Freshworks Gestione
Criteri Gestione verificati 3/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Dennis Woodside
Amministratore delegato
US$15.6m
Compenso totale
| Percentuale dello stipendio del CEO | 4.03% |
| Mandato del CEO | 4yrs |
| Proprietà del CEO | 0.6% |
| Durata media del management | 2.1yrs |
| Durata media del Consiglio di amministrazione | 6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Sep 16
Freshworks: GAAP Profitability Is The Next Catalyst For This Undervalued SaaS Stock
Summary Freshworks Inc. has rebounded strongly post-SaaSpocalypse, delivering sustained revenue growth and improving profitability. FRSH achieved GAAP profitability in Q2, driven by headcount reduction, lower SBC, and operating leverage, positioning it for a potential valuation rerating. AI adoption is accelerating, with over 7,000 customers and high attach rates, especially in larger enterprise deals; upstream growth outpaces overall revenue. I maintain a buy rating on FRSH, citing its low valuation, robust cash position, consistent estimate beats, and ongoing share repurchases. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 21
FRSH: AI And Employee Experience Pivot Will Shape Balanced Future Returns
Analysts have raised their fair value estimate for Freshworks from about $11.75 to roughly $14.38, citing updated price targets following Q2 results and new coverage that highlights the company’s mid market and small enterprise focus within Employee Experience. Analyst Commentary Recent research on Freshworks gives readers a mix of optimistic and cautious viewpoints, with fair value and price targets spread across a wide range.
Aggiornamento narrativa • Aug 07
FRSH: AI Headcount Compression Risk Will Pressure Seat Based Revenue Potential
Analysts have raised their fair value estimate for Freshworks from $8.00 to $10.00, citing recent price target increases, model updates following Q2 results, and new coverage that highlights the company’s pivot toward mid-market and small enterprise customers. Analyst Commentary Recent Street research on Freshworks shows a mix of optimism around the company’s Q2 performance and pivot toward mid market and small enterprise customers, alongside some caution on execution and valuation risk.
Aggiornamento narrativa • Jul 24
FRSH: Mid Market Pivot And AI Execution Will Drive Future Repricing
Freshworks' analyst fair value estimate has shifted from $16.00 to about $21.04, as analysts incorporate recent coverage that highlights the company’s pivot toward mid-market and small enterprise customers, along with updated views on revenue growth, profit margin, discount rate, and future P/E assumptions. Analyst Commentary Recent Street research on Freshworks points to a cluster of constructive views around the company’s repositioning toward mid-market and small enterprise customers, and how that pivot could influence long term valuation and growth expectations.Aggiornamento narrativa • Jun 22
FRSH: AI Execution And Margin Discipline Will Drive Future Repricing Potential
Freshworks' analyst fair value estimate has been trimmed by $2 to $16.00, as analysts factor in updated assumptions for profit margin, discount rate and future P/E, while revenue growth expectations remain broadly similar. What’s in the News for Freshworks Freshworks reported Q1 revenue rising 16.5% year over year, beating analyst expectations by 2.3% and marking a sixth consecutive quarter above forecasts, driven by 326 new enterprise customers and a total customer count of 25,088.Aggiornamento narrativa • Jun 05
FRSH: AI Execution And Earnings Momentum Will Support Future Shareholder Value
Freshworks' analyst price target has shifted from about $12.38 to roughly $11.75 as analysts factor in a tougher operating backdrop and recent downgrades, along with updated assumptions for growth, margins, discount rate, and future P/E. Analyst Commentary Recent Street research on Freshworks has turned more cautious, with a focus on a tougher operating setup and lower price targets.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...
Nuova 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.Articolo di analisi • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$185m |
| Mar 31 2026 | n/a | n/a | US$180m |
| Dec 31 2025 | US$16m | US$629k | US$184m |
| Sep 30 2025 | n/a | n/a | -US$30m |
| Jun 30 2025 | n/a | n/a | -US$55m |
| Mar 31 2025 | n/a | n/a | -US$73m |
| Dec 31 2024 | US$15m | US$538k | -US$95m |
| Sep 30 2024 | n/a | n/a | -US$102m |
| Jun 30 2024 | n/a | n/a | -US$103m |
| Mar 31 2024 | n/a | n/a | -US$118m |
| Dec 31 2023 | US$962k | US$500k | -US$137m |
| Sep 30 2023 | n/a | n/a | -US$165m |
| Jun 30 2023 | n/a | n/a | -US$192m |
| Mar 31 2023 | n/a | n/a | -US$226m |
| Dec 31 2022 | US$39m | US$167k | -US$232m |
Compensazione vs Mercato: La retribuzione totale di Dennis ($USD 15.62M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.02M ).
Compensazione vs guadagni: La retribuzione di Dennis è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Dennis Woodside (57 yo)
4yrs
Mandato
US$15,623,481
Compensazione
Mr. Dennis M. Woodside serves as President at Freshworks Inc. since September 1, 2022 and serves as Chief Executive Officer from May 1, 2024 and Director since September 2022. Mr. Woodside served as Presid...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 4yrs | US$15.62m | 0.64% $ 20.8m | |
| CFO & COO | 6.4yrs | US$6.90m | 0.53% $ 17.1m | |
| Chief Accounting Officer | 2.1yrs | Nessun dato | 0.014% $ 450.9k | |
| Chief Technology Officer | 2yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Legal Officer | 5.4yrs | Nessun dato | Nessun dato | |
| Chief Marketing Officer | less than a year | Nessun dato | Nessun dato | |
| Chief People Officer | 3.1yrs | Nessun dato | Nessun dato | |
| Chief Information Security Officer | 3.8yrs | Nessun dato | Nessun dato | |
| Chief Revenue Officer | less than a year | Nessun dato | 0.047% $ 1.5m | |
| Senior VP & GM of Americas Field Sales | less than a year | Nessun dato | Nessun dato | |
| Senior Vice President of Partnership Channel | less than a year | Nessun dato | Nessun dato |
2.1yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di FRSH è considerato esperto (durata media dell'incarico 2.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 4yrs | US$15.62m | 0.64% $ 20.8m | |
| Independent Director | 6.8yrs | US$251.10k | 0.40% $ 12.9m | |
| Independent Chairperson | 5.3yrs | US$260.40k | 0.17% $ 5.5m | |
| Independent Director | 8yrs | US$263.30k | 0.090% $ 2.9m | |
| Independent Director | 6.6yrs | US$247.30k | 0.042% $ 1.4m | |
| Independent Director | 3.1yrs | US$245.80k | 0.015% $ 477.5k | |
| Independent Director | 6.6yrs | US$240.42k | 0.081% $ 2.6m | |
| Independent Director | 5yrs | US$237.16k | 0.091% $ 3.0m |
6.0yrs
Durata media
56yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di FRSH sono considerati esperti (durata media dell'incarico 6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/22 23:15 |
| Prezzo dell'azione a fine giornata | 2026/09/22 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Freshworks Inc. è coperta da 22 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Robert Oliver | Baird |
| Madeline Brooks | BofA Global Research |
| Nicholas Altmann | BTIG |