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FORR 
Forrester Research Inc (FORR)
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Upturn Advisory Summary
12/22/2025: 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
Very few follow this stock; limited insights, higher-risk early investing.
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  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/22/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 141.41M 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 6.60 - 16.17 | Updated Date 12/21/2025 |
52 Weeks Range 6.60 - 16.17 | Updated Date 12/21/2025 | ||
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 - | When - | Estimate - | Actual - |
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 5.92 | Enterprise Value 75462200 | Price to Sales(TTM) 0.35 |
Enterprise Value 75462200 | Price to Sales(TTM) 0.35 | ||
Enterprise Value to Revenue 0.19 | Enterprise Value to EBITDA 7.56 | Shares Outstanding 19003000 | Shares Floating 11283981 |
Shares Outstanding 19003000 | Shares Floating 11283981 | ||
Percent Insiders 40.31 | Percent Institutions 52.08 |
Upturn AI SWOT
Forrester Research Inc
Company Overview
History and Background
Forrester Research Inc. was founded in 1983 by George F. Colony. It is a well-known global research and advisory firm that helps leaders in IT, marketing, customer experience, and product management make informed decisions. The company has evolved from a niche technology research firm to a broader advisory service, focusing on how technology impacts business strategy and customer engagement.
Core Business Areas
- Research: Provides syndicated research reports, data, and analysis on various technology and business trends. This includes market analysis, competitive intelligence, and strategic guidance for businesses across different industries.
- Advisory Services: Offers personalized guidance and consulting services to clients, helping them implement research recommendations, develop strategies, and solve complex business challenges.
- Events and Conferences: Organizes and hosts industry-leading events and conferences that bring together business leaders, technology professionals, and analysts to discuss current trends, share insights, and network.
- Tools and Data: Develops and provides proprietary tools, frameworks, and databases that clients can use for strategic planning, benchmarking, and decision-making.
Leadership and Structure
Forrester Research Inc. is led by a management team with George F. Colony serving as Chairman and Chief Executive Officer. The company operates with a matrix structure, combining research expertise with sales and client engagement teams, organized by industry and function to serve its global client base.
Top Products and Market Share
Key Offerings
- Description: These are published reports covering a wide range of technology and business topics, providing in-depth analysis and forecasts. Competitors include Gartner, IDC, and ABI Research. Market share data for individual reports is not publicly disclosed, but the overall syndicated research market is competitive.
- Market Share Data:
- Product Name: Syndicated Research Reports
- Description: A proprietary evaluation methodology that ranks vendors in a specific market. It's a key product for IT and business leaders to evaluate technology providers. Competitors providing similar vendor evaluations include Gartner Magic Quadrant. Specific user numbers or revenue per Wave are not disclosed.
- Market Share Data:
- Product Name: Forrester Waveu2122
- Description: Personalized guidance and strategic advice delivered by Forrester analysts to help clients address specific business challenges. This segment competes with a broad range of consulting firms and internal strategy departments. Revenue figures are often bundled within overall service revenues.
- Market Share Data:
- Product Name: Advisory Services & Consulting
- Description: A digital platform providing clients with access to research, tools, data, and analyst access. This is a subscription-based service. Competitors include other research platforms and knowledge management systems.
- Market Share Data:
- Product Name: Forrester Research Platform (FRP)
Market Dynamics
Industry Overview
The market research and advisory industry is driven by the increasing complexity of technology, business strategy, and customer behavior. Companies across all sectors rely on external expertise to navigate these changes, identify opportunities, and mitigate risks. Key trends include digital transformation, AI adoption, evolving customer expectations, and data privacy concerns.
Positioning
Forrester Research Inc. is positioned as a premium research and advisory firm, known for its in-depth analysis, forward-looking insights, and focus on the impact of technology on business and customer experience. Its strengths lie in its experienced analyst base, proprietary frameworks like the Forrester Wave, and a strong reputation for providing actionable advice.
Total Addressable Market (TAM)
The global market for market research and advisory services is substantial, estimated to be in the tens of billions of dollars annually. Forrester Research Inc. targets a significant portion of this TAM, particularly within its areas of expertise like IT, marketing, customer experience, and product management. Its positioning as a high-value service provider means it competes for a segment of this market focused on strategic decision-making rather than broad market data.
Upturn SWOT Analysis
Strengths
- Strong brand reputation and recognition in the IT and business strategy research space.
- Deep bench of experienced and respected industry analysts.
- Proprietary research methodologies like the Forrester Wave.
- Global reach and established client relationships.
- Focus on customer experience and digital transformation trends.
Weaknesses
- Relatively smaller scale compared to some larger competitors.
- Potential for cyclicality in advisory service revenue tied to economic conditions.
- Reliance on subscription models, which can be subject to budget constraints of clients.
- Adapting quickly to rapidly emerging niche technologies.
Opportunities
- Growing demand for data-driven decision-making and strategic guidance.
- Expansion into new geographic markets or emerging industry verticals.
- Leveraging AI and data analytics to enhance research and advisory offerings.
- Developing new product lines or services addressing evolving business needs.
- Strategic partnerships or acquisitions to expand capabilities.
Threats
- Intense competition from other established research firms and new entrants.
- Disruption from free or lower-cost online information sources.
- Economic downturns impacting client budgets for research and advisory services.
- Changes in technology landscapes that could make existing research less relevant.
- Data breaches or cybersecurity incidents impacting client trust.
Competitors and Market Share
Key Competitors
- Gartner Inc. (IT) (NYSE: IT)
- International Data Corporation (IDC) (Privately Held)
- Forrester Research Inc. (FORR)
Competitive Landscape
Forrester's primary advantage lies in its deep, qualitative insights and strong analyst relationships. Gartner is its largest competitor, often seen as having a broader reach and more comprehensive market data. IDC is also a significant player, particularly in technology market tracking. Forrester differentiates itself through its focus on customer experience and strategic impact, often appealing to C-suite executives seeking actionable advice.
Growth Trajectory and Initiatives
Historical Growth: Forrester has shown consistent revenue growth over the long term, punctuated by periods of accelerated growth driven by market trends like digital transformation. Profitability has also been a focus, with periods of strong net income. The company's growth has been organic and supplemented by strategic initiatives.
Future Projections: Analyst projections for Forrester generally anticipate continued, moderate growth in revenue driven by the ongoing need for strategic insights in a complex business environment. Focus areas include subscription services, expanding advisory offerings, and leveraging technology to enhance client value. Growth will likely be tied to its ability to stay ahead of industry trends and adapt its services.
Recent Initiatives: Forrester has been investing in digital capabilities, enhancing its research platform, and focusing on areas such as AI, customer experience, and hybrid work models. They have also been active in refining their event strategy and expanding their content delivery methods to reach a wider audience.
Summary
Forrester Research Inc. is a well-established research and advisory firm with a strong reputation for insightful analysis and strategic guidance, particularly in IT, marketing, and customer experience. Its core strengths lie in its expert analysts and proprietary research methodologies. While facing stiff competition and market pressures, the company benefits from the increasing demand for strategic insights. Key to its future success will be continued innovation, adaptation to new technologies like AI, and maintaining its premium service offering in a dynamic market.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Forrester Research Inc. (FORR) Investor Relations Filings (SEC EDGAR)
- Financial News Outlets (e.g., Wall Street Journal, Bloomberg)
- Market Research Industry Reports
- Company Websites and Publicly Available Information
Disclaimers:
This analysis is based on publicly available information and does not constitute investment advice. Financial data presented is historical and may require real-time updates for current investment decisions. Market share estimates are illustrative and subject to industry-specific definitions 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 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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