Gartner outlines $6.455B revenue target for 2026 as transformation accelerates contract value growth

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• Clients rarely consider substituting Gartner with AI tools

  80% confidence

• 2026 Insights revenue expected to be $5.19 billion or more (1% FX-neutral growth)

  80% confidence

• CV and CV growth rate expected to accelerate over the course of 2026, though the environment still remains pretty chaotic

  80% confidence

• Contract Value will accelerate in 2026, supported by transformation initiatives

  80% confidence

• For clients that used AskGartner and then renewed last year, their renewal rates were actually significantly higher

  80% confidence

• Licensed users who used AskGartner had substantially higher renewal rates than those who did not even with the same levels of engagement

  80% confidence

• It's going to take a couple of years before we get the full benefit of transformation programs

  80% confidence

• 2026 consolidated revenue expected to be $6.455 billion or more (2% FX-neutral growth)

  80% confidence

• Most retention issues are clients reducing seats due to budget constraints, not dissatisfaction

  80% confidence

• 2026 EBITDA expected to be $1.515 billion or more

  80% confidence

• 2026 free cash flow expected to be $1.135 billion or more

  80% confidence

• 23.5% is the new baseline EBITDA margin, and margins should be able to expand going forward

  80% confidence

• Financial results in the fourth quarter were better than expected and EBITDA margins finished well ahead of initial guidance from February 2025

  80% confidence

• 2026 Conferences revenue expected to be $695 million or more (7% FX-neutral growth)

  80% confidence

• DOGE impacts expected to normalize post-Q1 for U.S. federal government clients

  80% confidence

• The active insights library has grown by approximately 50%

  80% confidence

• 2026 Consulting revenue expected to be $570 million or more (3% FX-neutral growth)

  80% confidence

• CV expiration SKU looks pretty consistent with historical patterns, with a little bit more than 25% in each of Q1 and Q4

  80% confidence

• The single biggest issue we are helping our clients with is AI across every function

  80% confidence

• 75% time reduction for Insights attributed to new content types, changed process, and automation including AI

  80% confidence

• The selling environment is going to be no better than it's been in 2025, with variances by industry

  80% confidence

• External market forces in 2025 led to increased scrutiny, elevated deal approval authority and extended buying cycles

  80% confidence

• Fourth quarter revenue, EBITDA, margins, EPS and free cash flow were ahead of expectations

  80% confidence

• CV acceleration expected from lessening federal government headwinds and transformational changes that will build throughout 2026 and into 2027

  80% confidence

• Gartner repurchased more than $2 billion of stock in 2025

  80% confidence

• Gartner produced more than 6,000 AI-related documents and had over 200,000 in-depth client conversations on AI in 2025

  80% confidence

• 2026 adjusted EPS expected to be $12.30 or more

  80% confidence

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