| IT |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$3.95 vs. cons $3.77 |
HIGH |
| IT |
Report |
Total Revenue (Q2 2026) |
MISS |
pred ~$1.68B vs. cons $1.70B |
MEDIUM |
| IT |
Report |
Total Contract Value (CV) growth YoY, FX-neutral |
MISS |
pred ~2.0% vs. cons/expected acceleration to ~3.0% |
MEDIUM |
| IT |
Guide |
FY2026 Revenue guidance |
LOWER |
guide ~$6.43B vs. cons $6.50B (FY2026) |
MEDIUM |
| IT |
Guide |
FY2026 Adjusted EPS guidance |
LOWER |
guide ~$13.45 vs. cons $13.65 (FY2026) |
MEDIUM |
| IT |
Guide |
CV growth reacceleration trajectory (qualitative H2'26/Fed-lap commentary) |
UNKNOWN |
guide ~reiterated 'accelerate through 2026' vs. cons skepticism after 3 straight qtrs of deceleration 1.8%->-0.1%->0.4% (FY2026) |
LOW |
| IT |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.0% |
— |
MEDIUM |
| IT |
Return |
5-day cumulative residual |
-9.0% (FOLLOW-THROUGH) |
Gartner has beaten headline EPS every quarter for a year yet the stock cratered -28% (Aug'25) and -21% (Feb'26) both times because CV growth/forward guidance disappointed; GTS CV has actually decelerated the last 3 quarters (1.8%->-0.1%->0.4%) despite management's repeated 'acceleration' promise and the explicit claim that the Fed headwind laps in Q2. If Q2 CV doesn't show real reacceleration, sell-side will trim FY26/FY27 CV, revenue and EPS-CAGR (12%+) models further in the days after the print (as happened post-Aug'25 and post-Feb'26, where the stock kept falling for ~1 week after the initial gap down before stabilizing), producing continued downside beyond the day-1 reaction even though the reported EPS itself beats. |
MEDIUM |