Gartner (IT)
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-10-30
$228.79+1.66%
Close 2026-10-30 · 1-day change
NYSEInformation TechnologyInformation Technology ServicesSnapshot 2026-10-30
Research Workspace
Put IT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
IT Consulting & Other Services is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Contract Value grows at least 3% YoY FX neutral: Comparison needs review.
View ThesisRevenue growth is slowing — up about 1% over the past year and decelerating.
View GrowthRanks among the strongest in its industry on quality — around the top 13%.
View QualityManagement screens strong on capital allocation, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 51% in its worst 12-month stretch.
View RiskGartner’s investment case rests on accelerating contract value growth, yet recent revenue remains weak. Revenue fell 0.6% year over year in Q2 FY2026, despite an earnings beat. The 15.9× P/E is near the 15.2× peer median, while expectations look modest versus our view. A 16% next-quarter miss probability poses a risk to the premium over peers. Contract Value growth’s comparison needs review, so the pillar remains unverified. Peer multiples imply a price about 4% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. IT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering IT (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for IT in the last 4 months.
Continue this research
Compare IT with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus IT Consulting & Other Services — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put IT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Accelerate contract value growth in 2026
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $228.79
The last 12 months of price, then the range of analyst 12-month targets from today’s $228.79.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Inclusion enhances Gartner's reputation and contract value growth potential.
Advances: Accelerate contract value growth in 2026
Increased visibility in Magic Quadrant supports contract value growth.
Advances: Accelerate contract value growth in 2026
Profit growth exceeding revenue supports contract value growth objective.
Advances: Increase full year Adjusted EBITDA, EPS, and free cash flow guidance
Strong results enhance EBITDA and EPS guidance.
Advances: Accelerate contract value growth in 2026
Competitive advantage supports contract value growth objective.
Advances: Increase full year Adjusted EBITDA, EPS, and free cash flow guidance
Earnings call confirms increased guidance for EBITDA and EPS.
Advances: Increase full year Adjusted EBITDA, EPS, and free cash flow guidance
Guidance increase supports EBITDA and cash flow objectives.
Advances: Expect CV to accelerate in 2026
Signals positive growth expectations for 2026.
