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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Toni Kaplan | Morgan Stanley | 12 | 8% |
| Joshua Chan | UBS | 11 | 27% |
| Jason Haas | Wells Fargo | 11 | 9% |
| George Tong | Goldman Sachs | 11 | 9% |
| Andy Nicholas | William Blair | 11 | 9% |
| Jeff Meuler | Robert W. Baird | 10 | 20% |
| Surinder Thind | Jefferies | 9 | 11% |
| Faiza Alwy | Deutsche Bank | 9 | 0% |
| Jeff Silber | BMO Capital Markets | 9 | 11% |
| Ashish Sabadra | RBC Capital Markets | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 1 | 12 | 8% |
| UBS | 1 | 11 | 27% |
| Goldman Sachs | 1 | 11 | 9% |
| William Blair | 1 |
| 11 |
| 9% |
| Wells Fargo | 1 | 11 | 9% |
| Robert W. Baird | 1 | 10 | 20% |
| BMO Capital Markets | 1 | 9 | 11% |
| Deutsche Bank | 1 | 9 | 0% |
Gartner delivered Q1 2026 revenue up 2% reported with adjusted EPS of $3.32, up 11%, as CV growth showed early signs of acceleration to 1% overall and 3.5% excluding US federal headwinds that are approaching the lap point. EBITDA, EPS, and FCF all exceeded expectations, with full-year EPS guidance raised meaningfully to at least $13.25 (+7.7%) and EBITDA to at least $1.545B. Continued share buybacks reduced the count by 10% year-over-year, and client engagement metrics reached multi-year highs. A March decision slowdown from geopolitical uncertainty partially offset BTI transformation progress.
Revenue Growth | Demand | Competitive Dynamics | Cloud & AI | Guidance Reliability | Macroeconomic | Capex Investment | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 5 | 4 | 1 | 3 | 1 | 3 | 2 |
| 2025Q1 | 5 | 4 | 1 | 1 | 1 | 2 | 1 | 5 |
| 2025Q2 | 2 | 7 | 6 | 6 | 2 | 1 | 1 | |
| 2025Q3 | 8 | 9 | 7 | 4 | 3 | 1 | 2 | 1 |
| 2025Q4 | 3 | 2 | 3 | 2 | 4 | 2 | 2 | 1 |
| 2026Q1 | 8 | 5 | 4 | 4 | 5 | 5 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 9 | 5 | 2 | 8 | 3 | 8 |
| Demand | 5 | 4 | 7 | 9 | 2 | 5 |
| Competitive Dynamics | 4 | 1 | 6 | 7 | 3 | 4 |
| Cloud & AI | 1 | 1 | 6 | 4 | 2 | 4 |
| Guidance Reliability | 3 | 1 | 3 | 4 | 5 | |
| Macroeconomic | 1 | 2 | 2 | 1 | 2 | 5 |
| Capex Investment | 3 | 1 | 1 | 2 | 2 | 3 |
| Regulation Policy | 2 | 5 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
IT Gartner | 8 | +2.0% | |
| ACN Accenture | 8 | +8.3% | |
| BR Broadridge Financial Solutions | 8 | +7.8% | |
| CDW CDW | 8 | +9.3% | |
| CTSH Cognizant | 8 | +5.8% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 8 | +8.2% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |