Gartner, Inc. (NYSE:IT) to Report Q4 2025 Financial Results on February 3, 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Should l Buy IT?
Source: Newsfilter
- Earnings Release Schedule: Gartner will report its Q4 2025 financial results before the market opens on February 3, 2026, providing detailed financial information to help investors assess the company's performance.
- Webcast Timing: The company plans to host a webcast at 8:00 a.m. ET to discuss the quarterly financial results, offering real-time interaction opportunities to enhance investor engagement.
- Replay Availability: A replay of the webcast will be available for approximately 30 days post-call, ensuring that investors who cannot participate live can access key information, thereby enhancing transparency.
- Investor Relations Support: Gartner offers multiple ways to join the earnings call, including registration for a dial-in number and unique PIN, demonstrating the company's commitment to investor relations and aiming to strengthen communication with investors.
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Analyst Views on IT
Wall Street analysts forecast IT stock price to rise
11 Analyst Rating
4 Buy
6 Hold
1 Sell
Moderate Buy
Current: 161.250
Low
150.00
Averages
190.70
High
240.00
Current: 161.250
Low
150.00
Averages
190.70
High
240.00
About IT
Gartner, Inc. delivers actionable, objective insight to executives and their teams. It operates through three segments: Research, Conferences and Consulting. The Research segment delivers independent, objective insight to leaders across an enterprise through subscription services that include on-demand access to published research content, data and benchmarks, and direct access to a network of research experts located around the globe. The Gartner Conferences segment is designed for information technology (IT) and business executives as well as decision-makers looking to adapt and evolve their organizations through disruption and uncertainty, navigate risks and prioritize investments. The Consulting segment serves chief information officers and other senior executives to optimize technology investments and drive business impact. The Company also provides solutions for a range of IT-related priorities, including IT cost optimization, digital transformation, and IT sourcing optimization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Earnings Impact: Following Gartner's Q4 2025 earnings release, the stock plummeted over 20%, hitting a new low not seen since early 2025, indicating severe investor concerns regarding the company's future profitability.
- Revenue and Earnings Discrepancy: While Gartner's earnings per share exceeded market expectations, actual revenue fell short of analyst forecasts, leading to diminished confidence in the company's full-year 2026 earnings outlook.
- Institutional Investment Dynamics: Prior to the disappointing earnings report, Mediolanum International Funds Ltd increased its stake in Gartner by 136.2%, and the National Pension Service raised its holdings by 5.7%, reflecting mixed signals in the market.
- Legal Consultation Opportunity: Levi & Korsinsky, LLP is investigating Gartner and invites shareholders who suffered losses to discuss their legal rights, highlighting investor concerns over corporate governance and transparency.
See More
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- Significant AI Growth: CEO Scott Russell announced a 66% year-over-year increase in AI ARR to $328 million, with AI included in 100% of new seven-figure CXone deals for 2025, highlighting robust enterprise demand for its AI-native platform.
- Successful Strategic Acquisition: Nice acquired conversational and generative AI leader Cognigy for approximately $1 billion, enhancing its AI capabilities, with Cognigy recently ranked as the only Customer's Choice in Gartner's conversational AI platform ranking, demonstrating the acquisition's success.
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- Revenue vs. Earnings Expectations: While Gartner's earnings per share exceeded market expectations, actual revenue fell short of analyst forecasts, highlighting challenges in revenue growth that directly impacted investor confidence.
- Dismal Future Outlook: The company issued a full-year 2026 outlook below market expectations, prompting analysts to warn of an anticipated year-over-year earnings decline, which further exacerbated market worries regarding Gartner's future performance.
- Institutional Investment Dynamics: Prior to the earnings release, Mediolanum International Funds Ltd increased its stake in Gartner by 136.2%, while the National Pension Service raised its holdings by 5.7%, reflecting a contradiction between investor confidence before the disappointing results and the subsequent market reaction.
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- Customer Migration Opportunity: DigitalOcean quickly published a migration guide to assist Heroku users in transitioning to its App Platform, offering three months of free service, indicating a strong appeal to Heroku customers that could accelerate its revenue growth.
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- Increased Market Competition: DigitalOcean's App Platform is seen as a primary alternative for Heroku customers, quickly releasing a migration guide and offering three months of free service to attract users, capitalizing on the opportunity presented by Salesforce's decision.
- Accelerating Revenue Growth: DigitalOcean reported a 16% year-over-year revenue increase in Q3, raising its 2025 outlook due to a doubling of AI revenue, with revenue from customers spending over $100,000 annually soaring by 41%, indicating its growing popularity among larger clients.
- Strategic Shift Impact: Salesforce's pivot towards AI products like Agentforce may explain the halt in Heroku development, while DigitalOcean offers a more comprehensive solution by combining IaaS and PaaS services, expected to attract more Heroku customers in 2026 and further drive revenue growth.
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- Investigation Launched: Levi & Korsinsky, LLP is investigating Gartner, Inc. regarding the presentation of financial metrics in its earnings communications and SEC filings, particularly whether the disclosure of non-GAAP financial measures complies with SEC regulations, potentially impacting investor understanding of the company's performance.
- Earnings Report Scrutiny: The Q4 2026 earnings report revealed that while earnings per share exceeded analyst expectations, revenue fell short of consensus forecasts, and the company's full-year 2026 outlook indicated a year-over-year decline, which could undermine investor confidence.
- Stock Buyback Implications: Gartner repurchased over $1 billion in stock during Q3 2025, reducing share count by 6% year-over-year, with CFO Craig Safian noting this guidance was based on 78 million shares; however, changing revenue trends may render this assumption unrealistic.
- Stock Price Volatility: Following the earnings release, Gartner's shares dropped more than 20% in midday trading, hitting a new 52-week low, with trading volume significantly exceeding normal levels, indicating market concerns about the company's financial health.
See More
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- Earnings Impact: Following Gartner's Q4 2025 earnings release, the stock plummeted over 20%, hitting a new low not seen since early 2025, indicating severe investor concerns regarding the company's future profitability.
- Revenue and Earnings Discrepancy: While Gartner's earnings per share exceeded market expectations, actual revenue fell short of analyst forecasts, leading to diminished confidence in the company's full-year 2026 earnings outlook.
- Institutional Investment Dynamics: Prior to the disappointing earnings report, Mediolanum International Funds Ltd increased its stake in Gartner by 136.2%, and the National Pension Service raised its holdings by 5.7%, reflecting mixed signals in the market.
- Legal Consultation Opportunity: Levi & Korsinsky, LLP is investigating Gartner and invites shareholders who suffered losses to discuss their legal rights, highlighting investor concerns over corporate governance and transparency.
See More
Nice Shares Surge 11% After Beating Q4 Earnings Estimates
- Earnings Beat: Nice's Q4 sales and adjusted EPS grew by 9% and 7%, respectively, surpassing Wall Street expectations and driving an 11% stock surge, reflecting strong performance in the competitive enterprise software market.
- Significant AI Growth: CEO Scott Russell announced a 66% year-over-year increase in AI ARR to $328 million, with AI included in 100% of new seven-figure CXone deals for 2025, highlighting robust enterprise demand for its AI-native platform.
- Successful Strategic Acquisition: Nice acquired conversational and generative AI leader Cognigy for approximately $1 billion, enhancing its AI capabilities, with Cognigy recently ranked as the only Customer's Choice in Gartner's conversational AI platform ranking, demonstrating the acquisition's success.
- Strong Financial Position: With around $1.1 billion in net cash and generating $700 million in free cash flow last year, Nice has a $1 billion share repurchase authorization, indicating an aggressive buyback strategy to enhance shareholder value at current valuations.
See More
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- Earnings Impact: Following Gartner's Q4 2025 earnings release, the stock plummeted to its lowest level in a year, with a more than 20% drop by midday on February 3, reaching a new 52-week low, indicating significant investor concern about the company's future prospects.
- Revenue vs. Earnings Expectations: While Gartner's earnings per share exceeded market expectations, actual revenue fell short of analyst forecasts, highlighting challenges in revenue growth that directly impacted investor confidence.
- Dismal Future Outlook: The company issued a full-year 2026 outlook below market expectations, prompting analysts to warn of an anticipated year-over-year earnings decline, which further exacerbated market worries regarding Gartner's future performance.
- Institutional Investment Dynamics: Prior to the earnings release, Mediolanum International Funds Ltd increased its stake in Gartner by 136.2%, while the National Pension Service raised its holdings by 5.7%, reflecting a contradiction between investor confidence before the disappointing results and the subsequent market reaction.
See More
Salesforce's Shift Impacts Heroku Users
- Heroku Strategic Shift: On February 6, Salesforce announced that Heroku would adopt a 'sustaining engineering model,' meaning while the platform will still receive support, no new features will be developed, significantly diminishing its market competitiveness and likely leading to customer attrition.
- Customer Migration Opportunity: DigitalOcean quickly published a migration guide to assist Heroku users in transitioning to its App Platform, offering three months of free service, indicating a strong appeal to Heroku customers that could accelerate its revenue growth.
- Accelerating Revenue Growth: DigitalOcean reported a 16% year-over-year revenue increase in Q3 and raised its 2025 outlook due to a doubling of AI revenue, indicating a significant rise in popularity among larger clients, with revenue from those spending over $100,000 annually soaring by 41%.
- Intensifying Market Competition: As Salesforce pivots towards AI products, Heroku users may migrate to various cloud platforms, with DigitalOcean's App Platform providing similar convenience to Heroku, potentially leading to accelerated revenue growth in 2026.
See More
Salesforce Halts Development on Heroku PaaS Platform
- Heroku Development Halted: Salesforce has announced the cessation of development on its popular PaaS platform, Heroku, which will continue to operate but without new features, likely forcing customers to seek alternative providers and potentially leading to customer attrition.
- Increased Market Competition: DigitalOcean's App Platform is seen as a primary alternative for Heroku customers, quickly releasing a migration guide and offering three months of free service to attract users, capitalizing on the opportunity presented by Salesforce's decision.
- Accelerating Revenue Growth: DigitalOcean reported a 16% year-over-year revenue increase in Q3, raising its 2025 outlook due to a doubling of AI revenue, with revenue from customers spending over $100,000 annually soaring by 41%, indicating its growing popularity among larger clients.
- Strategic Shift Impact: Salesforce's pivot towards AI products like Agentforce may explain the halt in Heroku development, while DigitalOcean offers a more comprehensive solution by combining IaaS and PaaS services, expected to attract more Heroku customers in 2026 and further drive revenue growth.
See More
Investigation into Gartner's Financial Metrics Presentation
- Investigation Launched: Levi & Korsinsky, LLP is investigating Gartner, Inc. regarding the presentation of financial metrics in its earnings communications and SEC filings, particularly whether the disclosure of non-GAAP financial measures complies with SEC regulations, potentially impacting investor understanding of the company's performance.
- Earnings Report Scrutiny: The Q4 2026 earnings report revealed that while earnings per share exceeded analyst expectations, revenue fell short of consensus forecasts, and the company's full-year 2026 outlook indicated a year-over-year decline, which could undermine investor confidence.
- Stock Buyback Implications: Gartner repurchased over $1 billion in stock during Q3 2025, reducing share count by 6% year-over-year, with CFO Craig Safian noting this guidance was based on 78 million shares; however, changing revenue trends may render this assumption unrealistic.
- Stock Price Volatility: Following the earnings release, Gartner's shares dropped more than 20% in midday trading, hitting a new 52-week low, with trading volume significantly exceeding normal levels, indicating market concerns about the company's financial health.
See More
