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TickerTalks›$FRSH
FRFRSH

Freshworks Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$FRSH·$2.9B·Software - Application·Technology
$10.89-0.5%YTD-11.2%1Y-23.3%
Mentions · last 7 days
2026-07-10: 38 posts2026-07-11: 19 posts2026-07-12: 36 posts2026-07-13: 108 posts2026-07-14: 106 posts2026-07-15: 185 posts2026-07-16: 150 posts646+45%
Price updated 3h ago·X counts updated 1d ago
FRFRSH
$FRSHFreshworks Inc.
$10.89-0.55%646 posts+45%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 numbersWinding up for a moveAI verdict · as of 2026-07-17

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

Mid-market SaaS with a 16% growth engine, cheap multiple, and Q2 in three weeks.

Freshworks is the SMB-and-mid-market SaaS competitor to Salesforce and ServiceNow — Freshdesk (customer service), Freshsales (CRM), and Freshservice (ITSM). It's been range-bound as investors debated whether it could ever break out of the Zendesk-shaped tier.

What the numbers actually show:

  • Growth is decent, not spectacular: Q1 revenue up 16.5% YoY to $229M, and the four-quarter growth stack is 14-18% — real growth for a mid-cap SaaS but not the exceptional numbers the multiple would deserve.
  • Margins are turning: gross margin 85%, operating margin -3.5% in Q1 (regression from Q4's +18%) — the operating leverage story is choppy.
  • The multiple is reasonable: 16x trailing earnings and 17x FY27 consensus EPS of $0.62 — priced fairly, not the growth-premium case.
  • Free cash flow is real: FCF yield 9% — this is a company that funds itself.
  • Insider action is minor: officer + director sales totaling ~$100K, plus routine F-InKind withholdings — small cluster, no distribution.
  • The Vanquis-Freshworks deal (June 30) is a real enterprise win worth flagging.

The forward view: the August 4 Q2 print is the referee. A revenue beat with continued 15%+ growth plus a specific commentary on AI-agent adoption is what breaks the coil upward. What keeps it coiled: another sub-16% growth quarter with margin regression. What breaks it lower: a specific ServiceNow/Salesforce competitive-win in a Freshworks customer account.

What to watch: August 4 Q2 earnings, especially operating margin recovery from Q1; a ServiceNow/Salesforce competitive-win headline would break the coil the wrong way.

On the calendar: 2026-08-04 — Q2 2026 earnings

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Read the AI verdict + X sentiment for $FRSH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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

Partial — SaaS company offering customer support, IT service management, and CRM software for businesses globally; the AI agent bifurcation — contract expansion vs. user substitution is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-16.6%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
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%
Q2 2025Jul 29, 2025$0.18$0.12+50.0%
Next earningsTue, Aug 4·consensus EPS $0.13

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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$961.3M$961.3M – $961.3M$0.62$0.62 – $0.6311
FY27$1.1B$1.1B – $1.1B$0.80$0.76 – $0.8211
FY28$1.3B$1.3B – $1.3B$0.94$0.94 – $0.957

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.0.7×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.50%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.+15.0%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.+8.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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
+ 34 other (18 inkinds · 16 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

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
+ 10 other (2 13Gs · 2 proxys · 1 10-Q · 1 ARS) in window

Recent news

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

Freshworks to Announce Second Quarter 2026 Financial Results on August 4, 2026globenewswire.com·10d agoVanquis Selects Freshworks to Modernize Service Management as Gateway Transformation Nears Completionglobenewswire.com·18d agoFreshworks (FRSH) Soars 7.4%: Is Further Upside Left in the Stock?zacks.com·19d agoWall Street Analysts Think Freshworks (FRSH) Could Surge 26.01%: Read This Before Placing a Betzacks.com·38d ago2 Affordable Software Stocks to Buy for a Rebound: FRSH, TOSTzacks.com·38d ago

In themes

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

Agentic AI & Enterprise Software

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