Últimas noticias sobre Freshworks (NASDAQ:FRSH) Bolsa

FRESHWORKS INC-CL A

Freshworks

Freshworks Inc provides software as a service platform that enables small and medium-sized businesses to support customers through e-mail, phone, website, and social networks. It offers solutions that serve the needs of users in the CS and ITSM categories and has also expanded its offering with Sales and Marketing automation products. These product offerings enable organizations to acquire, engage, and serve their customers and employees. The group derives revenue from North America, Europe, the Middle East and Africa, Asia Pacific, and Other regions.

Analyst Color

Equities

Long Ideas

Market Summary

Downgrades

Price Target

Technicals

Initiation

Reiteration

Markets

Analyst Ratings

Trading Ideas

General

FRSH

TMSNY

ZETA

Descubre el análisis técnico y fundamental de Zeta Global en 2024: su impresionante crecimiento y las opiniones de los analistas.

Acciones de Zeta Global (ZETA) superan al NYSE Composite: ¿Deberías comprar, vender o mantener?

Freshworks Inc

CHINA JINMAO UNSP/ADR by China Jinmao Holdings Group Ltd.

China Jinmao Holdings Group Ltd

Piper Sandler analyst Brent Bracelin maintains Freshworks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>) with a Overweight and raises the price target from $22 to $25.

News

Piper Sandler Maintains Overweight on Freshworks, Raises Price Target to $25

Freshworks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>) affirms FY2025 Adj EPS guidance from $0.56-$0.58 to $0.56-$0.58 vs $0.57 analyst estimate. Raises FY2025 sales outlook from $815.300 million-$824.300 million to $822.900 million-$828.900 million vs $819.266 million estimate.

Guidance

Freshworks Affirms FY2025 Adj EPS Guidance of $0.56-$0.58 vs $0.57 Est; Raises FY2025 Sales Guidance from $815.300M-$824.300M to $822.900M-$828.900M vs $819.266M Est

Freshworks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>) is looking for Q3 Adj EPS of $0.12-$0.14 vs $0.13 analyst estimate. sees sales of $207.000 million-$210.000 million vs $208.294 million analyst estimate.

Freshworks Sees Q3 Adj EPS $0.12-$0.14 vs $0.13 Est; Sees Sales $207.000M-$210.000M vs $208.294M Est

Freshworks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>) reported quarterly earnings of $0.18 per share which beat the analyst consensus estimate of $0.12 by 56.52 percent. This is a 125 percent increase over earnings of $0.08 per share from the same period last year. The company reported quarterly sales of $204.678 million which beat the analyst consensus estimate of $198.847 million by 2.93 percent. This is a 17.54 percent increase over sales of $174.131 million the same period last year.

Earnings

Earnings Beats

Freshworks Q2 Adj. EPS $0.18 Beats $0.12 Estimate, Sales $204.678M Beat $198.847M Estimate

Risk appetite took a breather Tuesday, with major U.S. stock indices retreating modestly from record highs as investors braced for a pivotal stretch of <a href="https://www.benzinga.com/markets/earnings/25/07/46693997/wall-street-earnings-preview-microsoft-apple-meta-amazon-mastercard-visa">earnings and macro events.</a>
<ul class="wp-block-list">
<li>MAGS ETF is up 50% since April&#8217;s tariff-driven low. <a href="https://www.benzinga.com/quote/MAGS">Track it now here.</a></li>
</ul>
Roughly $19.5 trillion in market value — led by four Magnificent Seven names: Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) — is set to report earnings by Thursday after market close.
Meanwhile, the Federal Reserve is widely expected to keep rates steady at 4.25%-4.5% on Wednesday, though growing market chatter points to possible dissent in favor of early cuts.
A 90-day extension of the U.S.-China trade truce remains on the table, said U.S. Secretary of Commerce Howard Lutnick.
Attention will then shift to Thursday's heavy macro lineup, including second-quarter GDP growth estimates and June's PCE inflation data, followed by July's jobs report on Friday — key inputs for the Fed's next move.
By midday in New York, the S&amp;P 500 slipped 0.1%, the Dow Jones Industrial Average declined 0.4%, and the Russell 2000 shed 0.7%. The Nasdaq 100 remained flat.
Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) surged past $175, breaching a major technical level and marking highs not seen since July 2014, making it one of the day's top tech performers. 
Shares of AMD have now rallied by 134% since April&#8217;s tariff-driven lows, outperforming NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&#8217;s 105% gain during the same period.
The U.S. dollar extended its rally, on pace for a fourth consecutive gain after Monday's sharp move.
In commodities, oil prices stayed hot. WTI crude rose 1.6% to $67.75 per barrel, extending Monday's 2.4% jump and hitting a two-week high. Precious metals traded sideways as dollar strength continued to limit upside momentum.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) edged down 1% to $117,000, logging a second straight daily decline.
<h2 class="wp-block-heading">Tuesday&#8217;s Performance In Major U.S. Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices </td>
<td>Price</td>
<td>1-day % chg</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>23,364.69</td>
<td>0.0%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,380.21</td>
<td>-0.1%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>44,657.34</td>
<td>-0.4%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,241.90</td>
<td>-0.7%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:20 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) was down 0.092% to $584.90.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) slipped 0.4% to $446.42.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;flattened at $567.97.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) fell 0.8% to $222.45.</li>
<li>The&nbsp;Industrials&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>) underperformed, down 1.3%; the&nbsp;Real Estate&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>) outperformed, up 1.3%.</li>
</ul>
<h2 class="wp-block-heading">Tuesday&#8217;s Stock Movers</h2>
<ul class="wp-block-list">
<li>Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) plunged 22.5% after the Danish pharma giant slashed guidance on its blockbuster Wegovy weight-loss drug, while also <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46688728/novo-nordisk-weight-loss-stock-eli-lilly-wegovy-ozempic">announcing a new CEO.</a></li>
<li>Sarepta Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SRPT#NASDAQ">SRPT</a>) surged more than 20% after announcing that the U.S. Food and Drug Administration signaled it could resume shipments of Elevidys.</li>
</ul>
Stocks reacting to quarterly results included:
<ul class="wp-block-list">
<li>Procter &amp; Gamble Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) flat at 0.0%</li>
<li>UnitedHealth Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) down 5.1%</li>
<li>Merck &amp; Co., Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>) down 3.3%</li>
<li>Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) down 3.0%</li>
<li>Spotify Technology S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>) down 11.8%</li>
<li>American Tower Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMT#NYSE">AMT</a>) down 3.0%</li>
<li>Royal Caribbean Cruises Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>) down 5.0%</li>
<li>United Parcel Service, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) down 9.7%</li>
<li>Ecolab Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ECL#NYSE">ECL</a>) down 4.7%</li>
<li>PayPal Holdings, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>) down 9.3%</li>
<li>Johnson Controls International plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>) down 6.9%</li>
<li>Norfolk Southern Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) down 3.5%</li>
<li>Carrier Global Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>) down 11.0%</li>
<li>Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>) up 13.2%</li>
<li>CBRE Group, Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBRE#NYSE">CBRE</a>) up 9.1%</li>
<li>Sysco Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYY#NYSE">SYY</a>) down 2.5%</li>
<li>DTE Energy Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DTE#NYSE">DTE</a>) up 0.2%</li>
<li>SoFi Technologies, Inc.(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOFI#NASDAQ">SOFI</a>) up 14.0%</li>
<li>Hubbell Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUBB#NYSE">HUBB</a>) down 2.6%</li>
<li>Incyte Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INCY#NASDAQ">INCY</a>) up 8.6%</li>
<li>Stanley Black &amp; Decker, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>) down 8.4%</li>
<li>PJT Partners Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PJT#NYSE">PJT</a>) down 2.0%</li>
<li>Polaris Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PII#NYSE">PII</a>) up 12.2%</li>
<li>JetBlue Airways Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBLU#NASDAQ">JBLU</a>) up 4.9%</li>
</ul>
Stocks scheduled to report earnings after Tuesday's close include BXP Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BXP#NYSE">BXP</a>), Caesars Entertainment Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CZR#NASDAQ">CZR</a>), Electronic Arts Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EA#NASDAQ">EA</a>), Essex Property Trust Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESS#NYSE">ESS</a>), Exelixis Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXEL#NASDAQ">EXEL</a>), Mondelez International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDLZ#NASDAQ">MDLZ</a>), PPG Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PPG#NYSE">PPG</a>), Regency Centers Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REG#NASDAQ">REG</a>), Republic Services Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>), Starbucks Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), Seagate Technology Holdings PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>), Teradyne Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>), Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>), Booking Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>), The Cheesecake Factory Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAKE#NASDAQ">CAKE</a>), Freshworks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>), Pebblebrook Hotel Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PEB#NYSE">PEB</a>), Qorvo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>) and Red Rock Resorts Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RRR#NASDAQ">RRR</a>).
Read Now:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/forex/25/07/46673546/us-eu-trade-deal-dollar-surge-trump">Trump&#8217;s Charm Offense In Europe Unleashes Dollar Thunder</a> Photo: Shutterstok<a href="https://www.benzinga.com/markets/forex/25/07/46673546/us-eu-trade-deal-dollar-surge-trump"> </a></li>
</ul>

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

Government

Large Cap

Broad U.S. Equity ETFs

Commodities

Economics

Federal Reserve

Tech

ETFs

$BTC

AAPL

AMZN

BKNG

CAKE

CARR

CBRE

SPDR Dow Jones Industrial Average ETF Trust

EXEL

HUBB

INCY

JBLU

MDLZ

MSFT

NVDA

PYPL

QRVO

SBUX

SOFI

SPOT

SRPT

XLRE

AMD Rises To 1-Year Highs, Crude Eyes $68: What's Moving Markets Tuesday?

ACGL

ALKS

APAM

ARCC

ASTL

ATRC

AUDC

BAFN

BAND

BBNX

BRSL

BRSP

CECO

CHCT

CMPR

CNOB

CSTM

CVEO

CVLT

DHIL

ENIC

EXLS

FCPT

FELE

FIBK

FTAI

FYBR

GATX

HOUS

ILPT

JBGS

KNSA

LOGI

LSTR

LXFR

MARA

NEOG

NMIH

NWBI

Earnings Scheduled For July 29, 2025

Freshworks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>) is preparing to release its quarterly earnings on Tuesday, 2025-07-29. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect Freshworks to report an earnings per share (EPS) of $0.04.
The market awaits Freshworks's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
<h3>Performance in Previous Earnings</h3>
Last quarter the company beat EPS by $0.05, which was followed by a 3.0% increase in the share price the next day.
Here's a look at Freshworks's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.13</td>
<td>0.10</td>
<td>0.08</td>
<td>0.06</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.18</td>
<td>0.14</td>
<td>0.11</td>
<td>0.08</td>
</tr>
<tr>
<td>Price Change %</td>
<td>3.0%</td>
<td>-0.0%</td>
<td>28.000000000000004%</td>
<td>-6.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753729331_0.png" alt="eps graph" />
<h3>Freshworks Share Price Analysis</h3>
Shares of Freshworks were trading at $14.19 as of July 25. Over the last 52-week period, shares are up 6.06%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<h3>Analyst Observations about Freshworks</h3>
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Freshworks.
A total of 7 analyst ratings have been received for Freshworks, with the consensus rating being Outperform. The average one-year price target stands at $19.43, suggesting a potential 36.93% upside.
<h3>Analyzing Analyst Ratings Among Peers</h3>
The following analysis focuses on the analyst ratings and average 1-year price targets of IREN, AvePoint and Zeta Global Holdings, three prominent industry players, providing insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Buy trajectory for IREN, with an average 1-year price target of $19.5, suggesting a potential 37.42% upside.</li>
<li>Analysts currently favor an Outperform trajectory for AvePoint, with an average 1-year price target of $20.0, suggesting a potential 40.94% upside.</li>
<li>Analysts currently favor an Buy trajectory for Zeta Global Holdings, with an average 1-year price target of $22.4, suggesting a potential 57.86% upside.</li>
</ul>
<h3>Peer Metrics Summary</h3>
Within the peer analysis summary, vital metrics for IREN, AvePoint and Zeta Global Holdings are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Freshworks</td>
<td>Outperform</td>
<td>18.85%</td>
<td>$166.40M</td>
<td>-0.12%</td>
</tr>
<tr>
<td>IREN</td>
<td>Buy</td>
<td>168.44%</td>
<td>$137.36M</td>
<td>1.79%</td>
</tr>
<tr>
<td>AvePoint</td>
<td>Outperform</td>
<td>24.86%</td>
<td>$69.17M</td>
<td>1.09%</td>
</tr>
<tr>
<td>Zeta Global Holdings</td>
<td>Buy</td>
<td>35.64%</td>
<td>$160.93M</td>
<td>-3.19%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Freshworks ranks at the top for Revenue Growth among its peers. It is at the bottom for Gross Profit and Return on Equity.
<h3>About Freshworks</h3>
Freshworks Inc provides software as a service platform that enables small and medium-sized businesses to support customers through e-mail, phone, website, and social networks. It offers solutions that serve the needs of users in the CS and ITSM categories and has also expanded its offering with Sales and Marketing automation products. These product offerings enable organizations to acquire, engage, and serve their customers and employees. The group derives revenue from North America, Europe, the Middle East and Africa, Asia Pacific, and Other regions.
<h3>Breaking Down Freshworks's Financial Performance</h3>
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Revenue Growth: Freshworks displayed positive results in 3 months. As of 31 March, 2025, the company achieved a solid revenue growth rate of approximately 18.85%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Freshworks's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of -0.66%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of -0.12%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -0.08%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: With a below-average debt-to-equity ratio of 0.04, Freshworks adopts a prudent financial strategy, indicating a balanced approach to debt management.
<a href="https://www.benzinga.com/quote/FRSH/earnings">To track all earnings releases for Freshworks visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Examining the Future: Freshworks's Earnings Outlook

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/25/25</td>
<td>$510.00</td>
<td>$44.9K</td>
<td>20.1K</td>
<td>16.9K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$215.00</td>
<td>$25.8K</td>
<td>18.6K</td>
<td>14.1K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$425.00</td>
<td>$47.0K</td>
<td>1.4K</td>
<td>9.0K</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$112.00</td>
<td>$31.0K</td>
<td>993</td>
<td>7.4K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$30.00</td>
<td>$43.6K</td>
<td>22.1K</td>
<td>5.9K</td>
</tr>
<tr>
<td>CRWV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/01/25</td>
<td>$160.00</td>
<td>$36.4K</td>
<td>2.0K</td>
<td>3.6K</td>
</tr>
<tr>
<td>MARA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/08/25</td>
<td>$17.00</td>
<td>$26.0K</td>
<td>1.4K</td>
<td>3.0K</td>
</tr>
<tr>
<td>FRSH</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$12.50</td>
<td>$129.0K</td>
<td>1.3K</td>
<td>3.0K</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$72.50</td>
<td>$104.5K</td>
<td>10.6K</td>
<td>2.0K</td>
</tr>
<tr>
<td>U</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$40.00</td>
<td>$25.7K</td>
<td>3.0K</td>
<td>1.3K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be bearish, is expiring today. Parties traded 84 contract(s) at a $510.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $44.9K, with a price of $535.0 per contract. There were 20165 open contracts at this strike prior to today, and today 16922 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bullish, expiring in 7 day(s) on August 1, 2025. This event was a transfer of 60 contract(s) at a $215.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $25.8K, with a price of $430.0 per contract. There were 18632 open contracts at this strike prior to today, and today 14183 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option sweep with bullish sentiment. It expires in 7 day(s) on August 1, 2025. Parties traded 100 contract(s) at a $425.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $47.0K, with a price of $470.0 per contract. There were 1459 open contracts at this strike prior to today, and today 9028 contract(s) were bought and sold. 
• For MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we notice a call option sweep that happens to be bearish, expiring in 7 day(s) on August 1, 2025. This event was a transfer of 166 contract(s) at a $112.00 strike. This particular call needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $31.0K, with a price of $187.0 per contract. There were 993 open contracts at this strike prior to today, and today 7408 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option trade that happens to be bearish, expiring in 539 day(s) on January 15, 2027. This event was a transfer of 200 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $43.6K, with a price of $218.0 per contract. There were 22136 open contracts at this strike prior to today, and today 5952 contract(s) were bought and sold. 
• Regarding CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we observe a put option sweep with bullish sentiment. It expires in 7 day(s) on August 1, 2025. Parties traded 8 contract(s) at a $160.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $36.4K, with a price of $4556.0 per contract. There were 2042 open contracts at this strike prior to today, and today 3660 contract(s) were bought and sold. 
• Regarding MARA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>), we observe a call option sweep with bullish sentiment. It expires in 14 day(s) on August 8, 2025. Parties traded 237 contract(s) at a $17.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $26.0K, with a price of $110.0 per contract. There were 1432 open contracts at this strike prior to today, and today 3030 contract(s) were bought and sold. 
• For FRSH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>), we notice a put option trade that happens to be bearish, expiring in 21 day(s) on August 15, 2025. This event was a transfer of 3000 contract(s) at a $12.50 strike. The total cost received by the writing party (or parties) was $129.0K, with a price of $43.0 per contract. There were 1373 open contracts at this strike prior to today, and today 3016 contract(s) were bought and sold. 
• For CSCO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), we notice a call option trade that happens to be bullish, expiring in 21 day(s) on August 15, 2025. This event was a transfer of 2050 contract(s) at a $72.50 strike. The total cost received by the writing party (or parties) was $104.5K, with a price of $51.0 per contract. There were 10631 open contracts at this strike prior to today, and today 2078 contract(s) were bought and sold. 
• For U (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>), we notice a call option trade that happens to be bearish, expiring in 56 day(s) on September 19, 2025. This event was a transfer of 155 contract(s) at a $40.00 strike. The total cost received by the writing party (or parties) was $25.7K, with a price of $166.0 per contract. There were 3075 open contracts at this strike prior to today, and today 1337 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

CRWV

CSCO

INTC

MSTR

10 Information Technology Stocks Whale Activity In Today's Session

<h3>Gainers</h3>
<ul>
<li>Intchains Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICG#NASDAQ">ICG</a>) shares moved upwards by 16.0% to $1.38 during Friday's after-market session. The company's market cap stands at $104.4 million. </li>
<li>Movano (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MOVE#NASDAQ">MOVE</a>) stock moved upwards by 14.73% to $0.77. The company's market cap stands at $5.4 million. </li>
<li>Datavault AI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DVLT#NASDAQ">DVLT</a>) shares rose 10.91% to $0.67. The market value of their outstanding shares is at $48.8 million. </li>
<li>Argo Blockchain (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARBK#NASDAQ">ARBK</a>) shares increased by 7.11% to $0.39. The market value of their outstanding shares is at $24.1 million. </li>
<li>Comtech Telecom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMTL#NASDAQ">CMTL</a>) shares rose 6.27% to $2.37. The market value of their outstanding shares is at $60.8 million. </li>
<li>Freshworks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>) stock rose 5.83% to $15.6. The company's market cap stands at $4.4 billion. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Next Technology Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXTT#NASDAQ">NXTT</a>) shares fell 24.1% to $2.61 during Friday's after-market session. The market value of their outstanding shares is at $580.2 million. </li>
<li>Femto Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FMTO#NASDAQ">FMTO</a>) stock declined by 13.12% to $3.18. The market value of their outstanding shares is at $3.8 million. </li>
<li>Fatpipe (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FATN#NASDAQ">FATN</a>) shares decreased by 5.32% to $8.2. The market value of their outstanding shares is at $114.1 million. </li>
<li>Rimini Street (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RMNI#NASDAQ">RMNI</a>) stock declined by 3.54% to $3.0. The company's market cap stands at $293.6 million. </li>
<li>Taoping (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TAOP#NASDAQ">TAOP</a>) stock declined by 3.31% to $3.8. The company's market cap stands at $3.4 million. </li>
<li>Zepp Health (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZEPP#NYSE">ZEPP</a>) stock decreased by 2.89% to $2.36. The market value of their outstanding shares is at $143.3 million. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Movers

ARBK

CMTL

DVLT

FATN

FMTO

MOVE

Next Technology Holding Inc. - Ordinary Shares

NXTT

RMNI

TAOP

ZEPP

12 Information Technology Stocks Moving In Friday's After-Market Session

The S&amp;P 500 is at an all-time high. Tech stocks like NVIDIA Corporation (NVDA) and Alphabet Inc. (GOOG) have all hit all-time highs in the past six months.
Despite the uncertainties brought about by the tariff wars and other geopolitical events, AI has generally been a blessing for the tech investor.
But does it make sense to carry this optimism forward to all the other technology sectors? This article analyzes the current standing of various publicly traded companies in the online economy and how they are expected to fare over the next several months.
<h2 class="wp-block-heading">SaaS Industries: Innovation or Implosion?</h2>
According to a <a href="https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/the-saas-factor-six-ways-to-drive-growth-by-building-new-saas-businesses">McKinsey report</a>, Software-as-a-Service (SaaS) is a globally $3 trillion industry that is expected to hit $10 trillion by 2030. Some of the major SaaS categories today include CRM, ERP, eCommerce, cybersecurity, and other enterprise business management suites.
A lot of these business categories are being actively disrupted by AI and are likely to witness churn over the next several years.&nbsp;
<h3 class="wp-block-heading">AI in Customer Support: Hype vs. Reality</h3>
AI agents are expected to play an increasingly prominent role in the areas of customer service and engagement.&nbsp;
One of the biggest players in this segment is Zendesk Inc. which has completely pivoted from its traditional helpdesk suite to AI-agent customer support. After delisting from the NYSE in 2022, Zendesk <a href="https://www.benzinga.com/general/24/03/37875551/after-delisting-from-nyse-in-2022-zendesk-announced-it-is-acquiring-a-german-ai-customer-automation">acquired</a> Ultimate, a German startup using artificial intelligence for customer service.&nbsp;
Other competitors like Freshworks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>) are pivoting to AI-first solutions.
<h3 class="wp-block-heading">Investor Pressures and the AI-First Pivot</h3>
A lot of this evolution is driven by investor pressure to reinvent these companies in the age of AI. But as a <a href="https://www.gartner.com/en/newsroom/press-releases/2024-07-09-gartner-survey-finds-64-percent-of-customers-would-prefer-that-companies-didnt-use-ai-for-customer-service">Gartner report</a> recently found, 64% of customers would prefer companies not to use AI for customer service.&nbsp;
This leaves the market open for the relatively smaller players like Jitbit and Zoho to thrive. While Jitbit too recently introduced AI agents to their features list, the core offering continues to be traditional SaaS and on-desk support software solutions.
Long-term investment in the SaaS space would be driven by the core value delivered by AI, and whether end-customers would adapt to the AI-first approach that is championed by the market leaders today.
<h2 class="wp-block-heading">The Creator Economy: Thriving or Threatened?</h2>
The creator economy is poised for big disruption due to Artificial Intelligence (AI). A lot of content production can today be automated with the help of AI.
<h3 class="wp-block-heading">B2C Resilience: YouTube, Instagram, and the Power of Influence</h3>
Social media behemoths like YouTube, Instagram, and Etsy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>) shall continue to thrive in the face of AI. Other emerging areas of the creator economy, like eSports and livestreaming, that are relatively less resistant to AI disruption, are also expected to thrive.&nbsp;
A <a href="https://whop.com/blog/online-earnings-report/">recent study</a> published by Whop found that eSports is expected to be a $2 billion revenue market in 2025. This continues to be one of the prime ‘side hustles' among the Gen Z generation, with entry-level professionals earning over $100 per hour.&nbsp;
While the future of the creator economy appears bright in the B2C segment, the same cannot be said for other businesses in the B2B space.&nbsp;
<h3 class="wp-block-heading">B2B Pressures: Fiverr, Upwork, and the GenAI Disruption</h3>
Two stocks worth following are Fiverr International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FVRR#NYSE">FVRR</a>) and Upwork Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UPWK#NASDAQ">UPWK</a>), which let businesses hire freelance contractors for online projects, including SEO, content production, and programming.&nbsp;
These are services that are being actively disrupted by <a href="https://www.benzinga.com/topic/generative-ai">GenAI</a> tools like ChatGPT, Claude, and MidJourney. As these technologies get better, the creator economy marketplaces like <a href="https://www.benzinga.com/quote/FVRR">Fiverr</a> and <a href="https://www.benzinga.com/quote/UPWK">Upwork</a> could witness challenges with respect to customer acquisition.
Fiverr is navigating this challenge with the launch of Fiverr Go, an AI model trained by its freelancers. As a market leader, Upwork is relying on its larger pool of high-ticket employers to thrive.&nbsp;
In May this year, Upwork changed its service fee from a flat 10% to a variable structure ranging between 0% and 15%. The rationale behind this move is to incentivize businesses with high-ticket projects to benefit from lower fees, while making up for it through higher fees for smaller projects.
However, increasing service charges may not be viable for the long term. Loss of income due to high service fees can be attributed to the growth of digital creator platforms that charge relatively lower fees from its creators.
Also, since platforms like this are preferred by creators with stronger social networks, this poses a risk to freelance marketplaces like Upwork that rely on strong freelancer credentials to stay relevant.
<h2 class="wp-block-heading">ECommerce and AI Race</h2>
ECommerce is one of the biggest contributors to the online economy. The largest players in the eCommerce platform space include Shopify Inc. (SHOP) and BigCommerce Inc. (BIGC).
In the last 10 years, Shopify <a href="https://www.benzinga.com/insights/news/25/06/45734747/heres-how-much-you-would-have-made-owning-shopify-stock-in-the-last-10-years">has grown</a> at an average annual rate of 47.96%, cementing itself as a leader in the segment.&nbsp;
Given the near permanence of eCommerce, this industry appears to be safe from the AI onslaught. Both Shopify and BigCommerce have introduced AI-enabled features like Shopify Magic and AI Store Builder to their suite.
However, the eCommerce ecosystem could be ripe for disruption from AI. The Shopify and BigCommerce app ecosystem has enabled thousands of businesses to symbiotically thrive and grow over the years.&nbsp;
Their leadership could be disrupted by nimble AI-driven apps that ship features faster and are cheaper because of low overheads.
According to Dave Lavinsky, business strategy expert and founder of PlanPros, an AI-based business plan generator provider, a lot of these uncertainties driven by AI are unlikely to cause long-term impact on the success of these organizations. He says that businesses are actively reassessing their business plan and the future direction of the industry. 
<h2 class="wp-block-heading">Digital Marketing Economy</h2>
The digital marketing industry is one of the most vulnerable to advances in AI. Alphabet Inc. (GOOG) has made major changes to the Google.com online search platform that bring Generative AI-based answers to the forefront. 
The more recently launched AI Mode on Google will allow search users to deploy AI agents to search and execute tasks on their behalf.
Big improvements are also afoot in the online advertising space, with both Google and Meta Platforms Inc. (META) introducing AI-driven features in advertising. 
These changes are likely to steadily erode the value of several digital marketing activities, including SEO and PPC. While it is difficult to assess the long-term impact of these changes, the market is volatile for businesses offering these services, including marketing software companies like Semrush Holdings Inc. (SEMR) and Similarweb Ltd. (SMWB).
<h2 class="wp-block-heading">Investing Strategy Forward</h2>
As AI changes industries, the offerings will evolve as well, and markets should reach a point of equilibrium over the next couple of years. However, while this philosophy may work for ETFs and Indices targeting such sectors, the fortunes of specific stocks may still hinge on the leadership at these organizations and how they steer the ship forward.
It may be a wise move to trade based on technicals that are likely to hold over the short and mid-term timeframes. However, for people seeking a long-term investment horizon, the uncertainties and volatility of this industry make it an unappealing prospect, at least for the next 6-12 month period.

Opinion

ETSY

FVRR

UPWK

What's Next For The Online Economy In 2025

Most AI-powered service tools stop at answering questions. Freddy now goes further by getting work done. At its flagship <a href="https://www.globenewswire.com/Tracker?data=FtsifBuj-NX9pbNewvii-zk70aATpZH8Kl4S6Afy44O-gcjYz5aJejnf9Ndlc6DbtMnymziraTKNmJAW5TRCZsDenV-QT9s3V8KrRYSgyBFkaX8UbQFWgaoVhDlx053-nzDOfPbrH_vWDt1raxT6q7YMA1b7CkrGiFxr56zKd7v1vELVzaHVWEkrSuXH0WsxSDqxdePyOGckwvuxKGUsCg==">Refresh</a> event, <a href="https://www.globenewswire.com/Tracker?data=VMfZz5yATZpA8hkJHUhNIGOWpEP0GPLYIzrT0ZceZqhT3QJDutb59r3xyYLdp3MaMclEK6r_u774dE1iGTcvMm9PJfmvwUM21MOezRxYwsU9gGg7oab6nRn2l4Yq0418ErNSAmW8H-9I3zt80Cdhq3WepVn5SBHz_h95B9OJqew=">Freshworks</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>) unveiled the next generation of its <a href="https://www.globenewswire.com/Tracker?data=RjWi9MrFuwQZvzcf9_1ZpLZJ4amC6rrwln0WXylknNf8-R8IKbFxdS4S-PMpGWZSpTkBF8fnoctReOsdcrMDzt7mFAQoRP22TMVLXSemKkZX6JEUjPn7UnFhbUJGjGf78RAfWJ7mG0hWxZj6G-eFTum5XEtZ7OOQidSLl3XpUKqGfMhYepjsNzd0NDmHHduXElVIcRq_lncotZRrywJJ44rTVqClDFRxczzPa54FDK4=">Freddy Agentic AI Platform</a>, a connected, intelligent, continuously learning system of AI agents that don't just reply to service questions, but can resolve them. Whether it's processing an insurance claim, updating a payroll record, or booking a new shipment, Freddy AI now takes action across the applications businesses already use.
The company also introduced the <a href="https://www.globenewswire.com/Tracker?data=RjWi9MrFuwQZvzcf9_1ZpOiI4CsPKmdafUDrlDuostvaHDjrHESr7cmBPjaD-ODVz5VsKLG9JHADZiilw6jXdZDOUGt8pB5Nv8c9j4k8ixh3Pux031ECy8uUMyHdS8pWEjuIeQKnQE1_QnvbncLVc1gM5e0JCJeFJOhJrMhnduB30QAPnGi9Yt34QW721ZWrMPWM_FveKGRNWBNaQ_jVbQ==">Freddy AI Agent Studio</a>, a no-code platform that simplifies the creation and deployment of autonomous AI agents, making it easier for businesses to scale customer support. Freddy AI Agent Studio helps relieve service teams of endless ticket handoffs, delayed resolutions, and frustrated users due to outdated automations. New, easy to deploy AI agents can think, reason and act to resolve many customer queries from start to finish, giving human agents more time to handle more complex customer challenges.

Freshworks Launches No-Code Freddy Agent Studio to Help Businesses Automate Customer Support Tasks Faster

The BofA Securities <a target="_blank" href="https://www.benzinga.com/topic/software" rel="noreferrer noopener">software research team</a> hosted 18 public and 10 private companies at the BofA Global Technology Conference in San Francisco on June 3-5.&nbsp;
With an ever-changing macro policy backdrop, the spending environment was the focus of this discussion.&nbsp; AI product cycles were another key topic discussed, with companies citing healthy pilot activity for agentic applications.&nbsp;
Based on discussions, participating software companies endorsed a generally stable environment, although companies remained cognizant of underlying risks.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/06/45755544/rising-ai-analytics-budgets-could-lift-microsoft-snowflake-datadog" rel="noreferrer noopener">Rising AI, Analytics Budgets Could Lift Microsoft, Snowflake, Datadog</a>
Furthermore, the analyst report noted that while product cycles for agentic AI are still in their early stages, they are reportedly gaining traction through initial pilot deals.
Analyst Brad Sills included key takeaways from meetings with participating companies in this report. 
Sills said Microsoft Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) (Buy, price forecast $515) Commercial CFO Mat McBride suggested sustained momentum in the Azure business, led by healthy cloud migration. According to the analyst, Microsoft is rapidly innovating across the enterprise stack.
ServiceNow&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) (Buy, price forecast $1,085) Chief Customer Officer Chris Bedi highlighted solid execution through a tough macro environment in the tariff-impacted manufacturing vertical and DOGE-impacted Federal vertical. ServiceNow noted sustained momentum across the broad IT, customer, and employee application suites. It is expanding rapidly to multiple departments in the enterprise.
In front office applications, Salesforce&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) (Buy, price forecast $350) COO and CFO, Robin Washington, reiterated pockets of weakness in tariff-impacted verticals like manufacturing and retail, though noting strength elsewhere, Sills said. According to the analyst, Salesforce is driving growth in both core and Agentforce.
The analyst noted that Datadog&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>) (Buy, price forecast $138) CFO, David Obstler, highlighted the company&#8217;s expanding product offering and its long-term growth potential for monitoring cloud workloads, which are increasing in volume and complexity due to AI. The analyst noted that Datadog&#8217;s AI-native cohort is growing quickly, though volatility is inherent in the consumption model.
Sills said Asana (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASAN#NYSE">ASAN</a>) (Buy, price forecast $21) noted slight incremental macro headwinds in April for its enterprise segment. According to the analyst, AI Studio could represent a powerful second-half 2026 catalyst for Asana.
The analyst noted that software firms cited solid leading indicators for agentic application adoption, though these cycles remain nascent.
He said data management vendors such as Microsoft noted added database activity as enterprises prepare for running agentic AI applications.
DevSecOps software vendor JFrog (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FROG#NASDAQ">FROG</a>) (Buy, price forecast $48) discussed how AI-focused code is beginning to show up more this year, Sills said. The analyst pronounced JFrog&#8217;s setup good heading into the second half of 2025.
Application vendors Salesforce and ServiceNow cited healthy pilot activity for agentic applications, Agentforce, and Now Assist, the analyst noted. However, he said revenue targets are limited at this cycle stage.&nbsp;
Microsoft cited hundreds of thousands of customers running Microsoft 365 Copilot, expanding deployments, Sills noted.&nbsp;
He said that OneStream (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OS#NASDAQ">OS</a>) (Buy, price forecast $33) highlighted its attractive AI value proposition and adoption trends in the back office with its SensibleAI Forecast offering. OneStream is an AI-powered back-office disruptor.
The analyst said Asana and Freshworks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>) (Neutral, price forecast $18) noted healthy demand for AI Studio and Freddy AI. Freshworks&#8217; AI offerings are driving up the list across all growth levers.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/m-a/25/06/45839465/zuckerbergs-ai-push-expands-meta-weighs-10b-stake-in-scale-ai" target="_blank" rel="noreferrer noopener">Zuckerberg&#8217;s AI Push Expands: Meta Weighs $10B Stake In Scale AI</a></li>
</ul>
Photo by Bumble Dee via Shutterstock

ASAN

DDOG

FROG

Which Software Stocks Is BofA Securities Bullish On?

In the latest quarter, 14 analysts provided ratings for Freshworks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>), showcasing a mix of bullish and bearish perspectives.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">5</td>
<td align="right">5</td>
<td align="right">2</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">4</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have recently evaluated Freshworks and provided 12-month price targets. The average target is $18.5, accompanied by a high estimate of $27.00 and a low estimate of $11.00. A negative shift in sentiment is evident as analysts have decreased the average price target by 6.04%. 
<img src="https://www.benzinga.com/files/images/story/2025/1748984460_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Freshworks. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Matthew Vanvliet</td>
<td>Cantor Fitzgerald</td>
<td>Announces</td>
<td>Overweight</td>
<td>$20.00</td>
<td>-</td>
</tr>
<tr>
<td>Taylor McGinnis</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$19.00</td>
<td>$22.00</td>
</tr>
<tr>
<td>Elizabeth Porter</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$18.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Nick Altmann</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$18.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Michael Berg</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Underweight</td>
<td>$12.00</td>
<td>$11.00</td>
</tr>
<tr>
<td>Patrick Walravens</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$27.00</td>
<td>$27.00</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$22.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Nick Altmann</td>
<td>Scotiabank</td>
<td>Lowers</td>
<td>Sector Perform</td>
<td>$14.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$20.00</td>
<td>$24.00</td>
</tr>
<tr>
<td>Michael Berg</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$11.00</td>
<td>$13.00</td>
</tr>
<tr>
<td>Elizabeth Porter</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$14.00</td>
<td>$21.00</td>
</tr>
<tr>
<td>Brian Schwartz</td>
<td>Oppenheimer</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$19.00</td>
<td>$24.00</td>
</tr>
<tr>
<td>Brent Thill</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$20.00</td>
<td>$22.00</td>
</tr>
<tr>
<td>Scott Berg</td>
<td>Needham</td>
<td>Maintains</td>
<td>Buy</td>
<td>$25.00</td>
<td>$25.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Freshworks. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Freshworks compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Freshworks's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
For valuable insights into Freshworks's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/FRSH/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Freshworks analyst ratings.</a>
<h2>Get to Know Freshworks Better</h2>
Freshworks Inc provides software as a service platform that enables small and medium-sized businesses to support customers through e-mail, phone, website, and social networks. It offers solutions that serve the needs of users in the CS and ITSM categories and has also expanded its offering with Sales and Marketing automation products. These product offerings enable organizations to acquire, engage, and serve their customers and employees. The group derives revenue from North America, Europe, the Middle East and Africa, Asia Pacific, and Other regions.
<h3>Understanding the Numbers: Freshworks's Finances</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: Over the 3M period, Freshworks showcased positive performance, achieving a revenue growth rate of 18.85% as of 31 March, 2025. This reflects a substantial increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Freshworks's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of -0.66%, the company may face hurdles in effective cost management.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of -0.12%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): Freshworks's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of -0.08%, the company may face hurdles in achieving optimal financial returns.
Debt Management: Freshworks's debt-to-equity ratio is below the industry average. With a ratio of 0.04, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

What 14 Analyst Ratings Have To Say About Freshworks

Cantor Fitzgerald analyst Matthew Vanvliet assumes Freshworks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>) with a Overweight rating and announces Price Target of $20.

Cantor Fitzgerald Assumes Freshworks at Overweight, Announces Price Target of $20

<h2 class="wp-block-heading">Zinger Points:</h2>
<ul class="wp-block-list">
<li>Bat VC&#8216;s second fund targets $100M for AI, fintech, and enterprise startups across both the US and India markets</li>
<li>The firm&#8217;s first $8.2M fund achieved 29% IRR with two successful exits</li>
<li>Bat VC aims to capitalize on India&#8217;s growing tech ecosystem and the strategic importance of US-India startup collaboration</li>
</ul>
New York-based early-stage venture firm Bat VC is raising $100 million for its second fund to invest in artificial intelligence startups ​​operating across both the US and India, according to a <a href="https://www.businessinsider.com/bat-vc-launches-fund-indian-us-ai-startups-2025-5">Business Insider India</a> report on Tuesday.
Founded by a team of Indian tech veterans with experience across major tech firms, including Yahoo and Twitter India, Bat VC launched its second vehicle following what it describes as a successful first fund. The firm says its initial $8.2 million fund delivered early returns with two exits and an internal rate of return of 29%.
Don't Miss:
<ul class="wp-block-list">
<li>Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">Invest before it's too late.</a></li>
<li>‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.30/share with a $1000 minimum.</a></li>
</ul>
Fund II will focus on startups operating at the intersection of AI, fintech, and enterprise technology. The firm is reportedly writing checks in the range of $3 million to $5 million and is currently in talks with institutional investors, family offices, and high-net-worth individuals for the first close.
<h2 class="wp-block-heading">Why the US-India AI Corridor?</h2>
Bat VC is building its strategy around the growing convergence between the US and Indian tech ecosystems. India, home to over 159,000 government-recognized startups and a rapidly growing pool of technical talent, is increasingly seen as a destination for both innovation and production. Meanwhile, the US remains the world&#8217;s largest market for enterprise software, making it a natural scale-up destination.
The firm's model is built on the premise of capital efficiency — building high-value products in India and taking them to global markets through US-based distribution and sales channels. This cross-border approach allows startups to build capital-efficient products in India while leveraging US sales networks and customer relationships. The strategy mirrors successes like <a href="https://www.benzinga.com/news/21/09/22911260/key-takeaways-from-salesforce-rivals-9b-ipo">Freshworks</a> Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>), which scaled from Chennai to a Nasdaq IPO by targeting global customers early.
Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a>
<h2 class="wp-block-heading">Thematic Focus: Vertical AI and Enterprise Software</h2>
Bat VC's new fund will prioritise startups applying AI to specific industries such as healthcare, manufacturing, and logistics rather than horizontal platforms. The firm also sees significant potential in the US-India enterprise software market, which it believes could surpass the scale of the US-Israel tech corridor, Business Insider reported.
While Bat VC has not disclosed a timeline for its first close, the speed of deployment in Fund I suggests the new vehicle may see similar momentum. The fund's launch comes amid rising interest from global investors such as <a href="https://www.accel.com/noteworthies/fueling-the-future-announcing-our-viii-fund-for-indias-boldest-founders">Accel</a> and Sequoia Capital in India's maturing startup ecosystem, particularly focused on sectors powered by generative AI and vertical SaaS innovation.
Read Next:
<ul class="wp-block-list">
<li>Nancy Pelosi Invested $5 Million In An AI Company Last Year — <a href="https://www.benzinga.com/money/elf-labs-ym?v=123">Here's How You Can Invest In Multiple Pre-IPO AI Startups With Just $1,000.</a></li>
<li><a href="https://www.benzinga.com/money/this-ai-imaging-technology-has-been-used-in-more-than-500-surgeries-now-you-can-be-part-of-the-ai-imaging-revolution">Be part of the next med-tech breakthrough for only $350 — 500+ surgeries already done with nView's AI system.</a></li>
</ul>
Image: Shutterstock

New York's Bat VC Seeks $100M for Second Fund Targeting AI Innovations Across US And India

WIIM

ADBE

ADSK

ALLT

ALRM

AMPL

ANSS

APPS

BILL

BRZE

CCRD

CFLT

CIFR

Core Scientific, Inc. - Class A Common Stock

CORZ

CRNC

CRWD

DOCU

DTSS

ESTC

FIVN

FTNT

GRRR

GTLB

KVYO

LDTC

MANH

MAWSON INFRSTRUCTURE GRP by Mawson Infrastructure Group Inc.

MIGI

NISN

NTRP

OBLG

ORCL

PANW

PCOR

PONY

SAIL

SNPS

SOUN

TEAM

TENB

TUYA

VEEA

WULF

Shares of software stocks are trading higher amid overall market strength after the US and China agreed to a temporary reduction in most tariffs on each other's goods.

UBS analyst Taylor McGinnis maintains Freshworks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>) with a Buy and lowers the price target from $22 to $19.

UBS Maintains Buy on Freshworks, Lowers Price Target to $19

Comments

Freshworks

Noticias

Últimas noticias sobre Freshworks (NASDAQ:FRSH) Bolsa

Noticias

SOCIO/CONTRIBUIDOR

BENZINGA GLOBAL