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Upturn AI SWOT - About
Forrester Research Inc (FORR)

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Upturn Advisory Summary
11/28/2025: FORR (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $12
1 Year Target Price $12
| 0 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -44.27% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 137.21M USD | Price to earnings Ratio - | 1Y Target Price 12 |
Price to earnings Ratio - | 1Y Target Price 12 | ||
Volume (30-day avg) 2 | Beta 0.96 | 52 Weeks Range 6.62 - 17.51 | Updated Date 11/30/2025 |
52 Weeks Range 6.62 - 17.51 | Updated Date 11/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.47 |
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 2025-11-10 | When After Market | Estimate 0.31 | Actual 0.37 |
Profitability
Profit Margin -21.06% | Operating Margin (TTM) 4.61% |
Management Effectiveness
Return on Assets (TTM) 1.79% | Return on Equity (TTM) -43.39% |
Valuation
Trailing PE - | Forward PE 5.75 | Enterprise Value 71471570 | Price to Sales(TTM) 0.34 |
Enterprise Value 71471570 | Price to Sales(TTM) 0.34 | ||
Enterprise Value to Revenue 0.18 | Enterprise Value to EBITDA 7.56 | Shares Outstanding 19003000 | Shares Floating 11268019 |
Shares Outstanding 19003000 | Shares Floating 11268019 | ||
Percent Insiders 40.31 | Percent Institutions 51.95 |
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 impact assessments, it has evolved into a leading independent research firm providing advice on business and technology.
Core Business Areas
- Research: Provides syndicated research, custom research, and strategic advisory services across technology, customer experience, and marketing.
- Consulting: Offers consulting services to help clients implement Forrester's research findings and improve their business performance.
- Events: Hosts events for business and technology leaders to share insights and network.
Leadership and Structure
The CEO is Carrie Johnson. The company has a typical corporate structure with departments focused on research, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Competitors: Gartner (IT),IDC (IDC)
- Forrester Research Reports: Syndicated research reports covering a wide range of topics, including technology trends, customer behavior, and marketing strategies. Forrester competes with Gartner, IDC, and other research firms. Market share data is difficult to pinpoint precisely but Forrester is generally considered a leader. Revenue from these reports make up the largest share of revenue.
- Competitors: Accenture (ACN),Deloitte
- Forrester Consulting: Consulting services help clients implement Forrester's research findings and improve their business performance. Competitors include Accenture, Deloitte, and other consulting firms. Revenue is not available for just this product, it is generally part of the overall company revenue
- Competitors: Gartner (IT),Smaller Technology Conferences
- Forrester Events: Forrester runs events that brings analysts and leaders together to network and learn. Competitors would be events run by Gartner, and smaller technology conferences.
Market Dynamics
Industry Overview
The market research industry is growing due to increasing demand for data-driven insights to make informed business decisions. Key trends include the growing importance of digital transformation, customer experience, and data analytics.
Positioning
Forrester Research Inc. is positioned as a leading independent research firm providing future-focused insights and advice to business and technology leaders. It differentiates itself through its deep expertise and objective research.
Total Addressable Market (TAM)
The global market research industry is estimated to be hundreds of billions of dollars, with Forrester positioned to serve a significant portion through its focus on technology, customer experience, and marketing. Forrester addresses a segment of the total market.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Deep industry expertise
- Independent research
- Global reach
Weaknesses
- High price point
- Susceptible to economic downturns
- Dependence on key personnel
- Competition from larger firms
Opportunities
- Expanding into new markets
- Developing new products and services
- Acquiring complementary businesses
- Leveraging artificial intelligence
Threats
- Increased competition
- Changing technology landscape
- Economic recession
- Data security breaches
Competitors and Market Share
Key Competitors
- Gartner (IT)
- Accenture (ACN)
- International Data Corporation (IDC)
Competitive Landscape
Forrester Research Inc. faces competition from larger consulting firms with broader service offerings. However, it differentiates itself through its deep expertise and independent research.
Major Acquisitions
FeedbackNow
- Year: 2018
- Acquisition Price (USD millions): 0
- Strategic Rationale: To Enhance CX Measurement
Growth Trajectory and Initiatives
Historical Growth: Forrester Research Inc. has experienced moderate growth in recent years, driven by increasing demand for its research and consulting services. Specific rates cannot be provided.
Future Projections: Analyst estimates project continued growth for Forrester Research Inc., driven by its strong market position and focus on emerging technologies. But I cannot provide that data.
Recent Initiatives: Recent initiatives include expanding its research coverage into new areas, such as AI and blockchain, and developing new consulting services to help clients implement these technologies.
Summary
Forrester Research is a strong company with a good reputation and expertise. However, it faces competition from bigger firms. It's doing well in its core research and consulting services. Forrester needs to look out for economic changes and technology shifts that could hurt its business.
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Sources and Disclaimers
Data Sources:
- Forrester Research Inc. Investor Relations
- Market Research Reports
- Analyst Reports
Disclaimers:
The data and analysis provided are based on publicly available information and are for informational purposes only. It is not financial advice and should not be used as the sole basis for making investment decisions.
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 1485 | Website https://www.forrester.com |
Full time employees 1485 | 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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