GARTNER INC(IT)Stock Analysis
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Rank #586 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
IT Stock Analysis & AI Quality Score
AI stock analysis and institutional research for GARTNER INC (IT), a Technology sector company. 13F Pro's AI-powered ranking engine scores IT at 65.2/100 on a 32-signal composite quality model, placing it at rank #586 of 2,879 stocks — the top 25% of the AI-ranked universe. IT scores in the top quartile across balance sheet strength (83.9), revenue scale (81.5), free cash flow (80.3). Areas of concern include earnings quality (26.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 38.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), GARTNER INC reports quarterly revenue of $1.5B, net income of $222.3M, an operating margin of 20.9%. Top institutional holders of IT by reported 13-F value include BlackRock,, BAMCO /NY/, Independent Franchise Partners LLP, based on the most recent SEC filings. IT trades on the NYSE exchange and files with the SEC under CIK 749251. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for GARTNER INC directly from SEC EDGAR. GARTNER INC's 13F Pro composite quality score has ranged between 8 and 79 since 2021, currently 65.2 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving IT's Business? Latest 10-Q Breakdown
✓ 36/36 datapoints verifiedAI-extracted from GARTNER INC's 10-Q filed 2026-05-05 — Q1 2026 (three months ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Gartner Q1 2026 revenue declined 2% YoY to $1.51B due to Digital Markets divestiture; Insights grew 3% and Conferences +8%, but Consulting fell 15%.
Biggest Revenue Drivers
Total revenue: $1,511.0M-2% YoY
Growth driven by mid single-digit rate increases in approximately half of industry sectors, led by banking and energy, offset by high single-digit public sector decline.
Higher exhibitor revenue; 10 destination conferences held in Q1 2026.
Decline in labor-based consulting revenue of 13% and contract optimization revenue of 19%; weakness in US public sector and Japan.
Comprised Digital Markets business, which was sold in February 2026 for net proceeds of $104.8M.
Largest Expense Items
Decreased $25.8M from Digital Markets divestiture and $20.0M from lower headcount; represents 28% of revenues vs 31% prior year.
Primarily reduced facility-related expenses; quota-bearing sales associates decreased 3% YoY; 48% of revenues vs 48% prior year.
Depreciation decreased 12% due to Digital Markets divestiture; amortization of intangibles decreased 8% as certain assets became fully amortized in 2025.
Margins: Operating margin improved to 21% in Q1 2026 from 18% in Q1 2025, primarily due to reduced operating expenses and the $6.1M gain on Digital Markets divestiture. Gross contribution margin in Insights improved to 78% from 77%, reflecting strong operating leverage in the subscription business.
Watch Items from the Filing
- Consulting segment revenue declined 15% YoY with backlog down 9%; consultant utilization fell to 61% from 64%, signaling weakness in labor-based services and contract optimization demand.
- Insights wallet retention declined to 97% (GTS) and 98% (GBS) from 101% and 105% respectively, due to lower spending by existing clients; public sector contract value decreased high single digits.
- Headcount decreased 8% YoY to 19,367 employees as of March 31, 2026; Digital Markets divestiture completed in February 2026 for $104.8M net proceeds with $6.1M gain.
- Company issued $800M of new senior debt (2031 and 2035 Notes) in November 2025; total debt $3.0B with $1.0B available revolving credit; leverage supported by strong operating cash flow of $391M in Q1.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$1.5B
Net Income
Q1 2026
$222.3M
Free Cash Flow
Q1 2026
$391.0M
Operating Margin
Q1 2026
20.9%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+3.7% YoYNet Income
-41.8% YoYOperating Income
-11.3% YoYEPS (Diluted)
-39.7% YoYTotal Assets
-5.3% YoYTotal Debt
+21.2% YoYOp. Cash Flow
-13.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $6.50B +3.7% | $6.27B +6.1% | $5.91B +7.9% | $5.48B +15.7% | $4.73B +15.5% | $4.10B |
| Net Income | $729.2M -41.8% | $1.25B +42.1% | $882.5M +9.2% | $807.8M +1.7% | $794.0M +197.7% | $266.7M |
| Operating Income | $1.03B -11.3% | $1.16B -6.5% | $1.24B +12.4% | $1.10B +20.1% | $915.8M +86.8% | $490.1M |
| EPS (Diluted) | $9.65 -39.7% | $16.00 +44.4% | $11.08 +11.2% | $9.96 +8.1% | $9.21 +211.1% | $2.96 |
| Total Assets | $8.09B -5.3% | $8.53B +8.9% | $7.84B +7.3% | $7.30B -1.6% | $7.42B +1.4% | $7.32B |
| Total Debt | $2.98B +21.2% | $2.46B +0.1% | $2.46B -0.1% | $2.46B -0.1% | $2.46B +24.5% | $1.98B |
| Operating Cash Flow | $1.29B -13.1% | $1.48B +28.5% | $1.16B +4.9% | $1.10B -16.1% | $1.31B +45.3% | $903.3M |
AI Insight: IT Financial Trends
Equity base collapsed 91% from Q2 2025 to Q1 2026 as debt surged 21%, signaling aggressive financial restructuring amid volatile profitability.
• Operating income recovered to $316M in Q1 2026 from $86M in Q3 2025, but net income remains pressured at $222M versus $415M in Q3 2024.
• Total debt increased $521M (21%) from Q4 2025 to Q1 2026, rising to $2,983M while equity collapsed to $63M from $320M.
• Operating cash flow stabilized at $391M in Q1 2026, near pre-Q3 2025 levels, but revenue remains flat in $1.5–1.7B range.
⚠ Equity-to-debt ratio inverted dramatically; company now 47:1 leveraged. Sustainability of capital structure requires immediate clarity.
⚠ Q3 2025 saw operating income and net income plummet 73% and 91% respectively—cause and recovery trajectory remain unexplained.
⚠ Revenue volatility ($1.5–1.7B) and variable profitability suggest operational or market headwinds; Q1 2026 stabilization may be temporary.
AI Insight: IT Ratio Trends
Operating margin recovered to 20.9% in Q1 2026, but leverage spiked to 47.06x D/E—a sevenfold jump from Q4 2025.
• OpMargin rebounded from 5.7% in Q3 2025 to 20.9% in Q1 2026; NPM recovered to 14.7% from 2.3%.
• ROIC strengthened to 41.5% in Q1 2026 from 11.4% in Q3 2025, matching pre-Q3 2025 levels.
• D/E ratio exploded to 47.06x in Q1 2026 from 9.32x in Q4 2025—largest quarterly jump in dataset.
⚠ Q3 2025 shows extreme operational stress (5.7% OpMargin, 11.4% ROIC); confirm if one-time or structural.
⚠ Leverage spike to 47.06x D/E in latest quarter demands immediate clarification on debt or equity changes.
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Available Research
13F Pro tracks comprehensive data for GARTNER INC including:
Top Institutional Holders of IT
BlackRock, Inc.
$1.1B6,884,501 shBAMCO INC /NY/
$937.0M5,917,616 shIndependent Franchise Partners LLP
$728.5M4,600,771 shVANGUARD CAPITAL MANAGEMENT LLC
$707.5M4,468,135 shVANGUARD PORTFOLIO MANAGEMENT LLC
$584.9M3,693,957 shAQR CAPITAL MANAGEMENT LLC
$564.8M3,567,263 shSTATE STREET CORP
$517.3M3,266,779 shHARRIS ASSOCIATES L P
$496.5M3,135,774 shMORGAN STANLEY
$376.5M2,377,678 shGEODE CAPITAL MANAGEMENT, LLC
$349.2M2,212,980 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.1B | 6,884,501 |
| BAMCO INC /NY/ | $937.0M | 5,917,616 |
| Independent Franchise Partners LLP | $728.5M | 4,600,771 |
| VANGUARD CAPITAL MANAGEMENT LLC | $707.5M | 4,468,135 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $584.9M | 3,693,957 |
| AQR CAPITAL MANAGEMENT LLC | $564.8M | 3,567,263 |
| STATE STREET CORP | $517.3M | 3,266,779 |
| HARRIS ASSOCIATES L P | $496.5M | 3,135,774 |
| MORGAN STANLEY | $376.5M | 2,377,678 |
| GEODE CAPITAL MANAGEMENT, LLC | $349.2M | 2,212,980 |
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Popular Research
Is IT a good stock to buy?
13F Pro's AI-powered analysis of GARTNER INC (IT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IT are available on the IT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own IT?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of GARTNER INC's investment landscape.