FRSH Freshworks Inc - Ordinary Shares Class A

$FRSH: Freshworks Inc. will join the S&P SmallCap 600 before the open on October 8, replacing BioLife Solutions $BLFS.

$FRSH Freshworks is a company I've used on and off for 10+ years. They're an old-school Indian company mainly focused on customer service / communication solutions. I've always found their services to be quality and good value for the price. This type of business lends itself well to agentic AI, which they are attacking with their Freddy AI on nearly all fronts. It's sort of $NICE / $NOW agentic AI play for smaller businesses. I might get on board this one. Up 8% on the year and 59% in 6M after being in an eternal slump. This could be a turnaround story.

$FRSH Freshworks, maker of Freshservice IT and customer-service software, signed a definitive deal to buy SaaS and AI spend tracker Torii and did not disclose the price. Scale: $665.3M cash and securities at June 30, 2026, vs 2026 revenue guidance of $963.5M-$966.5M; its 1H26 FireHydrant buy used $56.9M cash. In return it gets a 2026 Gartner Magic Quadrant Leader in SaaS management, taking Freshservice into AI spend governance. Close expected in fiscal Q4 2026, subject to customary conditions.

$FRSH +7% today. Agentic AI. ...and $KVYO +5% today. These two are dirt cheap right now. "Agentic AI refers to autonomous or semi-autonomous artificial intelligence systems that can independently plan, reason, and take actions using tools and APIs to achieve complex, multi-step goals with minimal human oversight"

Freshworks will join the S&P SmallCap 600, replacing BioLife Solutions effective before the market opens on Oct. 8, 2026. S&P Dow Jones Indices said the change follows Repligen’s pending acquisition of BioLife Solutions, which is expected to close soon subject to final closing conditions. The index inclusion could increase demand and visibility for Freshworks shares, as funds that track the S&P SmallCap 600 generally need to purchase newly added constituents to align their portfolios with the index. The move may also provide additional institutional exposure to the software company. Freshworks operates in the information technology sector, while BioLife Solutions is classified under healthcare. The index rebalancing will take effect ahead of Thursday’s trading session. $FRSH

$FRSH Recap — take profit hit. Entry $14.19, target $15.20, stop $13.22. Thesis: a month-long staircase base off the $12.15 demand zone with rising averages underneath; the $14.60 shelf rejected price twice in October, and the launchpad around $13.60 held before the break. Status: Closed — price broke through $14.60 with force today (Thu) and expanded to $15.43, through the target. I am no longer in it. Just the plan, posted before and after — no guarantees.

$FRSH 🤝 Freshworks Inc. signed a definitive agreement to acquire Torii to extend Freshservice into software management and AI spend governance.

$FRSH popping off today, up about 3.2% from a flat 5-day base What's driving it? Look at the options tape We've got some serious ask-side November call sweeps happening This isn't just noise, it's support for the breakout with bullish positioning Two big sweeps in the 11/20 $15 calls this morning We're talking ~1,500 contracts, ~$177K premium All near-the-money with ~23 DTE This isn't hedging, it's a bullish bet into late November And check this, an unusual 11/20 $17.50 call sweep 496 contracts, ~15% OTM, ~$22K premium Traders are eyeing higher-beta upside above

$FRSH PE ratio 20, 15 forward. But they could screw up. I'm on the fence, leaning towards buying. Going by their products and breadth of features, they think of everything. And labor is lower cost than Western outfits, but quality. #AgenticAI