Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Loading...
Community
/
United States
/
Software
/
Freshworks
Create a narrative
Freshworks Community
NasdaqGS:FRSH Community
3
Narratives
written by author
0
Comments
on narratives written by author
43
Fair Values set
on narratives written by author
Community Investing Ideas
Freshworks
Popular
Undervalued
Overvalued
Freshworks
AN
AnalystConsensusTarget
Based on Analyst Price Targets
AI Adoption And Cloud Migration Will Expand Market Reach
Key Takeaways Accelerating AI adoption and cloud migrations are fueling stronger enterprise wins, higher-margin product uptake, and potential for long-term revenue and margin growth. Expanding global partnerships and investment in automation are driving deeper market penetration, higher retention, and larger, more sophisticated deal opportunities across sectors.
View narrative
US$20.23
FV
38.3% undervalued
intrinsic discount
13.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
14 days ago
author updated this narrative
Freshworks
AN
AnalystHighTarget
Community Contributor
Cloud, AI And Remote Work Trends Will Fuel Global Expansion
Key Takeaways Rapid AI adoption and successful enterprise replacement of legacy systems suggest Freshworks could see much faster and broader revenue acceleration and retention improvement than analysts expect. Growth opportunities from integrated SaaS offerings, new cloud-native products, and expanding strategic partnerships position Freshworks for sustained share gains and margin expansion globally.
View narrative
US$26.79
FV
53.4% undervalued
intrinsic discount
13.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
16 days ago
author updated this narrative
Freshworks
AN
AnalystLowTarget
Community Contributor
Rising AI Pressure Will Squeeze SaaS Margins But Yield Respite
Key Takeaways Accelerating AI and automation trends risk commoditizing Freshworks' core offerings, leading to pricing pressure and limited differentiation in a competitive SaaS market. Heavy exposure to small and midsize clients makes Freshworks vulnerable to economic downturns and uneven growth, despite success in partner ecosystem expansion and cross-sell efforts.
View narrative
US$18
FV
30.7% undervalued
intrinsic discount
11.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
23 days ago
author updated this narrative