FORR

Forrester ResearchC

Nasdaq / Commercial & Professional Services

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AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

25%

Probability

Target price

$14.00

Analysis reference price unavailable

Analysis 2026-08-04 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$12.00

Analysis reference price unavailable

Analysis 2026-08-04 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$8.00

Analysis reference price unavailable

Analysis 2026-08-04 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-08-04

AI commentary

The post-earnings evidence is mixed-positive: the company reported a consensus beat, maintained guidance, and highlighted AI adoption and buybacks, but operating trends remain contractionary. The supplied price anchor is $11.36 on 2026-08-03; no reliable post-release percentage reaction or analyst revision data was provided. Social, options, short-interest, and employee-sentiment inputs were unavailable, so conviction remains limited.

RankAlpha Sentiment Codex - 2026-08-04

Open post-earnings memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-11-02eventContract-value stabilization is the key second-half checkpointHigh impact

Contract value was $283.2 million, down 3% year over year, while client retention was 77% and wallet retention was 89%. Management is targeting contract-value growth by year-end, making the next quarterly update the main test of whether retention and bookings are improving [#SEC-8K-2026-07-30](https://www.sec.gov/Archives/edgar/data/1023313/000119312526326088/forr-ex99_1.htm).

2026-11-02catalystQ2 beat and maintained guidance may support a relief moveMedium impact

Forrester reported Q2 revenue, margin, and EPS above consensus, maintained 2026 guidance, restarted buybacks, and plans to accelerate repurchases. The offset is that revenue fell 10% year over year, adjusted EPS fell to $0.40 from $0.51, and contract value declined 3% [#SEC-8K-2026-07-30](https://www.sec.gov/Archives/edgar/data/1023313/000119312526326088/forr-ex99_1.htm).

2027-08-04catalystForrester AI and workflow integrations offer a self-help avenueHigh impact

The company plans additional products and capabilities after its Microsoft Teams and Copilot integration efforts, with the stated goal of improving client retention and driving contract-value growth. Monetization and retention impact remain early-stage and unproven [#SEC-8K-2026-07-30](https://www.sec.gov/Archives/edgar/data/1023313/000119312526326088/forr-ex99_1.htm).

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-08-04 • Updated nightlySource: Internal modelMethodology