Analysts See Opportunity in Freshworks (FRSH) Despite Market Skepticism

Core Viewpoint - Freshworks Inc. is positioned as a trending AI stock with a projected growth plan aiming for $1.3 billion in Annual Recurring Revenue (ARR) by 2028, despite market skepticism regarding its ability to achieve these targets due to AI-related disruptions [1][2][3]. Group 1: Growth Projections - The company has outlined a three-year growth framework that includes reaching $1.3 billion in ARR by 2028 and accelerating revenue growth from 2026 to 2028, while also achieving the "Rule of 45" [1][3]. - Analysts express confidence in Freshworks' potential to sustain over 20% annual growth in the next three years, despite market skepticism [2][3]. Group 2: Market Positioning - Freshworks shares are currently trading at attractive multiples, specifically 3x and 15x the company's revenue and free cash flow (FCF) estimates for 2026, which presents a favorable entry point for investors [3]. - The company is recognized for its software-as-a-service (SaaS) products, indicating a strong foundation for mid-teens growth and improvements in margins and free cash flow [3].