Freshworks

FRSH

Market cap $2.45B

Freshworks Inc. (FRSH) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Artificial-intelligence fears have dogged the software sector this year — and the pressure continued on Monday with renewed intensity.

Jeffereies downgraded and cut its price target on Freshworks stock. The company reported strong financial results in 2025, so investors shouldn't rush to sell Freshworks stock just yet.

Freshworks Inc. (FRSH) delivered strong Q4 and FY results, maintaining 14–16% revenue growth despite a 40% stock price decline amid the 'SaaSpocalypse.' FRSH is actively integrating AI, notably Freddy AI, shifting some revenue to usage-based fees and winning new business through its AI capabilities. Valuation is compelling, with FRSH trading at a PE below 11 and price-to-cash-flow of 8.4, supported by declining SBC and a $844M cash position.

Gagnon Securities sold 635,807 shares of Freshworks in the fourth quarter; the estimated transaction value was $7.51 million based on quarterly average pricing. Meanwhile, the quarter-end position value for Freshworks decreased by $6.89 million, reflecting the combined impact of trading and price movement.

Gagnon Advisors reduced its Freshworks stake by 564,879 shares in the fourth quarter; the estimated transaction value was $6.67 million based on quarterly average prices. Meanwhile, the quarter-end position value decreased by $6.38 million, reflecting both trading activity and stock price changes.

Freshworks posted Q4 earnings this week and beat the average Wall Street sales and earnings targets. Freshworks' forward guidance wasn't strong enough to prevent investors from selling the stock.

Freshworks' Q4 sales and earnings came in significantly ahead of Wall Street's expectations. The company is guiding for a substantial decline for adjusted earnings per share this year.

Freshworks Inc. (FRSH) Q4 2025 Earnings Call Transcript

Freshworks Inc. (FRSH) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.14 per share a year ago.