$IT

Palantir (PLTR) shares rose after quarterly results. It reported $1.94B revenue (+94% Y/Y) and forecast Q3 revenue up to $2.164B, above expectations. Gartner (IT) gained after Q2 results, with $1.7B revenue (+1.7% Y/Y) and free cash flow up 8.9% to $378M. Zebra (ZBRA) hit a 52-week high after Q2 EPS of $6.35 and raised full-year EPS range to $20.75-$21.25.

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.

JFrog Ltd. (NASDAQ:FROG) reported Q2 2026 results on Aug. 6, with revenue of $163.8 million, up 29% year over year, and EPS of $0.27, both above consensus, according to Investing.com. The company cited Gartner recognition as a Leader in software supply chain security and highlighted cloud revenue of $87.5 million and free cash flow of $53.8 million.

Gartner, Inc. reported Q2 2026 themes on contract value growth reacceleration, driven by improved client engagement and positive net contract value increase in government. Management cited ongoing macro and geopolitical uncertainty, with AI the top requested topic and a demand tailwind. Gartner expects adjusted EPS CAGR above 12% over three years, supported by buybacks and operational leverage, and authorized about $1.2B.

Red Hat said its Red Hat OpenShift was named a Leader in the 2026 Gartner Magic Quadrant for Cloud-Native Application Platforms, its third consecutive year. Gartner assessed 12 vendors on Completeness of Vision and Ability to Execute. Red Hat links OpenShift to managing containers, VMs and AI workloads across hybrid and multi-cloud setups, including managed services on AWS, Azure, Google Cloud and IBM Cloud.

Gartner (NYSE:IT) reported Q2 revenue of $1,675.94 million, net income of $275.5 million, and diluted EPS of $4.14 from continuing operations, and raised 2026 FX-neutral revenue guidance to at least $6.38 billion. The company repurchased 3.6 million shares for $547 million, totaling 32.84 million shares for $7.39 billion under its program.

Investing.com says Q2 earnings season lifted US stocks, with the S&P 500 recording a record close and the Dow topping 54,000. It highlights AI-selected picks and cites recent results for Gartner (IT), Inspire (INSP), Arm (ARM), First Solar (FSLR), and Intel (INTC), including EPS and revenue beats and raised guidance, plus valuation and margin metrics for Gartner and Arm.

Gartner Inc. (NYSE:IT) reported Q2 2026 adjusted EPS of $4.37, up 23.8% y/y, and revenue of $1.7 billion, down 0.6% y/y but with adjusted revenue up 2.8%. Foreign exchange-neutral contract value was $5.3 billion. Free cash flow rose 8.9% to $378 million. Gartner raised full-year guidance and shares rose 7.5% after results.

Simply Wall St reports that Zscaler (ZS) was named a Gartner Leader in SASE Platforms and Security Service Edge, drawing renewed investor attention to its Zero Trust story. The stock trades at $163.22, up 8.51% over one month and 6.15% over seven days, but down 43.59% over one year. A cited fair-value narrative targets $192.58.

Palantir (PLTR) rose after quarterly results. It reported $1.94B revenue (+94% Y/Y) and forecast Q3 revenue up to $2.164B, above expectations, citing strong free cash flow and balance sheet. Gartner (IT) gained on Q2 revenue of $1.7B (+1.7% Y/Y) and FCF of $378M (+8.9%). Zebra (ZBRA) hit a 52-week high after Q2 EPS $6.35 and revenue $1.56B (+20.9%), raising full-year EPS guidance to $20.75-$21.25.