The Bull Case For Freshworks (FRSH) Could Change Following Q3 2025 Earnings and Analyst Upgrades – Learn Why

• Freshworks Inc. reported its third quarter 2025 earnings on November 5, following a period of rising consensus revenue and earnings estimates for 2025 and 2026.
• Brokerage sentiment remains positive with an "Outperform" consensus, driven by Freshworks’ ongoing enterprise customer growth and a consistent trend of surpassing analyst expectations.
• We'll explore how rising revenue estimates and strong analyst sentiment may influence Freshworks' investment outlook as Q3 results are unveiled.

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Freshworks Investment Narrative Recap

To invest in Freshworks, shareholders need to believe in the long-term growth of its cloud-based enterprise solutions and the effective monetization of new AI-powered products. The recent uptick in consensus revenue and earnings estimates suggests optimism among analysts, but the short-term catalyst remains the company’s ability to accelerate enterprise customer wins and maintain outperformance. For now, news of stronger analyst sentiment and rising forecasts has not shifted the main risk: increasing competition in AI-driven SaaS. Among recent developments, the launch of Freshworks’ Freddy Agentic AI Platform stands out as directly relevant to the current investor focus. With over 5,000 paying customers for Freshworks' AI features and management expecting AI solutions to fuel future revenue growth, expanded monetization of the platform is expected to be a key driver, though pricing strategies and true incremental impact still carry uncertainty. Yet, in contrast to the growth story, investors should watch for concerning signals around rising competition from better-capitalized enterprise software peers and how this could...

Read the full narrative on Freshworks (it's free!)

Freshworks' outlook calls for $1.1 billion in revenue and $145.1 million in earnings by 2028. This requires a 12.3% annual revenue growth rate and a $200 million increase in earnings from current earnings of -$54.9 million.

Uncover how Freshworks' forecasts yield a $19.64 fair value, a 80% upside to its current price.

Exploring Other Perspectives

Four individual Simply Wall St Community members set fair value for Freshworks between US$15.12 and US$28.54 per share. With varied insights, you should weigh these perspectives against ongoing margin pressures and the broader debate about Freshworks' ability to scale profitably.

Explore 4 other fair value estimates on Freshworks - why the stock might be worth just $15.12!

Build Your Own Freshworks Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• 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.
• Our free Freshworks research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Freshworks' overall financial health at a glance.

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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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