FreshworksFRSH
FRSH
About: Freshworks Inc provides software as a service platform that enables small and medium-sized businesses to support customers through e-mail, phone, website, and social networks. It offers solutions that serve the needs of users in the CS and ITSM categories and has also expanded its offering with Sales and Marketing automation products. These product offerings enable organizations to acquire, engage, and serve their customers and employees. The group derives revenue from North America, Europe, the Middle East and Africa, Asia Pacific, and Other regions.
Employees: 4,400
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 10 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
179% more call options, than puts
Call options by funds: $26.1M | Put options by funds: $9.35M
48% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 46
45% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 77
7% more funds holding
Funds holding: 277 [Q4 2024] → 297 (+20) [Q1 2025]
4.61% less ownership
Funds ownership: 87.11% [Q4 2024] → 82.5% (-4.61%) [Q1 2025]
10% less funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 9 (-1) [Q1 2025]
13% less capital invested
Capital invested by funds: $3.28B [Q4 2024] → $2.85B (-$432M) [Q1 2025]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$12
20%
downside
Avg. target
$20
34%
upside
High target
$27
81%
upside
10 analyst ratings
6 positive
60%
3 neutral
30%
1 negative
10%
Cantor Fitzgerald Matthew Vanvliet | 34%upside $20 | Overweight Assumed | 3 Jun 2025 |
UBS Taylor McGinnis | 27%upside $19 | Buy Maintained | 2 May 2025 |
Morgan Stanley Elizabeth Porter | 20%upside $18 | Equal-Weight Maintained | 1 May 2025 |
Scotiabank Nick Altmann | 20%upside $18 | Sector Perform Maintained | 30 Apr 2025 |
Wells Fargo Michael Berg | 20%downside $12 | Underweight Maintained | 30 Apr 2025 |
Financial journalist opinion
Based on 3 articles about FRSH published over the past 30 days
Positive
Seeking Alpha
1 hour ago
Freshworks: A Profit-Ready Play On AI Adoption
Freshworks' fundamentals have improved significantly despite a 72% drawdown, with steady revenue growth and improved profitability. Valuation is attractive at 4.5X EV/sales and 26.2X forward P/E, much cheaper than peers. Risks include AI execution, intense competition, and uncertainty in forecasting due to rapid innovation needs.
Positive
Zacks Investment Research
3 days ago
FRSH Boosts Customer & Employee Service With Freddy Agentic AI Platform
Freshworks unveils Freddy Agentic AI, a platform that automates complex tasks across support teams - no coding needed.
Neutral
GlobeNewsWire
4 days ago
Freshworks Advances its Agentic AI Platform To Uncomplicate Service Software For Companies Big and Small
New agentic capabilities resolve service requests autonomously, deliver real-time insights and simplify the deployment of AI agents for support teams New agentic capabilities resolve service requests autonomously, deliver real-time insights and simplify the deployment of AI agents for support teams
Positive
Seeking Alpha
1 month ago
Freshworks: Neutral Outlook As Positives Are Balanced By The Negatives
I rate Freshworks as a hold due to macro headwinds, internal restructuring, and AI monetization uncertainty despite solid 1Q25 results. FRSH's 1Q25 earnings showed strong growth in the EX segment and profitability, with a notable 1,100 net new paying customers added. Freddy AI adoption is promising, with significant traction in large deals, but it's still early, representing less than 10% of the customer base.
Positive
Seeking Alpha
1 month ago
Why Freshworks Might Be The SaaS Bargain You've Overlooked
Freshworks demonstrates strong financial health with 20% YoY revenue growth, expanding margins, and significant cash generation, positioning it on the cusp of profitability. Despite a lower EV/Revenue multiple of 4.4x compared to peers like HubSpot and ServiceNow, Freshworks' fundamentals and growth metrics suggest it is undervalued. The company's AI initiatives, Freddy AI Agent and Freddy AI Copilot, show promising adoption but need continued success to maintain market relevance.
Positive
Seeking Alpha
1 month ago
Freshworks: Tremendous Value That Shouldn't Be Ignored
Freshworks presents a compelling "growth at a reasonable price" opportunity, with a 4.0x EV/FY25 revenue multiple, well below many peers. Despite a volatile macro environment, Freshworks reported a Q1 revenue growth of 19% y/y, beating Wall Street expectations and showcasing strong enterprise client acquisition. The company's profitability surged 10 points y/y with pro forma operating margins at 23.6%, driven by reduced sales and marketing expenses, placing Freshworks in the "Rule of 40" category.
Positive
The Motley Fool
1 month ago
Why AI Stock Freshworks Trounced the Market Today
Next-generation business software developer Freshworks (FRSH 3.42%) was a winner with investors on Wednesday. Following its latest quarterly earnings release, market players were encouraged enough to pile into the stock, pushing it to an over 3% price gain across the trading session.
Neutral
Seeking Alpha
1 month ago
Freshworks Inc. (FRSH) Q1 2025 Earnings Call Transcript
Freshworks Inc. (NASDAQ:FRSH ) Q1 2025 Earnings Conference Call April 29, 2025 5:00 PM ET Company Participants Joon Huh - Head of Investor Relations Dennis Woodside - President & Chief Executive Officer Tyler Sloat - Chief Operating Officer & Chief Financial Officer Conference Call Participants Rob Oliver - Baird Elizabeth Porter - Morgan Stanley Scott Berg - Needham & Company Pinjalim Bora - JPMorgan Alex Zukin - Wolfe Research Brent Thill - Jefferies David Haynes - Canaccord Genuity Patrick Walravens - Citizens JMP Brent Bracelin - Piper Sandler Operator Welcome to Freshworks First Quarter 2025 Earnings Conference Call. At this time participants are in a listen-only mode.
Positive
Zacks Investment Research
1 month ago
Freshworks Inc. (FRSH) Q1 Earnings and Revenues Top Estimates
Freshworks Inc. (FRSH) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.10 per share a year ago.
Positive
Reuters
1 month ago
Freshworks lifts annual revenue, profit forecast on steady demand for AI software
Freshworks raised its annual revenue and profit forecast above Wall Street expectations following upbeat quarterly results on Tuesday, fueled by growing demand for its AI-driven software services.
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