8月4日，加特纳盘中上涨14.81%，报173.045美元/股，成交额8730.77万美元。消息面上，公司当日盘前发布第二季度财报，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，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16.76亿美元，超出预期的16.50亿美元。公司同时将全年调整后EPS指引从此前的至少13.25美元上调至至少14美元，显著高于分析师此前预期的13.69美元。
此前市场对加特纳持谨慎态度，多家机构维持持有评级并下调目标价，核心担忧集中在合同价值增长放缓及生成式AI对研究业务的替代风险。本次业绩大幅超预期叠加指引上调，有效缓解了市场对公司成长韧性的疑虑。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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