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Gartner Gears Up to Report Q3 Earnings: Key Takeaways for Investors

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Key Takeaways

  • Gartner's Q3 revenues are projected to fall 2.7% to $1.5B, while EPS is expected to rise 3.6% to $2.86.
  • Gartner's Conferences revenues are set to grow 11% to $83M, driven by AI interest and solid demand.
  • Gartner's Insights faces tariff-related spending constraints, while Consulting revenues may decline 5.8%.

Gartner (IT - Free Report) will release third-quarter 2026 results on Nov. 3, before market open.

IT has an impressive earnings surprise history. In the four trailing quarters, it surpassed the Zacks Consensus Estimate, with an average surprise of 13.5%.

Gartner, Inc. Price and EPS Surprise

Gartner, Inc. Price and EPS Surprise

Gartner, Inc. price-eps-surprise | Gartner, Inc. Quote

Gartner’s Q3 Expectations

The Zacks Consensus Estimate for the top line is pinned at $1.5 billion. It is expected to decline 2.7% from the year-ago quarter’s actual.

The consensus mark for Insights revenues is $1.3 billion, implying a marginal year-over-year dip. We expect large-enterprise downselling and spending constraints, fueled by tariffs, to have been the prominent headwinds of this segment.

For Conferences, the Zacks Consensus Estimate is pinned at $83 million. The figure is anticipated to escalate 11% from the year-ago quarter’s actual. We expect solid conference demand, rising interest in AI, and expert insights and visibility facilitated by contracted conference revenues to have benefited this segment.

The consensus estimate for Consulting revenues is anticipated to decline 5.8% year over year. This segment’s revenues are tracking at $116.9 million. Slower backlog conversion and weaker demand from clients are expected to have constrained the segment’s revenues.

The consensus estimate for earnings per share is $2.86, implying a 3.6% year-over-year escalation. Prudent operating expense management, strength in insights contribution margins and a lower share count are factors that we anticipate to have boosted the bottom line.

What Our Model Says About IT

Our proven model does not conclusively predict an earnings beat for Gartner this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

IT has an Earnings ESP of 0.00% and a Zacks Rank of 4 (Sell) at present.

Stocks to Consider

Here are a few stocks, according to our model, which have the right combination of elements to beat on earnings this season.

Corpay (CPAY - Free Report) : The Zacks Consensus Estimate for third-quarter 2026 revenues is pegged at $1.4 billion, suggesting a 16.1% rally from the year-ago quarter’s actual. For earnings, the consensus mark is set at $7.18 per share, a 26% escalation from the year-ago quarter. CPAY beat the consensus estimate in the trailing four quarters, with an average surprise of 3.6%.

CPAY has an Earnings ESP of +1.07% and a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

It is scheduled to declare third-quarter 2026 results on Nov. 4.

Global Payments (GPN - Free Report) : The Zacks Consensus Estimate for the company’s third-quarter 2026 revenues is $3.2 billion, suggesting a 31% jump from the year-ago quarter’s actual. For earnings, the consensus mark is $3.57 per share, indicating 9.5% growth. GPN beat the consensus estimate for earnings in the trailing four quarters, with an average surprise of 1.6%.

GPN has an Earnings ESP of +1.25% and a Zacks Rank of 3 at present. The company is scheduled to declare third-quarter 2026 results on Nov. 5.

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