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Upturn AI SWOT - About
FORR 
Forrester Research Inc (FORR)
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Upturn Advisory Summary
06/30/2025: FORR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $14
1 Year Target Price $14
| 0 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -33.26% | Avg. Invested days 21 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 187.39M USD | Price to earnings Ratio - | 1Y Target Price 14 |
Price to earnings Ratio - | 1Y Target Price 14 | ||
Volume (30-day avg) 2 | Beta 0.99 | 52 Weeks Range 8.50 - 20.62 | Updated Date 06/30/2025 |
52 Weeks Range 8.50 - 20.62 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.57 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -20.45% | Operating Margin (TTM) -2.44% |
Management Effectiveness
Return on Assets (TTM) 1.85% | Return on Equity (TTM) -45.64% |
Valuation
Trailing PE - | Forward PE 7.68 | Enterprise Value 110134290 | Price to Sales(TTM) 0.44 |
Enterprise Value 110134290 | Price to Sales(TTM) 0.44 | ||
Enterprise Value to Revenue 0.26 | Enterprise Value to EBITDA 7.56 | Shares Outstanding 19063000 | Shares Floating 11339054 |
Shares Outstanding 19063000 | Shares Floating 11339054 | ||
Percent Insiders 40.25 | Percent Institutions 52 |
Analyst Ratings
Rating 2 | Target Price 14 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Forrester Research Inc
Company Overview
History and Background
Forrester Research Inc. was founded in 1983 by George Forrester Colony. Initially focused on technology forecasting, it has evolved into a global research and advisory firm, providing insights and consulting services to business and technology leaders.
Core Business Areas
- Research: Provides in-depth research reports, data, and insights across various technology and business areas.
- Consulting: Offers strategic consulting services to help clients implement Forrester's research findings and improve business performance.
- Events: Hosts events and webinars to connect clients with analysts and peers, and to share research and best practices.
Leadership and Structure
The leadership team includes the CEO and various senior executives overseeing research, sales, marketing, and operations. The organizational structure is typically functional, with specialized teams focusing on specific research areas or industries.
Top Products and Market Share
Key Offerings
- Competitors: Gartner, IDC
- Forrester Waveu2122: A qualitative assessment of providers in a specific market. Competitors include Gartner's Magic Quadrant and IDC's MarketScape. Revenue contribution not publicly disclosed. Market share data specific to the 'Wave' is proprietary but Forrester holds a significant share of the tech advisory market.
- Competitors: Qualtrics, Medallia
- Forrester Customer Experience Index (CX Indexu2122): Evaluates the quality of customer experiences provided by brands. Competitors include Qualtrics and Medallia. Revenue contribution not publicly disclosed.
- Competitors: Gartner, IDC, Statista
- Forrester Analytics: Offers data and analytics solutions to support decision-making. Market share not publicly available.
Market Dynamics
Industry Overview
The market research and advisory industry is driven by the increasing need for data-driven insights to inform business strategy and technology investments. Digital transformation and evolving customer expectations are key drivers.
Positioning
Forrester Research Inc. positions itself as a leading independent research and advisory firm, known for its data-driven insights and focus on helping clients improve business performance. Its competitive advantage lies in its rigorous research methodology and its ability to translate complex data into actionable recommendations.
Total Addressable Market (TAM)
The global market research industry is estimated to be over $86 billion in 2023, and is expected to grow. Forrester is well-positioned to address this TAM through its research, consulting, and events.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Independent research
- Experienced analysts
- Global reach
- Diverse product portfolio
Weaknesses
- High price point compared to some competitors
- Reliance on subscription revenue
- Potential for bias in research
- Subjective nature of some research methodologies
Opportunities
- Expanding into new geographic markets
- Developing new research products and services
- Acquiring complementary businesses
- Leveraging AI and machine learning to enhance research capabilities
- Increased demand for insights on digital transformation
Threats
- Increased competition from other research firms
- Economic downturns affecting client budgets
- Technological disruption of the research industry
- Changes in data privacy regulations
- Free information sources online
Competitors and Market Share
Key Competitors
- Gartner (IT)
- International Data Corporation (IDC)
- Accenture (ACN)
Competitive Landscape
Forrester Research Inc. faces stiff competition from larger firms like Gartner and IDC, which have greater brand recognition and resources. Forrester differentiates itself through its independent research and focus on client outcomes.
Major Acquisitions
SiriusDecisions
- Year: 2019
- Acquisition Price (USD millions): 245
- Strategic Rationale: To enhance Forrester's B2B marketing and sales research and advisory capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by increased demand for market research and advisory services, particularly in the technology sector.
Future Projections: Future growth is expected to be driven by digital transformation and the need for data-driven insights. Analyst estimates can be found on financial news websites.
Recent Initiatives: Recent initiatives may include expanding into new markets, launching new products, and investing in AI and machine learning.
Summary
Forrester is a well-established player in the research and advisory market, known for its independent research and brand reputation. While it faces competition from larger firms, its focus on client outcomes and strategic acquisitions contribute to its growth. Key areas for improvement include managing pricing competitiveness and potential research biases.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Research Reports
- Analyst Reports
- Third-Party Financial Data Providers
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor. Market share data is approximate and may vary based on different sources and methodologies.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Forrester Research Inc
Exchange NASDAQ | Headquaters Cambridge, MA, United States | ||
IPO Launch date 1996-11-26 | Founder, Chairman, CEO & President Mr. George F. Colony | ||
Sector Industrials | Industry Consulting Services | Full time employees 1510 | Website https://www.forrester.com |
Full time employees 1510 | Website https://www.forrester.com | ||
Forrester Research, Inc. operates as an independent research and advisory company in the United States, Europe, the United Kingdom, Canada, Asia Pacific, and internationally. It operates in three segments: Research, Consulting, and Events. The Research segment primary subscription research services include Forrester Decisions which are designed to provide business and technology leaders with a proven path to growth through customer obsession. This segment delivers content, such as future trends, predictions, and market forecasts; deep consumer and business buyer data and insights; curated best practice models and tools to run business functions; operational and performance benchmarking data; and technology and service market landscapes and vendor evaluations. Its Consulting segment provides consulting projects, include conducting maturity assessments, prioritizing best practices, developing strategies, building business cases, selecting technology vendors, structuring organizations, developing content marketing strategies and collateral, and sales tools; and advisory services. The Events segment hosts events related to business-to-business marketing, sales and product leadership, customer experience, security and risk, and new technology and innovation. It sells its products and services through direct sales force. Forrester Research, Inc. was incorporated in 1983 and is headquartered in Cambridge, Massachusetts.
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