Gartner (NYSE:IT) Shares Gap Down – Here’s What Happened

Gartner, Inc. (NYSE:IT)’s share price gapped down before the market opened on Tuesday . The stock had previously closed at $202.40, but opened at $147.94. Gartner shares last traded at $155.1720, with a volume of 777,785 shares trading hands.

Gartner News Summary

Here are the key news stories impacting Gartner this week:

• Positive Sentiment: Q4 EPS beat analyst expectations ($3.94 vs. $3.50) and revenue came in around estimates; Insights and Conferences showed solid growth, helping offset other weakness. Gartner (IT) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Company expanded its share-repurchase program, which can support the stock and offset dilution over time. Gartner Reports Mixed 2025 Results, Expands Share Repurchases
• Neutral Sentiment: Quarterly revenue rose modestly (~2.2% y/y) and was essentially in line with expectations — a sign of stability but not strong top‑line momentum. Gartner Q4 earnings and materials
• Neutral Sentiment: Full earnings call transcript and slide deck are available for investors who want detail on segment trends and management commentary. Gartner (IT) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Gartner issued FY‑2026 guidance below Street expectations (EPS guide ~12.30 vs. consensus ~13.53; revenue guide ~$6.5B vs. ~$6.7B), citing slowing demand in its consulting/advisory unit — the main driver of downward pressure on the stock. Gartner forecasts downbeat annual results on slowing demand at consulting unit
• Negative Sentiment: Despite beating Q4 consensus, EPS declined sharply y/y (from $5.45 to $3.94), highlighting earnings volatility and raising questions about sustainability of margins and growth. Gartner Earnings Outpace Estimates in Q4, Revenues Rise Y/Y

Analyst Upgrades and Downgrades

IT has been the subject of a number of analyst reports. Wells Fargo & Company cut their price objective on shares of Gartner from $231.00 to $218.00 and set an “underweight” rating for the company in a research report on Wednesday, November 5th. Barclays decreased their target price on Gartner from $270.00 to $260.00 and set an “equal weight” rating for the company in a research report on Wednesday, November 5th. William Blair reissued an “outperform” rating on shares of Gartner in a research report on Tuesday, October 21st. BMO Capital Markets dropped their target price on shares of Gartner from $272.00 to $254.00 and set a “market perform” rating on the stock in a report on Wednesday, November 5th. Finally, Truist Financial set a $300.00 price target on Gartner in a research report on Wednesday, November 26th. Four equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Gartner presently has a consensus rating of “Hold” and a consensus target price of $309.67.

Gartner Stock Down 21.0%

The business’s 50-day simple moving average is $237.22 and its 200 day simple moving average is $250.35. The firm has a market cap of $11.52 billion, a PE ratio of 13.95 and a beta of 1.06. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 4.42.

Gartner (NYSE:IT) last posted its earnings results on Tuesday, February 3rd. The information technology services provider reported $3.94 earnings per share for the quarter, topping analysts’ consensus estimates of $3.50 by $0.44. The company had revenue of $1.75 billion during the quarter, compared to analyst estimates of $1.75 billion. Gartner had a return on equity of 92.12% and a net margin of 13.71%.Gartner’s revenue was up 2.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $5.45 earnings per share. Gartner has set its FY 2026 guidance at 12.300- EPS. As a group, equities research analysts expect that Gartner, Inc. will post 12.5 earnings per share for the current year.

Insider Activity

In related news, Director Stephen G. Pagliuca purchased 43,300 shares of the business’s stock in a transaction on Wednesday, December 10th. The shares were acquired at an average price of $229.57 per share, for a total transaction of $9,940,381.00. Following the purchase, the director owned 111,613 shares of the company’s stock, valued at $25,622,996.41. This trade represents a 63.38% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Claire Herkes sold 367 shares of the company’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $231.56, for a total transaction of $84,982.52. Following the completion of the sale, the executive vice president directly owned 4,074 shares in the company, valued at $943,375.44. This trade represents a 8.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 3.60% of the company’s stock.

Institutional Trading of Gartner

Several institutional investors have recently bought and sold shares of IT. Addison Advisors LLC acquired a new position in shares of Gartner during the 2nd quarter worth about $27,000. Physician Wealth Advisors Inc. raised its holdings in shares of Gartner by 143.9% during the fourth quarter. Physician Wealth Advisors Inc. now owns 100 shares of the information technology services provider’s stock valued at $25,000 after acquiring an additional 59 shares during the last quarter. Rakuten Securities Inc. lifted its position in shares of Gartner by 1,980.0% in the fourth quarter. Rakuten Securities Inc. now owns 104 shares of the information technology services provider’s stock valued at $26,000 after acquiring an additional 99 shares in the last quarter. Chilton Capital Management LLC purchased a new stake in shares of Gartner during the second quarter worth approximately $47,000. Finally, Activest Wealth Management raised its stake in Gartner by 11,600.0% in the 4th quarter. Activest Wealth Management now owns 117 shares of the information technology services provider’s stock valued at $30,000 after purchasing an additional 116 shares during the last quarter. 91.51% of the stock is owned by institutional investors and hedge funds.

Gartner Company Profile

Gartner, Inc is a global research and advisory firm that provides insights, advice and tools for leaders in IT, finance, HR, customer service and other business functions. Founded in 1979 and headquartered in Stamford, Connecticut, Gartner specializes in helping organizations make informed decisions about technology, operations and strategy through a combination of published research, advisory services, consulting, executive programs and events.

The company’s offerings include proprietary research reports, market forecasts, and analytical frameworks that are widely used by technology buyers and vendors.