Piper Sandler raises Freshworks stock price target to $25 on AI growth

Published 30/07/2025, 17:06
Piper Sandler raises Freshworks stock price target to $25 on AI growth

Investing.com - Piper Sandler raised its price target on Freshworks Inc (NASDAQ:FRSH) to $25.00 from $22.00 on Wednesday, while maintaining an Overweight rating on the stock. According to InvestingPro data, Freshworks maintains a "Good" financial health score, with impressive gross profit margins of 84.4% and robust revenue growth of 20.5% over the last twelve months.

The price target increase follows Freshworks exceeding the Rule of 40 on an organic basis in Q2, driven by a 27% free cash flow margin compared to the company’s mid-point guidance of 25%. The company’s strong financial position is further supported by its healthy balance sheet, with more cash than debt.

Freshworks is demonstrating progress with its artificial intelligence products, which grew triple-digits to reach $20 million in annual recurring revenue this quarter, representing 2% of the company’s total ARR.

Piper Sandler cited increasing confidence in AI product adoption and continued momentum in employee experience (EX) share gains, which account for 55% of Freshworks’ sales, as key factors behind the price target increase.

The research firm noted that Freshworks is trading at 14x EV/FCF and suggested two potential paths for the stock: continued execution on its growth strategy or a potential acquisition.

In other recent news, Freshworks Inc. reported its second-quarter 2025 earnings, surpassing market expectations with a non-GAAP earnings per share of $0.18, compared to the consensus estimate of $0.11. The company also reported revenue of $204.7 million, exceeding the anticipated $198.84 million. Cantor Fitzgerald has maintained its Overweight rating on Freshworks, highlighting the company’s strong performance in the Employee Experience segment, which grew 22% year-over-year. The Customer Experience segment also showed improvement, accelerating its growth to 8% on a constant currency basis. Needham reiterated a Buy rating, noting the company’s better-than-expected billings and accelerated Annual Recurring Revenue growth in the Customer Experience segment. JMP Securities reiterated its Market Outperform rating, emphasizing the company’s strong second-quarter results and a 21.9% operating margin. These developments reflect Freshworks’ continued momentum in its business segments and positive reception from analysts.

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