FRSH Class A Freshworks Inc. - Class A Common Stock
NASDAQ · Technology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 4, 2026
$12.78
· of 52w range
· above low
· to high
$6.8052w low
$13.9952w high
Market Cap (MRQ)
$3.36B
P/E (TTM)
20.3
EPS (TTM)
$0.63
Revenue (TTM)
$904M
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52W Range
$7–$14
Analyst Rating
HOLD
Price Target
$15
P/E
20.3
ROE
19.7%
Net Profit Margin
20.5%
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FRSH Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$12.78
Market Cap (MRQ)
$3.36B
P/E (TTM)
20.3
EPS (TTM)
$0.63
Revenue (TTM)
$904M
ROE (TTM)
19.7%
52W Range
$7–$14
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$839M2019-12-31 → 2025-12-31
EPS$0.632019-12-31 → 2025-12-31
Free Cash Flow$237M2021-12-31 → 2025-12-31
Net margin20.5%2021-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | FRSH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 20.35Y avg ≈-20.0 | ≈-20.0 | 34.1 | Undervalued | |
| P/S (TTM) | 3.75Y avg ≈6.2 | ≈6.2 | 3.5 | Undervalued | |
| P/B (MRQ) | 3.75Y avg ≈4.6 | ≈4.6 | 5.0 | Undervalued | |
| Price / FCF (TTM) | 14.45Y avg ≈-62.1 | ≈-62.1 | · | · | |
| Price / Cash Flow (TTM) | 13.65Y avg ≈-311.7 | ≈-311.7 | 22.5 | Undervalued | |
| Price / Tangible Book (MRQ) | 4.25Y avg ≈4.1 | ≈4.1 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | FRSH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 85.0%5Y avg ≈82.3% | ≈82.3% | 77.8% | Top tier | |
| Operating Margin (TTM) | 3.3%5Y avg ≈-29.6% | ≈-29.6% | 4.2% | Weak | |
| EBITDA Margin (TTM) | 6.6%5Y avg ≈-26.9% | ≈-26.9% | 4.2% | Weak | |
| Pretax Margin (TTM) | 5.6%5Y avg ≈-24.1% | ≈-24.1% | 5.3% | Weak | |
| Net Profit Margin (TTM) | 20.5%5Y avg ≈-22.5% | ≈-22.5% | 3.5% | Weak | |
| ROA (TTM) | 12.5%5Y avg ≈-8.3% | ≈-8.3% | 6.9% | Top tier | |
| ROE (TTM) | 19.7%5Y avg ≈-8.1% | ≈-8.1% | 14.0% | Top tier | |
| ROIC | 4.4%5Y avg ≈-13.4% | ≈-13.4% | 7.6% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | FRSH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.75Y avg ≈4.1 | ≈4.1 | 2.1 | Low liquidity | |
| Quick Ratio (MRQ) | 1.55Y avg ≈3.9 | ≈3.9 | 1.8 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | FRSH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 16.4%5Y avg ≈28.0% | ≈28.0% | · | · | |
| Revenue CAGR 3Y | 19.0%5Y avg ≈25.8% | ≈25.8% | · | · | |
| Revenue CAGR 5Y | 27.4% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | FRSH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.55Y avg ≈0.4 | ≈0.4 | 0.6 | Weak | |
| Receivables Turnover | 6.15Y avg ≈7.3 | ≈7.3 | 6.1 | In line | |
| Revenue / Employee | ≈$186.4K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
25.6%
Next Report
Nov 03, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 27, 2026 | $0.17 | $0.13 | 27.9% |
| March 31, 2026 | $0.11 | $0.12 | -8.8% | |
| Dec. 31, 2025 | $0.14 | $0.12 | 21.2% | |
| Sept. 30, 2025 | $0.16 | $0.13 | 21.0% | |
| June 30, 2025 | $0.18 | $0.12 | 53.8% | |
| March 31, 2025 | $0.18 | $0.13 | 38.5% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $839M | $720M | $596M | $498M | $371M | $250M | $172M | |
| Cost of Revenue | $126M | $113M | $103M | $96M | $78M | $52M | $36M | |
| Gross Profit | $713M | $607M | $493M | $402M | $293M | $197M | $136M | |
| R&D Expense | $163M | $165M | $138M | $136M | $120M | $69M | $39M | |
| SG&A Expense | $141M | $181M | $168M | $157M | $117M | $51M | $16M | |
| Operating Expenses | $699M | $746M | $663M | $636M | $498M | $253M | $166M | |
| Operating Income | $13M | $-139M | $-170M | $-233M | $-205M | $-56M | $-30M | |
| Other Non-op | $40M | $48M | $46M | $13M | $23M | $3M | $2M | |
| Pretax Income | $53M | $-91M | $-124M | $-221M | $-181M | $-53M | $-27M | |
| Income Tax | $-130M | $5M | $14M | $11M | $11M | $4M | $4M | |
| Net Income | $184M | $-95M | $-137M | $-232M | $-192M | $-57M | $-31M | |
| EPS (Basic) | $0.63 | $-0.32 | $-0.47 | $-0.82 | $-21.73 | $-21.03 | $-8.21 | |
| EPS (Diluted) | $0.63 | $-0.32 | $-0.47 | $-0.82 | $-21.73 | $-21.03 | $-8.21 | |
| Shares (Basic) | 291,079,000 | 300,843,000 | 293,087,000 | 284,587,000 | 130,652,000 | 76,945,000 | 76,029,000 | |
| Shares (Diluted) | 293,769,000 | 300,843,000 | 293,087,000 | 284,587,000 | 130,652,000 | 76,945,000 | 76,029,000 | |
| EBITDA | $39M | $-119M | $-158M | $-222M | $-191M | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $570M | $620M | $488M | $304M | $748M | $95M | $75M | |
| Short-term Investments | $212M | $450M | $700M | $843M | $576M | $143M | · | |
| Receivables | $151M | $123M | $97M | $70M | $52M | $34M | · | |
| Prepaid Expense | $73M | $46M | $48M | $39M | $31M | $31M | · | |
| Current Assets | $1.10B | $1.27B | $1.36B | $1.28B | $1.42B | $312M | · | |
| PP&E (Net) | $39M | $26M | $23M | $24M | $21M | $21M | · | |
| PP&E (Gross) | $99M | $79M | $66M | $56M | $45M | $39M | · | |
| Accum. Depreciation | $60M | $53M | $43M | $32M | $23M | $18M | · | |
| Goodwill | $147M | $147M | $6M | $6M | $6M | $6M | · | |
| Intangibles | $77M | $91M | $0 | $303.0K | $2M | $6M | · | |
| Other Non-current Assets | $19M | $15M | $10M | $12M | $11M | $8M | · | |
| Total Assets | $1.60B | $1.61B | $1.46B | $1.38B | $1.48B | $367M | · | |
| Accounts Payable | $12M | $2M | $3M | $6M | $6M | $4M | · | |
| Accrued Liabilities | $101M | $82M | $57M | $59M | $56M | $36M | · | |
| Current Liabilities | $498M | $408M | $327M | $272M | $223M | $152M | · | |
| Capital Leases | $33M | $30M | $27M | $28M | · | · | · | |
| Other Non-current Liabilities | $39M | $36M | $31M | $29M | $21M | $17M | · | |
| Total Liabilities | $570M | $474M | $385M | $328M | $245M | $169M | · | |
| Common Stock | · | · | · | · | $0 | $1.0K | · | |
| Paid-in Capital | $4.59B | $4.87B | $4.71B | $4.56B | $4.51B | $0 | · | |
| Retained Earnings | $-3.55B | $-3.74B | $-3.64B | $-3.50B | $-3.27B | $-2.70B | · | |
| AOCI | $-2M | $-338.0K | $-754.0K | $-7M | $-747.0K | $411.0K | · | |
| Stockholders' Equity | $1.03B | $1.14B | $1.07B | $1.05B | $1.24B | $-2.70B | $-1.12B | |
| Liabilities + Equity | $1.60B | $1.61B | $1.46B | $1.38B | $1.48B | $367M | · | |
| Shares Outstanding | 283,427,000 | 303,382,000 | 296,695,000 | 289,093,000 | 273,294,000 | 77,619,000 | 76,821,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $26M | $19M | $12M | $12M | $13M | $11M | $6M | |
| Stock-based Comp | $147M | $217M | $211M | $208M | $173M | $43M | $273.0K | |
| Deferred Tax | $3M | $-13M | $-1M | $-2M | $-2M | $-2M | $-939.0K | |
| Amort. of Intangibles | $14M | $8M | $303.0K | $2M | $4M | $4M | $1M | |
| Restructuring | $405.0K | $10M | $0 | $0 | · | · | · | |
| Other Non-cash | $-117M | $33M | $2M | $13M | $19M | · | · | |
| Operating Cash Flow | $242M | $161M | $86M | $-3M | $11M | $33M | $-8M | |
| CapEx | $6M | $9M | $2M | $7M | $6M | $4M | $12M | |
| Investing Cash Flow | $206M | $39M | $158M | $-285M | $-420M | $-11M | $-149M | |
| Stock Repurchased | $386M | $14M | $0 | $0 | · | · | · | |
| Net Stock Activity | $-386M | $-14M | · | · | · | · | · | |
| Financing Cash Flow | $-437M | $-67M | $-61M | $-156M | $1.06B | $-2M | $150M | |
| Net Change in Cash | $12M | $132M | $184M | $-444M | $650M | $19M | $-7M | |
| Taxes Paid | $14M | $12M | $12M | $13M | $10M | $5M | $3M | |
| Free Cash Flow | $237M | $151M | $84M | $-10M | $6M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 85.0% | 84.3% | 82.7% | 80.8% | 79.0% | · | · | |
| Operating Margin | 1.6% | -19.2% | -28.5% | -46.9% | -55.2% | · | · | |
| Net Margin | 21.9% | -13.2% | -23.0% | -46.6% | -51.7% | · | · | |
| Pretax Margin | 6.3% | -12.6% | -20.8% | -44.3% | -48.9% | · | · | |
| EBITDA Margin | 4.7% | -16.6% | -26.5% | -44.5% | -51.6% | · | · | |
| ROA | 11.4% | -6.2% | -9.7% | -16.2% | -20.8% | · | · | |
| ROE | 18.2% | -8.4% | -12.9% | -22.0% | -15.3% | · | · | |
| ROIC | 4.4% | -12.8% | -17.6% | -23.3% | -17.5% | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 3.1 | 4.1 | 4.7 | 6.4 | · | · | |
| Quick Ratio | 1.9 | 2.9 | 3.9 | 4.5 | 6.2 | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.4 | 0.3 | 0.4 | · | · | |
| Receivables Turnover | 6.1 | 6.5 | 7.1 | 8.1 | 8.6 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $3.64 | $3.75 | $3.61 | $3.64 | · | · | · | |
| Revenue / Share | $2.86 | $2.39 | $2.04 | $1.75 | $2.84 | · | · | |
| Cash Flow / Share | $0.82 | $0.53 | $0.29 | $-0.01 | $0.09 | · | · | |
| Cash / Share | $2.01 | $2.04 | $1.65 | $1.05 | · | · | · | |
| EPS (TTM) | $0.63 | $-0.32 | $-0.47 | $-0.82 | $-21.73 | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.4% | 20.8% | 19.8% | 34.2% | 48.6% | · | · | |
| Revenue CAGR 3Y | 19.0% | 24.8% | 33.7% | · | · | · | · | |
| Revenue CAGR 5Y | 27.4% | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $839M | $720M | $596M | $498M | $371M | · | · | |
| Net Income TTM | $184M | $-95M | $-137M | $-232M | $-192M | · | · | |
| Market Cap | $3.47B | $4.91B | $6.97B | $4.25B | $0 | · | · | |
| P/E | 19.4 | -50.5 | -50.0 | -17.9 | -1.2 | · | · | |
| P/S | 4.1 | 6.8 | 11.7 | 8.5 | 0.0 | · | · | |
| P/B | 3.4 | 4.3 | 6.5 | 4.0 | · | · | · | |
| P / Tangible Book | 4.3 | 5.5 | 6.5 | 4.1 | 0.0 | · | · | |
| P / Cash Flow | 14.3 | 30.5 | 80.9 | -1684.2 | 0.0 | · | · | |
| P / FCF | 14.7 | 32.4 | 82.9 | -440.5 | 0.0 | · | · | |
| Earnings Yield | 5.1% | -2.0% | -2.0% | -5.6% | -82.8% | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $237M | $229M | $223M | $215M | $205M | $196M | $195M | $187M | $174M | $165M | $160M | $154M | $145M | $138M | $133M | $129M | |
| Cost of Revenue | $36M | $35M | $32M | $33M | $31M | $30M | $29M | $30M | $28M | $26M | $27M | $26M | $25M | $25M | $25M | $24M | |
| Gross Profit | $201M | $194M | $191M | $182M | $174M | $166M | $165M | $157M | $146M | $139M | $133M | $127M | $120M | $112M | $108M | $105M | |
| R&D Expense | $44M | $49M | $42M | $41M | $40M | $40M | $41M | $48M | $41M | $35M | $36M | $35M | $34M | $33M | $35M | $36M | |
| SG&A Expense | $38M | $40M | $-329.0K | $47M | $47M | $47M | $48M | $46M | $45M | $42M | $45M | $40M | $41M | $41M | $39M | $40M | |
| Operating Expenses | $195M | $202M | $151M | $190M | $182M | $177M | $189M | $196M | $190M | $171M | $173M | $166M | $164M | $161M | $169M | $163M | |
| Operating Income | $6M | $-8M | $40M | $-7M | $-9M | $-10M | $-24M | $-39M | $-44M | $-32M | $-40M | $-39M | $-43M | $-48M | $-61M | $-58M | |
| Other Non-op | $4M | $1M | $7M | $7M | $13M | $13M | $8M | $14M | $13M | $13M | $15M | $11M | $11M | $9M | $10M | $2M | |
| Pretax Income | $10M | $-7M | $47M | $-52.0K | $4M | $3M | $-16M | $-25M | $-31M | $-19M | $-25M | $-28M | $-32M | $-39M | $-51M | $-56M | |
| Income Tax | $7M | $-2M | $-145M | $5M | $6M | $4M | $6M | $5M | $-10M | $4M | $3M | $3M | $4M | $4M | $5M | $2M | |
| Net Income | $3M | $-5M | $191M | $-5M | $-2M | $-1M | $-22M | $-30M | $-20M | $-23M | $-28M | $-31M | $-36M | $-43M | $-55M | $-58M | |
| EPS (Basic) | $0.01 | $-0.02 | $0.66 | $-0.02 | $-0.01 | $0.00 | $-0.07 | $-0.10 | $-0.07 | $-0.08 | $-0.09 | $-0.11 | $-0.12 | $-0.15 | $-0.20 | $-0.20 | |
| EPS (Diluted) | $0.01 | $-0.02 | $0.66 | $-0.02 | $-0.01 | $0.00 | $-0.07 | $-0.10 | $-0.07 | $-0.08 | $-0.09 | $-0.11 | $-0.12 | $-0.15 | $-0.20 | $-0.20 | |
| Shares (Basic) | 271,951,000 | 283,336,000 | · | 286,161,000 | 294,435,000 | 301,280,000 | · | 302,096,000 | 299,805,000 | 297,870,000 | · | 294,146,000 | 291,995,000 | 290,133,000 | · | 286,697,000 | |
| Shares (Diluted) | 272,988,000 | 283,336,000 | · | 286,161,000 | 294,435,000 | 301,280,000 | · | 302,096,000 | 299,805,000 | 297,870,000 | · | 294,146,000 | 291,995,000 | 290,133,000 | · | 286,697,000 | |
| EBITDA | $6M | $-197.0K | · | $-7M | $-9M | $-4M | · | $-39M | $-44M | $-29M | · | $-39M | $-43M | $-45M | · | $-58M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $495M | $548M | $570M | $421M | $486M | $594M | $620M | $391M | $310M | $468M | $488M | $458M | $356M | $344M | $304M | $432M | |
| Short-term Investments | $169M | $231M | $212M | $392M | $440M | $401M | $450M | $664M | $709M | $739M | · | $706M | $805M | $806M | · | $719M | |
| Receivables | $138M | $127M | $151M | $120M | $116M | $112M | $123M | $99M | $101M | $84M | · | $80M | $74M | $73M | · | $57M | |
| Prepaid Expense | $67M | $68M | $73M | $60M | $67M | $62M | $46M | $54M | $52M | $52M | · | $52M | $47M | $46M | · | $42M | |
| Current Assets | $902M | $1.01B | $1.10B | $1.02B | $1.14B | $1.20B | $1.27B | $1.23B | $1.20B | $1.37B | · | $1.32B | $1.30B | $1.29B | · | $1.27B | |
| PP&E (Net) | $46M | $44M | $39M | $35M | $31M | $27M | $26M | $26M | $23M | $22M | · | $23M | $23M | $24M | · | $23M | |
| PP&E (Gross) | $114M | $108M | $99M | $93M | $89M | $83M | $79M | $77M | $72M | $68M | · | $63M | $61M | $59M | · | $53M | |
| Accum. Depreciation | $68M | $64M | $60M | $57M | $58M | $55M | $53M | $51M | $48M | $46M | · | $40M | $38M | $35M | · | $30M | |
| Goodwill | $198M | $199M | $147M | $147M | $147M | $147M | $147M | $147M | $147M | $6M | · | $6M | $6M | $6M | · | $6M | |
| Intangibles | $92M | $97M | $77M | $80M | $84M | $87M | $91M | $94M | $98M | · | · | · | · | · | · | $579.0K | |
| Other Non-current Assets | $17M | $18M | $19M | $17M | $17M | $15M | $15M | $14M | $14M | $12M | · | $10M | $10M | $11M | · | $12M | |
| Total Assets | $1.49B | $1.61B | $1.60B | $1.37B | $1.48B | $1.54B | $1.61B | $1.58B | $1.54B | $1.47B | · | $1.42B | $1.40B | $1.39B | · | $1.36B | |
| Accounts Payable | $27M | $19M | $12M | $8M | $5M | $2M | $2M | $7M | $10M | $2M | · | $3M | $2M | $4M | · | $4M | |
| Accrued Liabilities | $105M | $109M | $98M | $91M | $87M | $80M | $82M | $74M | $69M | $58M | · | $55M | $54M | $58M | · | $57M | |
| Current Liabilities | $533M | $520M | $498M | $451M | $433M | $413M | $408M | $378M | $368M | $336M | · | $306M | $292M | $285M | · | $252M | |
| Capital Leases | $26M | $29M | $33M | $31M | $27M | $31M | $30M | $26M | $28M | $25M | · | $27M | $24M | $26M | · | $25M | |
| Other Non-current Liabilities | $36M | $37M | $39M | $38M | $37M | $35M | $36M | $37M | $33M | $28M | · | $27M | $27M | $29M | · | $26M | |
| Total Liabilities | $595M | $586M | $570M | $520M | $496M | $479M | $474M | $440M | $428M | $389M | · | $360M | $343M | $340M | · | $303M | |
| Paid-in Capital | $4.45B | $4.58B | $4.59B | $4.60B | $4.72B | $4.80B | $4.87B | $4.85B | $4.80B | $4.74B | · | $4.68B | $4.64B | $4.60B | · | $4.52B | |
| Retained Earnings | $-3.55B | $-3.56B | $-3.55B | $-3.74B | $-3.74B | $-3.74B | $-3.74B | $-3.71B | $-3.68B | $-3.66B | · | $-3.61B | $-3.58B | $-3.55B | · | $-3.45B | |
| AOCI | $-2M | $-4M | $-2M | $-2M | $102.0K | $608.0K | $-338.0K | $2M | $-1M | $-1M | · | $-5M | $-6M | $-5M | · | $-9M | |
| Stockholders' Equity | $896M | $1.02B | $1.03B | $851M | $985M | $1.06B | $1.14B | $1.14B | $1.12B | $1.08B | $1.07B | $1.06B | $1.06B | $1.05B | $1.05B | $1.06B | |
| Liabilities + Equity | $1.49B | $1.61B | $1.60B | $1.37B | $1.48B | $1.54B | $1.61B | $1.58B | $1.54B | $1.47B | · | $1.42B | $1.40B | $1.39B | · | $1.36B | |
| Shares Outstanding | 262,810,000 | 278,982,000 | 283,427,000 | 281,744,000 | 292,042,000 | 298,380,000 | 303,382,000 | 302,578,000 | 300,961,000 | 298,500,000 | 296,695,000 | 294,861,000 | 292,839,000 | 290,535,000 | 289,093,000 | 287,082,000 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $8M | $8M | $7M | $7M | $6M | $6M | $6M | $6M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $38M | $44M | $-3M | $49M | $49M | $52M | $50M | $59M | $55M | $52M | $51M | $55M | $54M | $51M | $57M | $54M | |
| Deferred Tax | $3M | $-6M | $3M | $0 | $0 | $-459.0K | $1M | $0 | $-14M | $477.0K | $-1M | $0 | $0 | $113.0K | $-3M | $0 | |
| Amort. of Intangibles | $4M | $4M | $3M | $3M | $4M | $4M | $4M | $4M | $976.0K | $0 | $0 | $0 | $46.0K | · | $276.0K | $276.0K | |
| Restructuring | $7M | $0 | $0 | $0 | $0 | $405.0K | $10M | $0 | $0 | $0 | · | · | · | · | · | · | |
| Other Non-cash | · | $21M | · | · | · | $2M | · | · | · | $8M | · | · | · | $249.0K | · | · | |
| Operating Cash Flow | $59M | $62M | $62M | $63M | $59M | $58M | $41M | $42M | $36M | $41M | $31M | $24M | $20M | $12M | $7M | $-4M | |
| CapEx | $5M | $4M | $2M | $2M | $380.0K | $1M | $5M | $1M | $2M | $739.0K | $1M | $278.0K | $329.0K | $383.0K | $2M | $2M | |
| Investing Cash Flow | $55M | $-82M | $157M | $46M | $-43M | $46M | $209M | $50M | $-183M | $-38M | $12M | $102M | $3M | $41M | $-124M | $-140M | |
| Stock Repurchased | $159M | $48M | $0 | $159M | $114M | $114M | $14M | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $-48M | · | · | · | $-114M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-166M | $-56M | $-8M | $-174M | $-124M | $-130M | $-21M | $-12M | $-11M | $-23M | $-13M | $-24M | $-11M | $-12M | $-12M | $-13M | |
| Net Change in Cash | $-54M | $-83M | $211M | $-65M | $-108M | $-26M | $229M | $81M | $-158M | $-20M | $30M | $102M | $12M | $40M | $-128M | $-158M | |
| Taxes Paid | $3M | $3M | $4M | $3M | $4M | $3M | $4M | $4M | $3M | $2M | $2M | $3M | $4M | $2M | $4M | $4M | |
| Free Cash Flow | · | $58M | · | · | · | $57M | · | · | · | $40M | · | · | · | $11M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 84.8% | 84.8% | · | 84.7% | 84.8% | 84.8% | · | 84.0% | 83.8% | 84.3% | · | 82.9% | 82.9% | 81.7% | · | 81.2% | |
| Operating Margin | 2.5% | -3.5% | · | -3.5% | -4.2% | -5.3% | · | -20.8% | -25.1% | -19.5% | · | -25.2% | -29.8% | -34.9% | · | -45.3% | |
| Net Margin | 1.4% | -2.1% | · | -2.2% | -0.85% | -0.66% | · | -16.1% | -11.6% | -14.1% | · | -20.2% | -24.6% | -31.0% | · | -44.9% | |
| Pretax Margin | 4.3% | -2.9% | · | -0.02% | 1.9% | 1.3% | · | -13.4% | -17.5% | -11.7% | · | -18.1% | -22.1% | -28.1% | · | -43.5% | |
| EBITDA Margin | 2.5% | -0.09% | · | -3.5% | -4.2% | -2.1% | · | -20.8% | -25.1% | -17.7% | · | -25.2% | -29.8% | -32.7% | · | -45.3% | |
| ROA | 0.22% | -0.31% | · | -0.32% | -0.11% | -0.09% | · | -2.0% | -1.4% | -1.6% | · | -2.2% | -2.6% | -3.1% | · | -4.1% | |
| ROE | 0.34% | -0.46% | · | -0.47% | -0.17% | -0.12% | · | -2.7% | -1.9% | -2.2% | · | -2.9% | -3.3% | -4.0% | · | -5.0% | |
| ROIC | 0.21% | -0.57% | · | -78.8% | 0.39% | 0.50% | · | -4.1% | -2.6% | -3.6% | · | -4.1% | -4.5% | -5.1% | · | -5.7% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.7 | 1.9 | · | 2.3 | 2.6 | 2.9 | · | 3.3 | 3.3 | 4.1 | · | 4.3 | 4.5 | 4.5 | · | 5.0 | |
| Quick Ratio | 1.5 | 1.7 | · | 2.1 | 2.4 | 2.7 | · | 3.1 | 3.0 | 3.8 | · | 4.1 | 4.2 | 4.3 | · | 4.8 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.9 | 1.9 | · | 2.0 | 1.9 | 2.0 | · | 2.1 | 2.0 | 2.1 | · | 2.2 | 2.2 | 2.3 | · | 2.5 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $3.41 | $3.65 | · | $3.02 | $3.37 | $3.56 | · | $3.75 | $3.71 | $3.61 | · | $3.59 | $3.61 | $3.62 | · | $3.69 | |
| Revenue / Share | $0.87 | $0.81 | · | $0.75 | $0.70 | $0.65 | · | $0.62 | $0.58 | $0.55 | · | $0.52 | $0.50 | $0.47 | · | $0.45 | |
| Cash Flow / Share | · | $0.22 | · | · | · | $0.19 | · | · | · | $0.14 | · | · | · | $0.04 | · | · | |
| Cash / Share | $1.88 | $1.96 | · | $1.49 | $1.66 | $1.99 | · | $1.29 | $1.03 | $1.57 | · | $1.55 | $1.22 | $1.19 | · | $1.51 | |
| EPS (TTM) | $0.63 | $0.61 | · | $-0.10 | $-0.18 | $-0.24 | · | $-0.34 | $-0.35 | $-0.40 | · | $-0.58 | $-0.67 | $-0.79 | · | $10.17 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $904M | $871M | · | $811M | $782M | $752M | · | $686M | $653M | $624M | · | $569M | $545M | $521M | · | $470M | |
| Net Income TTM | $185M | $180M | · | $-30M | $-55M | $-73M | · | $-102M | $-103M | $-118M | · | $-165M | $-192M | $-226M | · | $-251M | |
| Market Cap | $2.66B | $2.24B | · | $3.32B | $4.35B | $4.21B | · | $3.47B | $3.82B | $5.44B | · | $5.87B | $5.15B | $4.46B | · | $3.72B | |
| P/E | 16.1 | 13.2 | · | -117.7 | -82.8 | -58.8 | · | -33.8 | -36.3 | -45.5 | · | -34.3 | -26.2 | -19.4 | · | 1.3 | |
| P/S | 2.9 | 2.6 | · | 4.1 | 5.6 | 5.6 | · | 5.1 | 5.8 | 8.7 | · | 10.3 | 9.5 | 8.6 | · | 7.9 | |
| P/B | 3.0 | 2.2 | · | 3.9 | 4.4 | 4.0 | · | 3.1 | 3.4 | 5.0 | · | 5.5 | 4.9 | 4.2 | · | 3.5 | |
| P / Tangible Book | 4.4 | 3.1 | · | 5.3 | 5.8 | 5.1 | · | 3.9 | 4.4 | 5.1 | · | 5.6 | 4.9 | 4.3 | · | 3.5 | |
| P / Cash Flow | · | 35.9 | · | · | · | 72.6 | · | · | · | 133.8 | · | · | · | 387.9 | · | · | |
| Earnings Yield | 6.2% | 7.6% | · | -0.85% | -1.2% | -1.7% | · | -3.0% | -2.8% | -2.2% | · | -2.9% | -3.8% | -5.1% | · | 78.4% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $839M | $720M | $596M | $498M | $371M |
| Gross Margin % | 85.0% | 84.3% | 82.7% | 80.8% | 79.0% |
| Operating Margin % | 1.6% | -19.2% | -28.5% | -46.9% | -55.2% |
| Net Income | $184M | $-95M | $-137M | $-232M | $-192M |
| Diluted EPS | $0.63 | $-0.32 | $-0.47 | $-0.82 | $-21.73 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Current Ratio | 2.2 | 3.1 | 4.1 | 4.7 | 6.4 |
| Quick Ratio | 1.9 | 2.9 | 3.9 | 4.5 | 6.2 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $237M | $151M | $84M | $-10M | $6M |
Institutional owners (13F) 374 filers · $2.4B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
374
Value held
$2.4B
New positions
72
Exited positions
54
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 72 (-16 vs prior Q) | 54 (-16 vs prior Q) | 148 (+22 vs prior Q) | 81 (-9 vs prior Q) | +3.9M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $333,695,746 | 27,240,469 | 13.76% | Shares |
| BlackRock, Inc. | $197,966,091 | 19,561,867 | 8.17% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $161,011,932 | 15,910,270 | 6.64% | Shares |
| Alphabet Inc. | $144,992,003 | 14,327,273 | 5.98% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $111,136,242 | 10,981,842 | 4.58% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $105,754,263 | 10,450,026 | 4.36% | Shares |
| Haveli Investment Management LLC | $83,025,411 | 8,204,092 | 3.42% | Shares |
| WestBridge Capital Management, LLC | $79,509,399 | 7,856,660 | 3.28% | Shares |
| CITADEL ADVISORS LLC | $69,218,786 | 6,839,801 | 2.86% | Shares |
| STATE STREET CORP | $57,245,490 | 5,656,669 | 2.36% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $57,079,529 | 5,639,206 | 2.35% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $52,162,012 | 5,154,349 | 2.15% | Shares |
| MORGAN STANLEY | $49,454,474 | 4,886,804 | 2.04% | Shares |
| JUPITER ASSET MANAGEMENT LTD | $44,475,345 | 4,394,797 | 1.83% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $40,485,496 | 4,000,543 | 1.67% | Shares |
| GOLDMAN SACHS GROUP INC | $37,002,950 | 3,656,418 | 1.53% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $32,741,236 | 3,235,300 | 1.35% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $32,255,336 | 3,187,127 | 1.33% | Shares |
| Allianz Asset Management GmbH | $29,250,231 | 2,890,339 | 1.21% | Shares |
| Nuveen, LLC | $29,011,398 | 2,866,739 | 1.20% | Shares |
| JANE STREET GROUP, LLC | $28,956,781 | 2,861,342 | 1.19% | Shares |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $25,111,647 | 2,481,388 | 1.04% | Shares |
| NORTHERN TRUST CORP | $21,485,954 | 2,123,118 | 0.89% | Shares |
| IEQ CAPITAL, LLC | $21,151,924 | 2,090,111 | 0.87% | Shares |
| MILLENNIUM MANAGEMENT LLC | $18,923,914 | 1,869,952 | 0.78% | Shares |
| Point72 Asset Management, L.P. | $18,913,035 | 1,868,877 | 0.78% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $18,206,902 | 1,799,101 | 0.75% | Shares |
| GAGNON SECURITIES LLC | $15,826,324 | 1,563,866 | 0.65% | Shares |
| Balyasny Asset Management L.P. | $15,564,914 | 1,538,035 | 0.64% | Shares |
| ALGERT GLOBAL LLC | $15,518,979 | 1,533,496 | 0.64% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $14,835,809 | 1,465,989 | 0.61% | Shares |
| Cubist Systematic Strategies, LLC | $13,932,896 | 1,183,763 | 0.57% | Shares |
| FEDERATED HERMES, INC. | $13,721,900 | 1,355,919 | 0.57% | Shares |
| Bank of New York Mellon Corp | $12,253,650 | 1,210,835 | 0.51% | Shares |
| FMR LLC | $11,525,998 | 1,138,933 | 0.48% | Shares |
| MARSHALL WACE, LLP | $11,514,475 | 1,137,794 | 0.47% | Shares |
| Optimus Prime Fund Management Co., Ltd. | $11,334,400 | 1,120,000 | 0.47% | Shares |
| Trexquant Investment LP | $10,250,771 | 1,012,922 | 0.42% | Shares |
| Quantinno Capital Management LP | $9,196,034 | 908,699 | 0.38% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $8,578,430 | 847,671 | 0.35% | Shares |
| Voleon Capital Management LP | $8,480,520 | 837,996 | 0.35% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $8,330,036 | 823,126 | 0.34% | Shares |
| WESTERLY CAPITAL MANAGEMENT, LLC | $8,096,000 | 800,000 | 0.33% | Shares |
| BANK OF AMERICA CORP /DE/ | $7,930,862 | 783,682 | 0.33% | Shares |
| Gagnon Advisors, LLC | $7,855,265 | 776,212 | 0.32% | Shares |
| UBS Group AG | $7,639,528 | 754,894 | 0.32% | Shares |
| Edgestream Partners, L.P. | $7,458,906 | 737,046 | 0.31% | Shares |
| D. E. Shaw & Co., Inc. | $6,822,165 | 674,127 | 0.28% | Shares |
| GENERATION INVESTMENT MANAGEMENT LLP | $6,391,772 | 631,598 | 0.26% | Shares |
| PRUDENTIAL FINANCIAL INC | $6,340,180 | 626,500 | 0.26% | Shares |
Activists & 5%+ owners 4 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| SEQUOIA CAPITAL GLOBAL GROWTH FUND III - ENDURANCE PARTNERS, L.P. ("SC GGF III"), SEQUOIA CAPITAL GLOBAL GROWTH FUND III - ENDURANCE PARTNERS MANAGEMENT, L.P. ("SC GGF III MGMT"), SC US (TTGP), LTD. ("SC US TTGP"), DOUGLAS LEONE ("DL"), ROELOF BOTHA ("RB") | July 24, 2025 | 2.90% | Amendment | · | SEC |
| Peak XV Partners V Ltd., Peak XV Partners Investments V, Peak XV Partners Principals Fund V LTD, Peak XV Partners Management V Ltd., Peak XV Partners Growth Investments III-1, Peak XV Partners Growth Fund III Ltd., Peak XV Partners Principals Growth Fund III Ltd., Peak XV Partners GF Management III Ltd. ×2 filings | Feb. 24, 2025 | 4.00% | Amendment | · | SEC |
| SEQUOIA CAPITAL GLOBAL GROWTH FUND III – ENDURANCE PARTNERS, L.P. (“SC GGF III”), SEQUOIA CAPITAL GLOBAL GROWTH FUND III – ENDURANCE PARTNERS MANAGEMENT, L.P. (“SC GGF III MGMT”), SC US (TTGP), LTD. (“SC US TTGP”), DOUGLAS LEONE (“DL”), ROELOF BOTHA (“RB”) ×4 filings | Nov. 7, 2023 | · | Initial filing | · | SEC |
| SCI INVESTMENTS V (“SCI INVESTMENTS V”), SEQUOIA CAPITAL INDIA V LTD. (“SEQUOIA CAPITAL INDIA V”), SC INDIA PRINCIPALS FUND V LTD. (“SC INDIA PRINCIPALS FUND V”), SCI GROWTH INVESTMENTS III-1 (“SCI GROWTH III-1”), SEQUOIA CAPITAL INDIA GROWTH FUND III LTD. (“SEQUOIA CAPITAL INDIA GROWTH III”), SC INDIA PRINCIPALS GROWTH FUND III LTD. (“SC INDIA PRINCIPALS GROWTH III”) | July 27, 2023 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 20 insiders · 11 officers · 10 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Dennis Woodside | CEO & President | Sept. 1, 2026 F | 2,747,729 | 2 | 0 | $2,985,441 |
| Philippa Lawrence | Chief Accounting Officer | Sept. 2, 2026 S | 389,296 | 0 | 7 | $-928,040 |
| Ryan Manning | Chief Product & Tech Officer | Sept. 1, 2026 A | 1,162,790 | 0 | 0 | $0 |
| Tyler Sloat | Chief Financial & Oper Officer | Sept. 1, 2026 F | 1,724,453 | 1 | 0 | $1,994,166 |
| Ian Tickle | Chief Revenue Officer | July 2, 2026 F | 933,110 | 0 | 0 | $0 |
| Mika Yamamoto | Chief Integr Cust Growth Offcr | March 4, 2026 S | 1,127,723 | 0 | 2 | $-470,432 |
| Rathnagirish Mathrubootham | EXECUTIVE CHAIRMAN | Dec. 1, 2025 F | 646,974 | 0 | 0 | $0 |
| Srinivasagopalan Ramamurthy | CHIEF PRODUCT OFFICER | Oct. 1, 2024 C | 698,668 | 0 | 0 | $0 |
| Pradeep Rathinam | Chief Revenue Officer | Nov. 1, 2023 F | 798,843 | 0 | 0 | $0 |
| Stacey Epstein | Chief Marketing Officer | May 1, 2023 F | 317,139 | 0 | 0 | $0 |
| Jose Morales | Chief Revenue Officer | Nov. 1, 2022 F | 208,515 | 0 | 0 | $0 |
| Jennifer H Taylor | Director | Oct. 1, 2026 A | 63,442 | 0 | 1 | $-69,092 |
| Johanna Flower | Director | Oct. 1, 2026 A | 75,090 | 0 | 0 | $0 |
| Sameer K Gandhi | Director | Oct. 1, 2026 A | 89,848 | 0 | 0 | $0 |
| Roxanne S Austin | Director | Oct. 1, 2026 A | 213,662 | 0 | 0 | $0 |
| Barry L. Padgett | Director | July 1, 2026 S | 47,270 | 0 | 1 | $-69,423 |
| Francis J. Pelzer | Director | July 1, 2026 A | 64,627 | 0 | 0 | $0 |
| Randy Gottfried | Director | July 1, 2026 A | 75,173 | 0 | 0 | $0 |
| NELSON ZACHARY | Director | Jan. 2, 2026 A | 40,642 | 0 | 0 | $0 |
| Accel India III (Mauritius) Ltd. | 10% owner | Sept. 12, 2023 C | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 44 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PTF · Invesco Exchange-Traded Fund Trust | 2.82% | 1,352,958 SH | Oct. 2, 2026 | Daily |
| SMLL · Harbor ETF Trust | 1.47% | 18,060 NS | July 31, 2026 | N-PORT |
| RNIN · EA Series Trust | 1.35% | 217,060 NS | July 31, 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0.36% | 203,479 NS | July 31, 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0.30% | 346,859 NS | July 31, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.26% | 52,302 SH | Oct. 2, 2026 | Daily |
| CALF · Pacer Funds Trust | 0.26% | 827,867 NS | July 31, 2026 | N-PORT |
| ESSC · Strategy Shares | 0.13% | 4,139 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.12% | 244,840 SH | Oct. 2, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.12% | 101,643 SH | Aug. 19, 2026 | Daily |
| PKW · Invesco Exchange-Traded Fund Trust | 0.10% | 122,241 SH | Oct. 2, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.09% | 6,994 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.09% | 121,458 SH | Aug. 19, 2026 | Daily |
| IGV · iShares Trust | 0.09% | 969,198 SH | Sept. 11, 2026 | Daily |
| IWM · iShares Trust | 0.08% | 5,528,147 SH | Sept. 11, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.08% | 50,421 NS | July 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.08% | 102,800 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.07% | 59,637 SH | Sept. 11, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.07% | 86,199 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.07% | 3,201,791 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.07% | 1,235,428 SH | Aug. 19, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.06% | 31,422 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.06% | 713,557 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.05% | 23,821 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.05% | 617,200 NS | July 31, 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.04% | 80,389 SH | Aug. 19, 2026 | Daily |
| RILA · Spinnaker ETF Series | 0.04% | 1,557 NS | July 31, 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.03% | 608,711 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.03% | 5,515,061 SH | Aug. 19, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.03% | 4,799,687 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.02% | 12,000 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.02% | 2,433,789 SH | Aug. 19, 2026 | Daily |
| TECB · iShares Trust | 0.02% | 7,723 SH | Sept. 11, 2026 | Daily |
| IGM · iShares Trust | 0.01% | 99,635 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 18,960 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 267,908 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 55,544 SH | Sept. 9, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 7,606,691 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 166,543 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 18,383 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 47,230 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 1,324,259 SH | Sept. 11, 2026 | Daily |
| ISCB · iShares Trust | · | 8,212 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 33,937 SH | Aug. 19, 2026 | Daily |
FRSH Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 23 analysts
BUY
Median target
$14.50
+13.5%
4 17.4%
Strong Buy
9 39.1%
Buy
10 43.5%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
14 analysts · 2026-09-30Mean target $14.79 +15.7%
Now
Current price $12.78
Low$10.00
Mean$14.79
High$25.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| FRSH | $3.47B | 19.4 | 16.4% | 21.9% | 18.2% | 85.0% |
| LIF | $5.09B | 36.2 | 31.8% | 30.8% | 33.0% | 77.8% |
| QTWO | $4.53B | 90.2 | 14.1% | 6.5% | 8.3% | 54.1% |
| WK | · | -183.5 | 19.8% | -3.0% | 72.7% | 78.5% |
| CLSK | · | · | · | · | · | · |
| AVPT | $2.99B | 92.6 | 26.9% | 8.3% | 7.5% | 74.1% |
| BRZE | · | -17.7 | 24.4% | -17.8% | -21.5% | 67.2% |
| SPSC | $3.34B | 36.2 | 17.8% | 12.4% | 9.7% | 69.2% |
| AGYS | $2.00B | 51.9 | 15.8% | 12.2% | 12.4% | 62.6% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
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Source: SEC 10-Q filed Aug 4, 2026