Gartner (NYSE: IT) reported an adjusted profit beat of 16.2% in its latest quarter, with adjusted EPS of $4.37 against $3.76 in consensus expectations and revenue of $1.67 billion. The article highlights its capital-light model, with a 77% research contribution margin in the Insights division, a 31% return on invested capital, and $1.3 billion in free cash flow over the past 12 months without hardware debt. Gartner says more than 80,000 business leaders and 10,000 corporate CIOs rely on its research, and contract value growth re-accelerated for a second consecutive quarter, with enterprise AI as its largest commercial catalyst. Management continues to return surplus cash to shareholders, spending $547 million on share repurchases in the second quarter alone. Over the past year, buybacks reduced total shares outstanding by about 14%, boosting per-share earnings.
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MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/29/2026 | 530.43 |
| Change that session | -0.11% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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