Forrester Research (FFR) AI Stock Analysis

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Forrester Research

(Frankfurt:FFR)

Rating:―N/A

Action:N/A

Date:―

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Positive Factors

Recurring Contract-Based RevenueContract-based research subscriptions can provide recurring revenue and create opportunities to expand relationships across teams within existing clients. This model supports planning visibility and makes the installed customer base strategically valuable when retention and cross-selling improve.

Negative Factors

Persistent Revenue Decline and LossesMulti-year revenue contraction combined with ongoing losses indicates that Forrester has not yet restored consistent operating momentum. Negative profitability limits internal reinvestment and financial flexibility, while continued declines could weaken the scale benefits of its research and advisory platform.

Forrester Research (FFR) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 163.97M
Dividend Yield: ―
Average Volume (3M): ―
Price to Earnings (P/E): -3.8
Beta (1Y): 0.89
Revenue Growth: -12.29%
EPS Growth: 52.44%
Country: Germany
Employees: 1,361
Sector: Industrials
Sector Strength: 63
Industry: Consulting Services

Forrester Research Business Overview & Revenue Model

Company Description

Forrester Research, Inc. operates as an autonomous provider of research and advisory solutions. The company's business activities are structured into three primary divisions: Research, Consulting, and Events. Within its Research division, Forrester p...

Forrester Research Earnings Call Summary

Earnings Call Date:Oct 29, 2026(Q3-2026)|% Change Since:-25.00%|Next Earnings Date:Feb 11, 2027

Earnings Call SentimentPositive

The call had a positive but qualified tone. Management highlighted improving retention, strong adoption of Forrester AI, new product launches, sold-out events, cost management, share repurchases and an increased EPS guidance floor. These positives were offset by declines in contract value, revenue, consulting, operating income, net income and EPS, along with continued uncertainty in U.S. federal government bookings and projected full-year revenue declines.

Positive Updates

Retention Metrics Improved

Third-quarter wallet retention was 89%, up from 86% in the prior year and consistent with the previous two quarters. Client retention increased to 78%, up 1 percentage point from the prior quarter and 4 percentage points from the prior year.

Negative Updates

Contract Value Declined Year-over-Year

Third-quarter contract value declined 3.5% year-over-year, compared with a 7% decline in the same period a year ago and declines of 3.3% in both the first and second quarters.

Company Guidance

For 2026, Forrester expects revenue to be $350 million to $360 million, or down 9% to 12% versus 2025, with research at a mid-single-digit decline, consulting at a decline in the low 20s and events at a decline in the mid- to high teens; operating margins are expected to be in the range of 6% to 6.5%, interest expense is expected to be $2.2 million, and the full year tax rate is guided to 29%. Year-end CV is expected to be centered around flat performance with a spread from 2% decline to 2% growth, and EPS guidance is now $0.77 to $0.82 for the full year, versus the original range of $0.72 to $0.82. AI Access is expected to grow from approximately 4% of the contract value base through Q3 to be in the neighborhood of approximately 5% at year-end; 40% of annual bookings happen in the fourth quarter, remaining CapEx spend for the build-out will be approximately $2.5 million, and approximately $66 million of stock repurchase authorization remains, with the company planning on continuing to aggressively repurchase its stock for the remainder of the year.

Forrester Research Risk Analysis

Forrester Research disclosed 20 risk factors in its most recent earnings report. Forrester Research reported the most risks in the "Ability to Sell" category.

Ability to Sell - Risks related to the company’s ability to sell goods and services

Latest Risks Added

0 New Risks

Forrester Research Peers Comparison

Overall Rating

UnderperformOutperform

Sector (63)

Financial Indicators

DE:FFR against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ICFI	73Outperform	$1.49B	15.50	9.20%	0.68%	-5.16%	-0.04%
CRAI	71Outperform	$1.25B	24.83	26.28%	1.14%	12.67%	-4.24%
HURN	70Outperform	$2.63B	24.55	26.67%	―	12.30%	11.07%
FCN	64Neutral	$5.38B	24.87	15.43%	―	7.77%	1.87%
Sector *	63Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
FC	59Neutral	$167.49M	32.83	10.57%	―	-2.10%	87.92%

* Industrials Sector Average

Performance Comparison

DE:FFR and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:FFR	Forrester Research	7.65	0.90	13.33%
CRAI	CRA International	200.14	21.18	11.84%
FC	Franklin Covey	15.10	0.01	0.07%
FCN	FTI Consulting	197.21	32.25	19.55%
HURN	Huron Consulting Group	168.16	6.39	3.95%
ICFI	Icf International	82.77	4.11	5.23%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Forrester Research AI Stock Analysis