Gartner Shares Sink to 52-Week Low After Q4 Revenue and 2026 Outlook Misses
Rhea-AI Summary
Gartner (NYSE: IT) shares fell to a 52-week low after its Q4 2025 results missed revenue expectations and its 2026 outlook came in below analyst projections.
Gartner beat EPS estimates but reported revenue shortfalls, issued weaker full-year guidance, and saw the stock drop more than 20% to below $160 on Feb. 3, 2026. Institutional buying showed mixed signals before the release.
Positive
- EPS beat consensus in Q4 2025
- Institutional buying: Mediolanum position up 136.2%
- National Pension Service increased stake by 5.7%
Negative
- Revenue missed analyst forecasts for Q4 2025
- Full-year 2026 outlook issued below projections
- Shares fell >20%, hitting a 52-week low below $160
News Market Reaction – IT
In the Feb 18 session, IT gained 3.17%, reflecting a moderate positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Feb 11 | Legal investigation | Negative | +1.0% | Probe into whether EPS beat obscured underlying revenue weakness. |
| Feb 03 | Earnings results | Negative | -20.9% | Q4 2025 revenue slowdown and sharp profit, cash flow declines. |
| Jan 29 | Board changes | Positive | -1.4% | New directors add AI and investment expertise to the Board. |
| Jan 29 | Business divestiture | Neutral | -5.9% | Agreement to sell Capterra, Software Advice, and GetApp to G2. |
| Jan 20 | Earnings timing | Neutral | -3.8% | Announcement of February 3, 2026 Q4 2025 earnings release date. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent news often coincided with downside, including a -20.87% move on Q4 2025 results and declines following the Digital Markets divestiture and earnings date announcement, while an investigation headline saw a modest gain.
Over the last month, Gartner’s news flow has centered on Q4 2025 results, portfolio changes, and governance. The February 3 earnings release showed modest revenue growth but sharply lower net income and EPS, driving a -20.87% reaction. A subsequent investigation into the earnings quality followed. Gartner also agreed to divest its Digital Markets assets and expanded its Board, while the earnings date announcement itself drew a negative move. Today’s litigation-focused headline ties back to that earnings disappointment.
AI-generated analysis. How Rhea-AI works. Not financial advice.
NYSE: IT
According to data compiled from Yahoo Finance, Investing.com, GuruFocus, Business Wire, Finviz, and Benzinga, analysts heading into the February 3 earnings report expected Gartner to report a year-over-year earnings decline despite higher revenues. Pre-earnings coverage from Finviz noted that Wall Street anticipated revenue growth even as earnings per share were projected to fall.
The actual results deviated from these expectations in a meaningful way. While Gartner delivered earnings per share that beat consensus estimates, revenue came in below what analysts had forecast. More significantly, the company issued its full-year 2026 outlook below projections, prompting analysts to flag an expected year-over-year earnings decline.
The market reaction was immediate. Gartner shares fell more than
Institutional activity in the weeks preceding the earnings release showed mixed signals. MarketBeat reported that Mediolanum International Funds Ltd increased its position in Gartner by
Shareholders who lost money on their Gartner investment are invited to discuss their legal rights with Levi & Korsinsky at no charge.
Levi & Korsinsky, LLP is a nationally recognized firm with offices in
CONTACT:
Joseph E. Levi, Esq.
Levi & Korsinsky, LLP
33 Whitehall Street, 27th Floor
Tel: (212) 363-7500
Fax: (212) 363-7171
Email: jlevi@levikorsinsky.com
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SOURCE Levi & Korsinsky, LLP