Gartner, Inc.
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Earnings Call Q2 2025
August 5, 2025 - AI Summary
Strong Q2 Financial Performance: Gartner reported Q2 revenue of $1.7 billion, a 6% increase year-over-year (YOY) as reported, and 5% FX-neutral. Adjusted EBITDA rose 7% to $443 million, and adjusted EPS was $3.53, an increase of 10% YOY. Free cash flow also demonstrated strength at $347 million, up 2% YOY.
Challenges in Government Contracts: Significant challenges arose from measures associated with the U.S. federal government (DOGE), which hindered procurement processes, resulting in a substantial negative impact on new business and renewals. Year-to-date dollar retention in the U.S. federal sector sat at approximately 47%, indicating a struggle in securing new contracts despite strong demand.
Contract Value Growth Projections: Contract value (CV) grew 5% YOY, with an expectation of low to mid-single-digit CV growth for the remainder of 2025, primarily driven by improvements in the U.S. federal business environment, tariff-related spending normalization, and the return of tech vendor investments. The company's target for 2026 projects a rebound to high single-digit growth, moving potentially towards double-digit growth by 2027.
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$364.62
76.1% upside
Current Fair Value
76.1% upsideUndervalued by 76.1% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $14.45 Billion |
|---|---|
| Enterprise Value | $18.69 Billion |
| Earnings per Share | $9.68 |
| Beta | 0.98 |
| Outstanding Shares | 66,501,000 |
Return
| Return on Equity | -463.28% |
|---|---|
| Return on Assets | 10.78% |
| Return on Invested Capital | 31.56% |
Valuation & Multiples
| P/E Ratio | 20.5 |
|---|---|
| PEG | 142.26 |
| Price to Sales | 2.14 |
| Price to Book Ratio | -69.03 |
| Enterprise Value to Revenue | 2.89 |
| Enterprise Value to EBIT | 16.78 |
| Enterprise Value to Net Income | 24 |
| Total Debt to Enterprise | 0.31 |
| Debt to Equity | -34.27 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 3, 2026
EPS Estimate
$2.84
Consensus analyst estimateRevenue Estimate
$1.49 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 2, 2027
EPS Estimate
$3.92
Consensus analyst estimateRevenue Estimate
$1.74 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 97.38% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 3,000▼ 99.48% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.30%▼ 105.48% |
|---|---|
| Total Invested | $280.46M▼ 97.13% |
| Investors Holding | 202▼ 481.00% |
About Gartner, Inc.
16,724 employees
CEO: Eugene Hall
Gartner, Inc. is the world's leading research and advisory company and a member of the S&P 500. Gartner equips business leaders with indispensable insights, advice and tools to achieve their mission-critical priorities and build the succ...