Freshworks (FRSH) Resumen de Acciones
Freshworks Inc. es una empresa de desarrollo de software que ofrece productos de software como servicio en Norteamérica, Europa, Oriente Medio, África, Asia-Pacífico y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
FRSH Community Fair Values
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Analyst Price Targets
Competidores de Freshworks Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$9.08 |
| Máximo en las últimas 52 semanas | US$16.05 |
| Mínimo de 52 semanas | US$6.79 |
| Beta | 0.83 |
| Cambio en 1 mes | 7.33% |
| Variación en 3 meses | 31.98% |
| Cambio de 1 año | -37.03% |
| Variación en 3 años | -38.06% |
| Variación en 5 años | n/a |
| Variación desde la OPV | -80.90% |
Noticias y actualizaciones recientes
Actualización de narrativa • May 21
FRSH: AI Competition In Core Apps Will Pressure Future Cash Generation
Analysts trimmed their price targets on Freshworks, with several cuts including a move from $20 to $8, citing a tougher operating backdrop, AI related competitive risks in the core business, and sector wide pressure on application software stocks. Analyst Commentary Freshworks has drawn a series of cautious moves from bearish analysts, who are resetting expectations around the stock as they reassess growth, competition, and the impact of AI on the core business.Seeking Alpha • May 13
Freshworks: The SaaSpocalypse Discount Won't Last Forever
Summary Freshworks demonstrates robust revenue growth, strong cash flow, and resilient operating performance despite AI-driven sector fears. The company trades at a significant discount to peers, with a P/S of 2.5 and P/E of 14.2 for 2026, well below industry averages. Management guides for accelerating profitability and free cash flow, with headcount reductions and AI adoption expected to drive margin expansion in H2. I maintain a Buy rating, expecting continued stock price appreciation as the market rerates FRSH's growth and execution. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • May 21
FRSH: AI Competition In Core Apps Will Pressure Future Cash Generation
Analysts trimmed their price targets on Freshworks, with several cuts including a move from $20 to $8, citing a tougher operating backdrop, AI related competitive risks in the core business, and sector wide pressure on application software stocks. Analyst Commentary Freshworks has drawn a series of cautious moves from bearish analysts, who are resetting expectations around the stock as they reassess growth, competition, and the impact of AI on the core business.Seeking Alpha • May 13
Freshworks: The SaaSpocalypse Discount Won't Last Forever
Summary Freshworks demonstrates robust revenue growth, strong cash flow, and resilient operating performance despite AI-driven sector fears. The company trades at a significant discount to peers, with a P/S of 2.5 and P/E of 14.2 for 2026, well below industry averages. Management guides for accelerating profitability and free cash flow, with headcount reductions and AI adoption expected to drive margin expansion in H2. I maintain a Buy rating, expecting continued stock price appreciation as the market rerates FRSH's growth and execution. Read the full article on Seeking Alpha
Actualización de narrativa • May 07
FRSH: Buybacks And AI Execution Will Support Future Shareholder Value
Freshworks' updated analyst price target moves slightly lower to about $12.38, as analysts factor in softer revenue growth expectations, sharply reduced profit margin assumptions, a much higher implied future P/E, and ongoing AI and competitive risks highlighted in recent downgrades and target cuts. Analyst Commentary Recent research updates around Freshworks have tilted more cautious, with several price target cuts and rating changes clustering over a short period.
Actualización de narrativa • Apr 21
FRSH: AI Execution And Margin Discipline Will Support Future Bullish Repricing
Analysts cut the price target on Freshworks from $19.60 to $18.00 as a series of downgrades and lower targets across the Street reflect concerns around a tougher operating backdrop, AI related competitive risk, and revised expectations for the apps software group. Analyst Commentary Recent research commentary on Freshworks has clustered around concerns about AI related competitive risk, pressure across apps software peers, and a tougher operating setup.Actualización de narrativa • Apr 06
FRSH: AI Competition And Pricing Power Will Shape Future Cash Generation
Analysts have reduced their average price target on Freshworks to $8, reflecting a more cautious view on AI related competitive risks and a tougher apps software environment. Some still point to potential benefits from recent pricing changes in Freshdesk plans.Actualización de narrativa • Mar 23
FRSH: AI Competition And Price Hikes Will Shape Future Cash Generation
Narrative Update: Freshworks Price Target Reset The analyst fair value estimate for Freshworks has been reduced from $13.00 to $8.00. This reflects a series of recent price target cuts and downgrades as analysts factor in a slightly higher discount rate, more cautious assumptions on revenue growth and profit margins, and a lower future P/E multiple in light of AI and competitive risks cited in recent research.Actualización de narrativa • Mar 09
FRSH: Price Resets And Buybacks Will Support Future Shareholder Value
Analysts have cut their average price target for Freshworks from about $17.64 to roughly $12.57. This reflects broader caution on app software names, rising perceived AI and competitive risks in the core business, and a series of recent rating and target changes across the Street.Actualización de narrativa • Feb 23
FRSH: Pricing Power And Margin Focus Will Support Future Bullish Repricing
Freshworks saw its analyst price target reduced to $19.60 from $25.90, reflecting a broad round of target cuts from multiple firms as analysts factor in revised valuation assumptions, even as some research points to potential support from pricing changes and margin expectations. Analyst Commentary Recent research paints a mixed but constructive picture, with several firms trimming price targets while still pointing to specific drivers that could support the shares over time, particularly around pricing, product value and execution on margins.Artículo de análisis • Feb 11
Benign Growth For Freshworks Inc. (NASDAQ:FRSH) Underpins Stock's 29% Plummet
Freshworks Inc. ( NASDAQ:FRSH ) shareholders that were waiting for something to happen have been dealt a blow with a...Actualización de narrativa • Feb 09
FRSH: Price Increases And AI Capabilities Will Support Durable Shareholder Value
Narrative Update Analysts have trimmed their fair value estimate for Freshworks by about US$0.79, reflecting slightly lower assumptions for long term growth, profit margins, and future P/E multiples following recent price target cuts and a downgrade, partly balanced by expectations that Freshdesk price changes could support revenue contribution in later years. Analyst Commentary Recent research on Freshworks highlights a mix of optimism around product monetization and caution around execution and valuation, which feeds directly into the trimmed fair value estimate.Actualización de narrativa • Jan 25
FRSH: Price Increases And AI Rollout Will Shape Durable Cash Generation
Analysts have trimmed their average price target for Freshworks by $1, citing updated discount rate and P/E assumptions, along with expectations that recent Freshdesk price changes could add around 3% to FY26 growth, while the company maintains its focus on efficient, durable expansion and strong free cash flow margins. Analyst Commentary Recent research has highlighted a more cautious tone around Freshworks, with several bearish analysts adjusting their models to reflect updated assumptions on growth, margins, and discount rates.Actualización de narrativa • Jan 11
FRSH: Price Actions And AI Progress Will Test Durable Cash Generation
Analysts are keeping their fair value estimate for Freshworks steady at $13. They cite slightly higher expected revenue growth supported by recent Freshdesk price changes and product enhancements, while modest tweaks to discount rate, profit margin, and future P/E assumptions leave the overall price target effectively unchanged.Actualización de narrativa • Dec 27
FRSH: Durable Rule Of 40 Performance Will Support Bullish Repricing
Analysts have trimmed their price target on Freshworks by $0.89 to approximately $25.90. This reflects slightly higher discount rates and lower long term margin expectations, partly offset by stronger projected revenue growth and continued evidence of efficient, durable expansion in recent quarters.Actualización de narrativa • Dec 13
FRSH: Revenue Gains And Buybacks Will Face CX Execution Test
Analysts have lowered their fair value estimate for Freshworks from $18.00 to $13.00 per share, reflecting a more conservative profit outlook and valuation multiple, even as they acknowledge resilient revenue growth and solid cash generation. Analyst Commentary Bearish analysts have recently adjusted their expectations for Freshworks, pointing to a more challenging path for both growth and valuation.Actualización de narrativa • Nov 29
FRSH: Sustained Execution And Differentiated Platform Will Deliver Durable Shareholder Value
Analysts have slightly lowered their price target for Freshworks, citing more cautious long-term projections and external peer valuation pressures. The new consensus target has moved down from approximately $18.79 to $18.43 per share.Actualización de narrativa • Nov 15
FRSH: Operating Strength And Durable Growth Model Will Drive Shareholder Value
Analysts have modestly reduced their fair value estimate for Freshworks from approximately $19.64 to $18.79 per share. This change reflects lower price targets across the Street as a result of tempered profit margin expectations and peer multiple compression, even as revenue growth remains resilient.Actualización de narrativa • Nov 01
FRSH: AI-Native Positioning Will Drive Expansion Amid Market Multiple Compression
Analysts have reduced their price target for Freshworks by $2 to $16, citing ongoing peer multiple compression and cautious outlooks on certain business segments, even though the company has shown steady revenue growth and maintains strong positioning as an AI-native service platform. Analyst Commentary Recent Street research highlights both optimism and caution regarding Freshworks' performance and outlook.Actualización de narrativa • Oct 17
AI Adoption And Cloud Migration Will Expand Market Reach
Analysts have slightly reduced their price target for Freshworks by $0.07 to $19.64. They cite cautious optimism about segment growth and broader multiple compression among peers as key factors influencing the revision.Actualización de narrativa • Oct 03
AI Adoption And Cloud Migration Will Expand Market Reach
Analysts have slightly reduced their fair value target for Freshworks to approximately $19.71 from $20.23. They cite cautious sentiment amid modest multiple compression in comparable companies and largely steady growth expectations for the firm's key business segments.Actualización de narrativa • Sep 13
AI Adoption And Cloud Migration Will Expand Market Reach
Analysts have modestly lowered Freshworks’ price target from $20.69 to $20.23, primarily due to sector-wide multiple compression rather than company-specific concerns, as Freshworks’ financial outlook remains stable. Analyst Commentary Peer multiple compression within the sector is negatively impacting valuation assumptions.Artículo de análisis • Jul 05
Freshworks Inc.'s (NASDAQ:FRSH) Shareholders Might Be Looking For Exit
It's not a stretch to say that Freshworks Inc.'s ( NASDAQ:FRSH ) price-to-sales (or "P/S") ratio of 6x right now seems...Artículo de análisis • May 13
What Is Freshworks Inc.'s (NASDAQ:FRSH) Share Price Doing?
While Freshworks Inc. ( NASDAQ:FRSH ) might not have the largest market cap around , it led the NASDAQGS gainers with a...Seeking Alpha • Apr 08
Freshworks Is Exposed To International Cross Currents
Summary Freshworks Inc. is focusing on middle-market customers, facing longer sales cycles and international headwinds. The SaaS customer service market is projected to grow at a 21% CAGR, driven by rising customer expectations and generative AI adoption. Financially, FRSH has shown improved revenue and operating income, but high stock-based compensation results in a negative free cash flow net of SBC. My concerns include slowing growth and significant international revenue exposure amid high trade tensions, so I'm on Hold for FRSH stock now. Read the full article on Seeking AlphaArtículo de análisis • Apr 05
Freshworks Inc.'s (NASDAQ:FRSH) 26% Share Price Plunge Could Signal Some Risk
The Freshworks Inc. ( NASDAQ:FRSH ) share price has fared very poorly over the last month, falling by a substantial...
Nueva narrativa • Mar 20
AI Adoption And EX Expansion Will Attract Mid-Market And Enterprise Customers
AI solutions and product improvements are set to drive revenue growth through customer adoption and retention, enhancing expansion into AI-driven services.Artículo de análisis • Mar 12
Freshworks Inc.'s (NASDAQ:FRSH) Intrinsic Value Is Potentially 54% Above Its Share Price
Key Insights Freshworks' estimated fair value is US$22.86 based on 2 Stage Free Cash Flow to Equity Freshworks...Seeking Alpha • Feb 14
Freshworks: Great Value On This Dip, Deceleration Might Not Be As Sharp As Feared
Summary Shares of Freshworks dropped after posting strong Q4 results, creating a well-timed buying opportunity. The company's revenue growth maintained a 22% y/y growth pace in Q4, and its guidance calling for sharp deceleration in Q1 is likely conservative. The company's faster pace of new customer acquisition is helping to offset the risks of slightly weaker net revenue retention rates, a problem common to the entire software industry. The stock is cheap at ~5x forward revenue. I'm reiterating my buy rating with a $21 price target (6.5x revenue). Read the full article on Seeking AlphaSeeking Alpha • Jan 16
Freshworks: Rating Downgrade As Near-Term Concerns Outweigh The Positives
Summary I downgraded Freshworks from a buy to a hold as it nears my $17 price target and faces near-term performance concerns. Despite strong AI traction and EX segment growth, FRSH's revenue growth is expected to slow to low-to-mid teens in FY25. Strategic pivot to EX and inbound-led CX approach poses near-term growth risks and potential disruptions in ARR momentum. Valuation concerns arise as FRSH may not sustain 20% growth, risking a market de-rating from 5x to 3x forward revenue multiple. Read the full article on Seeking AlphaArtículo de análisis • Jan 01
When Should You Buy Freshworks Inc. (NASDAQ:FRSH)?
Freshworks Inc. ( NASDAQ:FRSH ), is not the largest company out there, but it received a lot of attention from a...Seeking Alpha • Dec 08
Freshworks Just Became Far More Shareholder-Friendly, And It's Time To Jump In
Summary Shares of Freshworks are poised to rebound further after Q3 results showcased accelerating revenue and yet another raise to its full-year guidance. The company also announced layoffs of ~13% of its headcount, a move intended to help boost the company's margin position. Freshworks boasts a broad software portfolio, blue-chip customer base, excellent growth-profitability balance, and a highly liquid, debt-free balance sheet. A new $400 million buyback plan also provides additional support for the stock. Read the full article on Seeking AlphaArtículo de análisis • Dec 05
Freshworks Inc.'s (NASDAQ:FRSH) Intrinsic Value Is Potentially 57% Above Its Share Price
Key Insights The projected fair value for Freshworks is US$25.73 based on 2 Stage Free Cash Flow to Equity Freshworks...Seeking Alpha • Nov 21
Freshworks: Ideal Software Option For 2025 GARP Investors
Summary Freshworks (FRSH) has been significantly punished by the market in 2024 but is poised for a rebound in 2025 due to low valuation. Interest rate cuts and a stronger economic backdrop in 2025 will boost software stocks, benefiting Freshworks' growth prospects. FRSH's valuation is attractive, trading at 26x FCF, expected to drop to 23x in 2025, making it a buy for long-term investors. Despite challenges, FRSH's 20% growth in the most recent quarter and improving GAAP operating margins highlight its potential for a strong 2025 performance. Read the full article on Seeking AlphaArtículo de análisis • Nov 08
Freshworks Inc. (NASDAQ:FRSH) Stock Rockets 52% As Investors Are Less Pessimistic Than Expected
Freshworks Inc. ( NASDAQ:FRSH ) shareholders have had their patience rewarded with a 52% share price jump in the last...Rentabilidad de los accionistas
| FRSH | US Software | Mercado US | |
|---|---|---|---|
| 7D | 1.3% | 0.7% | 1.1% |
| 1Y | -37.0% | -6.6% | 28.7% |
Rentabilidad vs. Industria: Los resultados de FRSH fueron inferiores a los de la industria US Software, que obtuvo un rendimiento del -6.6% el año pasado.
Rentabilidad vs. Mercado: FRSH obtuvo unos resultados inferiores a los del mercado US, que fueron del 28.7% el año pasado.
Volatilidad de los precios
| FRSH volatility | |
|---|---|
| FRSH Average Weekly Movement | 6.4% |
| Software Industry Average Movement | 9.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: FRSH no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de FRSH (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2010 | 4,500 | Dennis Woodside | www.freshworks.com |
Freshworks Inc. es una empresa de desarrollo de software que ofrece productos de software como servicio en Norteamérica, Europa, Oriente Medio, África, Asia-Pacífico y a escala internacional. Las soluciones de software como servicio de la empresa incluyen experiencia del cliente (CX) y experiencia del empleado (EX). Sus productos de Experiencia del Cliente incluyen Freshdesk Omni, una solución de atención al cliente omnicanal impulsada por IA que unifica las interacciones con el cliente, las operaciones de soporte y capacita a los agentes para ofrecer experiencias excepcionales; Freshdesk, una solución de gestión de casos y tickets; Freshchat, que proporciona a los agentes una experiencia conversacional moderna para interactuar proactivamente con los clientes a través de canales de mensajería digital; Freshcaller, una solución de centro de contacto basada en la nube para operaciones de voz escalables; Freshsales, un CRM de ventas para la gestión de proyectos y el cierre de acuerdos; y Freshmarketer, una plataforma de automatización de marketing diseñada para ayudar a las empresas a atraer, nutrir, convertir y retener a los clientes.
Resumen de fundamentos de Freshworks Inc.
| Estadísticas fundamentales de FRSH | |
|---|---|
| Capitalización bursátil | US$2.51b |
| Beneficios(TTM) | US$180.22m |
| Ingresos (TTM) | US$871.17m |
13.9x
Ratio precio-beneficio (PE)2.9x
Ratio precio-ventas (PS)¿Está FRSH sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de FRSH | |
|---|---|
| Ingresos | US$871.17m |
| Coste de los ingresos | US$130.96m |
| Beneficio bruto | US$740.21m |
| Otros gastos | US$560.00m |
| Beneficios | US$180.22m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.65 |
| Margen bruto | 84.97% |
| Margen de beneficio neto | 20.69% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado FRSH a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/24 18:39 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Freshworks Inc. está cubierta por 21 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Robert Oliver | Baird |
| Madeline Brooks | BofA Global Research |
| Nicholas Altmann | BTIG |