View Future GrowthFreshworks 過去の業績過去 基準チェック /26Freshworksは、平均年間71%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間22% 20.3%収益成長率で 成長しています。 Freshworksの自己資本利益率は17.7%であり、純利益率は20.7%です。主要情報71.01%収益成長率81.20%EPS成長率Software 業界の成長17.33%収益成長率20.28%株主資本利益率17.68%ネット・マージン20.69%前回の決算情報31 Mar 2026最近の業績更新お知らせ • Apr 08Freshworks Inc. to Report Q1, 2026 Results on May 05, 2026Freshworks Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026Reported Earnings • Feb 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$0.63 (up from US$0.32 loss in FY 2024). Revenue: US$838.8m (up 16% from FY 2024). Net income: US$183.7m (up US$279.1m from FY 2024). Profit margin: 22% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Jan 13Freshworks Inc. to Report Q4, 2025 Results on Feb 10, 2026Freshworks Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.016 loss per share (improved from US$0.099 loss in 3Q 2024). Revenue: US$215.1m (up 15% from 3Q 2024). Net loss: US$4.68m (loss narrowed 84% from 3Q 2024). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 67%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Oct 08Freshworks Inc. to Report Q3, 2025 Results on Nov 05, 2025Freshworks Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025Reported Earnings • Jul 30Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.006 loss per share (improved from US$0.067 loss in 2Q 2024). Revenue: US$204.7m (up 18% from 2Q 2024). Net loss: US$1.74m (loss narrowed 91% from 2Q 2024). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 84%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesSeeking Alpha • May 13Freshworks: The SaaSpocalypse Discount Won't Last ForeverSummary 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 AlphaMajor Estimate Revision • May 12Consensus EPS estimates increase from loss to US$0.022 profitThe consensus outlook for fiscal year 2026 has been updated. 2026 forecast for profit of -US$0.102 instead of a loss of US$0.022 per share previously. Revenue forecast unchanged at US$961.2m. Software industry in the US expected to see average net income growth of 27% next year. Consensus price target of US$11.75 unchanged from last update. Share price fell 4.1% to US$8.61 over the past week.お知らせ • May 08Freshworks Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026Freshworks Inc. provided earnings guidance for the second quarter and full year 2026. For the quarter, the company expects Revenue to be $232.0 million- $235.0 million. For the full year, the company expects Revenue to be $958.0 million - $964.0 million.ナラティブの更新 • May 07FRSH: Buybacks And AI Execution Will Support Future Shareholder ValueFreshworks' 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.ライブニュース • May 07Freshworks Beats Expectations With Q1 Revenue Growth AI Uptake and Profitability PushFreshworks reported Q1 2026 revenue of US$228.6 million, up 16.5% year on year, beating Street expectations for the sixth consecutive quarter, with adjusted EPS of US$0.11 in line with forecasts. Management raised full-year 2026 adjusted EPS guidance by 10.7% to US$0.62 at the midpoint and now targets revenue of about US$961 million, implying forecast growth of 14 to 15%. The company is accelerating its push into AI and larger customers, with Freddy AI Copilot customers up over 80% year on year, its first US$1 million-plus ARR deal, and an 11% global workforce reduction planned to support profitability. For you as an investor, the story is currently a mix of growth, product traction in AI and tighter cost control. Employee Experience is a key driver, and the company is leaning into AI features and platform consolidation while also shifting more toward enterprise accounts. The reported net revenue retention rate of 106% and the two largest deals in its history show that existing customers are still spending with Freshworks, not just signing initial contracts. At the same time, management is cutting about 11% of the global workforce, with US$7 to 9 million of restructuring charges expected in Q2 2026 and completion targeted by June 2026. Together with commentary that the stock is viewed by some as attractively valued relative to free cash flow and supported by a strong balance sheet and buybacks, the setup centers on whether this balance of growth, AI-led product uptake and efficiency can support the company’s longer-term ambitions.New Risk • May 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 91% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.ナラティブの更新 • Apr 21FRSH: AI Execution And Margin Discipline Will Support Future Bullish RepricingAnalysts 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.お知らせ • Apr 11Freshworks Inc., Annual General Meeting, May 28, 2026Freshworks Inc., Annual General Meeting, May 28, 2026.お知らせ • Apr 10Freshworks Inc. Appoints Kuntal Vahalia as Senior Vice President, Global Channels and AlliancesFreshworks Inc. announced the appointment of Kuntal Vahalia as Senior Vice President, Partnership Channel. Vahalia will lead Freshworks’ global partner strategy, enablement, and execution as the company accelerates its move upmarket and deepens its investment in its employee experience (EX) segment, which includes IT Service Management (ITSM), IT Asset Management (ITAM), IT Operations Management (ITOM), and Enterprise Service Management (ESM). He will report to Freshworks’ Chief Revenue Officer Ian Tickle. Vahalia brings two decades of experience scaling SaaS companies through partner ecosystems and go-to-market strategies. Most recently, as SVP of Global Channels and Alliances at Anaplan, he transformed the partner model, deepening collaboration with global system integrators and driving measurable growth in partner-led revenue. Previously, he held leadership roles at Salesforce, MuleSoft, and ThoughtSpot, building global ecosystems and sales motions across regions and functions.お知らせ • Apr 08Freshworks Inc. to Report Q1, 2026 Results on May 05, 2026Freshworks Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026ナラティブの更新 • Apr 06FRSH: AI Competition And Pricing Power Will Shape Future Cash GenerationAnalysts 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.ナラティブの更新 • Mar 23FRSH: AI Competition And Price Hikes Will Shape Future Cash GenerationNarrative 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.Price Target Changed • Mar 19Price target decreased by 7.8% to US$12.38Down from US$13.43, the current price target is an average from 13 analysts. New target price is 53% above last closing price of US$8.10. Stock is down 47% over the past year. The company is forecast to post a net loss per share of US$0.10 compared to earnings per share of US$0.63 last year.ナラティブの更新 • Mar 09FRSH: Price Resets And Buybacks Will Support Future Shareholder ValueAnalysts 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.Recent Insider Transactions Derivative • Mar 06Insider notifies of intention to sell stockMika Yamamoto intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of March. If the sale is conducted around the recent share price of US$8.30, it would amount to US$270k. Since March 2025, Mika's direct individual holding has increased from 155.06k shares to 243.05k. Company insiders have collectively sold US$3.1m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Mar 06+ 1 more updateFreshworks Inc. Announces Executive ChangesFreshworks Inc. announced on March 5, 2026 that it has unified its global sales organization under its current Chief of Global Field Operations, Ian Tickle. Ian Tickle will serve as the Company’s Chief Revenue Officer effective immediately. He will be responsible for overseeing all sales, customer success and customer experience functions. Tickle has been Freshworks’ Chief of Global Field Operations for the past year and prior to that, he led the field sales group for Europe. During his tenure with Freshworks, Ian has built a true field and enterprise selling machine. Prior to Freshworks, he was President and Chief Revenue Officer at Domo and Vice President EMEA, SaaS Solutions, at Oracle. Throughout his career, Tickle has demonstrated expertise in scaling global sales operations, driving revenue growth in competitive markets, and leading organizations through critical transformation initiatives. As a result of this decision, Chief Integrated Customer Growth Officer Mika Yamamoto will depart Freshworks.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$8.47, the stock trades at a trailing P/E ratio of 13.1x. Average forward P/E is 15x in the Software industry in the US. Total loss to shareholders of 45% over the past three years.お知らせ • Feb 27Freshworks Inc. (NasdaqGS:FRSH) announces an Equity Buyback for $400 million worth of its shares.Freshworks Inc. (NasdaqGS:FRSH) announces a share repurchase program. Under the program, the company will repurchase up to $400 million worth of it's Class A common stock. The repurchase program may be suspended or discontinued at any time.ナラティブの更新 • Feb 23FRSH: Pricing Power And Margin Focus Will Support Future Bullish RepricingFreshworks 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.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$7.24, the stock trades at a trailing P/E ratio of 11.1x. Average forward P/E is 13x in the Software industry in the US. Total loss to shareholders of 54% over the past three years.Major Estimate Revision • Feb 17Consensus EPS estimates fall by 223%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$945.4m to US$956.6m. Forecast EPS reduced from -US$0.031 to -US$0.102 per share. Software industry in the US expected to see average net income growth of 23% next year. Consensus price target down from US$17.64 to US$13.43. Share price fell 16% to US$7.24 over the past week.Reported Earnings • Feb 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$0.63 (up from US$0.32 loss in FY 2024). Revenue: US$838.8m (up 16% from FY 2024). Net income: US$183.7m (up US$279.1m from FY 2024). Profit margin: 22% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.Price Target Changed • Feb 11Price target decreased by 24% to US$13.92Down from US$18.36, the current price target is an average from 13 analysts. New target price is 91% above last closing price of US$7.30. Stock is down 59% over the past year. The company is forecast to post a net loss per share of US$0.10 compared to earnings per share of US$0.63 last year.分析記事 • Feb 11Benign Growth For Freshworks Inc. (NASDAQ:FRSH) Underpins Stock's 29% PlummetFreshworks Inc. ( NASDAQ:FRSH ) shareholders that were waiting for something to happen have been dealt a blow with a...お知らせ • Feb 11Freshworks Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026Freshworks Inc. provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expects revenue of $222.0 million - $225.0 million. For the year, the company expects revenue of $952.0 million - $960.0 million.ナラティブの更新 • Feb 09FRSH: Price Increases And AI Capabilities Will Support Durable Shareholder ValueNarrative 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.ナラティブの更新 • Jan 25FRSH: Price Increases And AI Rollout Will Shape Durable Cash GenerationAnalysts 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.お知らせ • Jan 13Freshworks Inc. to Report Q4, 2025 Results on Feb 10, 2026Freshworks Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026ナラティブの更新 • Jan 11FRSH: Price Actions And AI Progress Will Test Durable Cash GenerationAnalysts 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.お知らせ • Jan 07Freshworks Inc. Appoints Kady Srinivasan as Chief Marketing OfficerFreshworks Inc. announced Kady Srinivasan has joined as its Chief Marketing Officer, bringing over 15 years of leadership experience driving large-scale marketing transformations at high-growth SaaS companies. Srinivasan will lead Freshworks' global marketing strategy to amplify the company's mission to deliver exceptional customer and employee experiences with uncomplicated service software. Srinivasan will report to Mika Yamamoto, who serves as Freshworks' Chief Integrated Customer Growth Officer, and continues to oversee Marketing, Customer Support, and the Small Business and Commercial Sales and Customer Success organizations. Srinivasan most recently served as Chief Marketing Officer at You.com, an AI search infrastructure company, and Lightspeed Commerce Inc. (NYSE: LSPD), a payments platform provider. During her tenure at Lightspeed, she doubled market share in key regions, quadrupled marketing efficiency, and helped drive 25% year-over-year growth at scale, leading the company to achieve its first profitable quarter in two decades. Prior to Lightspeed, she served as SVP, Global Head of Marketing at Klaviyo and as Chief Marketing Officer and Chief Revenue Officer at Owlet Baby Care. Srinivasan is currently a Venture Advisor at Relay Ventures and an advisor to high growth AI startups such as HighTouch and Doss. She holds an MBA from the University of North Carolina at Chapel Hill and a BE from RV College of Engineering.ナラティブの更新 • Dec 27FRSH: Durable Rule Of 40 Performance Will Support Bullish RepricingAnalysts 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.お知らせ • Dec 20Freshworks Inc. Announces Resignation of Zachary Nelson from Board of Directors, Effective January 2, 2026Freshworks Inc. announced that on December 17, 2025, Zachary Nelson provided notice to Freshworks Inc. that he will retire as a Class III member of the Company's Board of Directors, effective January 2, 2026 due to other commitments. Effective January 2, 2026, the size of the Board will be reduced to eight members and the total number of Class III directors will be reduced to one member. Effective upon Mr. Nelson's resignation, director Johanna Flower will join the Audit Committee of the Board.お知らせ • Dec 16Freshworks Inc. (NasdaqGS:FRSH) signed a definitive agreement to acquire FireHydrant, Inc.Freshworks Inc. (NasdaqGS:FRSH) signed a definitive agreement to acquire FireHydrant, Inc. on December 15, 2025. The acquisition is expected to close in Freshworks’ first fiscal quarter of 2026, subject to customary closing conditions.ナラティブの更新 • Dec 13FRSH: Revenue Gains And Buybacks Will Face CX Execution TestAnalysts 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.ナラティブの更新 • Nov 29FRSH: Sustained Execution And Differentiated Platform Will Deliver Durable Shareholder ValueAnalysts 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.ナラティブの更新 • Nov 15FRSH: Operating Strength And Durable Growth Model Will Drive Shareholder ValueAnalysts 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.Recent Insider Transactions • Nov 14CFO & COO recently bought US$2.0m worth of stockOn the 11th of November, Tyler Sloat bought around 172k shares on-market at roughly US$11.62 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Tyler's only on-market trade for the last 12 months.お知らせ • Nov 13Freshworks Launches AI-Powered Capabilities to Elevate the Employee Experience and Turn Complexity into GrowthFreshworks Inc. unveiled new capabilities at its flagship Refresh event within Freshservice, the AI-powered IT management platform, that make it easier for teams to resolve issues faster, prevent problems earlier, and identify performance drivers proactively. The updates leverage AI and automation to address the critical challenge facing IT: fragmented tools and repetitive manual processes that fuel complexity and steal time, energy, and opportunities for business growth. Included in the launch are Freshservice and Freddy AI enhancements that raise the bar on employee experience (EX) and service delivery. Enhanced Freddy AI Agents that make self-service effortless, while integrations with popular digital employee experience (DEX) platforms deliver real-time device health insights that power proactive prevention. Once a ticket is raised, Freshservice's AI-powered Intelligent Routing ensures it reaches the right team instantly, accelerating resolution and improving employee experience. Freddy AI Insights now offers IT leaders conversational insights, a simple way to ask questions to visualize complex service patterns and identify root causes quickly. Freshworks' new Cost of Complexity Report reveals a hidden crisis: nearly 20% of IT leaders have experienced burnout or attrition in their teams due to complex software, and 29% of employees cite productivity loss from blended tools and fragmented channels. The new Freshservice capabilities enable companies to: Proactively Prevent issues Before They Impact Employees: DEX integrations with Riverbed Aternity and ControlUp can help detect and resolve endpoint issues before employees notice them by surfacing real-time device and application telemetry data directly in IT tickets, providing immediate visibility into system health and performance. Agents can save time by enabling auto-remediation and have more detailed, richer audit trails. AI-powered Intelligent Routing helps assign these tickets to the right team based on availability, skill and workload to resolve issues most effectively. For example, when an employee's laptop slows down due to a background update, the DEX solution can detect high usage and automatically attach device telemetry - like CPU, memory, and active processes - to a Freshservice ticket. IT teams can instantly identify the cause and resolve it remotely, without waiting for employee input or setting up remote access. For more complex cases, Intelligent Routing identifies the right team to resolve the issue. Enhanced Freddy AI Agents can now search Google Drive to access more data and provide richer answers, process images within tickets (like screenshots of errors), and integrate seamlessly with both service portals and popular apps employees already use, like Microsoft 365 Copilot to resolve issues without breaking their flow or focus.Major Estimate Revision • Nov 12Consensus estimates of losses per share improve by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$825.7m to US$834.9m. EPS estimate increased from -US$0.133 per share to -US$0.078 per share. Software industry in the US expected to see average net income growth of 22% next year. Consensus price target down from US$19.64 to US$18.79. Share price rose 6.6% to US$11.64 over the past week.Breakeven Date Change • Nov 07Forecast to breakeven in 2027The 15 analysts covering Freshworks expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 59% per year to 2026. The company is expected to make a profit of US$40.1m in 2027. Average annual earnings growth of 101% is required to achieve expected profit on schedule.お知らせ • Nov 07+ 1 more updateFreshworks Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Freshworks Inc. provided earnings guidance for the fourth quarter of 2025. For the period, Company expects Revenue to be $217.0 million to $220.0 million. Year-over-year growth to be 12% to 13%. Year-over-year growth (constant currency) to be 11% to 13%.Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.016 loss per share (improved from US$0.099 loss in 3Q 2024). Revenue: US$215.1m (up 15% from 3Q 2024). Net loss: US$4.68m (loss narrowed 84% from 3Q 2024). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 67%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Recent Insider Transactions Derivative • Nov 04Co-Founder & Executive Chairman exercised options and sold US$1.1m worth of stockOn the 1st of November, Rathna Mathrubootham exercised options to acquire 103k shares at no cost and sold these for an average price of US$11.10 per share. This trade did not impact their existing holding. Since December 2024, Rathna's direct individual holding has increased from 10.76m shares to 11.08m. Company insiders have collectively sold US$49m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Nov 01FRSH: AI-Native Positioning Will Drive Expansion Amid Market Multiple CompressionAnalysts 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.ナラティブの更新 • Oct 17AI Adoption And Cloud Migration Will Expand Market ReachAnalysts 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.お知らせ • Oct 08Freshworks Inc. to Report Q3, 2025 Results on Nov 05, 2025Freshworks Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025お知らせ • Oct 07Freshworks Appoints Enrique Ortegon as Senior Vice PresidentFreshworks announced Enrique Ortegon as its new Senior Vice President and General Manager of Americas Field Sales, bringing over two decades of leadership experience in enterprise SaaS and go-to-market strategy. Enrique will lead Freshworks' growth strategy and operations across North and South America, supporting the company's mission to deliver exceptional customer and employee experiences with uncomplicated service software. Enrique most recently served as a senior executive at DocuSign, where he led the North America Majors, Mid-Market, and SMB businesses, playing a key role in the company's transformation and delivery of its Intelligent Agreement Management platform, which helps organizations streamline and automate agreement processes. Before that, he spent more than a decade at Salesforce in senior leadership roles, including SVP of SMB North America, General Manager for Latin America, and VP of Global Enterprise Sales Strategy & Go-To-Market. In these positions, Enrique delivered record growth across geographies and segments while championing initiatives to advance diversity and inclusion. Beyond his corporate leadership roles, Enrique also advises several startups and an investment fund dedicated to empowering Latin entrepreneurs and supporting underrepresented communities. Enrique earned a bachelor’s degree in Economics from Tecnológico de Monterrey and his MBA at Stanford Graduate School of Business.ナラティブの更新 • Oct 03AI Adoption And Cloud Migration Will Expand Market ReachAnalysts 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.Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. Independent Director Frank Pelzer was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.ナラティブの更新 • Sep 13AI Adoption And Cloud Migration Will Expand Market ReachAnalysts 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.Recent Insider Transactions Derivative • Aug 07Co-Founder & Executive Chairman exercised options and sold US$1.3m worth of stockOn the 1st of August, Rathna Mathrubootham exercised options to acquire 103k shares at no cost and sold these for an average price of US$12.68 per share. This trade did not impact their existing holding. Since September 2024, Rathna's direct individual holding has decreased from 13.12m shares to 10.97m. Company insiders have collectively sold US$48m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Aug 05Consensus EPS estimates upgraded to US$0.14 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.169 to -US$0.142 per share. Revenue forecast steady at US$826.5m. Software industry in the US expected to see average net income growth of 27% next year. Consensus price target up from US$19.86 to US$20.69. Share price fell 7.2% to US$12.99 over the past week.Reported Earnings • Jul 30Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.006 loss per share (improved from US$0.067 loss in 2Q 2024). Revenue: US$204.7m (up 18% from 2Q 2024). Net loss: US$1.74m (loss narrowed 91% from 2Q 2024). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 84%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jul 30+ 1 more updateFreshworks Inc. Provides Earnings Guidance for the Third Quarter of 2025Freshworks Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company expects revenue of $207.0 million to $210.0 million.分析記事 • Jul 05Freshworks Inc.'s (NASDAQ:FRSH) Shareholders Might Be Looking For ExitIt's not a stretch to say that Freshworks Inc.'s ( NASDAQ:FRSH ) price-to-sales (or "P/S") ratio of 6x right now seems...Recent Insider Transactions Derivative • Jul 03Independent Director notifies of intention to sell stockZachary Nelson intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of July. If the sale is conducted around the recent share price of US$15.18, it would amount to US$384k. Since September 2024, Zachary's direct individual holding has increased from 104.49k shares to 115.29k. Company insiders have collectively sold US$47m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jul 02Freshworks Inc. to Report Q2, 2025 Results on Jul 29, 2025Freshworks Inc. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025お知らせ • Jul 01Freshworks Launches Freshservice Journeys to Make Work Life Easier by Removing Frustration from Employee ExperiencesFreshworks announced the general availability of Freshservice Journeys, a new AI-assisted capability within its IT and employee service management offering, designed to streamline complex employee processes across functions--driving efficiency, improving cross-functional collaboration, and delivering consistent, personalized employee experience during critical employee events. With Freshservice Journeys, teams across IT, HR, facilities, and other departments can use no-code workflows to build thoughtful employee experiences in key moments that matter such as onboarding, offboarding, promotions, and relocations. Organizations often struggle with legacy systems that enforce rigid workflows and siloed operations. This lack of coordination and accountability across departments leads to bottlenecks and costly inefficiencies--especially during high-impact employee experiences like onboarding. For example, when IT, HR, and Facilities aren't aligned, new hires may arrive on day one without access to essential tools, systems, or even a workspace, coding first impressions and delaying productivity. Freshservice Journeys was built to solve these common challenges by automating manual tasks, improving interdepartmental coordination, and enhancing visibility throughout the process. Key benefits of Freshservice Journeys include: AI-Powered Efficiency: Leverages the power of AI to handle routine tasks like setting up accounts, sending reminders, and summarizing tickets. This means less manual work for team and faster task completion. Easy-to-use, intuitive interface: The no-code/low-code interface empowers admins to configure complex workflows effortlessly, or go live even faster using pre-built templates that enable seamless collaboration from HR to IT. Seamless Cross-Functional Collaboration: Assigns tasks, automates reminders, and provides real-time progress tracking visible across all relevant departments to enhance coordination, improve accountability, and simplify employee transitions. Flexible to Unique Organizational Needs: Uses conditions and triggers to tailor journey paths to specific employee needs and organizational policies.お知らせ • Jun 18Freshworks Inc. Appoints Ian Tickle as Chief of Global Field OperationsFreshworks Inc., announced the appointment of Ian Tickle as Chief of Global Field Operations (CGFO). Tickle, who has served in this capacity on an interim basis since April, while maintaining his role as Senior Vice President and General Manager of International Sales, will now take on the position full-time to drive the company’s field sales-led growth through new business and customer expansion globally. Tickle joined Freshworks one year ago, bringing extensive global leadership experience in enterprise software. Prior to Freshworks, he was President and Chief Revenue Officer at Domo and Vice President EMEA, SaaS Solutions, at Oracle. Throughout his career, Tickle has demonstrated expertise in scaling global sales operations, driving revenue growth in competitive markets, and leading organizations through critical transformation initiatives. In First Quarter 2025 Tickle was instrumental in helping the team to a strong finish, where the company reported revenue growth of 19% year-over-year to $196.3 million, operating cash flow margin of 30% and adjusted free cash flow margin of 28%. In his new role, Tickle will continue to report directly to CEO Dennis Woodside and serve as part of the company's management team. Based in Freshworks’ London office, he is strategically positioned to maintain the company’s strong global connectivity and reach.Recent Insider Transactions Derivative • Jun 11Co-Founder & Executive Chairman notifies of intention to sell stockRathna Mathrubootham intends to sell 56k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of June. If the sale is conducted around the recent share price of US$15.95, it would amount to US$890k. Since September 2024, Rathna's direct individual holding has decreased from 13.12m shares to 11.10m. Company insiders have collectively sold US$46m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jun 11Freshworks Advances its Agentic AI Platform to Un Complicate Service Software for Companies Big and SmallFreshworks unveiled the next generation of its Freddy Agentic AI Platform, a connected, intelligent, continuously learning system of AI agents that don't just reply to service questions, but can resolve them. From Insights to Action: A New Standard for AI at Work: What makes the Freddy Agentic AI Platform truly impactful is its ability to help customer and employee service teams act faster to deliver results. AI agents aren't just answering questions -- they're resolving requests, completing actions across multiple applications, identifying root causes, and recommending next steps. All of it can happen autonomously, so teams spend less time on mundane tasks and more time on work that matters. New capabilities available to customers within the Freddy Agentic AI Platform include: Freddy AI Agent Studio: More productive agents, happier customers. Freshworks is rolling out the Freddy AI Agent Studio, an integrated set of capabilities to uncomplicate how customer service teams build, test, and launch AI Agents in minutes by a support team member without technical expertise. AI agents can be taught unique skills to autonomously take actions like issuing a refund, checking order status, or updating a customer record. It can analyze incoming messages, drafts contextual replies, and close tickets automatically when a customer confirms the resolution. Highlights include: First-response times can shrink from hours to minutes; Repetitive issues are handled efficiently and accurately; Scales support without adding agent workload; anddy AI Agent for unified search: Enhance knowledge discovery for employee service; Freddy AI Agents can now deliver even more accurate and speedier employee service by intelligently searching enterprise platforms for the latest documentation while reducing the burden on live service agents. Highlights include: Integrates seamlessly with Slack, Microsoft SharePoint and Teams, delivering support directly through the tools employees already use most; Multilingual conversations in over 40 languages for inclusive, personalized assistance; Robust security that helps prevent data sharing between accounts. Freddy AI Insights with root cause analysis: Make informed IT decisions, faster; Freddy AI Insights for Freshservice makes complex IT analysis easier as it continuously scans service desk activity to detect anomalies, flag trends, and identify root causes through visual maps. This layered approach helps ensure more accurate, reliable, and context-aware support that helps resource constrained teams move faster and with less friction. Customer-Proven Results: Since its initial release in 2023, Freddy AI has helped over 5,000 organizations streamline service operations and deliver measurable results - up to 70% ticket deflection from AI Agents and up to 50% productivity gains from Freddy AI Copilot; Hobbycraftautomated 30% of customer queries with Freddy AI Agent which freed up agents to handle more complex issues, improved customer satisfaction by 25%, enabled hybrid work, and boosted employee engagement; Bergzeit auto-triaged more than 200,000 tickets and reduced translation workload by 75% utilizing Freddy AI Copilot with Freshdesk; Five9 deflects up to 65% of IT requests with Freddy AI Copilot to save the IT department 200 hours per month and Freddy AI Insights to help identify service gaps and how to fix them; AI Academy for Partners: Technical enablement and training for partners that can help them win more deals and boost revenue; AI Professional Services: A dedicated Freshworks team offering tailored AI strategy, product rollout, and optimization support for larger enterprises facing more complexity; In-product assistance: Prescriptive workflows, videos and guides to help users get up and running. Learn More; New product innovations and their availability can be discovered.分析記事 • May 13What 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...Recent Insider Transactions Derivative • May 08Co-Founder & Executive Chairman exercised options and sold US$1.1m worth of stockOn the 1st of May, Rathna Mathrubootham exercised options to acquire 74k shares at no cost and sold these for an average price of US$14.48 per share. This trade did not impact their existing holding. Since June 2024, Rathna's direct individual holding has decreased from 12.89m shares to 11.07m. Company insiders have collectively sold US$46m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • May 06Consensus EPS estimates upgraded to US$0.17 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.198 to -US$0.171 per share. Revenue forecast steady at US$819.1m. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target up from US$18.94 to US$19.81. Share price was steady at US$14.28 over the past week.Reported Earnings • Apr 30First quarter 2025 earnings released: US$0.004 loss per share (vs US$0.078 loss in 1Q 2024)First quarter 2025 results: US$0.004 loss per share (improved from US$0.078 loss in 1Q 2024). Revenue: US$196.3m (up 19% from 1Q 2024). Net loss: US$1.30m (loss narrowed 94% from 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 134% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Apr 30Freshworks Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2025Freshworks Inc. provided earnings guidance for the second quarter and full year of 2025. For the quarter, the company expects revenue to be in the range of $197.3 million to $200.3 million. For the year, the company expects revenue to be in the range of $815.3 million to $824.3 million.Price Target Changed • Apr 23Price target decreased by 7.3% to US$19.47Down from US$21.00, the current price target is an average from 17 analysts. New target price is 52% above last closing price of US$12.78. Stock is down 31% over the past year. The company is forecast to post a net loss per share of US$0.19 next year compared to a net loss per share of US$0.32 last year.お知らせ • Apr 18Freshworks Inc., Annual General Meeting, Jun 05, 2025Freshworks Inc., Annual General Meeting, Jun 05, 2025.Seeking Alpha • Apr 08Freshworks Is Exposed To International Cross CurrentsSummary 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 05Freshworks Inc.'s (NASDAQ:FRSH) 26% Share Price Plunge Could Signal Some RiskThe Freshworks Inc. ( NASDAQ:FRSH ) share price has fared very poorly over the last month, falling by a substantial...お知らせ • Apr 03Freshworks Inc. to Report Q1, 2025 Results on Apr 29, 2025Freshworks Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2025新しいナラティブ • Mar 20AI 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 12Freshworks Inc.'s (NASDAQ:FRSH) Intrinsic Value Is Potentially 54% Above Its Share PriceKey Insights Freshworks' estimated fair value is US$22.86 based on 2 Stage Free Cash Flow to Equity Freshworks...Recent Insider Transactions Derivative • Mar 04Independent Director notifies of intention to sell stockZachary Nelson intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$17.06, it would amount to US$432k. Since March 2024, Zachary's direct individual holding has increased from 79.44k shares to 110.84k. Company insiders have collectively sold US$47m more than they bought, via options and on-market transactions in the last 12 months.Buy Or Sell Opportunity • Feb 21Now 23% undervaluedOver the last 90 days, the stock has risen 4.7% to US$17.31. The fair value is estimated to be US$22.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 132%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 77% in the next 2 years.Major Estimate Revision • Feb 18Consensus EPS estimates upgraded to US$0.19 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.224 to -US$0.192 per share. Revenue forecast steady at US$815.6m. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target up from US$19.00 to US$21.65. Share price fell 4.5% to US$17.05 over the past week.Seeking Alpha • Feb 14Freshworks: Great Value On This Dip, Deceleration Might Not Be As Sharp As FearedSummary 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 AlphaReported Earnings • Feb 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$0.32 loss per share (improved from US$0.47 loss in FY 2023). Revenue: US$720.4m (up 21% from FY 2023). Net loss: US$95.4m (loss narrowed 31% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Feb 12Freshworks Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025Freshworks Inc. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects revenue of $190.0 million - $193.0 million. For the year, the company expects revenue of $809.0 million - $821.0 million.Recent Insider Transactions Derivative • Feb 05Co-Founder & Executive Chairman exercised options and sold US$1.4m worth of stockOn the 1st of February, Rathna Mathrubootham exercised options to acquire 74k shares at no cost and sold these for an average price of US$18.60 per share. This trade did not impact their existing holding. Since March 2024, Rathna's direct individual holding has decreased from 12.75m shares to 10.76m. Company insiders have collectively sold US$58m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Jan 28Independent Director exercised options and sold US$385k worth of stockOn the 23rd of January, Johanna Flower exercised options to acquire 21k shares at no cost and sold these for an average price of US$18.00 per share. This trade did not impact their existing holding. Since March 2024, Johanna's direct individual holding has increased from 185.44k shares to 200.68k. Company insiders have collectively sold US$58m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Jan 16Freshworks: Rating Downgrade As Near-Term Concerns Outweigh The PositivesSummary 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 Alphaお知らせ • Jan 09Freshworks Inc. to Report Q4, 2024 Results on Feb 11, 2025Freshworks Inc. announced that they will report Q4, 2024 results After-Market on Feb 11, 2025分析記事 • Jan 01When 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...Recent Insider Transactions Derivative • Dec 19Co-Founder & Executive Chairman notifies of intention to sell stockRathna Mathrubootham intends to sell 835k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of December. If the sale is conducted around the recent share price of US$16.79, it would amount to US$14m. Since December 2023, Rathna's direct individual holding has increased from 13.01m shares to 13.26m. Company insiders have collectively sold US$21m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Dec 08Freshworks Just Became Far More Shareholder-Friendly, And It's Time To Jump InSummary 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 Alpha分析記事 • Dec 05Freshworks Inc.'s (NASDAQ:FRSH) Intrinsic Value Is Potentially 57% Above Its Share PriceKey Insights The projected fair value for Freshworks is US$25.73 based on 2 Stage Free Cash Flow to Equity Freshworks...Recent Insider Transactions Derivative • Dec 03Independent Director notifies of intention to sell stockZachary Nelson intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$15.99, it would amount to US$405k. Since December 2023, Zachary's direct individual holding has increased from 50.84k shares to 107.34k. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Dec 03Freshworks Inc. Appoints Srinivasan Raghavan as Chief Product OfficerFreshworks Inc. appointed Srinivasan Raghavan as Chief Product Officer with over two decades of leadership experience in the enterprise SaaS industry. Srini will lead and scale the Freshworks product strategy and vision for its people-first AI service software used to deliver exceptional customer experiences (CX) and employee experiences (EX). He joins the Freshworks executive management team, reporting directly to Chief Executive Officer and President Dennis Woodside. Srini is a key addition to the company’s team to lead innovation that delivers a scalable trajectory for growth across the company’s three key business priorities: employee experience, artificial intelligence, and customer experience, said Woodside. Srinis track record driving enterprise growth and managing complex multi-product scaling efforts coupled with his bold vision for the future of AI, make him uniquely qualified to lead the company’s CX and EX product strategy. Srini most recently served as Chief Product Officer at RingCentral, where he broadened the companys portfolio to generate additional sources of revenue from new cloud-based contact center, marketing, and sales intelligence solutions. Prior to that, as Senior Vice President of Product at Five9, he spearheaded the development of AI-powered digital engagement and automation solutions, including a platform for workflow automation, virtual agents, and assistive tools for contact center agents. Earlier in his career, Srini held strategy and product leadership roles at Cisco in the Applications Software and Collaboration Business units. His deep technical expertise, rooted in his engineering background, is complemented by his experience in product management, user experience and corporate strategy and development. Srini holds a Bachelors and Masters degree in Computer Science and Engineering, and an MBA from The University of Chicago Booth School of Business. He has a passion for creating customer-centric, innovative and scalable solutions. His global leadership experience across the U.S., Europe, and Asia positions him to bring a diverse and strategic perspective to Freshworks.Seeking Alpha • Nov 21Freshworks: Ideal Software Option For 2025 GARP InvestorsSummary 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 AlphaPrice Target Changed • Nov 10Price target increased by 9.6% to US$18.25Up from US$16.66, the current price target is an average from 16 analysts. New target price is 11% above last closing price of US$16.44. Stock is down 5.8% over the past year. The company is forecast to post a net loss per share of US$0.37 next year compared to a net loss per share of US$0.47 last year.分析記事 • Nov 08Freshworks Inc. (NASDAQ:FRSH) Stock Rockets 52% As Investors Are Less Pessimistic Than ExpectedFreshworks Inc. ( NASDAQ:FRSH ) shareholders have had their patience rewarded with a 52% share price jump in the last...Recent Insider Transactions Derivative • Nov 07Co-Founder & Executive Chairman exercised options and sold US$889k worth of stockOn the 1st of November, Rathna Mathrubootham exercised options to acquire 74k shares at no cost and sold these for an average price of US$12.05 per share. This trade did not impact their existing holding. Since December 2023, Rathna's direct individual holding has increased from 13.01m shares to 13.12m. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.収支内訳Freshworks の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:FRSH 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 2687118055217231 Dec 2583918453616330 Sep 25811-3056316230 Jun 25782-5556316931 Mar 25752-7356917031 Dec 24720-9556916530 Sep 24686-10257115930 Jun 24653-10355414631 Mar 24624-11853514031 Dec 23596-13752513830 Sep 23569-16552213730 Jun 23545-19251813831 Mar 23521-22651913831 Dec 22498-23250013630 Sep 22470-25147513030 Jun 22438-2,56650515131 Mar 22405-3,10143213631 Dec 21371-2,83937712030 Sep 21339-3,95431010830 Jun 21308-1,8501926431 Mar 21276-1,2481725731 Dec 20250-1,6181846931 Dec 19172-62512739質の高い収益: FRSHには$7.4M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: FRSH過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: FRSH過去 5 年間で収益を上げており、収益は年間71%増加しています。成長の加速: FRSHは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: FRSH昨年収益を上げたため、昨年の収益成長をSoftware業界 ( 11.8% ) と比較することは困難です。株主資本利益率高いROE: FRSHの 自己資本利益率 ( 17.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2026/05/14 06:42終値2026/05/14 00:00収益2026/03/31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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。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. 15 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 OliverBairdMadeline BrooksBofA Global ResearchNicholas AltmannBTIG18 その他のアナリストを表示
お知らせ • Apr 08Freshworks Inc. to Report Q1, 2026 Results on May 05, 2026Freshworks Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
Reported Earnings • Feb 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$0.63 (up from US$0.32 loss in FY 2024). Revenue: US$838.8m (up 16% from FY 2024). Net income: US$183.7m (up US$279.1m from FY 2024). Profit margin: 22% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Jan 13Freshworks Inc. to Report Q4, 2025 Results on Feb 10, 2026Freshworks Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.016 loss per share (improved from US$0.099 loss in 3Q 2024). Revenue: US$215.1m (up 15% from 3Q 2024). Net loss: US$4.68m (loss narrowed 84% from 3Q 2024). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 67%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Oct 08Freshworks Inc. to Report Q3, 2025 Results on Nov 05, 2025Freshworks Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
Reported Earnings • Jul 30Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.006 loss per share (improved from US$0.067 loss in 2Q 2024). Revenue: US$204.7m (up 18% from 2Q 2024). Net loss: US$1.74m (loss narrowed 91% from 2Q 2024). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 84%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Seeking Alpha • May 13Freshworks: The SaaSpocalypse Discount Won't Last ForeverSummary 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
Major Estimate Revision • May 12Consensus EPS estimates increase from loss to US$0.022 profitThe consensus outlook for fiscal year 2026 has been updated. 2026 forecast for profit of -US$0.102 instead of a loss of US$0.022 per share previously. Revenue forecast unchanged at US$961.2m. Software industry in the US expected to see average net income growth of 27% next year. Consensus price target of US$11.75 unchanged from last update. Share price fell 4.1% to US$8.61 over the past week.
お知らせ • May 08Freshworks Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026Freshworks Inc. provided earnings guidance for the second quarter and full year 2026. For the quarter, the company expects Revenue to be $232.0 million- $235.0 million. For the full year, the company expects Revenue to be $958.0 million - $964.0 million.
ナラティブの更新 • May 07FRSH: Buybacks And AI Execution Will Support Future Shareholder ValueFreshworks' 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.
ライブニュース • May 07Freshworks Beats Expectations With Q1 Revenue Growth AI Uptake and Profitability PushFreshworks reported Q1 2026 revenue of US$228.6 million, up 16.5% year on year, beating Street expectations for the sixth consecutive quarter, with adjusted EPS of US$0.11 in line with forecasts. Management raised full-year 2026 adjusted EPS guidance by 10.7% to US$0.62 at the midpoint and now targets revenue of about US$961 million, implying forecast growth of 14 to 15%. The company is accelerating its push into AI and larger customers, with Freddy AI Copilot customers up over 80% year on year, its first US$1 million-plus ARR deal, and an 11% global workforce reduction planned to support profitability. For you as an investor, the story is currently a mix of growth, product traction in AI and tighter cost control. Employee Experience is a key driver, and the company is leaning into AI features and platform consolidation while also shifting more toward enterprise accounts. The reported net revenue retention rate of 106% and the two largest deals in its history show that existing customers are still spending with Freshworks, not just signing initial contracts. At the same time, management is cutting about 11% of the global workforce, with US$7 to 9 million of restructuring charges expected in Q2 2026 and completion targeted by June 2026. Together with commentary that the stock is viewed by some as attractively valued relative to free cash flow and supported by a strong balance sheet and buybacks, the setup centers on whether this balance of growth, AI-led product uptake and efficiency can support the company’s longer-term ambitions.
New Risk • May 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 91% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
ナラティブの更新 • Apr 21FRSH: AI Execution And Margin Discipline Will Support Future Bullish RepricingAnalysts 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.
お知らせ • Apr 11Freshworks Inc., Annual General Meeting, May 28, 2026Freshworks Inc., Annual General Meeting, May 28, 2026.
お知らせ • Apr 10Freshworks Inc. Appoints Kuntal Vahalia as Senior Vice President, Global Channels and AlliancesFreshworks Inc. announced the appointment of Kuntal Vahalia as Senior Vice President, Partnership Channel. Vahalia will lead Freshworks’ global partner strategy, enablement, and execution as the company accelerates its move upmarket and deepens its investment in its employee experience (EX) segment, which includes IT Service Management (ITSM), IT Asset Management (ITAM), IT Operations Management (ITOM), and Enterprise Service Management (ESM). He will report to Freshworks’ Chief Revenue Officer Ian Tickle. Vahalia brings two decades of experience scaling SaaS companies through partner ecosystems and go-to-market strategies. Most recently, as SVP of Global Channels and Alliances at Anaplan, he transformed the partner model, deepening collaboration with global system integrators and driving measurable growth in partner-led revenue. Previously, he held leadership roles at Salesforce, MuleSoft, and ThoughtSpot, building global ecosystems and sales motions across regions and functions.
お知らせ • Apr 08Freshworks Inc. to Report Q1, 2026 Results on May 05, 2026Freshworks Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
ナラティブの更新 • Apr 06FRSH: AI Competition And Pricing Power Will Shape Future Cash GenerationAnalysts 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.
ナラティブの更新 • Mar 23FRSH: AI Competition And Price Hikes Will Shape Future Cash GenerationNarrative 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.
Price Target Changed • Mar 19Price target decreased by 7.8% to US$12.38Down from US$13.43, the current price target is an average from 13 analysts. New target price is 53% above last closing price of US$8.10. Stock is down 47% over the past year. The company is forecast to post a net loss per share of US$0.10 compared to earnings per share of US$0.63 last year.
ナラティブの更新 • Mar 09FRSH: Price Resets And Buybacks Will Support Future Shareholder ValueAnalysts 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.
Recent Insider Transactions Derivative • Mar 06Insider notifies of intention to sell stockMika Yamamoto intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of March. If the sale is conducted around the recent share price of US$8.30, it would amount to US$270k. Since March 2025, Mika's direct individual holding has increased from 155.06k shares to 243.05k. Company insiders have collectively sold US$3.1m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Mar 06+ 1 more updateFreshworks Inc. Announces Executive ChangesFreshworks Inc. announced on March 5, 2026 that it has unified its global sales organization under its current Chief of Global Field Operations, Ian Tickle. Ian Tickle will serve as the Company’s Chief Revenue Officer effective immediately. He will be responsible for overseeing all sales, customer success and customer experience functions. Tickle has been Freshworks’ Chief of Global Field Operations for the past year and prior to that, he led the field sales group for Europe. During his tenure with Freshworks, Ian has built a true field and enterprise selling machine. Prior to Freshworks, he was President and Chief Revenue Officer at Domo and Vice President EMEA, SaaS Solutions, at Oracle. Throughout his career, Tickle has demonstrated expertise in scaling global sales operations, driving revenue growth in competitive markets, and leading organizations through critical transformation initiatives. As a result of this decision, Chief Integrated Customer Growth Officer Mika Yamamoto will depart Freshworks.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$8.47, the stock trades at a trailing P/E ratio of 13.1x. Average forward P/E is 15x in the Software industry in the US. Total loss to shareholders of 45% over the past three years.
お知らせ • Feb 27Freshworks Inc. (NasdaqGS:FRSH) announces an Equity Buyback for $400 million worth of its shares.Freshworks Inc. (NasdaqGS:FRSH) announces a share repurchase program. Under the program, the company will repurchase up to $400 million worth of it's Class A common stock. The repurchase program may be suspended or discontinued at any time.
ナラティブの更新 • Feb 23FRSH: Pricing Power And Margin Focus Will Support Future Bullish RepricingFreshworks 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.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$7.24, the stock trades at a trailing P/E ratio of 11.1x. Average forward P/E is 13x in the Software industry in the US. Total loss to shareholders of 54% over the past three years.
Major Estimate Revision • Feb 17Consensus EPS estimates fall by 223%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$945.4m to US$956.6m. Forecast EPS reduced from -US$0.031 to -US$0.102 per share. Software industry in the US expected to see average net income growth of 23% next year. Consensus price target down from US$17.64 to US$13.43. Share price fell 16% to US$7.24 over the past week.
Reported Earnings • Feb 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$0.63 (up from US$0.32 loss in FY 2024). Revenue: US$838.8m (up 16% from FY 2024). Net income: US$183.7m (up US$279.1m from FY 2024). Profit margin: 22% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
Price Target Changed • Feb 11Price target decreased by 24% to US$13.92Down from US$18.36, the current price target is an average from 13 analysts. New target price is 91% above last closing price of US$7.30. Stock is down 59% over the past year. The company is forecast to post a net loss per share of US$0.10 compared to earnings per share of US$0.63 last year.
分析記事 • Feb 11Benign Growth For Freshworks Inc. (NASDAQ:FRSH) Underpins Stock's 29% PlummetFreshworks Inc. ( NASDAQ:FRSH ) shareholders that were waiting for something to happen have been dealt a blow with a...
お知らせ • Feb 11Freshworks Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2026Freshworks Inc. provided earnings guidance for the first quarter and full year of 2026. For the quarter, the company expects revenue of $222.0 million - $225.0 million. For the year, the company expects revenue of $952.0 million - $960.0 million.
ナラティブの更新 • Feb 09FRSH: Price Increases And AI Capabilities Will Support Durable Shareholder ValueNarrative 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.
ナラティブの更新 • Jan 25FRSH: Price Increases And AI Rollout Will Shape Durable Cash GenerationAnalysts 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.
お知らせ • Jan 13Freshworks Inc. to Report Q4, 2025 Results on Feb 10, 2026Freshworks Inc. announced that they will report Q4, 2025 results After-Market on Feb 10, 2026
ナラティブの更新 • Jan 11FRSH: Price Actions And AI Progress Will Test Durable Cash GenerationAnalysts 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.
お知らせ • Jan 07Freshworks Inc. Appoints Kady Srinivasan as Chief Marketing OfficerFreshworks Inc. announced Kady Srinivasan has joined as its Chief Marketing Officer, bringing over 15 years of leadership experience driving large-scale marketing transformations at high-growth SaaS companies. Srinivasan will lead Freshworks' global marketing strategy to amplify the company's mission to deliver exceptional customer and employee experiences with uncomplicated service software. Srinivasan will report to Mika Yamamoto, who serves as Freshworks' Chief Integrated Customer Growth Officer, and continues to oversee Marketing, Customer Support, and the Small Business and Commercial Sales and Customer Success organizations. Srinivasan most recently served as Chief Marketing Officer at You.com, an AI search infrastructure company, and Lightspeed Commerce Inc. (NYSE: LSPD), a payments platform provider. During her tenure at Lightspeed, she doubled market share in key regions, quadrupled marketing efficiency, and helped drive 25% year-over-year growth at scale, leading the company to achieve its first profitable quarter in two decades. Prior to Lightspeed, she served as SVP, Global Head of Marketing at Klaviyo and as Chief Marketing Officer and Chief Revenue Officer at Owlet Baby Care. Srinivasan is currently a Venture Advisor at Relay Ventures and an advisor to high growth AI startups such as HighTouch and Doss. She holds an MBA from the University of North Carolina at Chapel Hill and a BE from RV College of Engineering.
ナラティブの更新 • Dec 27FRSH: Durable Rule Of 40 Performance Will Support Bullish RepricingAnalysts 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.
お知らせ • Dec 20Freshworks Inc. Announces Resignation of Zachary Nelson from Board of Directors, Effective January 2, 2026Freshworks Inc. announced that on December 17, 2025, Zachary Nelson provided notice to Freshworks Inc. that he will retire as a Class III member of the Company's Board of Directors, effective January 2, 2026 due to other commitments. Effective January 2, 2026, the size of the Board will be reduced to eight members and the total number of Class III directors will be reduced to one member. Effective upon Mr. Nelson's resignation, director Johanna Flower will join the Audit Committee of the Board.
お知らせ • Dec 16Freshworks Inc. (NasdaqGS:FRSH) signed a definitive agreement to acquire FireHydrant, Inc.Freshworks Inc. (NasdaqGS:FRSH) signed a definitive agreement to acquire FireHydrant, Inc. on December 15, 2025. The acquisition is expected to close in Freshworks’ first fiscal quarter of 2026, subject to customary closing conditions.
ナラティブの更新 • Dec 13FRSH: Revenue Gains And Buybacks Will Face CX Execution TestAnalysts 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.
ナラティブの更新 • Nov 29FRSH: Sustained Execution And Differentiated Platform Will Deliver Durable Shareholder ValueAnalysts 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.
ナラティブの更新 • Nov 15FRSH: Operating Strength And Durable Growth Model Will Drive Shareholder ValueAnalysts 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.
Recent Insider Transactions • Nov 14CFO & COO recently bought US$2.0m worth of stockOn the 11th of November, Tyler Sloat bought around 172k shares on-market at roughly US$11.62 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Tyler's only on-market trade for the last 12 months.
お知らせ • Nov 13Freshworks Launches AI-Powered Capabilities to Elevate the Employee Experience and Turn Complexity into GrowthFreshworks Inc. unveiled new capabilities at its flagship Refresh event within Freshservice, the AI-powered IT management platform, that make it easier for teams to resolve issues faster, prevent problems earlier, and identify performance drivers proactively. The updates leverage AI and automation to address the critical challenge facing IT: fragmented tools and repetitive manual processes that fuel complexity and steal time, energy, and opportunities for business growth. Included in the launch are Freshservice and Freddy AI enhancements that raise the bar on employee experience (EX) and service delivery. Enhanced Freddy AI Agents that make self-service effortless, while integrations with popular digital employee experience (DEX) platforms deliver real-time device health insights that power proactive prevention. Once a ticket is raised, Freshservice's AI-powered Intelligent Routing ensures it reaches the right team instantly, accelerating resolution and improving employee experience. Freddy AI Insights now offers IT leaders conversational insights, a simple way to ask questions to visualize complex service patterns and identify root causes quickly. Freshworks' new Cost of Complexity Report reveals a hidden crisis: nearly 20% of IT leaders have experienced burnout or attrition in their teams due to complex software, and 29% of employees cite productivity loss from blended tools and fragmented channels. The new Freshservice capabilities enable companies to: Proactively Prevent issues Before They Impact Employees: DEX integrations with Riverbed Aternity and ControlUp can help detect and resolve endpoint issues before employees notice them by surfacing real-time device and application telemetry data directly in IT tickets, providing immediate visibility into system health and performance. Agents can save time by enabling auto-remediation and have more detailed, richer audit trails. AI-powered Intelligent Routing helps assign these tickets to the right team based on availability, skill and workload to resolve issues most effectively. For example, when an employee's laptop slows down due to a background update, the DEX solution can detect high usage and automatically attach device telemetry - like CPU, memory, and active processes - to a Freshservice ticket. IT teams can instantly identify the cause and resolve it remotely, without waiting for employee input or setting up remote access. For more complex cases, Intelligent Routing identifies the right team to resolve the issue. Enhanced Freddy AI Agents can now search Google Drive to access more data and provide richer answers, process images within tickets (like screenshots of errors), and integrate seamlessly with both service portals and popular apps employees already use, like Microsoft 365 Copilot to resolve issues without breaking their flow or focus.
Major Estimate Revision • Nov 12Consensus estimates of losses per share improve by 41%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$825.7m to US$834.9m. EPS estimate increased from -US$0.133 per share to -US$0.078 per share. Software industry in the US expected to see average net income growth of 22% next year. Consensus price target down from US$19.64 to US$18.79. Share price rose 6.6% to US$11.64 over the past week.
Breakeven Date Change • Nov 07Forecast to breakeven in 2027The 15 analysts covering Freshworks expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 59% per year to 2026. The company is expected to make a profit of US$40.1m in 2027. Average annual earnings growth of 101% is required to achieve expected profit on schedule.
お知らせ • Nov 07+ 1 more updateFreshworks Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Freshworks Inc. provided earnings guidance for the fourth quarter of 2025. For the period, Company expects Revenue to be $217.0 million to $220.0 million. Year-over-year growth to be 12% to 13%. Year-over-year growth (constant currency) to be 11% to 13%.
Reported Earnings • Nov 06Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: US$0.016 loss per share (improved from US$0.099 loss in 3Q 2024). Revenue: US$215.1m (up 15% from 3Q 2024). Net loss: US$4.68m (loss narrowed 84% from 3Q 2024). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 67%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Recent Insider Transactions Derivative • Nov 04Co-Founder & Executive Chairman exercised options and sold US$1.1m worth of stockOn the 1st of November, Rathna Mathrubootham exercised options to acquire 103k shares at no cost and sold these for an average price of US$11.10 per share. This trade did not impact their existing holding. Since December 2024, Rathna's direct individual holding has increased from 10.76m shares to 11.08m. Company insiders have collectively sold US$49m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Nov 01FRSH: AI-Native Positioning Will Drive Expansion Amid Market Multiple CompressionAnalysts 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.
ナラティブの更新 • Oct 17AI Adoption And Cloud Migration Will Expand Market ReachAnalysts 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.
お知らせ • Oct 08Freshworks Inc. to Report Q3, 2025 Results on Nov 05, 2025Freshworks Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
お知らせ • Oct 07Freshworks Appoints Enrique Ortegon as Senior Vice PresidentFreshworks announced Enrique Ortegon as its new Senior Vice President and General Manager of Americas Field Sales, bringing over two decades of leadership experience in enterprise SaaS and go-to-market strategy. Enrique will lead Freshworks' growth strategy and operations across North and South America, supporting the company's mission to deliver exceptional customer and employee experiences with uncomplicated service software. Enrique most recently served as a senior executive at DocuSign, where he led the North America Majors, Mid-Market, and SMB businesses, playing a key role in the company's transformation and delivery of its Intelligent Agreement Management platform, which helps organizations streamline and automate agreement processes. Before that, he spent more than a decade at Salesforce in senior leadership roles, including SVP of SMB North America, General Manager for Latin America, and VP of Global Enterprise Sales Strategy & Go-To-Market. In these positions, Enrique delivered record growth across geographies and segments while championing initiatives to advance diversity and inclusion. Beyond his corporate leadership roles, Enrique also advises several startups and an investment fund dedicated to empowering Latin entrepreneurs and supporting underrepresented communities. Enrique earned a bachelor’s degree in Economics from Tecnológico de Monterrey and his MBA at Stanford Graduate School of Business.
ナラティブの更新 • Oct 03AI Adoption And Cloud Migration Will Expand Market ReachAnalysts 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.
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. Independent Director Frank Pelzer was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
ナラティブの更新 • Sep 13AI Adoption And Cloud Migration Will Expand Market ReachAnalysts 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.
Recent Insider Transactions Derivative • Aug 07Co-Founder & Executive Chairman exercised options and sold US$1.3m worth of stockOn the 1st of August, Rathna Mathrubootham exercised options to acquire 103k shares at no cost and sold these for an average price of US$12.68 per share. This trade did not impact their existing holding. Since September 2024, Rathna's direct individual holding has decreased from 13.12m shares to 10.97m. Company insiders have collectively sold US$48m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Aug 05Consensus EPS estimates upgraded to US$0.14 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.169 to -US$0.142 per share. Revenue forecast steady at US$826.5m. Software industry in the US expected to see average net income growth of 27% next year. Consensus price target up from US$19.86 to US$20.69. Share price fell 7.2% to US$12.99 over the past week.
Reported Earnings • Jul 30Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.006 loss per share (improved from US$0.067 loss in 2Q 2024). Revenue: US$204.7m (up 18% from 2Q 2024). Net loss: US$1.74m (loss narrowed 91% from 2Q 2024). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 84%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 121% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jul 30+ 1 more updateFreshworks Inc. Provides Earnings Guidance for the Third Quarter of 2025Freshworks Inc. provided earnings guidance for the third quarter of 2025. For the quarter, the company expects revenue of $207.0 million to $210.0 million.
分析記事 • Jul 05Freshworks Inc.'s (NASDAQ:FRSH) Shareholders Might Be Looking For ExitIt's not a stretch to say that Freshworks Inc.'s ( NASDAQ:FRSH ) price-to-sales (or "P/S") ratio of 6x right now seems...
Recent Insider Transactions Derivative • Jul 03Independent Director notifies of intention to sell stockZachary Nelson intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of July. If the sale is conducted around the recent share price of US$15.18, it would amount to US$384k. Since September 2024, Zachary's direct individual holding has increased from 104.49k shares to 115.29k. Company insiders have collectively sold US$47m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jul 02Freshworks Inc. to Report Q2, 2025 Results on Jul 29, 2025Freshworks Inc. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025
お知らせ • Jul 01Freshworks Launches Freshservice Journeys to Make Work Life Easier by Removing Frustration from Employee ExperiencesFreshworks announced the general availability of Freshservice Journeys, a new AI-assisted capability within its IT and employee service management offering, designed to streamline complex employee processes across functions--driving efficiency, improving cross-functional collaboration, and delivering consistent, personalized employee experience during critical employee events. With Freshservice Journeys, teams across IT, HR, facilities, and other departments can use no-code workflows to build thoughtful employee experiences in key moments that matter such as onboarding, offboarding, promotions, and relocations. Organizations often struggle with legacy systems that enforce rigid workflows and siloed operations. This lack of coordination and accountability across departments leads to bottlenecks and costly inefficiencies--especially during high-impact employee experiences like onboarding. For example, when IT, HR, and Facilities aren't aligned, new hires may arrive on day one without access to essential tools, systems, or even a workspace, coding first impressions and delaying productivity. Freshservice Journeys was built to solve these common challenges by automating manual tasks, improving interdepartmental coordination, and enhancing visibility throughout the process. Key benefits of Freshservice Journeys include: AI-Powered Efficiency: Leverages the power of AI to handle routine tasks like setting up accounts, sending reminders, and summarizing tickets. This means less manual work for team and faster task completion. Easy-to-use, intuitive interface: The no-code/low-code interface empowers admins to configure complex workflows effortlessly, or go live even faster using pre-built templates that enable seamless collaboration from HR to IT. Seamless Cross-Functional Collaboration: Assigns tasks, automates reminders, and provides real-time progress tracking visible across all relevant departments to enhance coordination, improve accountability, and simplify employee transitions. Flexible to Unique Organizational Needs: Uses conditions and triggers to tailor journey paths to specific employee needs and organizational policies.
お知らせ • Jun 18Freshworks Inc. Appoints Ian Tickle as Chief of Global Field OperationsFreshworks Inc., announced the appointment of Ian Tickle as Chief of Global Field Operations (CGFO). Tickle, who has served in this capacity on an interim basis since April, while maintaining his role as Senior Vice President and General Manager of International Sales, will now take on the position full-time to drive the company’s field sales-led growth through new business and customer expansion globally. Tickle joined Freshworks one year ago, bringing extensive global leadership experience in enterprise software. Prior to Freshworks, he was President and Chief Revenue Officer at Domo and Vice President EMEA, SaaS Solutions, at Oracle. Throughout his career, Tickle has demonstrated expertise in scaling global sales operations, driving revenue growth in competitive markets, and leading organizations through critical transformation initiatives. In First Quarter 2025 Tickle was instrumental in helping the team to a strong finish, where the company reported revenue growth of 19% year-over-year to $196.3 million, operating cash flow margin of 30% and adjusted free cash flow margin of 28%. In his new role, Tickle will continue to report directly to CEO Dennis Woodside and serve as part of the company's management team. Based in Freshworks’ London office, he is strategically positioned to maintain the company’s strong global connectivity and reach.
Recent Insider Transactions Derivative • Jun 11Co-Founder & Executive Chairman notifies of intention to sell stockRathna Mathrubootham intends to sell 56k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of June. If the sale is conducted around the recent share price of US$15.95, it would amount to US$890k. Since September 2024, Rathna's direct individual holding has decreased from 13.12m shares to 11.10m. Company insiders have collectively sold US$46m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jun 11Freshworks Advances its Agentic AI Platform to Un Complicate Service Software for Companies Big and SmallFreshworks unveiled the next generation of its Freddy Agentic AI Platform, a connected, intelligent, continuously learning system of AI agents that don't just reply to service questions, but can resolve them. From Insights to Action: A New Standard for AI at Work: What makes the Freddy Agentic AI Platform truly impactful is its ability to help customer and employee service teams act faster to deliver results. AI agents aren't just answering questions -- they're resolving requests, completing actions across multiple applications, identifying root causes, and recommending next steps. All of it can happen autonomously, so teams spend less time on mundane tasks and more time on work that matters. New capabilities available to customers within the Freddy Agentic AI Platform include: Freddy AI Agent Studio: More productive agents, happier customers. Freshworks is rolling out the Freddy AI Agent Studio, an integrated set of capabilities to uncomplicate how customer service teams build, test, and launch AI Agents in minutes by a support team member without technical expertise. AI agents can be taught unique skills to autonomously take actions like issuing a refund, checking order status, or updating a customer record. It can analyze incoming messages, drafts contextual replies, and close tickets automatically when a customer confirms the resolution. Highlights include: First-response times can shrink from hours to minutes; Repetitive issues are handled efficiently and accurately; Scales support without adding agent workload; anddy AI Agent for unified search: Enhance knowledge discovery for employee service; Freddy AI Agents can now deliver even more accurate and speedier employee service by intelligently searching enterprise platforms for the latest documentation while reducing the burden on live service agents. Highlights include: Integrates seamlessly with Slack, Microsoft SharePoint and Teams, delivering support directly through the tools employees already use most; Multilingual conversations in over 40 languages for inclusive, personalized assistance; Robust security that helps prevent data sharing between accounts. Freddy AI Insights with root cause analysis: Make informed IT decisions, faster; Freddy AI Insights for Freshservice makes complex IT analysis easier as it continuously scans service desk activity to detect anomalies, flag trends, and identify root causes through visual maps. This layered approach helps ensure more accurate, reliable, and context-aware support that helps resource constrained teams move faster and with less friction. Customer-Proven Results: Since its initial release in 2023, Freddy AI has helped over 5,000 organizations streamline service operations and deliver measurable results - up to 70% ticket deflection from AI Agents and up to 50% productivity gains from Freddy AI Copilot; Hobbycraftautomated 30% of customer queries with Freddy AI Agent which freed up agents to handle more complex issues, improved customer satisfaction by 25%, enabled hybrid work, and boosted employee engagement; Bergzeit auto-triaged more than 200,000 tickets and reduced translation workload by 75% utilizing Freddy AI Copilot with Freshdesk; Five9 deflects up to 65% of IT requests with Freddy AI Copilot to save the IT department 200 hours per month and Freddy AI Insights to help identify service gaps and how to fix them; AI Academy for Partners: Technical enablement and training for partners that can help them win more deals and boost revenue; AI Professional Services: A dedicated Freshworks team offering tailored AI strategy, product rollout, and optimization support for larger enterprises facing more complexity; In-product assistance: Prescriptive workflows, videos and guides to help users get up and running. Learn More; New product innovations and their availability can be discovered.
分析記事 • May 13What 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...
Recent Insider Transactions Derivative • May 08Co-Founder & Executive Chairman exercised options and sold US$1.1m worth of stockOn the 1st of May, Rathna Mathrubootham exercised options to acquire 74k shares at no cost and sold these for an average price of US$14.48 per share. This trade did not impact their existing holding. Since June 2024, Rathna's direct individual holding has decreased from 12.89m shares to 11.07m. Company insiders have collectively sold US$46m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • May 06Consensus EPS estimates upgraded to US$0.17 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.198 to -US$0.171 per share. Revenue forecast steady at US$819.1m. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target up from US$18.94 to US$19.81. Share price was steady at US$14.28 over the past week.
Reported Earnings • Apr 30First quarter 2025 earnings released: US$0.004 loss per share (vs US$0.078 loss in 1Q 2024)First quarter 2025 results: US$0.004 loss per share (improved from US$0.078 loss in 1Q 2024). Revenue: US$196.3m (up 19% from 1Q 2024). Net loss: US$1.30m (loss narrowed 94% from 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 134% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Apr 30Freshworks Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2025Freshworks Inc. provided earnings guidance for the second quarter and full year of 2025. For the quarter, the company expects revenue to be in the range of $197.3 million to $200.3 million. For the year, the company expects revenue to be in the range of $815.3 million to $824.3 million.
Price Target Changed • Apr 23Price target decreased by 7.3% to US$19.47Down from US$21.00, the current price target is an average from 17 analysts. New target price is 52% above last closing price of US$12.78. Stock is down 31% over the past year. The company is forecast to post a net loss per share of US$0.19 next year compared to a net loss per share of US$0.32 last year.
お知らせ • Apr 18Freshworks Inc., Annual General Meeting, Jun 05, 2025Freshworks Inc., Annual General Meeting, Jun 05, 2025.
Seeking Alpha • Apr 08Freshworks Is Exposed To International Cross CurrentsSummary 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 05Freshworks Inc.'s (NASDAQ:FRSH) 26% Share Price Plunge Could Signal Some RiskThe Freshworks Inc. ( NASDAQ:FRSH ) share price has fared very poorly over the last month, falling by a substantial...
お知らせ • Apr 03Freshworks Inc. to Report Q1, 2025 Results on Apr 29, 2025Freshworks Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2025
新しいナラティブ • Mar 20AI 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 12Freshworks Inc.'s (NASDAQ:FRSH) Intrinsic Value Is Potentially 54% Above Its Share PriceKey Insights Freshworks' estimated fair value is US$22.86 based on 2 Stage Free Cash Flow to Equity Freshworks...
Recent Insider Transactions Derivative • Mar 04Independent Director notifies of intention to sell stockZachary Nelson intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$17.06, it would amount to US$432k. Since March 2024, Zachary's direct individual holding has increased from 79.44k shares to 110.84k. Company insiders have collectively sold US$47m more than they bought, via options and on-market transactions in the last 12 months.
Buy Or Sell Opportunity • Feb 21Now 23% undervaluedOver the last 90 days, the stock has risen 4.7% to US$17.31. The fair value is estimated to be US$22.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 132%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 77% in the next 2 years.
Major Estimate Revision • Feb 18Consensus EPS estimates upgraded to US$0.19 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$0.224 to -US$0.192 per share. Revenue forecast steady at US$815.6m. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target up from US$19.00 to US$21.65. Share price fell 4.5% to US$17.05 over the past week.
Seeking Alpha • Feb 14Freshworks: Great Value On This Dip, Deceleration Might Not Be As Sharp As FearedSummary 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
Reported Earnings • Feb 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$0.32 loss per share (improved from US$0.47 loss in FY 2023). Revenue: US$720.4m (up 21% from FY 2023). Net loss: US$95.4m (loss narrowed 31% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 132% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Feb 12Freshworks Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025Freshworks Inc. provided earnings guidance for the first quarter and full year of 2025. For the quarter, the company expects revenue of $190.0 million - $193.0 million. For the year, the company expects revenue of $809.0 million - $821.0 million.
Recent Insider Transactions Derivative • Feb 05Co-Founder & Executive Chairman exercised options and sold US$1.4m worth of stockOn the 1st of February, Rathna Mathrubootham exercised options to acquire 74k shares at no cost and sold these for an average price of US$18.60 per share. This trade did not impact their existing holding. Since March 2024, Rathna's direct individual holding has decreased from 12.75m shares to 10.76m. Company insiders have collectively sold US$58m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Jan 28Independent Director exercised options and sold US$385k worth of stockOn the 23rd of January, Johanna Flower exercised options to acquire 21k shares at no cost and sold these for an average price of US$18.00 per share. This trade did not impact their existing holding. Since March 2024, Johanna's direct individual holding has increased from 185.44k shares to 200.68k. Company insiders have collectively sold US$58m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Jan 16Freshworks: Rating Downgrade As Near-Term Concerns Outweigh The PositivesSummary 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 Alpha
お知らせ • Jan 09Freshworks Inc. to Report Q4, 2024 Results on Feb 11, 2025Freshworks Inc. announced that they will report Q4, 2024 results After-Market on Feb 11, 2025
分析記事 • Jan 01When 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...
Recent Insider Transactions Derivative • Dec 19Co-Founder & Executive Chairman notifies of intention to sell stockRathna Mathrubootham intends to sell 835k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of December. If the sale is conducted around the recent share price of US$16.79, it would amount to US$14m. Since December 2023, Rathna's direct individual holding has increased from 13.01m shares to 13.26m. Company insiders have collectively sold US$21m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Dec 08Freshworks Just Became Far More Shareholder-Friendly, And It's Time To Jump InSummary 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 Alpha
分析記事 • Dec 05Freshworks Inc.'s (NASDAQ:FRSH) Intrinsic Value Is Potentially 57% Above Its Share PriceKey Insights The projected fair value for Freshworks is US$25.73 based on 2 Stage Free Cash Flow to Equity Freshworks...
Recent Insider Transactions Derivative • Dec 03Independent Director notifies of intention to sell stockZachary Nelson intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$15.99, it would amount to US$405k. Since December 2023, Zachary's direct individual holding has increased from 50.84k shares to 107.34k. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Dec 03Freshworks Inc. Appoints Srinivasan Raghavan as Chief Product OfficerFreshworks Inc. appointed Srinivasan Raghavan as Chief Product Officer with over two decades of leadership experience in the enterprise SaaS industry. Srini will lead and scale the Freshworks product strategy and vision for its people-first AI service software used to deliver exceptional customer experiences (CX) and employee experiences (EX). He joins the Freshworks executive management team, reporting directly to Chief Executive Officer and President Dennis Woodside. Srini is a key addition to the company’s team to lead innovation that delivers a scalable trajectory for growth across the company’s three key business priorities: employee experience, artificial intelligence, and customer experience, said Woodside. Srinis track record driving enterprise growth and managing complex multi-product scaling efforts coupled with his bold vision for the future of AI, make him uniquely qualified to lead the company’s CX and EX product strategy. Srini most recently served as Chief Product Officer at RingCentral, where he broadened the companys portfolio to generate additional sources of revenue from new cloud-based contact center, marketing, and sales intelligence solutions. Prior to that, as Senior Vice President of Product at Five9, he spearheaded the development of AI-powered digital engagement and automation solutions, including a platform for workflow automation, virtual agents, and assistive tools for contact center agents. Earlier in his career, Srini held strategy and product leadership roles at Cisco in the Applications Software and Collaboration Business units. His deep technical expertise, rooted in his engineering background, is complemented by his experience in product management, user experience and corporate strategy and development. Srini holds a Bachelors and Masters degree in Computer Science and Engineering, and an MBA from The University of Chicago Booth School of Business. He has a passion for creating customer-centric, innovative and scalable solutions. His global leadership experience across the U.S., Europe, and Asia positions him to bring a diverse and strategic perspective to Freshworks.
Seeking Alpha • Nov 21Freshworks: Ideal Software Option For 2025 GARP InvestorsSummary 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 Alpha
Price Target Changed • Nov 10Price target increased by 9.6% to US$18.25Up from US$16.66, the current price target is an average from 16 analysts. New target price is 11% above last closing price of US$16.44. Stock is down 5.8% over the past year. The company is forecast to post a net loss per share of US$0.37 next year compared to a net loss per share of US$0.47 last year.
分析記事 • Nov 08Freshworks Inc. (NASDAQ:FRSH) Stock Rockets 52% As Investors Are Less Pessimistic Than ExpectedFreshworks Inc. ( NASDAQ:FRSH ) shareholders have had their patience rewarded with a 52% share price jump in the last...
Recent Insider Transactions Derivative • Nov 07Co-Founder & Executive Chairman exercised options and sold US$889k worth of stockOn the 1st of November, Rathna Mathrubootham exercised options to acquire 74k shares at no cost and sold these for an average price of US$12.05 per share. This trade did not impact their existing holding. Since December 2023, Rathna's direct individual holding has increased from 13.01m shares to 13.12m. Company insiders have collectively sold US$27m more than they bought, via options and on-market transactions in the last 12 months.
