Freshworks

FRSH

Market cap $2.38B

Freshworks is upgraded to a 'Buy' as its valuation reflects significant downside, despite macro-driven growth headwinds. FRSH's complex, AI-resistant software and deep integration into customer operations create high switching costs and defensible revenue streams. The company's upmarket shift, with over 60% ARR from enterprise and mid-market clients, enhances revenue stability and cross-sell potential.

Helping over 74,000 businesses like Sony and Bridgestone, Freshworks, which provides AI-powered, cloud-based software ( NASDAQ:FRSH ) is trading at $8.01, down 34.61% year-to-date and 47.37% over the past year.

Freshworks ( NASDAQ:FRSH ) CEO Dennis Woodside had one line on the Q4 2025 earnings call that cuts straight to the company's ambition: “We're not the incumbent that has a lot to lose.

Mika Yamamoto sold 32,577 shares on March 4, 2026, for a transaction value of ~$275,000 (at around $8.45 per share). This represents 2.81% of Mika Yamamoto's direct holdings, reducing direct ownership to 1,127,723 shares post-transaction.

Promotes Chief of Global Field Operations Ian Tickle to Chief Revenue Officer Promotes Chief of Global Field Operations Ian Tickle to Chief Revenue Officer

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.