加特纳(IT)今日盘中股价大涨10.80%，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。具体数据显示，加特纳第二季度调整后每股收益为4.37美元，同比增长23.8%，大幅超出市场预期的3.75美元；营收达16.76亿美元，也超出预期的16.50亿美元。会议业务表现尤为强劲，营收同比增长15.5%至2.442亿美元。公司还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。此次业绩大幅超预期，有效缓解了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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