Freshworks (NASDAQ:FRSH) Given New $12.00 Price Target at Cantor Fitzgerald

Freshworks (NASDAQ:FRSH) had its price target reduced by Cantor Fitzgerald from $15.00 to $12.00 in a report released on Wednesday, Marketbeat reports. Cantor Fitzgerald currently has an overweight rating on the stock.

A number of other research analysts also recently weighed in on FRSH. Zacks Research downgraded Freshworks from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 12th. Piper Sandler cut their price target on Freshworks from $12.00 to $10.00 and set a “neutral” rating on the stock in a report on Wednesday. Wall Street Zen downgraded Freshworks from a “strong-buy” rating to a “buy” rating in a research report on Saturday, December 20th. Citigroup reissued an “outperform” rating on shares of Freshworks in a research report on Wednesday. Finally, UBS Group restated a “buy” rating and set a $17.00 price objective on shares of Freshworks in a research note on Friday, November 14th. Eight research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $14.92.

Freshworks Stock Performance

NASDAQ FRSH traded up $0.05 during trading on Wednesday, reaching $7.35. 977,504 shares of the company traded hands, compared to its average volume of 5,729,493. The company has a market cap of $2.07 billion, a price-to-earnings ratio of 11.49 and a beta of 0.89. Freshworks has a 1-year low of $7.00 and a 1-year high of $18.17. The stock’s 50 day moving average price is $11.57 and its two-hundred day moving average price is $12.02.

Freshworks (NASDAQ:FRSH) last posted its quarterly earnings data on Tuesday, February 10th. The company reported $0.14 earnings per share for the quarter, topping the consensus estimate of $0.11 by $0.03. The company had revenue of $222.74 million during the quarter, compared to analyst estimates of $218.76 million. Freshworks had a net margin of 21.90% and a return on equity of 4.77%. The company’s revenue was up 14.5% on a year-over-year basis. During the same quarter last year, the business posted $0.14 earnings per share. Freshworks has set its Q1 2026 guidance at 0.100-0.120 EPS and its FY 2026 guidance at 0.550-0.570 EPS. Equities research analysts expect that Freshworks will post -0.19 EPS for the current fiscal year.

Insider Activity

In other news, CAO Philippa Lawrence sold 5,846 shares of the stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $12.06, for a total value of $70,502.76. Following the completion of the transaction, the chief accounting officer owned 392,711 shares of the company’s stock, valued at approximately $4,736,094.66. This represents a 1.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Mika Yamamoto sold 15,012 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $13.00, for a total transaction of $195,156.00. Following the completion of the sale, the insider owned 490,350 shares in the company, valued at $6,374,550. This represents a 2.97% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 22,267 shares of company stock valued at $282,301. Insiders own 11.17% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. Amundi lifted its stake in Freshworks by 1.3% in the first quarter. Amundi now owns 80,074 shares of the company’s stock valued at $1,049,000 after buying an additional 1,040 shares during the period. Verdence Capital Advisors LLC lifted its position in shares of Freshworks by 7.4% during the 2nd quarter. Verdence Capital Advisors LLC now owns 15,547 shares of the company’s stock valued at $232,000 after acquiring an additional 1,070 shares during the period. Vanguard Personalized Indexing Management LLC grew its holdings in Freshworks by 11.0% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 11,694 shares of the company’s stock worth $174,000 after purchasing an additional 1,160 shares during the period. Inceptionr LLC grew its holdings in Freshworks by 3.6% in the third quarter. Inceptionr LLC now owns 33,583 shares of the company’s stock worth $395,000 after purchasing an additional 1,174 shares during the period. Finally, Covestor Ltd increased its stake in Freshworks by 25.0% in the third quarter. Covestor Ltd now owns 7,393 shares of the company’s stock valued at $87,000 after purchasing an additional 1,479 shares in the last quarter. Institutional investors and hedge funds own 75.58% of the company’s stock.

Key Headlines Impacting Freshworks

Here are the key news stories impacting Freshworks this week:

• Positive Sentiment: Q4 results beat consensus: Freshworks reported $0.14 GAAP/non‑GAAP EPS, revenue $222.7M (+14% YoY), improved operating margins, record cash generation and ARR momentum — evidence of product/AI adoption that supports longer‑term growth. Freshworks Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Revenue outlook modestly beat or sits above some estimates: FY2026 revenue guide of $952M–$960M implies ~13.5%–14.5% growth, and management flagged strong AI-driven demand (Freddy AI, EX/CX expansion). Freshworks forecasts annual revenue above estimates
• Neutral Sentiment: Company reiterated strategic targets (management aims for higher ARR, AI/EX platform expansion and recent FireHydrant acquisition) that support the long‑term story but need execution. Freshworks targets $1.3B ARR by 2028
• Neutral Sentiment: Unusual options and trading flows: elevated call volume was reported intra‑day, suggesting some speculative or hedged bullish positioning even as price moved lower. (internal trading note)
• Negative Sentiment: FY2026 EPS guide below Street expectations: management guided non‑GAAP EPS $0.55–$0.57 vs. consensus ~$0.69 — investors focused on the EPS shortfall despite revenue guidance, which appears to be the main driver of the selloff. Freshworks Valuation Check After Earnings
• Negative Sentiment: Analyst price‑target reductions and mixed ratings: several firms trimmed targets (JMP/Citizens/Wells Fargo/Cantor) after the guide, increasing near‑term downside pressure even where ratings remain constructive. (internal items)
• Negative Sentiment: Market commentary highlights investor disappointment: multiple outlets note the stock is under pressure due to the guidance/valuation rework despite the operational beat. Why Freshworks stock is nosediving

Freshworks Company Profile

Freshworks, Inc is a global provider of cloud-based customer engagement software designed to help businesses streamline customer support, sales, marketing, and IT service operations. The company’s integrated suite of solutions enables organizations of all sizes to deliver seamless experiences across multiple channels, including email, chat, phone, and social media. Freshworks’ platform is built on modern, user-friendly interfaces and offers native automation, AI-powered insights, and analytics to improve efficiency and customer satisfaction.

The company’s flagship product, Freshdesk, serves as a helpdesk solution for customer support teams, while Freshservice addresses IT service management needs.