Core Viewpoint - Freshworks Inc. is expected to report a year-over-year increase in earnings and revenues for the quarter ended September 2025, with a consensus outlook indicating potential stock price movement based on actual results compared to estimates [1][2]. Earnings Expectations - The upcoming earnings report is anticipated to be released on November 5, with expected earnings of $0.13 per share, reflecting an 18.2% increase year-over-year, and revenues projected at $208.62 million, up 11.8% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has been revised down by 11.11% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, which complicates predictions of an earnings beat [12]. Historical Performance - Freshworks has a history of beating consensus EPS estimates, having done so in the last four quarters, including a notable surprise of +50.00% in the last reported quarter [13][14]. Zacks Rank - The stock currently holds a Zacks Rank of 1 (Strong Buy), which typically increases the likelihood of a positive earnings surprise, although the lack of a positive Earnings ESP reading makes predictions uncertain [12][10].

Core Thesis - Freshworks Inc. presents a compelling growth story despite recent volatility, with a clear path toward profitability and strong fundamentals [2][5] Financial Performance - As of October 8th, Freshworks' share was trading at $11.18, with a forward P/E of 17.15 [1] - Non-GAAP operating income more than tripled year-over-year in Q2 2025, while GAAP operating losses shrank by 80% [2] - The company holds $926 million in cash and equivalents, forecasting GAAP profitability by 2026 [2] Analyst Sentiment - Analysts maintain a consensus "Buy" rating, with 12-month price targets ranging from $20.07 to $23.25, and some targets reaching $27.00 [3] - A key growth driver is the Freddy AI platform, generating over $20 million in ARR from more than 5,000 paying customers [3] Market Challenges - The stock recently dropped over 10% due to downgrades from major institutions, including a $13.00 price target from Wells Fargo [4] - Q2 2025 revenue grew 18% year-over-year, but full-year guidance projects a deceleration to 14–15% growth, contributing to near-term uncertainty [4] Investment Opportunity - Despite short-term pressures, the recent correction may represent an attractive entry point for investors, with accelerating profitability and successful enterprise expansion [5]

Core Viewpoint - Freshworks Inc. is set to announce its financial results for the third quarter of 2025 on November 5, 2025, with a live audio webcast to discuss the results and business highlights [1][2]. Group 1: Financial Results Announcement - The financial results for the third quarter ended September 30, 2025, will be announced after market close on November 5, 2025 [1]. - A live audio webcast will take place at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time on the same day [2]. - The webcast will be accessible via Freshworks' investor relations website, and a replay will also be available [2]. Group 2: Company Overview - Freshworks Inc. specializes in uncomplicated service software aimed at enhancing customer and employee experiences [3]. - The company offers enterprise-grade solutions that are powerful yet user-friendly, designed to deliver quick results [3]. - Over 74,000 companies, including notable names like Bridgestone, New Balance, Nucor, S&P Global, and Sony Music, utilize Freshworks' customer experience (CX) and employee experience (EX) software [3].

Core Insights - The information technology sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1] - The Relative Strength Index (RSI) is a key indicator for identifying oversold conditions, with values below 30 indicating potential buying opportunities [1] Company Summaries - **Freshworks Inc (NASDAQ:FRSH)**: - Recently appointed Enrique Ortegon as senior vice president and general manager of Americas Field Sales, expected to drive growth [8] - Stock has decreased approximately 15% over the past month, with a 52-week low of $10.81 [8] - Current RSI value is 29.7, with shares closing at $11.18, reflecting a 1.2% decline [8] - **PAR Technology Corp (NYSE:PAR)**: - Analyst Mark Palmer maintained a Buy rating but reduced the price target from $92 to $77 [8] - Stock has fallen around 21% in the last month, reaching a 52-week low of $37.29 [8] - Current RSI value is 23.4, with shares closing at $37.96, showing a slight increase of 0.2% [8] - **Rapid7 Inc (NASDAQ:RPD)**: - Analyst Erin Wilson maintained an Equal-Weight rating and lowered the price target from $28 to $22 [8] - Stock has decreased about 14% over the past month, with a 52-week low of $17.76 [8] - Current RSI value is 26.3, with shares closing at $17.77, reflecting a 4.5% decline [8]

Core Insights - The information technology sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1] - The Relative Strength Index (RSI) is a key indicator for identifying oversold conditions, with values below 30 indicating potential buying opportunities [1] Company Summaries - **Freshworks Inc (NASDAQ:FRSH)**: - Recently appointed Enrique Ortegon as senior vice president and general manager of Americas Field Sales, expected to drive growth [8] - Stock has decreased approximately 15% over the past month, with a 52-week low of $10.81 [8] - Current RSI value is 29.7, with shares closing at $11.18, reflecting a 1.2% decline [8] - **PAR Technology Corp (NYSE:PAR)**: - Analyst Mark Palmer maintained a Buy rating but reduced the price target from $92 to $77 [8] - Stock has fallen around 21% in the last month, reaching a 52-week low of $37.29 [8] - Current RSI value is 23.4, with shares closing at $37.96, showing a slight increase of 0.2% [8] - **Rapid7 Inc (NASDAQ:RPD)**: - Morgan Stanley analyst Erin Wilson maintained an Equal-Weight rating and lowered the price target from $28 to $22 [8] - Stock has decreased about 14% over the past month, with a 52-week low of $17.76 [8] - Current RSI value is 26.3, with shares closing at $17.77, reflecting a 4.5% decline [8]

Core Point - Nestle has withdrawn from a global alliance aimed at reducing methane emissions from dairy farming, which is intended to mitigate the impact of dairy farming on global warming [1] Company Summary - Nestle's decision to exit the alliance indicates a shift in its approach to environmental commitments related to dairy farming [1] Industry Summary - The withdrawal from the methane emissions alliance may have implications for the dairy industry’s efforts to address climate change and could affect the industry's overall sustainability initiatives [1]

Core Insights - Freshworks has appointed Enrique Ortegon as the new Senior Vice President and General Manager of Americas Field Sales to enhance growth and customer expansion across North and South America [1][2] - Ortegon brings over two decades of experience in enterprise SaaS and go-to-market strategy, having previously held senior roles at DocuSign and Salesforce [2][3] - Freshworks aims to deliver exceptional customer and employee experiences through its uncomplicated service software, which is trusted by over 74,000 companies [4] Company Strategy - The company focuses on a growth strategy that emphasizes operational excellence and strategic vision to accelerate regional growth [2] - Freshworks' value proposition is centered around simplicity and superior return on investment, distinguishing it from competitors in the employee and customer experience markets [3] Leadership Background - Enrique Ortegon has a strong track record in scaling businesses from SMB to enterprise levels and has significant operating experience across the Americas [2] - His previous roles include leading North America Majors, Mid-Market, and SMB businesses at DocuSign, and various senior leadership positions at Salesforce [2] Community Engagement - Beyond corporate roles, Ortegon advises startups and an investment fund focused on empowering Latin entrepreneurs and supporting underrepresented communities [3]

Group 1 - Freshworks, Inc. is a leading software company specializing in customer engagement solutions, competing with major players like Salesforce and Zendesk [1] - Wells Fargo has adjusted its rating for Freshworks to "Cautious" from "Equal-Weight," with the stock currently priced at $11.77 [1][4] - Zacks has upgraded Freshworks to a Rank 1 (Strong Buy) due to positive trends in earnings estimates, indicating increased optimism about the company's earnings prospects [2][4] Group 2 - The stock price of Freshworks has fluctuated significantly, with a daily range between $11.71 and $12.42, and a yearly high of $19.77 and a low of $10.81 [3][4] - Freshworks has a market capitalization of approximately $3.43 billion, reflecting its substantial size in the market [3][4] - The trading volume for Freshworks stock is 4,540,821 shares, indicating a high level of investor interest [3]

Core Viewpoint - Freshworks Inc. (FRSH) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive earnings outlook that could lead to increased stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - An increase in earnings estimates typically results in institutional investors adjusting their valuations, leading to buying or selling activity that affects stock prices [4]. Recent Performance and Projections - Freshworks is expected to earn $0.57 per share for the fiscal year ending December 2025, with no year-over-year change [8]. - Over the past three months, the Zacks Consensus Estimate for Freshworks has increased by 23.3%, reflecting a positive trend in earnings estimates [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [10].

Core Insights - Freshworks Inc. (NASDAQ: FRSH) has underperformed, lagging nearly 30% behind the S&P 500 index (SPX) since the last analysis [1] Company Performance - The stock performance of Freshworks Inc. has been disappointing, indicating potential challenges in its market position or operational execution [1] Analyst Perspective - The analyst expresses a long-term investment strategy focused on identifying quality businesses at reasonable prices, with a slight bias towards technology companies [2]