Gartner is expected to report Q2 2026 revenue of $1.73 billion and EPS of $3.77, while the current stock price of $502.15 sits below the $538.00 analyst target. Investors are primarily focused on Global Technology Sales (GTS) Contract Value growth, which serves as the leading indicator for the company's core subscription-based research business.
Strong retention rates and the expansion of AI-related advisory demand have driven recent outperformance, though macro-economic headwinds impacting corporate budgets remain a key variable. Analysts will also closely monitor updates to full-year guidance as a signal of continued momentum in the high-margin consulting segment.