Freshworks Stock News

Freshworks offers value at current multiples, but growth and operating margin trends require deeper analysis to confirm if it's a true bargain. Revenue growth is healthy, but not explosive; high sales spend and intense competition raise concerns about long-term margin improvement and category leadership. Strong R&D investment and product enhancements, especially with Freddy AI, support retentio...

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.

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

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 th...

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 C...

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 a...

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.

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 - J...