Freshworks, Inc. (FRSH)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
$15.01-2.41%
Close 2026-10-29 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
Research Workspace
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Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 16% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 15%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 49% in its worst 12-month stretch.
View RiskFreshworks’ product innovation and IT incident capabilities must sustain growth despite its unprofitable recent year. Revenue grew 16% year over year in Q2 FY2026, when non-GAAP earnings beat consensus. It trades at 53× P/E versus a 31× peer median and 41× its own history. The price reflects less growth than our forecast, though expectations look modest versus our view. A 46% next-quarter miss probability threatens confidence; its premium also needs support. Peer multiples imply a price about 20% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-29. FRSH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 17 analysts currently covering FRSH (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for FRSH in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| FRSH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put FRSH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Acquisition expands Freshworks' IT incident capabilities, supporting product innovation, though strategic impact appears incremental.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $15.01
The last 12 months of price, then the range of analyst 12-month targets from today’s $15.01.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive AI integration and product innovation
FedRAMP in-process status expands public-sector readiness and supports product-led growth.
Advances: Drive AI integration and product innovation
AI push aligns with product innovation objective.
Advances: Achieve sustainable growth and profitability
Upgrade reflects growth outlook and AI strength.
Advances: Increase leverage of AI and automation
Positive customer growth supports AI and automation goals.
Advances: Drive AI integration and product innovation
CEO insights support AI integration efforts.
Advances: Increase leverage of AI and automation
Reiteration based on IT expansion supports product objectives.