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FRFRSH

Freshworks Inc.

$FRSH·$3.3B·Software - Application·Technology
$12.66-0.2%YTD-1.8%1Y-2.3%
Mentions · last 7 days
2026-08-07: 20 posts2026-08-08: 11 posts2026-08-09: 8 posts2026-08-10: 16 posts2026-08-11: 5 posts2026-08-12: 10 posts2026-08-13: 9 posts79+4%
Price updated 14h ago·X counts updated 2d ago
FRFRSH
$FRSHFreshworks Inc.
$12.66-0.16%79 posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FRSH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Freshworks Q2 beat and FedRAMP "In Process" designation — Freshservice for government advances, stock at the 81st percentile of range.

Freshworks is a mid-market cloud-based customer-experience and IT-service-management software platform — Freshdesk (customer support), Freshservice (ITSM), and Freshsales (CRM) sold to mid-market and enterprise customers as an alternative to Salesforce/ServiceNow. The 2026 story is about EX-first (employee experience) and AI monetization landing at scale.

  • The Q2 mechanics were mechanically strong: revenue of $237M grew ~17% YoY at an 85% gross margin, EPS of $0.17 beat consensus of $0.13 by 30%, and $58M of quarterly FCF at a 9% FCF yield — for a business at just 3.2x TTM sales, that's the specific value-plus-quality combination where operating leverage from EX-suite expansion drops cleanly to cash flow.
  • The FedRAMP "In Process" designation is the specific product-driven catalyst: Freshservice achieving FedRAMP "In Process" status advances AI-powered service operations for the US public sector — that's the specific certification that opens federal-government TAM previously closed to Freshworks, and it's exactly the kind of quiet-but-material product-market fit expansion that supports continued re-rating.
  • The tape confirms accelerating: shares sit at the 81st percentile of the 52-week range, +22% vs the 50-day and +26% vs the 200-day, with the 8.9% single-day gap today — that's the shape of a market catching up to a business finally converting from small-account SaaS story to a real enterprise-plus-federal platform. New CPO Ryan Manning appointment adds executive-refresh signal.

What extends the trajectory is the Nov 3 print confirming Q2's FCF pace and any federal-agency customer disclosure; what interrupts it is a competitive move from ServiceNow or Salesforce on mid-market pricing that compresses Freshworks' take-rate, or a slower-than-expected federal-agency adoption after the FedRAMP designation.

What to watch: Nov 3 Q3 earnings — FCF conversion trajectory, EX-suite adoption commentary, and any specific federal-agency customer wins from the FedRAMP designation. A ServiceNow/Salesforce mid-market pricing competitive move is what interrupts the trajectory.

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

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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 — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $FRSH

Neutral — SaaS company offering customer support, IT service management, and CRM software for businesses globally; limited read-through from software - application macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-3.9%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

3-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$961.3M$961.3M – $961.3M$0.62$0.62 – $0.6312
FY27$1.1B$1.1B – $1.1B$0.80$0.76 – $0.8212
FY28$1.3B$1.2B – $1.3B$0.93$0.93 – $0.958

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.0.8×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.81%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.+21.0%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.+25.9%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 today4.9% 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.β0.865-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

SellJul 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$97KSellMar 4Mika YamamotoChief Integr Cust Growth Offcr32.6K sh$275KBuyMar 2Dennis WoodsideCEO125.0K sh$994K
+ 31 other (18 inkinds · 13 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
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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
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.

3New insider — initial holdingsMar 203
8-KOfficer or director changeMar 58-K — Item 5.02: Officer or director change · Item 8.01: Other event
+ 11 other (2 10-Qs · 2 routine 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

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

Freshworks Conference: CFO Bets on AI, Enterprise Simplicity to Drive Growthmarketbeat.com·2d agoFreshworks Achieves FedRAMP® "In Process" Designation for Freshservice, Advancing AI-Powered Service Operations for the Public Sectorglobenewswire.com·9d agoFreshworks to Participate in Oppenheimer 29th Annual Technology, Internet & Communications Conferenceglobenewswire.com·9d agoFreshworks: Fantastic Value Amid Multi-Product Sales Strengthseekingalpha.com·10d agoFreshworks: The Market Is Underestimating This EX-First Story, And Q2 Only Reiterated Thatseekingalpha.com·10d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise Software

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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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