Freshworks Inc. (NASDAQ:FRSH) is one of the Oversold Software Stocks to Buy Now. On September 12, Morgan Stanley reduced the price target on the company’s stock to $16 from $18, while keeping an “Equal Weight” rating, as reported by The Fly. As per the analyst, Freshworks Inc. (NASDAQ:FRSH)’s analyst day showcased its unique positioning to fill the gap between unscalable, lightweight point solutions and complex, expensive platform providers as an uncomplicated, AI-native service platform. That being said, ...

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Freshworks Inc. (NASDAQ:FRSH) is one of the best enterprise software stocks to buy according to analysts. On September 15, Baird lowered the firm’s price target on Freshworks to $16 from $18, while keeping a Neutral rating on the shares. This sentiment was posted ahead of the company’s Q3 2025 earnings report. Freshworks’ revenue reached $204.7 million in Q2 2025, which was an 18% year-over-year increase. Profitability metrics also saw significant improvement, with the non-GAAP operating margin expanding ...

Freshworks Inc. (NASDAQ:FRSH) is one of the best low-priced technology stocks to buy right now. The company remains under investor scrutiny as it lays out long-term financial targets. On September 12, UBS analyst Taylor McGinnis reiterated a Buy rating and $19 price target, following the company’s updated outlook. The company now aims to surpass $1.2 billion in revenue by FY 2028, representing 15%-16% annual growth, alongside free cash flow of more than $340 million, or a margin of 28%-30%. These goals al ...

Freshworks Inc. (NASDAQ:FRSH) is one of the AI Stocks Analysts Say You Should Watch Closely. On September 12, Needham analyst Scott Berg reiterated a Buy rating and $25.00 price target on the stock following the company’s Analyst Day. According to the firm, Freshworks outlined building blocks to support its FY28 financial model, aiming for faster organic revenue growth and incremental FCF leverage to reach a “Rule of 45” framework. The firm said that even though margin leverage seems highly achievable, t ...

Freshworks Inc. (NASDAQ:FRSH) is one of the Trending AI Stocks on Wall Street. On September 12, Cantor Fitzgerald analyst Matthew VanVliet reiterated an Overweight rating on the stock with a $20.00 price target. The rating affirmation follows the company’s investors day in San Francisco. The company has laid out a three-year growth plan projecting $1.3b of ARR in 2028, accelerating revenue growth from 2026-2028, and achieving the rule of 45. The market is skeptical about Freshworks reaching these targets ...

PresentationBrian Lan [Presentation] All right. Can you hear me? Oh, great. Good morning, everyone. As you can see, today, we're all about how Freshworks uncomplicates. It's great to see so many of you in person, and I'd also like to thank everyone joining us via the live webcast. I'm Brian Lan, Director of Investor Relations here at Freshworks. And on behalf of the entire leadership team, it's my pleasure to welcome you to Freshworks Investor Day 2025. We have a full agenda lined up. But before we dive in, ...

**Freshworks 2025年投资者日纪要关键要点** **公司与行业** * Freshworks是一家提供客户服务（CX）和员工服务（EX）软件的SaaS公司 主要竞争对手包括ServiceNow、Zendesk和Salesforce[6][8][11] * 公司专注于为中型市场和企业级客户提供AI驱动的“简化”解决方案 目标市场总规模达800亿美元（Gartner估计）[5][20][22] **核心观点与论据** * **财务表现与增长** * 经常性收入从两年前的5.6亿美元增长至最近季度的8.4亿美元 增幅50%[10] * 提前实现Rule of 40里程碑 最近季度达到Rule of 45[10] * 目标2028年经常性收入超过13亿美元 自由现金流利润率28%-30%[21][171] * 年合同金额超过10万美元的客户贡献了总收入的三分之一 70个客户年支出超过50万美元 12个客户超过100万美元[12] * **AI商业化与产品创新** * AI业务年收入2000万美元 过去一年翻倍[10][59] * Freddy AI包括Copilot（辅助座席）、Insights（管理分析）和AI Agents（自主处理）三大组件[9] * 5000多家付费客户使用AI功能 Copilot每月辅助处理4000万张工单 AI Agents自2月上线以来处理数百万次对话[59][62][63] * 客户案例：欧洲体育零售商部署AI Agents后两周内44%的对话实现自动解决[61] * **市场扩张与客户多元化** * 客户群超74,000家 包括Panasonic、S&P Global、AMC Networks、Seagate、Databricks等大型企业[6][7] * 60%收入来自中型市场和企业客户 较IPO时以SMB为主显著提升[11][156] * 通过收购Device42（2024年6月完成）增强IT资产管理能力 并计划推出独立ESM产品[10][58] * **产品战略与演示亮点** * **Freshservice（EX）**：收入4.5亿美元 工单量年增50% 客户年支出超10万美元者增30%[28] * 演示案例：零售企业Modamax通过Freddy Insights快速定位POS系统故障根因（固件更新导致数据库崩溃）[44][46] * **Freshdesk（CX）**：通过AI实现工单处理提速（如SADAR集团效率提升40%）并整合全渠道支持[83][86] * **AI Agent Studio**：支持无代码创建AI代理 集成Shopify、Workday等系统 实现订单状态查询、地址修改等自动化操作[76][77] **其他重要内容** * **客户证言** * RingCentral：4个月内从ServiceNow迁移至Freshservice 并扩展至HR、销售等部门[31][141] * Panasonic：80%的在线聊天由AI处理 支持团队从成本中心转为利润中心[129][136] * **渠道与合作伙伴** * 销售网络覆盖北美、EMEA和亚太 合作伙伴包括CDW、Unisys等 助力进入新市场[104][114][115] * **资本配置** * 2025年8月完成4亿美元股票回购 回购10%流通股（均价14美元）[165] * 计划将股权补偿占比降至20%以下 目标2026年第四季度实现GAAP盈利[163][164] **风险与前瞻性声明** * 实际结果可能与预期存在重大差异 详细风险参见SEC申报文件[1][2]

业绩总结 - 截至2025年6月30日，Freshworks的年经常性收入（ARR）超过8.4亿美元，年增长率为18%[24] - 公司在过去两年内实现了20%的复合年增长率（CAGR）[24] - 调整后的自由现金流（FCF）利润率为27%[24] - 预计到2028年，ARR将超过13亿美元，持续超过“40法则”[34] - 2025年第二季度，ARPA同比增长14%[58] - Freshworks的年经常性收入（ARR）超过840百万美元，年增长率为18%[200] - 预计到2025年，Freshworks的总ARR将超过10亿美元[164] 用户数据 - 74,000多名付费客户遍布120多个国家[21] - 企业和中型市场客户的ARR占比超过60%[24] - 员工体验（EX）客户中，年收入超过10万美元的客户数量同比增长32%[58] - 公司在EMEA地区的收入占比为39%，北美地区为46%[173] - 公司在2025年第一季度的ARR来自中小企业客户占比为9%[177] 新产品和新技术研发 - Freddy AI的年经常性收入（ARR）超过2000万美元，显示出强劲的市场需求[96] - Freddy AI的客户采用率年增长超过3倍，显示出强劲的市场接受度[104] - Freshworks的核心产品预计将继续实现20%以上的增长[88] - Freshworks的产品组合正在通过扩展多渠道和多模式服务进行整合[164] 市场扩张和并购 - 通过合作伙伴影响，超过33%的新ARR由合作伙伴贡献[185] - 公司在2025年第一季度实现了80%的新业务在30天内完成交易[177] 负面信息 - 无明显负面信息提及 其他新策略和有价值的信息 - 通过AI驱动的自助服务，客户满意度达到96%[59] - IT设备和软件整合的财务节省达30%[54] - Databricks通过自助服务实现了23%的工单转移率，提高了员工效率[61] - Coherent在不到4个月内完成了所有IT工作流程的过渡，解决了65,000个工单，推动了生产力提升[63] - ClickFunnels通过Freddy AI Copilot实现了95%的客户满意度（CSAT）评分，支持响应时间缩短至30分钟[109] - Freddy AI Copilot帮助客户减少了30%的行政时间，提升了工作效率[107] - Satair通过使用Freshdesk将工单处理时间提高了40%，并实现了80%的沟通集中化[141] - Freshworks的客户服务运营成本回收率达到90%[137] - 通过AI驱动的自动化，ClickFunnels的平均处理时间减少了20%[107]

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