IT
GARTNER INCEvidence as of 2026-09-03Overview · GARTNER INC
Gartner, Inc. operates as a research and advisory company in the United States, Canada, Europe, the Middle East, Africa, and internationally. It operates through three segments: Research, Conferences, and Consulting. The Research segment delivers its research primarily through a subscription service that include on-demand access to published research content, data and benchmarks, and direct access to a network of res…
Management team
- Mr. Craig W. Safian CPA · Executive VP & CFOFind on LinkedIn
- Mr. Craig W. Safian C.P.A. · Executive VP & CFOFind on LinkedIn
- Mr. John Rinello · Senior Vice President of Global Business SalesFind on LinkedIn
- Mr. David Cohen · Senior Vice President of Investor RelationsFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
Evidence balance: Mixed (+0.1 of a possible +2; was +0.1 before debate) · confidence high. Revenue rose sequentially from $1,511,041,000 in fiscal Q1 2026 (fiscal quarter ended 2026-05-01) to $1,675,943,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-31), an increase of $164,902,000, or about 10.9%. Gross profit moved from $1,086,307,000 in Q1 2026 to $1,198,364,000 in Q2 2026, implying gross margins roughly ~71.9% and ~71.5% for those quarters respectively.
Net income increased from $222,344,000 in Q1 2026 to $275,498,000 in Q2 2026, and diluted EPS rose from $3.18 to $4.14 while weighted‑average diluted shares fell from 69,965,000 to 66,581,000. Point‑in‑time common shares outstanding declined across filings (70,450,294 as of 2026-02-05; 66,951,889 as of 2026-05-01; 63,148,976 as of 2026-07-31) with repurchase cash payments of $534,637,000 in Q1 2026 and $547,117,000 in Q2 2026. On valuation metrics, the packet uses a price of 186.75 with trailing twelve‑month EPS of 10.9 (trailing P/E 17.13) and an EV/EBITDA of 9.18 on an enterprise value of $11,933,062,268.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue in fiscal Q1 2026 (2026-01-01 to 2026-03-31) was $1,511,041,000 and revenue in fiscal Q2 2026 (2026-04-01 to 2026-06-30) was $1,675,943,000, a sequential increase of $164,902,000 (≈10.9%).
XBRL companyfacts · 0000749251-26-000167Gross profit was $1,086,307,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31) and $1,198,364,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30), implying gross margins of ~71.9% in Q1 2026 and ~71.5% in Q2 2026 (gross profit divided by revenue for each quarter).
XBRL companyfacts · 0000749251-26-000167Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, IT (GARTNER INC) comprised 0.01% of the iShares Core S&P 500 ETF (IVV) by weight.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A headline on 2 September 2026 announces that Dayforce was named a Leader in the 2026 Gartner Magic Quadrant for HCM Suites for 1,000+ employee enterprises for the seventh consecutive year.
News · globenewswire.com · 2026-09-02The same Dayforce Gartner-Magic-Quadrant leadership announcement was carried by a separate outlet on 2 September 2026.
News · finance.yahoo.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The price used in this evidence is 186.75 and the shares outstanding for coverage are 63,148,976.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve‑month EPS is 10.9, producing a trailing P/E of 17.13.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The claims jointly support a favorable read on operating performance and capital return. Revenue, net income, and diluted EPS all increased sequentially across Q1→Q2 2026 (fundamentals-0, fundamentals-2, fundamentals-3), while weighted-average and point-in-time shares outstanding fell amid substantial share repurchases (fundamentals-3, fundamentals-4), which amplifies EPS visibility. Operating profitability and cash generation are strong on a trailing twelve‑month basis: EBITDA and operating income are meaningful and OCF TTM is roughly aligned with operating income (valuation-2, valuation-4), and net debt is small versus cash on hand (valuation-3). Recent third‑party recognition in Gartner/Pear Insights headlines (news-0 through news-4) provides corroborating evidence of competitive positioning in core product areas.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.35
19 surviving claims rest on 10 distinct sources; the heaviest analyst carries 37% of them, and 100% of what the desk raised survived the debate.
The surviving set rests on a moderate number of distinct sources but a single analyst accounts for a large share of the supported claims, and the desk’s internal challenge did not pare any items. That combination raises fragility: the read is informative about the documents cited, yet relatively sensitive to the perspectives or errors of the heaviest contributor and to any new filing that revises the balance sheet figures.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
11 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.3 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
5 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on IT Gold
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Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.