IT
FY2026 Q1 · Calendar Q2 2026
Gartner, Inc.
Gartner's Q1 2026 results show a company turning AI investment into measurable client engagement gains and operational leverage. Adjusted EPS of $3.32 beat consensus by 11% while free cash flow rose 29% YoY, even as revenue slightly missed at $1.51B versus $1.514B estimated. Management raised full-year guidance for EBITDA, adjusted EPS, and free cash flow, and the board increased buyback authorization to $1.2B with $535M repurchased in the quarter. The central question is whether contract value growth — 1% YoY overall but 3.5% ex-Federal — can accelerate through 2026 as management expects. Engagement metrics support that case: high-impact documents grew 22%, library volume 19%, and same-day insights more than doubled QoQ. AskGartner now spans 25 languages with PowerPoint generation. The bullish score rose from 70 to 82 quarter over quarter.
EPS surprise+11.0%
Market move+1.2%
