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FORR

Forrester Research, Inc.
$9.45 +0.26 (+2.83%) At close · Jul 2
Market Cap
$183.44M
Shares
19,412,000

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$9.45 Open$9.16 Day$9.16–9.60 52W$4.88–11.57 Avg vol 30d144K Short int1.1M · 5.6% float · 17.3d Short vol39% Last earningsMay 6, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 8
Equibles Rating blended score · not investment advice
Overall
Buy
Technical · trend & momentum Buy
50 / 200-day cross no cross
+ Price vs 200-day avg +30% above
+ Price vs 50-day avg +37% above
RSI (14) 75 · overbought
+ MACD trend positive
52-week position 68% · mid-range
Sentiment · smart money Bullish
Trend (MA cross) 50d $7 › 200d $7 — 200d above 50d
+ Institutional flow 1 of 102 funds reported for Jun 30 · net +3.2K sh shares
Insider flow No net insider activity over 90 days
+ Short interest 5.61% of float · ▼ -6.8% MoM · 17.3 days cover
Volume signal Volume near normal
Institution breadth 102 holders — mid 3-yr range
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 net debt $11.7M

Blended from price, positioning & fundamentals · daily-close · not investment advice.

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 · 2 · 3
      50 / 200-day cross
      no cross Neutral
      Price vs 200-day avg
      +30% above Bullish
      Price vs 50-day avg
      +37% above Bullish
      RSI (14)
      75 · overbought Bearish
      MACD trend
      positive Bullish
      52-week position
      68% · mid-range 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
      1 of 102 funds reported for Jun 30 · net +3.2K 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 $9 · 68% 52-wk high $12
      vs 200-day avg +30% vs 50-day avg +37%

      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

      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
      $183.44M +16.4% -8.2% 5.6%
      VRSK
      Verisk Analytics, Inc.
      $24.68B -15.6% +6.6% 28.7 6.7%
      EFX
      Equifax Inc
      $20.76B -20.5% +6.9% 30.7 4.8%
      BAH
      Booz Allen Hamilton Holding Corp
      $7.48B -25.4% -6.4% 9.1 6.4%
      FCN
      Fti Consulting, Inc
      $4.63B -10.1% +15.2% 18.3 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
      1 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 %
      39%
      As of
      Jul 2, 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 +30.5% +36.8% +13.6% +12.4% +16.4%
      SPY +1.4% -1.3% +8.0% -0.3% +9.2%
      vs SPY +29.1% +38.0% +5.6% +12.6% +7.2%

      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) 2 filings 2 filers Visit website