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FORR

Forrester Research, Inc.
$9.61 -0.05 (-0.52%) At close · Jul 8
Market Cap
$186.55M
Shares
19,412,000

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$9.61 Open$9.56 Day$9.30–9.67 52W$4.88–11.57 Avg vol 30d152K Short int1.1M · 5.6% float · 17.3d Short vol15% Last earningsMay 6, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 8
Equibles Rating blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 16.9 · calm Equity put/call 0.86
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +32%
above
Price vs 50-day avg +35%
above
RSI (14) 76
overbought
MACD trend Positive
52-week position 71%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +41%
trailing
6-month return +17%
trailing
YTD return +18%
this year
Relative strength +10%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $7 › 200d $7 — 200d above 50d
Institutional flow Accumulating
2 of 102 funds reported for Jun 30 · net +3.7K sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
5.61% of float · ▼ -6.8% MoM · 17.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
102 holders — mid 3-yr range
Squeeze score 86
high risk · 0–100
Fundamentals
Strong
Revenue growth −8%
Y/Y
Gross margin 70%
expanding
EPS growth −1993%
Y/Y
Free cash flow $18.1M
Buyback $89.0M
remaining
Balance sheet $11.7M
net debt
Quant / Vol
risk profile
Very High
Volatility 55%
annualized · 1-yr
Max drawdown −55%
past year
ATR 5.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Up next
Next earnings call
Aug 3, 2026 Est · unconfirmed · in 4 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 8, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Guidance & track record
      Latest guidance · from the 8-K filed May 6, 2026
      Total revenues · Full-Year 2026 Initiated $350M – $360M
      prior FY $396.89M midpoint −10.6% Y/Y
      Operating margin · Full-Year 2026 Initiated -3.3% – -2.8%
      Interest expense · Full-Year 2026 Initiated $2.3M
      Effective tax rate · Full-Year 2026 Initiated -10% – -5%
      Diluted loss per share · Full-Year 2026 Initiated $-0.73 – $-0.63
      prior FY $-6.28 midpoint +89.2% Y/Y
      Adjusted operating margin · Full-Year 2026 Initiated 6% – 6.5%
      Adjusted effective tax rate · Full-Year 2026 Initiated 29%
      Adjusted diluted earnings per share · Full-Year 2026 Initiated $0.72 – $0.82

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +32% Bullish
      Price vs 50-day avg
      +35% Bullish
      RSI (14)
      76 Bearish
      MACD trend
      Positive Bullish
      52-week position
      71% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $7 › 200d $7 — 200d above 50d
      Institutional flow Accumulating
      2 of 102 funds reported for Jun 30 · net +3.7K sh shares
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      5.61% of float · ▼ -6.8% MoM · 17.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      102 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $5 Now $10 · 71% 52-wk high $12
      vs 200-day avg +32% vs 50-day avg +35%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      contract value $285.3M Q1 FY2026
      client retention 78% Q1 2026 call
      CV decline non-GAAP -3% Q1 2026 call
      CV productivity per rep growth 6% Q1 2026 call
      Forrester AI prompt volume growth 65% Q1 2026 call
      Forrester AI usage growth 55% Q1 2026 call
      free cash flow $19M Q1 2026 call
      free cash flow excluding headquarters CapEx non-GAAP $25M Q1 2026 call
      initiative blueprints created 70 Q1 2026 call
      multiyear deals as a percentage of total CV 72% Q1 2026 call
      wallet retention 89% Q1 2026 call

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Consulting Services — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      FORR
      Forrester Research, Inc.
      this stock
      $186.55M +18.3% -8.2% 5.6%
      VRSK
      Verisk Analytics, Inc.
      $25.19B -13.8% +6.6% 29.3 6.7%
      EFX
      Equifax Inc
      $19.90B -22.8% +6.9% 29.4 4.8%
      BAH
      Booz Allen Hamilton Holding Corp
      $7.58B -24.4% -6.4% 9.2 6.4%
      FCN
      Fti Consulting, Inc
      $4.71B -8.5% +15.2% 18.6 6.4%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      102
      % held
      59.6%
      Reported
      2 of 102
      Top holder
      Portolan Capital Manageme…
      Held Float
      View
      Held by Funds
      Fund positions
      111
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      1.1M
      Days to cover
      17.3d
      Change
      -79.5K sh
      View
      Short Volume
      Short vol %
      15%
      As of
      Jul 8, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      145
      Value
      $1.0K
      As of
      Jun 2, 2026
      View
      Off-Exchange
      Off-exchange %
      34.9%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Financials
      Financials
      Revenue (FY)
      $396.9M
      Net income (FY)
      $-119.4M
      EPS diluted
      $-6.28
      View
      Buybacks
      Authorized
      $610.0M
      Remaining
      $89.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      May 13, 2026
      This year
      7
      View
      Proposed Sales
      Value
      $151.2K
      Shares
      14.2K
      Filed
      May 20, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 6, 2026
      View
      Investor Relations
      Upcoming events
      3
      View

      Performance

      5D 20D 120D MTD YTD
      FORR +14.3% +40.7% +17.5% +14.3% +18.4%
      SPY +0.9% +1.4% +7.6% +0.1% +9.7%
      vs SPY +13.4% +39.3% +9.9% +14.1% +8.7%

      Capital returns

      Buyback program · as of Apr 30, 2024
      Authorized
      $610.00M
      Spent (derived)
      $521.00M
      Remaining
      $89.00M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1023313 CUSIP 346563109 13F (30d) 3 filings 3 filers Visit website