenue driver at $5.1 billion, with contract value reaching $5.2 billion. However, wallet retention declined to 96% for Global Technology Sales and 99% for Global Business Sales, reflecting reduced client spending. Public sector contract value experienced double-digit declines due to US federal government spending cuts. Conferences revenue grew 11% to $644.7 million, while Consulting revenue dipped 1% to $552.5 million. To address disruptive AI trends and the risk of large language models reducing website traffic, Gartner launched the AI-powered AskGartner tool in August 2025. The company maintains $3.0 billion in outstanding debt and returned $2.0 billion to shareholders through share repurchases in 2025. Operating cash flow was $1.3 billion, down from $1.5 billion in 2024, largely due to the lack of one-time insurance proceeds.

Feb 12, 2026

risk_factors

Gartner faces significant headwinds in its public sector business, evidenced by the loss of over half of its US federal government Insights contract value in 2025 and additional termination-for-convenience notices. The company is vulnerable to fluctuations in enterprise spending, as seen in the decline of Global Technology Sales contract value and reduced wallet retention across both technology and business sales segments. Financial performance has been impacted by asset impairments, specifically a $150 million goodwill loss in the Digital Markets unit prior to its divestiture in February 2026. Regulatory and tax risks are prominent, including the ongoing assessment of the One Big Beautiful Bill Act and the OECD’s two-pillar global minimum tax framework. Additionally, Gartner maintains $301.6 million in unrecognized tax benefits, primarily stemming from transfer pricing positions. The company remains exposed to foreign currency translation and transaction risks across its operations in approximately 90 countries, particularly involving the Euro, British Pound, and Japanese Yen. These macroeconomic pressures are compounded by the inherent subjectivity in critical accounting estimates regarding revenue recognition and the valuation of intangible assets.

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