Gartner, Inc. Just Recorded A 17% EPS Beat: Here's What Analysts Are Forecasting Next
Gartner, Inc. reported Q2 results with revenue of $1.7b in line with forecasts, but statutory EPS of $4.14, 17% above expectations. The stock rose 21% to $185 in the following week. Analysts now forecast 2026 revenue of $6.42b and EPS of $13.72, up from prior models, and raised the consensus price target 16% to $186.
How this was made
The 30-second read
Why it matters
The key tradable update is the consensus EPS upgrade for 2026 and the corresponding rise in the average price target, while revenue is expected to reverse to slight contraction versus prior growth.
Market read
Traders can reassess valuation expectations using the updated 2026 EPS consensus and price target, but should weigh the slightly negative revenue trajectory.
What to watch
The consensus price target range ($150 to $229) is wide enough that positioning risk remains; also, the article does not cite any new forward guidance or margin drivers beyond the EPS upgrade.
Background
The piece follows Gartner’s Q2 results and summarizes the latest post-earnings statutory consensus for 2026, including revenue, EPS, and the average price target.
Ticker impact
Gartner reported Q2 statutory EPS of $4.14, 17% above expectations, and the article details updated 2026 revenue and EPS consensus forecasts for IT.
Near-term bias modestly positive as traders price in the EPS upgrade, but revenue is forecast to slightly decline and could cap upside.
The article provides specific post-earnings consensus changes (EPS and price target) but no new company guidance beyond the already-reported Q2 results; revenue outlook is roughly flat-to-down and industry growth is higher.
Market effects
Signals modestly improving sentiment for IT services and research/consulting peers tied to enterprise spending expectations, though Gartner’s revenue is forecast to contract.
Primarily US large-cap sentiment; limited direct regional spillover described.
No explicit global macro or international regulatory drivers mentioned; impact is company-specific.
Counterpoint
Despite the EPS beat, the article flags a forecast revenue decline (1.2% annualized to end-2026), suggesting the multiple expansion may be fragile if growth reverts.
Key entities
- public_companyGartner, Inc.
Subject of the article; Q2 statutory EPS beat and updated 2026 consensus forecasts are discussed.
