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FORR Stock Analysis 2026 - FORRESTER RESEARCH, INC. AI Rating

FORR Nasdaq Services-Engineering, Accounting, Research, Management DE CIK: 0001023313
Recently Updated • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
SELL
85% Conf
Pending
Analysis scheduled

📊 FORR Key Takeaways

Revenue: $396.9M
Net Margin: -30.1%
Free Cash Flow: $18.1M
Current Ratio: 0.89x
Debt/Equity: 0.00x
EPS: $-6.28
AI Rating: SELL with 85% confidence

Is FORR a Good Investment? Thesis Analysis

Claude

Forrester Research exhibits severe operational distress with a massive 14,909% revenue spike that appears anomalous and unsustainable, coupled with significant operating losses of -$113.2M and negative net income of -$119.4M. The company's current ratio of 0.89x indicates liquidity stress, and despite strong gross margins of 70.3%, operational execution has deteriorated dramatically, resulting in deeply negative profitability metrics (Operating Margin: -28.5%, Net Margin: -30.1%, ROE: -94.3%).

Why Buy FORR? Key Strengths

Claude
  • + Strong gross margin of 70.3% demonstrates pricing power and cost of goods management at the product level
  • + Positive free cash flow of $18.1M and operating cash flow of $21.1M suggest underlying cash generation despite accounting losses
  • + Zero long-term debt indicates no leverage risk and financial flexibility for restructuring

FORR Investment Risks to Consider

Claude
  • ! Extraordinary revenue growth of 14,909% YoY is highly suspicious and likely represents one-time transactions, acquisitions, or accounting adjustments rather than organic business growth
  • ! Severe operating losses of -$113.2M and net losses of -$119.4M demonstrate the company is unprofitable at scale and burning shareholder capital
  • ! Current ratio of 0.89x indicates the company cannot cover short-term obligations with current assets, creating acute liquidity risk despite $63.3M in cash
  • ! Deeply negative return metrics (ROE: -94.3%, ROA: -29.5%) signal fundamental business model deterioration and value destruction
  • ! 11 Form 4 insider filings in 90 days may indicate significant management activity during a distressed period

Key Metrics to Watch

Claude
  • * Normalized recurring revenue growth excluding one-time items
  • * Path to operating profitability and timeline to positive operating margins
  • * Working capital trends and cash burn rate to assess liquidity runway

FORR Financial Metrics

Revenue
$396.9M
Net Income
$-119.4M
EPS (Diluted)
$-6.28
Free Cash Flow
$18.1M
Total Assets
$404.0M
Cash Position
$63.3M

💡 AI Analyst Insight

The relatively thin 4.6% FCF margin may limit capital allocation flexibility. The current ratio below 1.0x warrants monitoring of short-term liquidity.

FORR Profitability Ratios

Gross Margin 70.3%
Operating Margin -28.5%
Net Margin -30.1%
ROE -94.3%
ROA -29.5%
FCF Margin 4.6%

FORR vs Default Sector

How FORRESTER RESEARCH, INC. compares to Default sector averages

Net Margin
FORR -30.1%
vs
Sector Avg 12.0%
FORR Sector
ROE
FORR -94.3%
vs
Sector Avg 15.0%
FORR Sector
Current Ratio
FORR 0.9x
vs
Sector Avg 1.8x
FORR Sector
Debt/Equity
FORR 0.0x
vs
Sector Avg 0.7x
FORR Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is FORR Overvalued or Undervalued?

Based on fundamental analysis, FORRESTER RESEARCH, INC. has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
-94.3%
Sector avg: 15%
Net Profit Margin
-30.1%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

FORR Balance Sheet & Liquidity

Current Ratio
0.89x
Quick Ratio
0.89x
Debt/Equity
0.00x
Debt/Assets
68.7%
Interest Coverage
-45.99x
Long-term Debt
$0.0

FORR 5-Year Financial Trend & Growth Analysis

FORR 5-year financial data: Year 2021: Revenue $494.3M, Net Income -$9.6M, EPS $0.52. Year 2022: Revenue $537.8M, Net Income $10.0M, EPS $0.53. Year 2023: Revenue $537.8M, Net Income $24.8M, EPS $1.28. Year 2024: Revenue $537.8M, Net Income $21.8M, EPS $1.14. Year 2025: Revenue $480.8M, Net Income $3.1M, EPS $0.16.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: FORRESTER RESEARCH, INC.'s revenue has remained relatively flat over the 5-year period, with a 3% decline. The most recent EPS of $0.16 reflects profitable operations.

FORR Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
4.6%
Free cash flow / Revenue

FORR Quarterly Performance

Quarterly financial performance data for FORRESTER RESEARCH, INC. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $94.3M -$2.1M $-0.11
Q2 2025 $111.7M -$381.0K $-0.02
Q1 2025 $89.9M -$6.7M $-0.35
Q3 2024 $102.5M $2.5M $0.13
Q2 2024 $121.8M -$381.0K $-0.02
Q1 2024 $100.1M -$4.1M $-0.21
Q3 2023 $113.4M $2.5M $0.13
Q2 2023 $135.6M $1.2M $0.06

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

FORR Capital Allocation

Operating Cash Flow
$21.1M
Cash generated from operations
Stock Buybacks
$2.5M
Shares repurchased (TTM)
Capital Expenditures
$3.0M
Investment in assets
Dividends Paid
$14.5M
Returned to shareholders

FORR SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for FORRESTER RESEARCH, INC. (CIK: 0001023313)

📋 Recent SEC Filings

Date Form Document Action
Mar 13, 2026 10-K forr-20251231.htm View →
Mar 3, 2026 4 xslF345X05/ownership.xml View →
Mar 3, 2026 4 xslF345X05/ownership.xml View →
Mar 3, 2026 4 xslF345X05/ownership.xml View →
Mar 3, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about FORR

What is the AI rating for FORR?

FORRESTER RESEARCH, INC. (FORR) has an AI rating of SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are FORR's key strengths?

Claude: Strong gross margin of 70.3% demonstrates pricing power and cost of goods management at the product level. Positive free cash flow of $18.1M and operating cash flow of $21.1M suggest underlying cash generation despite accounting losses.

What are the risks of investing in FORR?

Claude: Extraordinary revenue growth of 14,909% YoY is highly suspicious and likely represents one-time transactions, acquisitions, or accounting adjustments rather than organic business growth. Severe operating losses of -$113.2M and net losses of -$119.4M demonstrate the company is unprofitable at scale and burning shareholder capital.

What is FORR's revenue and growth?

FORRESTER RESEARCH, INC. reported revenue of $396.9M.

Does FORR pay dividends?

FORRESTER RESEARCH, INC. pays dividends, with $14.5M distributed to shareholders in the trailing twelve months.

Where can I find FORR SEC filings?

Official SEC filings for FORRESTER RESEARCH, INC. (CIK: 0001023313) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FORR's EPS?

FORRESTER RESEARCH, INC. has a diluted EPS of $-6.28.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FORR a good stock to buy right now?

Based on our AI fundamental analysis in March 2026, FORRESTER RESEARCH, INC. has a SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is FORR stock overvalued or undervalued?

Valuation metrics for FORR: ROE of -94.3% (sector avg: 15%), net margin of -30.1% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy FORR stock in 2026?

Our dual AI analysis gives FORRESTER RESEARCH, INC. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FORR's free cash flow?

FORRESTER RESEARCH, INC.'s operating cash flow is $21.1M, with capital expenditures of $3.0M. FCF margin is 4.6%.

How does FORR compare to other Default stocks?

Vs Default sector averages: Net margin -30.1% (avg: 12%), ROE -94.3% (avg: 15%), current ratio 0.89 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI