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Upturn AI Summary - About
Freshworks Inc(FRSH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FRSH
09/25/2026: FRSH (3-star) is currently NOT-A-BUY. Pass it for now.
Freshworks Inc is a cloud-based software company providing customer support, IT service management, and CRM tools designed for ease of use. The company has a strong footprint in the mid-market segment and is recognized for its intuitive product-led growth strategy. Its primary investment story hinges on its ability to expand into larger enterprise accounts and leverage AI to increase the value of its platform. Investors must monitor risks related to intense competition from major incumbents, exposure to SMB budget volatility, and the execution required for moving upmarket. It is primarily suited for growth-oriented investors who are comfortable with the inherent volatility of the SaaS sector and monitor long-term scaling metrics.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit while signal remains positive | The company targets high-growth segments in the SaaS market and continues to expand its addressable product offerings. |
| Momentum investor | Mixed fit | Momentum is conditional on positive market sentiment and consistent revenue beat/raise cycles. |
| Value investor | Weak fit | Freshworks is currently valued based on future growth potential rather than current cash flow yield. |
| Dividend investor | Weak fit | The company does not pay dividends and prioritizes capital reinvestment. |
| Low-risk investor | Weak fit | High volatility inherent in the SaaS sector makes this unsuitable for low-risk portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Growth-stage SaaS stocks often experience significant price swings based on interest rate changes and growth outlooks. |
| Valuation risk | Medium / high | Market expectations for growth must be met consistently to justify current valuation multiples. |
| Competition risk (AI competition) | High | Major incumbents are aggressively integrating AI, challenging Freshworks' ability to differentiate through technology. |
| Business quality | Medium | The company has a solid core product set, but faces challenges moving into larger enterprise accounts. |
| Dividend income | Low / none | This is a growth-oriented company with no history or current plan for dividend payouts. |
| Execution risk | Medium | Successful scaling requires effective execution in both product development and international market expansion. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 64.37% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.34B USD | Price to earnings Ratio 20.33 | 1Y Target Price 14.79 |
Price to earnings Ratio 20.33 | 1Y Target Price 14.79 | ||
Volume (30-day avg) 4.8M shares | Beta 0.89 | 52 Weeks Range 6.79 - 13.99 | Updated Date 09/25/2026 |
52 Weeks Range 6.79 - 13.99 | Updated Date 09/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.63 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription Revenue | Recurring fees from Freshdesk, Freshservice, and Freshsales licenses. | The vast majority of revenue comes from predictable, recurring subscription contracts. |
| Professional Services | Training, implementation, and consulting services. | Minor portion of revenue helping customers get started; high margin software is the main focus. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 20.33 | Forward PE 15.7 | Enterprise Value 2.73B | Price to Sales(TTM) 3.7 |
Enterprise Value 2.73B | Price to Sales(TTM) 3.7 | ||
Enterprise Value to Revenue 3.02 | Enterprise Value to EBITDA 40.94 | Shares Outstanding 236.96M | Shares Floating 210.02M |
Shares Outstanding 236.96M | Shares Floating 210.02M | ||
Percent Insiders 8.22 | Percent Institutions 91.34 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Freshworks Inc
Exchange NASDAQ | Headquarters San Mateo, CA, United States | ||
IPO Launch date 2021-09-22 | CEO, President & Director Mr. Dennis M. Woodside J.D. | ||
Sector Technology | Industry Software - Application | Full time employees 4500 | Website https://www.freshworks.com |
Full time employees 4500 | Website https://www.freshworks.com | ||
Freshworks Inc., a software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally. The company's software-as-a-service solutions includes Customer Experience (CX) and Employee Experience (EX). Its Customer Experience products include Freshdesk Omni, an AI-powered omnichannel customer service solution that unifies customer interactions, support operations, and empowers agents to deliver exceptional experiences; Freshdesk, a ticketing and case management solution; Freshchat that provides agents with a modern conversational experience to proactively engage customers across digital messaging channels; Freshcaller, a cloud-based contact center solution for scalable voice operations; Freshsales, a sales CRM for pipeline management and deal closure solution; and Freshmarketer, a marketing automation platform designed to help businesses to attract, nurture, convert, and retain customers. The company's Employee Experience products include Freshservice, an IT and enterprise service management platform to AI agents to help employees resolve issues, make requests, and access information through conversational interfaces without requiring direct interaction with the service desk; Freshservice for Business Teams, which provides a unified employee service experience while ensuring the secure separation of departmental data; Device42 which provides IT discovery and dependency mapping solutions; and FireHydrant, a modern incident management platform that enables engineering and operations teams to manage the full incident lifecycle. In addition, it provides Freshworks platform, an AI-powered, enterprise-grade foundation that unifies customer experience and employee experience product lines. The company was formerly known as Freshdesk Inc. and changed its name to Freshworks Inc. in June 2017. Freshworks Inc. was incorporated in 2010 and is headquartered in San Mateo, California.
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