Wells Fargo downgrades Freshworks, Inc. (NASDAQ:FRSH) to "Cautious" with a stock price of $11.77.Zacks upgrades Freshworks to a Rank #1 (Strong Buy) due to positive earnings estimate trends.The stock has experienced fluctuations, with a yearly high of $19.77 and a low of $10.81, and a current market cap of approximately $3.43 billion.Freshworks, Inc. (NASDAQ:FRSH) is a leading software company known for its customer engagement solutions, competing with giants like Salesforce and Zendesk. On September 30, 20 ...

Core Insights - Convey, formerly known as Message Broadcast, has successfully partnered with Hawaiian Electric, enhancing its reputation as a trusted partner for utilities across the nation [1] Company Overview - Convey specializes in customer engagement solutions tailored for highly regulated industries, focusing on modernizing emergency communications and customer outreach [1] Industry Impact - The partnership with Hawaiian Electric demonstrates Convey's ability to help utilities scale their communications during critical events, thereby strengthening resiliency and building trust within the communities they serve [1]

Core Insights - eGain Corporation, listed on NASDAQ as EGAN, specializes in customer engagement solutions within the Internet - Software industry, competing with other software companies in the same domain [1] Financial Performance - eGain reported earnings per share (EPS) of $0.09 for the quarter ending June 2025, exceeding the estimated EPS of $0.07, resulting in a 28.57% earnings surprise [2] - The company's revenue for the same quarter was $23.23 million, slightly above the estimated $23.22 million, marking a 1.55% increase over the Zacks Consensus Estimate and an improvement from $22.46 million in the same period last year [3][6] - eGain has consistently outperformed consensus EPS estimates over the past four quarters and surpassed consensus revenue estimates twice in the last four quarters [2][3] Valuation Metrics - eGain's price-to-earnings (P/E) ratio stands at approximately 59.81, indicating that investors are willing to pay $59.81 for every dollar of earnings [4] - The price-to-sales ratio is 1.93, and the enterprise value to sales ratio is 1.18, reflecting the company's valuation relative to its revenue [4] Financial Health - The company maintains a low debt-to-equity ratio of 0.07, indicating a conservative approach to leveraging its equity [5][6] - eGain's current ratio of 1.72 demonstrates a good level of liquidity to cover its short-term liabilities, highlighting its strong financial health [5][6]

Core Viewpoint - Mastercard Inc. reported stronger-than-expected second-quarter results, leading to upward revisions from analysts due to accelerating growth in value-added services and solid international volume trends [1][2]. Financial Performance - Adjusted revenue for the second quarter was $8.13 billion, with earnings per share at $4.15, surpassing consensus estimates [2]. - Total net revenue increased by 16% year-over-year, while revenue from value-added services rose by 23% on a reported basis and 22% in constant currency [2]. Analyst Revisions - RBC Capital Markets raised its price forecast for Mastercard from $650 to $656, citing stronger-than-expected results and upward revisions in full-year guidance [3]. - Fiscal 2025 revenue is now projected at $32.68 billion with EPS of $16.45, and for fiscal 2026, revenue is expected to be $36.76 billion with EPS of $18.75 [4]. - JPMorgan increased its price target from $610 to $685, maintaining an Overweight rating, attributing the growth to strong expansion in value-added services [5]. - Goldman Sachs raised its price forecast from $674 to $688, maintaining a Buy rating, highlighting better-than-expected cross-border e-commerce trends [7]. Growth Drivers - Mastercard's transaction processing volume grew by 19% year-over-year, with cross-border volumes also increasing by 19% (15% in constant currency), outperforming Visa [7]. - Analysts noted strong July trends and positive third-quarter guidance as indicators of continued momentum [4]. Future Projections - JPMorgan revised fiscal 2025 organic revenue growth to 13% and maintained 11% for 2026, with projected EPS of $16.31 for fiscal 2025 and $18.89 for fiscal 2026 [6]. - Goldman Sachs adjusted EPS estimates to $16.34 for 2025, $18.76 for 2026, and $21.89 for 2027, citing strong operating leverage and sustained demand for Mastercard's services [8].