$IT

GARTNER INC

AlphAI earnings readSecond Quarter 2026 · AUG 4Gartner Reports Second Quarter 2026 Financial ResultsVerdict: solid

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UBS Sees Gartner Beating A Low Bar In Q3

UBS expects Gartner to report Q3 earnings driven by cost management rather than revenue growth, with a reduced share buyback pace. The $208 target price is based on margin defense, not demand recovery. Investors may view margin-driven earnings as lower quality. UBS lowered ex-federal net contract value growth to $45 million, indicating private-sector spending pressure.

Gartner expected to beat contract value estimates as UBS sees room for guidance upgrade

Gartner Inc (NYSE:IT) is expected to report Q3 contract value growth of 2.5%, slightly above estimates. UBS forecasts net new contract value of $58M, down from $60M. Federal business growth is expected to improve. UBS anticipates raised 2026 revenue guidance to at least $6.380B and adjusted EBITDA to $1.605B, but below analyst estimates. Share buybacks are expected to slow. UBS trimmed 2026 and 2027 EPS estimates due to lower revenue and FX headwinds.

IT sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 3 news stories mentioning IT (GARTNER INC). Coverage has skewed bullish: 2 bullish, 0 neutral, and 1 bearish.

Recent IT coverage spans technology, financial news and earnings.

What's driving IT

  • Hexaware was named a Visionary in Gartner's 2026 Magic Quadrant for Custom Software Development Services. The company's AI-native platforms, like RapidX and Agentverse, enable faster software development. Hexaware's president highlights AI's role in speed and scale, with human oversight for key decisions. Gartner's report is available upon request.

    prnewswire.com · Oct 7, 2026

  • Analyst view suggests weaker demand outlook, likely pressuring Gartner shares.

    finimize.com · Oct 5, 2026

  • Analyst upgrade suggests upside potential.

    proactiveinvestors.com · Oct 5, 2026

  • Fortinet (FTNT) was named a Leader in the 2026 Gartner Magic Quadrant for Hybrid Mesh Firewall, highest for Ability to Execute for the second year. The company's FortiGate firewall solutions are part of its AI-Native Security Fabric, offering consistent protection across hybrid environments. Fortinet highlights its innovation in AI-driven operations, post-quantum cryptography, and multi-cloud orchestration.

    mindanaotimes.com.ph · Oct 2, 2026

  • Boomi was named a Leader in Gartner's 2026 Magic Quadrant for API Management, its first appearance in this category. The company also retained its Leader status in Gartner's Integration Platform as a Service report for the 12th year. Boomi's API management product is designed to unify fragmented application interfaces and support AI initiatives, according to the company. Boomi has over 30,000 customers and a partner network of 800 companies.

    itbrief.co.nz · Oct 2, 2026

AlphAI scores every news story that mentions IT with an AI model for sentiment and relevance, and aggregates insider trades from GARTNER INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $IT

Score
$ITLow

UBS Sees Gartner Beating A Low Bar In Q3

UBS expects Gartner to report Q3 earnings driven by cost management rather than revenue growth, with a reduced share buyback pace. The $208 target price is based on margin defense, not demand recovery. Investors may view margin-driven earnings as lower quality. UBS lowered ex-federal net contract value growth to $45 million, indicating private-sector spending pressure.

Gartner expected to beat contract value estimates as UBS sees room for guidance upgrade

Gartner Inc (NYSE:IT) is expected to report Q3 contract value growth of 2.5%, slightly above estimates. UBS forecasts net new contract value of $58M, down from $60M. Federal business growth is expected to improve. UBS anticipates raised 2026 revenue guidance to at least $6.380B and adjusted EBITDA to $1.605B, but below analyst estimates. Share buybacks are expected to slow. UBS trimmed 2026 and 2027 EPS estimates due to lower revenue and FX headwinds.

Fortinet Named a Leader in the 2026 Gartner® Magic Quadrant™ Report for Hybrid Mesh Firewall

Fortinet (FTNT) was named a Leader in the 2026 Gartner Magic Quadrant for Hybrid Mesh Firewall, highest for Ability to Execute for the second year. The company's FortiGate firewall solutions are part of its AI-Native Security Fabric, offering consistent protection across hybrid environments. Fortinet highlights its innovation in AI-driven operations, post-quantum cryptography, and multi-cloud orchestration.

Boomi named Gartner leader in API management for AI

Boomi was named a Leader in Gartner's 2026 Magic Quadrant for API Management, its first appearance in this category. The company also retained its Leader status in Gartner's Integration Platform as a Service report for the 12th year. Boomi's API management product is designed to unify fragmented application interfaces and support AI initiatives, according to the company. Boomi has over 30,000 customers and a partner network of 800 companies.

Gartner rates storage and compute-as-a-service infrastructure vendors

Gartner's 2026 Magic Quadrant for Infrastructure Platform Consumption Services (IPCS) ranks Everpure as the top leader, followed by HPE's GreenLake and Huawei. The report evaluates vendors offering storage and compute-as-a-service solutions. Gartner predicts significant growth in consumption-based models by 2029. Inclusion criteria require $25M in annual revenue and 25 active customers. Everpure overtook HPE, while Huawei entered the leaders' quadrant.

$APPNLow

Appian tops Gartner BOAT rankings in two use cases

Appian ranked first in two use cases in Gartner's 2026 Critical Capabilities for Business Orchestration and Automation Technologies report and was named a Leader in Gartner's 2026 Magic Quadrant for the same market. The company topped the Deterministic Workflow Automation and Platform Consolidation use cases, according to Appian. Gartner evaluated 20 vendors across five common use cases.

$NTNXLow

Nutanix wins Gartner nods across three key reports

Nutanix was named a Leader in two Gartner Magic Quadrant reports for Distributed Hybrid Infrastructure and Server Virtualisation, and a Challenger in Container Management. The company cited demand for managing complex hybrid cloud estates and AI projects. Nutanix Cloud Platform and Nutanix Kubernetes Platform were highlighted for their capabilities.

Duck Creek Technologies Named a Leader in the 2026 Gartner® Magic Quadrant™ for SaaS P&C Insurance Core Platforms, North America and Positioned Furthest for Completeness of Vision

Duck Creek Technologies was named a Leader in the 2026 Gartner Magic Quadrant for SaaS P&C Insurance Core Platforms, North America, for the eighth consecutive year. The company was positioned furthest for Completeness of Vision, according to Gartner. Duck Creek's CEO attributed this recognition to the scale and innovation of their platform, which aims to improve insurer decision-making and customer experiences. Gartner's Magic Quadrant evaluates vendors based on Completeness of Vision and Abilit

$ZMLow

Zoom recognized in the 2026 Gartner® Magic Quadrant™ for Enterprise AI Assistants

Zoom has been recognized in the 2026 Gartner Magic Quadrant for Enterprise AI Assistants. ZoomMate, a premium add-on to Zoom Workplace, offers advanced AI capabilities for search, synthesis, and task completion across work tools and conversations. According to Zoom, ZoomMate leverages context from meetings, chat, and calls to provide AI-assisted work support, extending beyond meeting summarization. Gartner's recognition adds to Zoom's growing analyst coverage for its AI-first strategy.

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