Freshworks, Inc. Class A (FRSH)

In July 2025, Freshworks was upgraded to a "Strong Buy" by Zacks and announced strong Q2 2025 financial results with the debut of an expanded Freddy Agentic AI Platform. August 2025 analysis suggested Freshworks was trading at a discount with potential upside. In September 2025, Girish Mathrubootham transitioned from CEO to Executive Chairman, succeeded by Dennis Woodside as CEO. In November 2025, Freshworks forecasted strong Q4 revenue and reported strong Q3 results, raising full-year 2025 guidance and launched new AI capabilities. In December 2025, Freshworks announced an agreement to acquire FireHydrant, leading to a stock price drop. In January 2026, Kady Srinivasan was appointed as CMO, resulting in a positive stock reaction, and the stock jumped following a price increase for Freshdesk plans. As of January 9, 2026, the share price was $12.24, representing a 21.54% decline from January 13, 2025.

Freshworks experiences some demand seasonality, particularly in its Employee Experience (EX) and field business, which contributes to revenue acceleration in the fourth quarter. The company anticipates strong Q4 revenue, driven by the rising demand for its AI-powered software tools. While there are projections of a slight deceleration in overall revenue growth, the company's robust demand and unit economics are considered bullish signals.

Freshworks, Inc. is a global software-as-a-service (SaaS) company focused on cloud-based customer engagement and employee experience solutions. The company operates in the CRM, CX, ITSM, and e-commerce marketing industries with a mission to simplify and enhance customer service and employee experiences through its customer-first philosophy. Its major products fall into two families: Customer Experience (CX) and Employee Experience (EX). Customer Experience (CX) products include Freshdesk, Freshchat, Freshsales, and Freshmarketer. Employee Experience (EX) products include Freshservice, Freshservice for Business Teams, and Device42. The company also offers the Freshworks platform and has introduced generative artificial intelligence (AI) solutions.

Freshworks is headquartered in San Mateo, California, and serves millions of users across more than 120 countries. It has 12 office locations worldwide, including U.S. offices in San Mateo, Bellevue, Denver, and New York, and global offices in Bengaluru, Berlin, Chennai, Hyderabad, London, Paris, Sydney, and Utrecht.

Freshworks has maintained a generally positive brand reputation over the past year, driven by strong financial performance, product innovation, and strategic advancements in AI. The company delivered strong financial results throughout 2025, consistently exceeding revenue and earnings expectations. A key driver of its reputation has been its focus on AI-powered solutions. The acquisition of Device42 and the agreement to acquire FireHydrant demonstrate Freshworks' commitment to deepening its IT service and operations portfolio. The company also launched its first-ever Freshworks Global Customer Awards in November 2025. The appointment of a new Chief Marketing Officer in January 2026 and the implementation of price increases for Freshdesk plans suggest strategic moves aimed at future growth and market positioning.

Freshworks, Inc. has a diverse ownership structure. Institutional investors hold a significant portion of the company's stock. Major Institutional Owners include Vanguard Group Inc., BlackRock, Inc., Alphabet Inc., WestBridge Capital Management, LLC, Peak XV Partners Operations LLC, D. E. Shaw & Co., Inc., JPMorgan Chase & Co, Geode Capital Management, LLC, Wellington Management Group LLP, State Street Corp, and Accel Partners. Institutions own approximately 69.7% to 74.4% of the company, individual insiders own about 5.96%, the general public holds around 9.47%, and VC/PE firms account for roughly 14.8%. Freshworks insiders have bought more shares than they have sold in the past three months.