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Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Freshworks (FRSH) Reiterated at Overweight by Cantor Fitzgerald on Agreement to Acquire Torii

Tue, 13 Oct 2026 09:55:25 -0400

(Updated - October 13, 2026 9:55 AM EDT)

Cantor Fitzgerald analyst Matthew VanVliet reiterated an Overweight rating and $15.00 price target on Freshworks Inc (NASDAQ: FRSH).

The analyst commented, "FRSH announced it signed a definitive agreement to acquire Torii (deal terms undisclosed). The deal is expected to close in 4Q26. We see this as a key future need in the AI era and believe it will help better future-proof the EX offering."

For an analyst ratings summary and ratings history on Freshworks Inc click here. For more ratings news on Freshworks Inc click here.

Shares of Freshworks Inc closed at $13.92 yesterday.

Freshworks to acquire Torii to add SaaS and AI spend tools

Mon, 12 Oct 2026 08:00:36 -0400

Freshworks Inc. (NASDAQ: FRSH) has signed a definitive agreement to acquire Torii, a software-as-a-service management platform, according to a press release issued Oct. 12, 2026.

The acquisition is intended to extend Freshworks' Freshservice IT platform into software and AI spend governance, giving IT and finance teams visibility into application usage, software licenses, user identities, and AI-related costs within a single platform.

Torii, founded in 2017, tracks AI consumption at the token level, attributes usage to individual employees and teams, and provides cost forecasting. The platform is used by companies including Hearst Corporation, Groupon, and Koch, Inc. Torii was named a Leader in

Freshworks to Extend Freshservice into AI and Software Spend Governance with Agreement to Acquire Torii

Mon, 12 Oct 2026 08:00:00 -0400

One context across applications, licenses, identities, and AI spend — so AI can understand and act on it, not just describe it

SAN MATEO, Calif., Oct. 12, 2026 (GLOBE NEWSWIRE) -- Freshworks Inc. (NASDAQ: FRSH) has signed a definitive agreement to acquire Torii, extending Freshservice into software management and AI spend governance.

Modern IT is increasingly asked to govern an estate it can only partially see. The proliferation of SaaS and AI tools has left IT with partial visibility, and AI's consumption-based pricing has introduced a cost model most finance systems were

Freshworks to Extend Freshservice into AI and Software Spend Governance with Agreement to Acquire Torii

Mon, 12 Oct 2026 08:00:00 -0400

One context across applications, licenses, identities, and AI spend — so AI can understand and act on it, not just describe it

Freshworks to Announce Third Quarter 2026 Financial Results on November 3, 2026

Thu, 08 Oct 2026 08:00:00 -0400

SAN MATEO, Calif., Oct. 08, 2026 (GLOBE NEWSWIRE) -- Freshworks Inc. (NASDAQ: FRSH) will announce its financial results for the third quarter ended September 30, 2026 following the close of market on Tuesday, November 3, 2026. Freshworks will host a live audio webcast beginning at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time that same day to discuss the company’s financial results and business highlights.

Event: Freshworks Third Quarter 2026 Financial Results
Date: Tuesday, November 3, 2026
Time: 2:00 p.m. PT / 5:00 p.m. ET
Audio webcast: https://ir.freshworks.com

Freshworks to Announce Third Quarter 2026 Financial Results on November 3, 2026

Thu, 08 Oct 2026 08:00:00 -0400

Event: Freshworks Third Quarter 2026 Financial Results
Date: Tuesday, November 3, 2026
Time: 2:00 p.m. PT / 5:00 p.m. ET
Audio webcast: https://ir.freshworks.com

Freshworks Set to Join S&P SmallCap 600

Mon, 05 Oct 2026 18:29:00 -0400

NEW YORK, Oct. 5, 2026 /PRNewswire/ -- Freshworks Inc. (NASD: FRSH) will replace BioLife Solutions Inc. (NASD:BLFS) in the S&P SmallCap 600 effective prior to the open of trading on Thursday, October 8. S&P MidCap 400 constituent Repligen Corp. (NASD:RGEN) is acquiring BioLife Solutions in a deal expected to be completed soon, pending final closing conditions.

Freshworks Set to Join S&P SmallCap 600

Mon, 05 Oct 2026 18:29:00 -0400

Freshworks Set to Join S&P SmallCap 600

Mon, 05 Oct 2026 18:29:00 -0400

Freshworks Set to Join S&P SmallCap 600

Mon, 05 Oct 2026 18:29:00 -0400

Freshworks Set to Join S&P SmallCap 600

Mon, 05 Oct 2026 18:29:00 -0400