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Upturn AI SWOT - About
FORR 
Forrester Research Inc (FORR)
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Upturn Advisory Summary
10/30/2025: 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
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 10/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 156.29M 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 7.07 - 17.65 | Updated Date 10/30/2025 |
52 Weeks Range 7.07 - 17.65 | Updated Date 10/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.67 |
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 -21.53% | Operating Margin (TTM) 6.67% |
Management Effectiveness
Return on Assets (TTM) 1.41% | Return on Equity (TTM) -44.74% |
Valuation
Trailing PE - | Forward PE 6.26 | Enterprise Value 111867580 | Price to Sales(TTM) 0.38 |
Enterprise Value 111867580 | Price to Sales(TTM) 0.38 | ||
Enterprise Value to Revenue 0.27 | Enterprise Value to EBITDA 7.56 | Shares Outstanding 19083000 | Shares Floating 11348088 |
Shares Outstanding 19083000 | Shares Floating 11348088 | ||
Percent Insiders 40.14 | Percent Institutions 47.83 |
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 on technology, consumer behavior, and business strategy.
Core Business Areas
- Research: Provides syndicated research reports, data, and tools covering a broad range of technology, consumer, and business trends.
- Consulting: Offers advisory services to help clients implement research findings and improve business performance.
- Events: Hosts conferences and events where clients can network and learn from Forrester analysts and industry experts.
Leadership and Structure
The leadership team is headed by CEO Carrie Johnson. The organizational structure includes research, consulting, sales, marketing, and support functions.
Top Products and Market Share
Key Offerings
- Forrester Consulting: Advisory services to help clients improve their business performance. Competitors include Accenture, McKinsey, and other management consulting firms. Revenue contribution is significant but not publicly broken down.
- Forrester Events: Conferences and events that bring together Forrester analysts and clients. Competitors include industry-specific events and conferences. Revenue contribution is publicly available in financial reports.
- Forrester Research Reports: Syndicated research reports covering a wide range of industries and topics. Forrester competes with Gartner (IT) and other smaller firms. Market share data for specific reports is difficult to obtain, revenue from this product is a large component of Forrester's overall research revenue.
Market Dynamics
Industry Overview
The market research and consulting industry is competitive and growing, driven by the need for businesses to understand technology trends, consumer behavior, and competitive landscapes. It is being highly influenced by AI technologies and related automation.
Positioning
Forrester is positioned as a leading independent research and advisory firm known for its rigorous methodologies and objective insights. It differentiates itself through its focus on customer-centricity.
Total Addressable Market (TAM)
The global market research industry is estimated to be worth hundreds of billions of dollars. Forrester is positioned to capture a significant portion of this TAM with its broad range of research and advisory services.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced analysts
- Comprehensive research methodologies
- Customer-centric approach
- Diverse range of products and services
Weaknesses
- High subscription costs
- Competition from larger firms with broader service offerings
- Potential for disruption from new research methodologies and technologies
Opportunities
- Expansion into new markets and industries
- Development of new research products and services
- Leveraging data and analytics to improve research insights
- Strategic partnerships with technology vendors and service providers
Threats
- Economic downturns that reduce client spending on research and consulting
- Increased competition from existing and new players
- Rapid technological changes that require constant adaptation
- Data breaches or privacy concerns that damage reputation
Competitors and Market Share
Key Competitors
- Gartner (IT)
- International Data Corporation (IDC)
- Accenture (ACN)
Competitive Landscape
Forrester's strengths include its customer-centric approach and strong brand reputation. Weaknesses include competition from larger firms with broader service offerings and potential disruption from new research methodologies.
Major Acquisitions
SiriusDecisions
- Year: 2019
- Acquisition Price (USD millions): 245
- Strategic Rationale: Enhanced Forrester's B2B marketing and sales research and advisory capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on past financial performance which can be determined from various sources. Past performance can be inserted into this section.
Future Projections: Future projections depend on analyst estimates which can be obtained from reliable financial sources.
Recent Initiatives: Recent initiatives may include new product launches, acquisitions, or strategic partnerships.
Summary
Forrester Research is a well-established player in the research and advisory industry with a strong brand and customer focus. While it faces competition from larger firms and technological disruptions, its expertise and strategic acquisitions position it for continued growth. Strengths in customer-centricity are balanced by subscription costs and competitive pressures, requiring ongoing innovation to maintain its market position.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Forrester Research Inc. Investor Relations
- Company filings
- Industry reports
- Market data providers
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market data and analyst estimates are subject to change.
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 1465 | Website https://www.forrester.com |
Full time employees 1465 | 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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