Freshworks (FRSH): Evaluating Valuation Potential With New Enterprise SaaS Leadership Driving Regional Growth Strategy

Freshworks (FRSH) has named Enrique Ortegon as its new Senior Vice President and General Manager of Americas Field Sales, drawing on his enterprise SaaS expertise from previous leadership roles at DocuSign and Salesforce. Investors are watching how this executive move could shape the company’s growth approach across the region.

See our latest analysis for Freshworks.

While the leadership shake-up is grabbing attention, Freshworks' share price has been under pressure, sliding more than 10% over the past month and down 30% year-to-date. Its one-year total shareholder return is a milder loss of 3%. The arrival of a seasoned SaaS leader signals new momentum. However, investors remain watchful for signs that growth initiatives can reverse fading sentiment in the stock.

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With shares trading at a noticeable discount to analyst targets, and recent leadership changes aiming to spark a turnaround, the real question is whether Freshworks is an overlooked bargain or if the market has already accounted for its future prospects.

Most Popular Narrative: 44% Undervalued

Freshworks closed at $11.11, significantly below the most popular narrative’s fair value estimate of $19.71. Market sentiment has not caught up with the forecast momentum embedded in analysts’ projections.

The rapid adoption of AI-powered features (such as Copilot and Agentic AI) across both new and existing Freshworks customers is outpacing internal expectations, with over 5,000 paying customers and high attach rates in large deals. As AI monetization expands and early-access Agentic products move to paid solutions, management expects this to materially boost revenue growth and average selling prices in 2026 and beyond.

Read the complete narrative.

Want to know what’s driving this big disconnect? Discover the aggressive growth outlook, margin moves, and surprising profit assumptions hidden behind the headline fair value. Curious about the narrative’s bold forecast and what could power such a massive price jump? The full story reveals the underlying financial leap of faith.

Result: Fair Value of $19.71 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, Freshworks still faces risks from intensifying competition and uncertainty around its ability to fully monetize new AI features in the coming years.

Find out about the key risks to this Freshworks narrative.

Build Your Own Freshworks Narrative

If you think there’s more to the story or want to take a hands-on approach, you can quickly build your own analysis from scratch in just a few minutes. Do it your way

A great starting point for your Freshworks research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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