Gartner, Inc.
IT
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+ FollowMarket Cap$12.44B
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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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$387.09
108.4% upside
Current Fair Value
108.4% upsideUndervalued by 108.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $12.44 Billion |
|---|---|
| Enterprise Value | $16.69 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $9.68 |
| Beta | 0.95 |
| 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 | 16.65 |
|---|---|
| PEG | 115.52 |
| Price to Sales | 1.92 |
| Price to Book Ratio | -61.93 |
| Enterprise Value to Revenue | 2.58 |
| Enterprise Value to EBIT | 14.97 |
| Enterprise Value to Net Income | 21 |
| Total Debt to Enterprise | 0.34 |
| Debt to Equity | -34.27 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
August 4, 2026
EPS Estimate
$3.76
Average shareholder expectationRevenue Estimate
$1.65 B
Average shareholder expectationNext Earnings Call
Expected Date
November 3, 2026
EPS Estimate
$2.86
Average shareholder expectationRevenue Estimate
$1.49 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.9738▲ 50.92% |
|---|---|
| Total Calls | 594,300▼ 1.30% |
| Total Puts | 578,700▲ 106.90% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 113.12%▲ 5.00% |
|---|---|
| Total Invested | $9.76B▼ 18.35% |
| Investors Holding | 680▼ 65.00% |
ESG Score
No data
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...