Q2 results showed another drop in revenue and earnings, though CV is expected to stabilize in the second half of this year. FORR stock trades for just 8.1x earnings, with a net cash position of $100 million. AI remains a key risk, even as the company sees increased adoption of its own AI offering, Izola.
Forrester Research, Inc. (NASDAQ:FORR ) Q2 2025 Earnings Call July 31, 2025 4:30 PM ET Company Participants Carrie Johnson Fanlo - Chief Product Officer Edward Bryce Morris - Executive Officer George F. Colony - Founder, Chairman, CEO & President Leo Christian Finn - Chief Financial Officer Nate Swan - Chief Sales Officer Conference Call Participants Anja Marie Theresa Soderstrom - Sidoti & Company, LLC Vincent Alexander Colicchio - Barrington Research Associates, Inc., Research Division Operator Good afternoon, and thank you for standing by.
While the top- and bottom-line numbers for Forrester Research (FORR) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Forrester Research (FORR) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.68 per share a year ago.
Forrester Research (FORR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Forrester Research is deeply undervalued, with its share price dropping to multi-year lows on weaker sales, despite terrific profit margins and a strong balance sheet. If operations stabilize, I see fair value as high as $30 per share into 2026, offering significant upside from $11 currently. The technical trading picture for FORR is ripe for a turnaround in price, as underlying momentum has improved dramatically over the last 6 weeks.
Forrester Research (FORR) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.14 per share a year ago.
Forrester Research (FORR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Forrester's share price decline materially after posting directionally negatively fundamental results in Q4. Looking forward, with the FD product transition now behind them, I think there's a more positive future than the market is assuming. My concerns, however, remain future M&A risks per their history as well as future strategy shifts again, both of which would put another dent in the financial profile (returns).
Q4 results were weak, with revenue down significantly, but earnings ticking up due to strict cost control. Underlying metrics are in a positive trend, with management expecting CV to stabilize this year, following several quarters of declines. Shares are cheaply valued at 7.5 times earnings, when adjusting for its net cash position, which represents more than 25% of the current market cap.
Forrester Research, Inc. (NASDAQ:FORR ) Q4 2024 Earnings Conference Call February 11, 2025 4:30 PM ET Company Participants Edward Bryce Morris - Vice President of Corporate Development and Investor Relations George Colony - Chief Executive Officer Chris Finn - Chief Financial Officer Nate Swan - Chief Sales Officer Carrie Johnson - Chief Product Officer Conference Call Participants Andrew Nicholas - William Blair & Company Anja Soderstrom - Sidoti & Company, LLC Operator Good afternoon, and thank you for standing by. Welcome to Forrester's Fourth Quarter and Full Year 2024 Conference Call.