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Upturn AI SWOT - About
FORR 
Forrester Research Inc (FORR)
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Upturn Advisory Summary
09/16/2025: 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 -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 09/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 197.80M USD | Price to earnings Ratio - | 1Y Target Price 12 |
Price to earnings Ratio - | 1Y Target Price 12 | ||
Volume (30-day avg) 2 | Beta 0.95 | 52 Weeks Range 8.50 - 19.74 | Updated Date 09/15/2025 |
52 Weeks Range 8.50 - 19.74 | Updated Date 09/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.74 |
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 6.91 | Enterprise Value 130187260 | Price to Sales(TTM) 0.48 |
Enterprise Value 130187260 | Price to Sales(TTM) 0.48 | ||
Enterprise Value to Revenue 0.32 | Enterprise Value to EBITDA 7.56 | Shares Outstanding 19083000 | Shares Floating 11351523 |
Shares Outstanding 19083000 | Shares Floating 11351523 | ||
Percent Insiders 40.12 | Percent Institutions 52.53 |
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 the impact of technology on businesses, it has evolved into a leading research and advisory firm providing insights on market trends, technology, and customer behavior. It has grown through organic expansion and acquisitions.
Core Business Areas
- Research: Provides research reports, data, and insights on various technology, customer experience, and business trends. This includes syndicated research, custom research, and data insights to help clients make informed decisions.
- Consulting: Offers consulting services to help clients develop and implement strategies based on Forrester's research. This includes advisory services, workshops, and consulting projects focused on specific business challenges.
- Events: Hosts events and conferences that bring together industry leaders, analysts, and clients to share insights and best practices. These events provide networking opportunities and showcase Forrester's research and thought leadership.
Leadership and Structure
The CEO of Forrester Research Inc. is currently George F. Colony. The company has a traditional corporate structure with departments for research, consulting, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- Forrester Waveu2122: A comparative assessment of vendors in a particular technology or service category. Forrester analysts use a transparent methodology to evaluate and score vendors based on a variety of criteria. Competitors include Gartner's Magic Quadrant and IDC's MarketScape. Market share is not directly attributable to Forrester Wave, but it influences vendor selection and market perception.
- Forrester Market Insights: Provides detailed market data and forecasts across various technology and industry segments. Competitors include IDC and Gartner. Specific market share is not publicly available for this individual product but contributes to the overall Forrester Research revenue.
- CX Index: A methodology for measuring and improving customer experience. It provides benchmarks and insights to help companies understand and improve their CX. Competitors include Qualtrics, Medallia. Specific market share data is not available for CX Index.
Market Dynamics
Industry Overview
The market research and advisory industry is competitive, driven by the need for businesses to understand technology trends, customer behavior, and market dynamics. Growth is fueled by increasing complexity and the need for data-driven decision-making.
Positioning
Forrester Research Inc. is positioned as a leading independent research and advisory firm. It is known for its rigorous research methodology and focus on customer-centric strategies. Its competitive advantage lies in its deep industry expertise and trusted brand reputation.
Total Addressable Market (TAM)
The global market for market research is expected to reach hundreds of billions of dollars. Forrester's positioning allows it to capture a significant portion of the TAM by offering comprehensive research and consulting services across different industries and geographies.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Deep industry expertise
- Rigorous research methodology
- Customer-centric focus
- Global presence
Weaknesses
- Reliance on subscriptions
- Competition from larger firms
- Potential for disruption from new technologies
- Price point may deter some clients
- Difficulty maintaining objectivity
Opportunities
- Expanding into new markets
- Developing new products and services
- Acquiring complementary businesses
- Leveraging AI and machine learning
- Increasing demand for data-driven insights
Threats
- Economic downturns
- Increased competition
- Changes in technology landscape
- Loss of key personnel
- Privacy regulations
Competitors and Market Share
Key Competitors
- Gartner (IT)
- Accenture (ACN)
- International Data Corporation (IDC)
Competitive Landscape
Forrester Research Inc. competes with larger firms like Gartner and Accenture, as well as specialized research firms. It differentiates itself through its focus on customer-centric strategies and rigorous research methodology.
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: Forrester Research Inc. has experienced moderate growth over the past years, driven by demand for research and advisory services.
Future Projections: Analysts project continued growth for Forrester Research Inc., driven by increasing demand for data-driven insights and technology research.
Recent Initiatives: Recent initiatives include expanding into new markets, developing new products and services, and leveraging AI and machine learning.
Summary
Forrester Research Inc. is a stable company with a strong brand in the research and advisory space. It benefits from increasing demand for data-driven insights. Its fluctuating net income and heavy competition are aspects the company needs to manage carefully. Expansion and adoption of AI will be critical for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Forrester Research Inc. Annual Reports
- SEC Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
The data provided is based on available information and estimates. Actual results may vary. This is not financial advice. Please consult with a financial professional before making any 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 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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