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FRFRSH

Freshworks Inc.

$FRSH·$3.5B·Software - Application·Technology
$12.58+0.4%YTD+2.2%1Y+1.4%
Price updated 24m ago·X counts updated 2d ago
FRFRSH
$FRSHFreshworks Inc.
$12.58+0.40%72 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FRSH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

72X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $FRSH's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FRSH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Freshworks: +2% YTD, near 80% of 52w range as Q2 EPS beat 30% — GAAP profitability is the next catalyst per Seeking Alpha bull thesis.

Freshworks is the mid-cap SaaS platform (Freshdesk, Freshservice, Freshsales) that Q2 delivered EPS $0.17 vs $0.13 est (+30% beat) with revenue $237M. The tape is +2% YTD near 80% of 52w range — a coiled setup where growth compounds while multiple compression from the SaaS group has left it undervalued.

The tension in one line:

  • Growth is compounding: revenue +16% YoY Q1, +14% Q4 2025, +15% Q3 — 15%+ growth cadence at 85% gross margins; 2027 analyst revenue $1.1B and EPS $0.83 imply 15x forward.
  • Insider distribution Sept: F-InKind (director Woodside 106K shares $1.44M), CFO Sloat 21K F-InKind, GC Lawrence sold 52K plus F-InKind — the Sept 1 batch is programmatic vest+sell, but the scale is notable.
  • New CPTO Ryan Manning got 1.16M share A-Award: the new Chief Product & Technology Officer's inducement grant is very large — 2.9% dilution assuming near-term vest, but it aligns new leadership to a multi-year build.

The bull path is Nov 3 Q3 print ($0.18 EPS est) confirming +15% revenue growth plus GAAP-profitability inflection. The bear path is a Q3 guide cut driven by SaaS-sector spending compression. Watch Nov 3.

What to watch: Nov 3 Q3 print ($0.18 EPS est) — revenue growth vs Q1's +16.5%, GAAP-profitability trajectory, and any FedRAMP In Process update. New CPTO Manning's product roadmap.

On the calendar: 2026-11-03 — Q3 earnings

insider selling

Read the AI verdict on $FRSH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

SaaS company offering customer support, IT service management, and CRM software for businesses globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $FRSH.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $FRSH

Direct beneficiary — SaaS company offering customer support, IT service management, and CRM software for businesses globally.; AI-native architecture commands premium multiple as enterprises shift from pilot to production AI deployments.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.0%YTD
-9.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
18.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
85.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.17$0.13+30.4%
Q1 2026May 5, 2026$0.11$0.110.0%
Q4 2025Feb 10, 2026$0.14$0.11+27.3%
Q3 2025Nov 5, 2025$0.16$0.13+23.1%
Next earningsTue, Nov 3·consensus EPS $0.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$228.6M+16.5%84.8%-3.5%$-0.02$58.5M
Q4 FY25$222.7M+14.5%85.6%17.8%$0.68$80.6M
Q3 FY25$215.1M+15.3%84.7%-3.5%$-0.02$57.2M
Q2 FY25$204.7M+17.5%84.8%-4.2%$-0.01$58.2M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$965.0M$964.9M – $965.3M$0.67$0.66 – $0.6813
FY27$1.1B$1.1B – $1.1B$0.83$0.79 – $0.8613
FY28$1.3B$1.2B – $1.3B$0.98$0.70 – $1.1210
FY29$1.4B$1.4B – $1.4B$1.07$1.06 – $1.085
FY30$1.6B$1.6B – $1.6B$1.23$1.22 – $1.255

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+22.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 225.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.895-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 2Philippa LawrenceChief Accounting Officer52.8K sh$699KSellJul 6Philippa LawrenceChief Accounting Officer3.5K sh$35KSellJul 2Jennifer H TaylorDirector6.6K sh$69KSellJul 1Barry L. PadgettDirector6.6K sh$69KSellJun 17Philippa LawrenceChief Accounting Officer10.5K sh$97K
+ 25 other (17 inkinds · 8 awards) in window

See when $FRSH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 143
AI summary

Ryan Manning filed an initial Form 3 as the newly appointed Chief Product & Technology Officer of Freshworks Inc., effective August 10, 2026. No securities are beneficially owned at the time of filing. Routine Section 16(a) officer disclosure.

8-KRestructuring / exit costsAug 48-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs
AI summary

FRESHWORKS INC. (FRSH) reported Q2 2026 financial results on 2026-08-04, reporting results detailed in attached press release. Management guidance: expect to incur any additional material charges. Additional items: Item 2.05. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

Freshworks Inc. held its 2026 Annual Meeting of Stockholders virtually on May 28, 2026; Class II director nominees Roxanne S. Austin (439.3M for, 41.6M withheld), Sameer Gandhi (447.8M for, 33.2M withheld), Frank Pelzer (475.8M for, 5.1M withheld), and Dennis Woodside (476.6M for, 4.4M withheld) were elected to serve until 2029; executive compensation was approved on an advisory basis (378.2M for, 57.1M against — notable 13% opposition); annual say-on-pay frequency was preferred (407.9M for); and Deloitte & Touche LLP was ratified as auditor. Austin's relatively high withhold rate (~8.6%) and the 13% executive compensation opposition are the notable governance signals at this SaaS CRM company.

8-KPress release / Reg FDMay 148-K — Item 7.01: Press release / Reg FD
AI summary

Freshworks Inc. furnished materials for its "Refresh 2026" financial analyst event presentation under Regulation FD on May 14, 2026, with the event scheduled for 4:30 PM ET on the same date. The furnishing ensures broad public availability of materials presented to financial analysts and investors at the company-hosted event. Body unavailable — the investor presentation is furnished as an exhibit and is not included in the 8-K body itself. This is a routine Regulation FD compliance filing for a scheduled investor day event.

8-KRestructuring / exit costsMay 58-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs
AI summary

Freshworks Inc. reported Q1 2026 financial results and disclosed a restructuring plan affecting approximately 500 employees globally, representing approximately 11% of its total workforce. The restructuring is expected to generate charges of $7–9 million in Q2 2026, primarily cash-based reflecting severance and related costs, as the company streamlines operations and leverages AI and automation capabilities for greater efficiency. Non-GAAP financial measures and reconciliations are included in the press release (Exhibit 99.1). The restructuring reflects Freshworks' shift toward greater operational efficiency as it repositions its cloud-based customer engagement software business.

+ 7 other (2 10-Qs · 2 proxys · 1 routine 8-K · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Freshworks: GAAP Profitability Is The Next Catalyst For This Undervalued SaaS Stockseekingalpha.com·13d agoFreshworks Announces Inducement Grant under Listing Rule 5635(C)(4) of the Nasdaq Stock Marketglobenewswire.com·26d agoFreshworks Conference: CFO Bets on AI, Enterprise Simplicity to Drive Growthmarketbeat.com·47d agoFreshworks Achieves FedRAMP® "In Process" Designation for Freshservice, Advancing AI-Powered Service Operations for the Public Sectorglobenewswire.com·55d agoFreshworks to Participate in Oppenheimer 29th Annual Technology, Internet & Communications Conferenceglobenewswire.com·55d ago

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Voices on X · last 7 days

No standout posts about $FRSH on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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