2026년 2월 12일 · Unknown · financial · 출처 Yahoo Finance
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Why the Freshworks Fair Value Estimate Just Shifted
The latest update on Freshworks trims the modelled fair value estimate from US$18.43 to US$17.64, and that small move reflects a careful balance between optimism on pricing and caution on what actually gets delivered. Recent research points to Freshdesk price changes and added features as possible drivers of future revenue, but some analysts are tempering how much of that potential they are willing to bake into long term growth, which is why revenue assumptions have been adjusted only slightly. As you read on, keep an eye on how these pricing moves and growth expectations evolve so you can stay on top of the changing narrative around Freshworks from here.
Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Freshworks.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
Wells Fargo highlights Freshdesk price changes as a potential positive driver, estimating the plan revisions and added features could contribute about three percentage points of growth in FY26, which they tie to the recent list price increases. They maintain an Equal Weight rating with a US$13 price target. The Wells Fargo work reinforces the idea that pricing power and product enhancements can support the long term revenue story, even if other firms are now more cautious with their price targets. Across recent notes, analysts who are not outright negative still acknowledge Freshworks execution on pricing and product, but often balance that with tighter assumptions in their valuation models.
🐻 Bearish Takeaways
On 11 February 2026, several firms including UBS, Oppenheimer, Cantor Fitzgerald, Piper Sandler, Canaccord and Citizens each lowered their price targets on Freshworks, signaling a more restrained view on upside even if the detailed reasoning is not provided here. Citizens cut its price target by US$11, while UBS, Canaccord, Oppenheimer, Cantor Fitzgerald and Piper Sandler reduced theirs by US$6, US$5, US$3, US$3 and US$2 respectively, indicating that a number of models now support lower implied valuations than before. Piper Sandler also downgraded Freshworks on 2 February 2026, which underlines a more cautious stance on near term execution and growth relative to prior expectations, even though the full context of the call is not included. Taken together, the cluster of target cuts suggests some analysts see previous optimism as at least partly priced in and are recalibrating their expectations around growth, risk and what they are willing to pay for the story.
Story Continues
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!NasdaqGS:FRSH 1-Year Stock Price Chart
What's in the News
Freshworks introduced new capabilities in Freshservice, its AI powered IT management platform, aimed at helping IT teams resolve issues faster, prevent problems earlier, and identify performance drivers more effectively, highlighted at the Refresh event. The company expanded its Freddy AI Agents, which now support Google Drive search, image processing within tickets, and integrations with tools such as Microsoft 365 Copilot so employees can get support without leaving their usual workflows. Freshservice added digital employee experience integrations with Riverbed Aternity and ControlUp, giving IT teams real time device and application telemetry inside tickets so they can address endpoint issues before employees report them. Freshworks published a Cost of Complexity Report, citing that nearly 20% of IT leaders reported burnout or attrition in their teams linked to complex software, while 29% of employees reported productivity loss from blended tools and fragmented channels.
How This Changes the Fair Value For Freshworks
The fair value estimate was reduced from US$18.43 to US$17.64, which is a modest step down in the modelled intrinsic value per share and suggests only a small reset in expectations. The discount rate was adjusted slightly from 8.43% to 8.43%, reflecting that the risk assumptions used in the analysis are essentially unchanged, with only a very small tweak at the model level. Revenue growth was trimmed from 13.99% to 13.97%, pointing to a marginally softer long term growth outlook in the model, although the change itself is very small. The profit margin was lowered from 12.41% to 12.24%, indicating slightly more conservative expectations for long term profitability and a bit less benefit from operating leverage than before. The future P/E was reduced from 36.26x to 35.20x, implying a somewhat lower valuation multiple applied to Freshworks projected earnings and a touch more restraint on how much investors might be willing to pay for those earnings.
🔔 Never Miss an Update: Follow The Narrative
Narratives on Simply Wall St turn raw numbers into a clear story, linking a company’s business outlook to a financial forecast and then to a fair value. You can see how assumed revenue, earnings and margins connect to a fair value estimate, compare that to today’s price, and adjust your own view as new news or earnings arrive. Narratives sit inside the Community page on a platform used by millions of investors, and they update automatically when fresh information comes through.
If you want the full story behind the latest fair value move, follow the original Freshworks narrative on Simply Wall St here: FRSH: Price Increases And AI Capabilities Will Support Durable Shareholder Value.
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