Freshworks（FRSH）株式概要
ソフトウェア開発会社であるFreshworks Inc.は、北米、ヨーロッパ、中東、アフリカ、アジア太平洋地域、そして国際的にSaaS（Software-as-a-Service）製品を提供している。 詳細
FRSH Community Fair Values
Create NarrativeSee what 75 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Freshworks Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$11.87 |
| 52週高値 | US$13.99 |
| 52週安値 | US$6.79 |
| ベータ | 0.89 |
| 1ヶ月の変化 | -0.84% |
| 3ヶ月変化 | 25.67% |
| 1年変化 | -8.06% |
| 3年間の変化 | -42.27% |
| 5年間の変化 | n/a |
| IPOからの変化 | -75.04% |
最新ニュース
ナラティブ更新 • 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.
ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.Seeking Alpha • Aug 05
Freshworks: The Market Is Underestimating This EX-First Story, And Q2 Only Reiterated That
Summary Freshworks Inc. is initiated with a buy rating, citing a compelling employee experience (EX) positioning, cheap valuations, robust earnings and FCF growth, and technical momentum. FRSH's shift to an EX product suite, now 60% of ARR, drives superior growth, profitability, and stickiness, with EX ARR up 22% YoY. FY26 EPS guidance was raised by 7-8%, reversing prior expectations of an earnings contraction in FY26, with FY27 EPS growth projected at ~20-28%. FRSH's FCF story too is underappreciated as it looks set to convert one-third of its revenue to free cash by FY28 (currently converting less than one-fourth). FRSH trades at a 15x forward P/E and >8% FCF yield, offering better value than peers, while technicals and mean reversion themes support upside potential. Read the full article on Seeking Alpha
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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 Alpha株主還元
| FRSH | US Software | US 市場 | |
|---|---|---|---|
| 7D | -11.2% | -4.3% | -2.2% |
| 1Y | -8.1% | -9.5% | 13.1% |
業界別リターン: FRSH過去 1 年間で-9.5 % のリターンをもたらしたUS Software業界と一致しました。
リターン対市場: FRSHは、過去 1 年間で13.1 % のリターンを上げたUS市場を下回りました。
価格変動
| FRSH volatility | |
|---|---|
| FRSH Average Weekly Movement | 7.0% |
| Software Industry Average Movement | 9.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: FRSH 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: FRSHの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2010 | 4,500 | Dennis Woodside | www.freshworks.com |
ソフトウェア開発会社であるフレッシュワークス社は、北米、ヨーロッパ、中東、アフリカ、アジア太平洋地域、および国際的にSaaS製品を提供している。同社のsoftware-as-a-serviceソリューションには、カスタマー・エクスペリエンス（CX）と従業員エクスペリエンス（EX）が含まれる。カスタマー・エクスペリエンス製品には、AIを活用したオムニチャネル・カスタマー・サービス・ソリューションであるFreshdesk Omni、カスタマー・インタラクション、サポート・オペレーションを統合し、エージェントが卓越したエクスペリエンスを提供できるようにするFreshdesk、チケッティングおよびケース管理ソリューションであるFreshdesk、デジタル・メッセージング・チャネルを通じて顧客と積極的にエンゲージする最新の会話エクスペリエンスをエージェントに提供するFreshchatなどがある；Freshcaller：スケーラブルな音声オペレーションを実現するクラウドベースのコンタクトセンター・ソリューション、Freshsales：パイプライン管理と契約締結ソリューションのための営業CRM、Freshmarketer：企業が顧客を引き付け、育成し、転換し、維持することを支援するために設計されたマーケティング・オートメーション・プラットフォーム。従業員エクスペリエンス製品としては、サービスデスクと直接対話することなく、AIエージェントが従業員の問題解決、リクエスト、情報へのアクセスを会話型インターフェースを通じて支援するITおよびエンタープライズサービス管理プラットフォームFreshservice、部門データの安全な分離を確保しながら統合された従業員サービス体験を提供するFreshservice for Business Teams、ITディスカバリーおよび依存関係マッピングソリューションを提供するDevice42、エンジニアリングおよびオペレーションチームがインシデントライフサイクルを完全に管理できる最新のインシデント管理プラットフォームFireHydrantなどがある。さらに、カスタマーエクスペリエンスと従業員エクスペリエンスの製品ラインを統合するAIを搭載したエンタープライズグレードの基盤であるFreshworksプラットフォームを提供している。同社は以前はFreshdesk Inc.として知られていたが、2017年6月に社名をFreshworks Inc.に変更した。フレッシュワークス・インクは2010年に法人化され、カリフォルニア州サンマテオに本社を置いている。
Freshworks Inc. 基礎のまとめ
| FRSH 基礎統計学 | |
|---|---|
| 時価総額 | US$3.11b |
| 収益（TTM） | US$185.20m |
| 売上高(TTM) | US$903.87m |
16.7x
PER（株価収益率3.4x
P/SレシオFRSH は割高か？
公正価値と評価分析を参照収益と収入
| FRSH 損益計算書（TTM） | |
|---|---|
| 収益 | US$903.87m |
| 売上原価 | US$135.91m |
| 売上総利益 | US$767.96m |
| その他の費用 | US$582.76m |
| 収益 | US$185.20m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.71 |
| グロス・マージン | 84.96% |
| 純利益率 | 20.49% |
| 有利子負債／自己資本比率 | 0% |
FRSH の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/10 07:09 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Freshworks Inc. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21
| アナリスト | 機関 |
|---|---|
| Robert Oliver | Baird |
| Madeline Brooks | BofA Global Research |
| Nicholas Altmann | BTIG |