FORRESTER RESEARCH, INC. — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 28/100
What the filing says
Forrester reported Q2 2026 revenue of $100.2M (down 10% YoY from $111.7M), with contract value at $283.2M (down 3% YoY). GAAP net income was $15.3M ($0.78/share) vs. $3.9M ($0.20/share) prior year; adjusted net income was $7.7M ($0.40/share) vs. $9.8M ($0.51/share) prior year. The company took a $10.8M goodwill impairment charge and maintained 2026 full-year guidance of $350–360M revenue (down 9–12% YoY), though with negative GAAP operating margins of –3.5% to –3.0%. CEO announced restart of stock buyback program (only $0.956M repurchased YTD) and accelerated repurchase plans.
Why this rating
Revenue down 10% YoY, adjusted EPS down 22% YoY; $10.8M goodwill charge; guidance implies further contraction. Relative to ~$114B market cap, financial amounts are trivial, but business trends (revenue/margin decline) are concerning despite AI product initiatives.
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