加特纳(IT)今日盘前大涨10.21%，引发市场广泛关注。
消息面上，公司发布了第二季度财报，业绩全面超出市场预期并大幅上调全年盈利指引，成为推动股价跳涨的核心催化剂。具体数据显示，加特纳Q2调整后每股收益为4.37美元，同比增长23.8%，大幅超出市场一致预期的3.75美元，超预期幅度达16.5%；营收录得16.76亿美元，亦超出预期的16.50亿美元。更为关键的是，公司将全年调整后每股收益指引从此前的至少13.25美元上调至至少14美元，远高于分析师预期的13.69美元。
此前，市场对公司合同价值增长放缓、生成式AI分流风险及联邦政府业务拖累等担忧持续压制估值，多家机构维持持有评级并下调目标价。此次业绩大幅超预期，有望缓解市场对公司成长韧性的疑虑，投资者信心得到显著提振。
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