Gartner, Inc.
IT
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+ FollowMarket Cap$10.11B
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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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$437.16
134.5% upside
Current Fair Value
134.5% upsideUndervalued by 134.5% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $10.11 Billion |
|---|---|
| Enterprise Value | $14.72 Billion |
| Dividend Yield | $1.20 (-) |
| Earnings per Share | $9.68 |
| Beta | 0.96 |
| Outstanding Shares | 69,796,000 |
Return
| Return on Equity | 1168.41% |
|---|---|
| Return on Assets | 9.67% |
| Return on Invested Capital | 28.31% |
Valuation & Multiples
| P/E Ratio | 14.89 |
|---|---|
| PEG | 275.46 |
| Price to Sales | 2.03 |
| Price to Book Ratio | - |
| Enterprise Value to Revenue | 2.27 |
| Enterprise Value to EBIT | 13.8 |
| Enterprise Value to Net Income | 19 |
| Total Debt to Enterprise | 0.43 |
| Debt to Equity | 99.04 |
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
$2.71
Average shareholder expectationRevenue Estimate
$1.50 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.0000▼ 46.45% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 3,000▼ 98.93% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 1.95%▼ 102.75% |
|---|---|
| Total Invested | $172.77M▼ 98.55% |
| Investors Holding | 203▼ 536.00% |
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...