Let’s dig into the relative performance of Gartner (NYSE: IT) and its peers as we unravel the now-completed Q4 it services & consulting earnings season.

IT Services & Consulting companies stand to benefit from increasing enterprise demand for digital transformation, AI-driven automation, and cybersecurity resilience. Many enterprises can't attack these topics alone and need IT services and consulting on everything from technical advice to implementation. Challenges in meeting these needs will include finding talent in specialized and evolving IT fields. While AI and automation can enhance productivity, they also threaten to commoditize certain consulting functions. Another ongoing challenge will be pricing pressures from offshore IT service providers, which have lower labor costs and increasingly equal access to advanced technology like AI.

The 7 it services & consulting stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 0.6% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 23.6% since the latest earnings results.

Best Q4: Gartner (NYSE: IT)

With over 2,500 research experts guiding organizations through complex technology landscapes, Gartner (NYSE: IT) provides research, advisory services, and conferences that help executives make better decisions about technology and other business priorities.

Gartner reported revenues of $1.75 billion, up 2.2% year on year. This print was in line with analysts’ expectations, and overall, it was a very strong quarter for the company with a beat of analysts’ EPS estimates and revenue in line with analysts’ estimates.

Gene Hall, Gartner’s Chairman and Chief Executive Officer, commented, “Fourth quarter financial results were ahead of expectations. We repurchased $2 billion of Gartner stock in 2025. Over the past few months, we increased our leverage through the successful completion of our first investment-grade bond issuance, we entered into a definitive agreement to divest the Digital Markets business, and the Board appointed two new directors who bring unique and valuable skills. Looking ahead, we expect CV to accelerate throughout 2026.”

Unsurprisingly, the stock is down 22.5% since reporting and currently trades at $156.82.

Is now the time to buy Gartner? Access our full analysis of the earnings results here, it’s free.

IBM (NYSE: IBM)

With a corporate history spanning over a century and once known for its iconic mainframe computers, IBM (NYSE: IBM) provides hybrid cloud computing platforms, AI solutions, consulting services, and enterprise infrastructure to help businesses modernize their operations.

IBM reported revenues of $19.69 billion, up 12.1% year on year, outperforming analysts’ expectations by 2.5%. The business had a very strong quarter with an impressive beat of analysts’ revenue estimates and a beat of analysts’ EPS estimates.

IBM pulled off the biggest analyst estimates beat among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 18.9% since reporting. It currently trades at $238.67.

Is now the time to buy IBM? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Kyndryl (NYSE: KD)

Born from IBM's managed infrastructure services business in a 2021 spinoff, Kyndryl (NYSE: KD) is the world's largest IT infrastructure services provider that designs, builds, and manages technology environments for enterprise customers.

Kyndryl reported revenues of $3.86 billion, up 3.1% year on year, falling short of analysts’ expectations by 1%. It was a disappointing quarter as it posted a significant miss of analysts’ EPS estimates and a slight miss of analysts’ revenue estimates.

Kyndryl delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 45.1% since the results and currently trades at $12.89.

Read our full analysis of Kyndryl’s results here.

Accenture (NYSE: ACN)

With a workforce of approximately 774,000 people serving clients in more than 120 countries, Accenture (NYSE: ACN) is a professional services firm that helps organizations transform their businesses through consulting, technology, operations, and digital services.

Accenture reported revenues of $18.74 billion, up 6% year on year. This print topped analysts’ expectations by 1.2%. Zooming out, it was a mixed quarter as it also logged a beat of analysts’ EPS estimates but a slight miss of analysts’ full-year EPS guidance estimates.

The stock is down 24.8% since reporting and currently trades at $205.77.

Read our full, actionable report on Accenture here, it’s free.

ASGN (NYSE: ASGN)

Evolving from its roots in IT staffing to become a high-end technology consulting powerhouse, ASGN (NYSE: ASGN) provides specialized IT consulting services and staffing solutions to Fortune 1000 companies and U.S. federal government agencies.

ASGN reported revenues of $980.1 million, flat year on year. This result beat analysts’ expectations by 0.6%. Aside from that, it was a mixed quarter as it also produced a decent beat of analysts’ EPS guidance for next quarter estimates but a significant miss of analysts’ EPS estimates.

The stock is down 23.1% since reporting and currently trades at $40.97.

Read our full, actionable report on ASGN here, it’s free.

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