Gartner Inc

Gartner delivered a sharply profitable first quarter for fiscal 2026, posting adjusted EPS of $3.32 against a consensus estimate of $2.92, a beat of 13.64%, even as GAAP revenue of $1.51 billion slipped 1.5% year-over-year and came in fractionally below the $1.52 billion Wall Street had anticipated. The top-line softness was largely a story of divestitures rather than demand weakness; the February 2026 sale of Gartner's Digital Markets operation reduced reported revenue comparisons meaningfully, with that segment contributing just $19 million in the quarter versus $66 million a year ago. Strip out the divested business, and underlying revenue grew 1.6% as reported, though foreign currency headwinds pushed the FX-neutral figure to a modest decline of 1.4%. Profitability held firm, supported by lower cost of services and aggressive share repurchases that reduced the diluted share count to 70 million from 77.8 million a year ago. Contract Value, the key subscription health metric, reached $5.30 billion, growing 1.0% on an FX-neutral basis. <a href="https://247wallst.com/investing/2026/03/20/gartner-ceo-it-can-take-a-couple-of-years-before-investors-see-the-payoff/">Patient investors may need time</a> to see the full payoff, but management's decision to raise full-year guidance for adjusted EBITDA, adjusted EPS, and free cash flow signals confidence in the underlying trajectory.