Freshworks Inc.

NasdaqGS:FRSH 주식 리포트

시가총액: US$2.6b

Freshworks 과거 순이익 실적

과거 기준 점검 2/6

Freshworks은 연평균 71%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 27.2% 증가했습니다. 매출은 연평균 20.3%의 비율로 증가했습니다. Freshworks의 자기자본이익률은 17.7%이고 순이익률은 20.7%입니다.

핵심 정보

71.01%

순이익 성장률

81.20%

주당순이익(EPS) 성장률

Software 산업 성장률17.33%
매출 성장률20.28%
자기자본이익률17.68%
순이익률20.69%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Jun 05

FRSH: AI Execution And Earnings Momentum Will Support Future Shareholder Value

Freshworks' analyst price target has shifted from about $12.38 to roughly $11.75 as analysts factor in a tougher operating backdrop and recent downgrades, along with updated assumptions for growth, margins, discount rate, and future P/E. Analyst Commentary Recent Street research on Freshworks has turned more cautious, with a focus on a tougher operating setup and lower price targets.
Seeking Alpha May 26

Freshworks: Customer Growth And Strong Retention

Summary Freshworks turned in an impressive Q1 beat-and-raise, boosting its full-year growth expectations by 50bps. FRSH stock remains a deep value play in the software sector, trading at <2x revenue and ~10x ex-cash P/E. Management is citing strong performance in employee experience ("EX") tools that are driving net-new customer additions. Read the full article on Seeking Alpha
내러티브 업데이트 May 21

FRSH: AI Competition In Core Apps Will Pressure Future Cash Generation

Analysts trimmed their price targets on Freshworks, with several cuts including a move from $20 to $8, citing a tougher operating backdrop, AI related competitive risks in the core business, and sector wide pressure on application software stocks. Analyst Commentary Freshworks has drawn a series of cautious moves from bearish analysts, who are resetting expectations around the stock as they reassess growth, competition, and the impact of AI on the core business.
내러티브 업데이트 May 07

FRSH: Buybacks And AI Execution Will Support Future Shareholder Value

Freshworks' updated analyst price target moves slightly lower to about $12.38, as analysts factor in softer revenue growth expectations, sharply reduced profit margin assumptions, a much higher implied future P/E, and ongoing AI and competitive risks highlighted in recent downgrades and target cuts. Analyst Commentary Recent research updates around Freshworks have tilted more cautious, with several price target cuts and rating changes clustering over a short period.
내러티브 업데이트 Apr 21

FRSH: AI Execution And Margin Discipline Will Support Future Bullish Repricing

Analysts cut the price target on Freshworks from $19.60 to $18.00 as a series of downgrades and lower targets across the Street reflect concerns around a tougher operating backdrop, AI related competitive risk, and revised expectations for the apps software group. Analyst Commentary Recent research commentary on Freshworks has clustered around concerns about AI related competitive risk, pressure across apps software peers, and a tougher operating setup.
내러티브 업데이트 Apr 06

FRSH: AI Competition And Pricing Power Will Shape Future Cash Generation

Analysts have reduced their average price target on Freshworks to $8, reflecting a more cautious view on AI related competitive risks and a tougher apps software environment. Some still point to potential benefits from recent pricing changes in Freshdesk plans.
내러티브 업데이트 Mar 23

FRSH: AI Competition And Price Hikes Will Shape Future Cash Generation

Narrative Update: Freshworks Price Target Reset The analyst fair value estimate for Freshworks has been reduced from $13.00 to $8.00. This reflects a series of recent price target cuts and downgrades as analysts factor in a slightly higher discount rate, more cautious assumptions on revenue growth and profit margins, and a lower future P/E multiple in light of AI and competitive risks cited in recent research.
내러티브 업데이트 Mar 09

FRSH: Price Resets And Buybacks Will Support Future Shareholder Value

Analysts have cut their average price target for Freshworks from about $17.64 to roughly $12.57. This reflects broader caution on app software names, rising perceived AI and competitive risks in the core business, and a series of recent rating and target changes across the Street.
내러티브 업데이트 Feb 23

FRSH: Pricing Power And Margin Focus Will Support Future Bullish Repricing

Freshworks saw its analyst price target reduced to $19.60 from $25.90, reflecting a broad round of target cuts from multiple firms as analysts factor in revised valuation assumptions, even as some research points to potential support from pricing changes and margin expectations. Analyst Commentary Recent research paints a mixed but constructive picture, with several firms trimming price targets while still pointing to specific drivers that could support the shares over time, particularly around pricing, product value and execution on margins.
분석 기사 Feb 11

Benign Growth For Freshworks Inc. (NASDAQ:FRSH) Underpins Stock's 29% Plummet

Freshworks Inc. ( NASDAQ:FRSH ) shareholders that were waiting for something to happen have been dealt a blow with a...
내러티브 업데이트 Feb 09

FRSH: Price Increases And AI Capabilities Will Support Durable Shareholder Value

Narrative Update Analysts have trimmed their fair value estimate for Freshworks by about US$0.79, reflecting slightly lower assumptions for long term growth, profit margins, and future P/E multiples following recent price target cuts and a downgrade, partly balanced by expectations that Freshdesk price changes could support revenue contribution in later years. Analyst Commentary Recent research on Freshworks highlights a mix of optimism around product monetization and caution around execution and valuation, which feeds directly into the trimmed fair value estimate.
내러티브 업데이트 Jan 25

FRSH: Price Increases And AI Rollout Will Shape Durable Cash Generation

Analysts have trimmed their average price target for Freshworks by $1, citing updated discount rate and P/E assumptions, along with expectations that recent Freshdesk price changes could add around 3% to FY26 growth, while the company maintains its focus on efficient, durable expansion and strong free cash flow margins. Analyst Commentary Recent research has highlighted a more cautious tone around Freshworks, with several bearish analysts adjusting their models to reflect updated assumptions on growth, margins, and discount rates.
내러티브 업데이트 Jan 11

FRSH: Price Actions And AI Progress Will Test Durable Cash Generation

Analysts are keeping their fair value estimate for Freshworks steady at $13. They cite slightly higher expected revenue growth supported by recent Freshdesk price changes and product enhancements, while modest tweaks to discount rate, profit margin, and future P/E assumptions leave the overall price target effectively unchanged.
내러티브 업데이트 Dec 27

FRSH: Durable Rule Of 40 Performance Will Support Bullish Repricing

Analysts have trimmed their price target on Freshworks by $0.89 to approximately $25.90. This reflects slightly higher discount rates and lower long term margin expectations, partly offset by stronger projected revenue growth and continued evidence of efficient, durable expansion in recent quarters.
내러티브 업데이트 Dec 13

FRSH: Revenue Gains And Buybacks Will Face CX Execution Test

Analysts have lowered their fair value estimate for Freshworks from $18.00 to $13.00 per share, reflecting a more conservative profit outlook and valuation multiple, even as they acknowledge resilient revenue growth and solid cash generation. Analyst Commentary Bearish analysts have recently adjusted their expectations for Freshworks, pointing to a more challenging path for both growth and valuation.
내러티브 업데이트 Nov 29

FRSH: Sustained Execution And Differentiated Platform Will Deliver Durable Shareholder Value

Analysts have slightly lowered their price target for Freshworks, citing more cautious long-term projections and external peer valuation pressures. The new consensus target has moved down from approximately $18.79 to $18.43 per share.
내러티브 업데이트 Nov 15

FRSH: Operating Strength And Durable Growth Model Will Drive Shareholder Value

Analysts have modestly reduced their fair value estimate for Freshworks from approximately $19.64 to $18.79 per share. This change reflects lower price targets across the Street as a result of tempered profit margin expectations and peer multiple compression, even as revenue growth remains resilient.
내러티브 업데이트 Nov 01

FRSH: AI-Native Positioning Will Drive Expansion Amid Market Multiple Compression

Analysts have reduced their price target for Freshworks by $2 to $16, citing ongoing peer multiple compression and cautious outlooks on certain business segments, even though the company has shown steady revenue growth and maintains strong positioning as an AI-native service platform. Analyst Commentary Recent Street research highlights both optimism and caution regarding Freshworks' performance and outlook.
내러티브 업데이트 Oct 17

AI Adoption And Cloud Migration Will Expand Market Reach

Analysts have slightly reduced their price target for Freshworks by $0.07 to $19.64. They cite cautious optimism about segment growth and broader multiple compression among peers as key factors influencing the revision.
내러티브 업데이트 Oct 03

AI Adoption And Cloud Migration Will Expand Market Reach

Analysts have slightly reduced their fair value target for Freshworks to approximately $19.71 from $20.23. They cite cautious sentiment amid modest multiple compression in comparable companies and largely steady growth expectations for the firm's key business segments.
내러티브 업데이트 Sep 13

AI Adoption And Cloud Migration Will Expand Market Reach

Analysts have modestly lowered Freshworks’ price target from $20.69 to $20.23, primarily due to sector-wide multiple compression rather than company-specific concerns, as Freshworks’ financial outlook remains stable. Analyst Commentary Peer multiple compression within the sector is negatively impacting valuation assumptions.
분석 기사 Jul 05

Freshworks Inc.'s (NASDAQ:FRSH) Shareholders Might Be Looking For Exit

It's not a stretch to say that Freshworks Inc.'s ( NASDAQ:FRSH ) price-to-sales (or "P/S") ratio of 6x right now seems...
분석 기사 May 13

What Is Freshworks Inc.'s (NASDAQ:FRSH) Share Price Doing?

While Freshworks Inc. ( NASDAQ:FRSH ) might not have the largest market cap around , it led the NASDAQGS gainers with a...
Seeking Alpha Apr 08

Freshworks Is Exposed To International Cross Currents

Summary Freshworks Inc. is focusing on middle-market customers, facing longer sales cycles and international headwinds. The SaaS customer service market is projected to grow at a 21% CAGR, driven by rising customer expectations and generative AI adoption. Financially, FRSH has shown improved revenue and operating income, but high stock-based compensation results in a negative free cash flow net of SBC. My concerns include slowing growth and significant international revenue exposure amid high trade tensions, so I'm on Hold for FRSH stock now. Read the full article on Seeking Alpha
분석 기사 Apr 05

Freshworks Inc.'s (NASDAQ:FRSH) 26% Share Price Plunge Could Signal Some Risk

The Freshworks Inc. ( NASDAQ:FRSH ) share price has fared very poorly over the last month, falling by a substantial...
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새로운 내러티브 Mar 20

AI Adoption And EX Expansion Will Attract Mid-Market And Enterprise Customers

AI solutions and product improvements are set to drive revenue growth through customer adoption and retention, enhancing expansion into AI-driven services.
분석 기사 Mar 12

Freshworks Inc.'s (NASDAQ:FRSH) Intrinsic Value Is Potentially 54% Above Its Share Price

Key Insights Freshworks' estimated fair value is US$22.86 based on 2 Stage Free Cash Flow to Equity Freshworks...
Seeking Alpha Feb 14

Freshworks: Great Value On This Dip, Deceleration Might Not Be As Sharp As Feared

Summary Shares of Freshworks dropped after posting strong Q4 results, creating a well-timed buying opportunity. The company's revenue growth maintained a 22% y/y growth pace in Q4, and its guidance calling for sharp deceleration in Q1 is likely conservative. The company's faster pace of new customer acquisition is helping to offset the risks of slightly weaker net revenue retention rates, a problem common to the entire software industry. The stock is cheap at ~5x forward revenue. I'm reiterating my buy rating with a $21 price target (6.5x revenue). Read the full article on Seeking Alpha
Seeking Alpha Jan 16

Freshworks: Rating Downgrade As Near-Term Concerns Outweigh The Positives

Summary I downgraded Freshworks from a buy to a hold as it nears my $17 price target and faces near-term performance concerns. Despite strong AI traction and EX segment growth, FRSH's revenue growth is expected to slow to low-to-mid teens in FY25. Strategic pivot to EX and inbound-led CX approach poses near-term growth risks and potential disruptions in ARR momentum. Valuation concerns arise as FRSH may not sustain 20% growth, risking a market de-rating from 5x to 3x forward revenue multiple. Read the full article on Seeking Alpha
분석 기사 Jan 01

When Should You Buy Freshworks Inc. (NASDAQ:FRSH)?

Freshworks Inc. ( NASDAQ:FRSH ), is not the largest company out there, but it received a lot of attention from a...
Seeking Alpha Dec 08

Freshworks Just Became Far More Shareholder-Friendly, And It's Time To Jump In

Summary Shares of Freshworks are poised to rebound further after Q3 results showcased accelerating revenue and yet another raise to its full-year guidance. The company also announced layoffs of ~13% of its headcount, a move intended to help boost the company's margin position. Freshworks boasts a broad software portfolio, blue-chip customer base, excellent growth-profitability balance, and a highly liquid, debt-free balance sheet. A new $400 million buyback plan also provides additional support for the stock. Read the full article on Seeking Alpha
분석 기사 Dec 05

Freshworks Inc.'s (NASDAQ:FRSH) Intrinsic Value Is Potentially 57% Above Its Share Price

Key Insights The projected fair value for Freshworks is US$25.73 based on 2 Stage Free Cash Flow to Equity Freshworks...
Seeking Alpha Nov 21

Freshworks: Ideal Software Option For 2025 GARP Investors

Summary Freshworks (FRSH) has been significantly punished by the market in 2024 but is poised for a rebound in 2025 due to low valuation. Interest rate cuts and a stronger economic backdrop in 2025 will boost software stocks, benefiting Freshworks' growth prospects. FRSH's valuation is attractive, trading at 26x FCF, expected to drop to 23x in 2025, making it a buy for long-term investors. Despite challenges, FRSH's 20% growth in the most recent quarter and improving GAAP operating margins highlight its potential for a strong 2025 performance. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Freshworks가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:FRSH 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 26871180552172
31 Dec 25839184536163
30 Sep 25811-30563162
30 Jun 25782-55563169
31 Mar 25752-73569170
31 Dec 24720-95569165
30 Sep 24686-102571159
30 Jun 24653-103554146
31 Mar 24624-118535140
31 Dec 23596-137525138
30 Sep 23569-165522137
30 Jun 23545-192518138
31 Mar 23521-226519138
31 Dec 22498-232500136
30 Sep 22470-251475130
30 Jun 22438-2,566505151
31 Mar 22405-3,101432136
31 Dec 21371-2,839377120
30 Sep 21339-3,954310108
30 Jun 21308-1,85019264
31 Mar 21276-1,24817257
31 Dec 20250-1,61818469
31 Dec 19172-62512739

양질의 수익: FRSH는 $7.4M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: FRSH는 과거에 흑자전환했습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: FRSH는 지난 5년 동안 흑자전환하며 연평균 71%의 수익 성장을 기록했습니다.

성장 가속화: FRSH는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.

수익 대 산업: FRSH는 지난해 흑자전환하여 지난 해 수익 성장률을 Software 업계(14.3%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: FRSH의 자본 수익률(17.7%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/08 22:09
종가2026/06/08 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Freshworks Inc.는 20명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert OliverBaird
Madeline BrooksBofA Global Research
Nicholas AltmannBTIG