← Freshworks overview

Freshworks vs Itron: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Freshworks Inc (FRSH)

Q3 2026
▲4

Freshworks gains on strong guidance, AI traction, and S&P index inclusion

  • Strong 2026 guidance and first GAAP profit Freshworks guided 2026 revenue to $963.5–966.5 million and expects to stay GAAP profitable after a better-than-planned second quarter. Revenue rose 16% to $237.4 million, with 24% non-GAAP operating margin. This tells investors the business is growing and now making real accounting profit, supporting a higher stock price.

    This is the core fundamental news that directly lifts investor confidence in FRSH.

  • AI products gaining paying customers Over 7,000 customers now pay for an AI add-on, and the AI Copilot is attached to more than 70% of larger deals. Growing AI revenue makes Freshworks look like a winner in the shift to AI-powered customer software, which can attract more buyers and push the stock up.

    AI adoption is a key growth driver that investors are rewarding in software stocks.

  • Added to S&P SmallCap 600 index Freshworks will join the S&P SmallCap 600 on October 8, replacing BioLife Solutions. Index funds that track this benchmark must buy the stock, creating fresh demand. Shares rose 3.9% and then 5.4% on the news, and the buying pressure can continue around the effective date.

    Index inclusion is a concrete, near-term catalyst that directly boosts demand for FRSH shares.

  • New product chief and analyst praise Freshworks appointed Ryan Manning as Chief Product and Technology Officer, and StockStory named it a top software pick, citing 25.8% annual revenue growth, 85% gross margin, and 25.7% free cash flow margin. Both reinforce confidence in execution and financial strength, helping the stock.

    Leadership and third-party validation support the bull case for FRSH.

August 2026
▲4

Freshworks gains on strong guidance, AI traction, and S&P index inclusion

  • Strong 2026 guidance and first GAAP profit Freshworks guided 2026 revenue to $963.5–966.5 million and expects to stay GAAP profitable after a better-than-planned second quarter. Revenue rose 16% to $237.4 million, with 24% non-GAAP operating margin. This tells investors the business is growing and now making real accounting profit, supporting a higher stock price.

    This is the core fundamental news that directly lifts investor confidence in FRSH.

  • AI products gaining paying customers Over 7,000 customers now pay for an AI add-on, and the AI Copilot is attached to more than 70% of larger deals. Growing AI revenue makes Freshworks look like a winner in the shift to AI-powered customer software, which can attract more buyers and push the stock up.

    AI adoption is a key growth driver that investors are rewarding in software stocks.

  • Added to S&P SmallCap 600 index Freshworks will join the S&P SmallCap 600 on October 8, replacing BioLife Solutions. Index funds that track this benchmark must buy the stock, creating fresh demand. Shares rose 3.9% and then 5.4% on the news, and the buying pressure can continue around the effective date.

    Index inclusion is a concrete, near-term catalyst that directly boosts demand for FRSH shares.

  • New product chief and analyst praise Freshworks appointed Ryan Manning as Chief Product and Technology Officer, and StockStory named it a top software pick, citing 25.8% annual revenue growth, 85% gross margin, and 25.7% free cash flow margin. Both reinforce confidence in execution and financial strength, helping the stock.

    Leadership and third-party validation support the bull case for FRSH.

Latest
▲4

Freshworks gains on strong guidance, AI traction, and S&P index inclusion

  • Strong 2026 guidance and first GAAP profit Freshworks guided 2026 revenue to $963.5–966.5 million and expects to stay GAAP profitable after a better-than-planned second quarter. Revenue rose 16% to $237.4 million, with 24% non-GAAP operating margin. This tells investors the business is growing and now making real accounting profit, supporting a higher stock price.

    This is the core fundamental news that directly lifts investor confidence in FRSH.

  • AI products gaining paying customers Over 7,000 customers now pay for an AI add-on, and the AI Copilot is attached to more than 70% of larger deals. Growing AI revenue makes Freshworks look like a winner in the shift to AI-powered customer software, which can attract more buyers and push the stock up.

    AI adoption is a key growth driver that investors are rewarding in software stocks.

  • Added to S&P SmallCap 600 index Freshworks will join the S&P SmallCap 600 on October 8, replacing BioLife Solutions. Index funds that track this benchmark must buy the stock, creating fresh demand. Shares rose 3.9% and then 5.4% on the news, and the buying pressure can continue around the effective date.

    Index inclusion is a concrete, near-term catalyst that directly boosts demand for FRSH shares.

  • New product chief and analyst praise Freshworks appointed Ryan Manning as Chief Product and Technology Officer, and StockStory named it a top software pick, citing 25.8% annual revenue growth, 85% gross margin, and 25.7% free cash flow margin. Both reinforce confidence in execution and financial strength, helping the stock.

    Leadership and third-party validation support the bull case for FRSH.

Itron Inc (ITRI)

Q3 2026
▲3▼1

Itron's AI Software Push and Record Margins Offset Revenue Decline

  • Q2 Earnings Beat and Raised Guidance Itron reported Q2 EPS of $1.59, beating expectations, and raised full-year 2026 revenue and EPS guidance. The stock jumped over 26% as investors focused on record gross margin and strong free cash flow, signaling confidence in future profits.

    This is the primary event that drove the stock's major move and sets the positive tone for the period.

  • New AI-Powered Software Launches Itron launched IEE Cloud AI for meter data management and Riva Gen6 meters in Asia-Pacific, expanding its software and hardware offerings. These products help utilities use data better and support grid stability, potentially driving future recurring revenue and market growth.

    These launches represent new growth avenues and reinforce Itron's shift to higher-margin software, which can lift long-term earnings.

  • Security Partnership for Smart Meters Itron partnered with Crytica Security to embed real-time threat detection in smart meters, addressing a critical vulnerability. This enhances product value and aligns with the software-centric strategy, potentially increasing demand from security-conscious utilities.

    This partnership strengthens Itron's competitive edge and supports its higher-margin software focus, which is key to the investment thesis.

  • Revenue Decline and Backlog Dip Despite profit growth, Q2 revenue fell 7% to $563 million due to a 17% drop in Networked Solutions, and backlog slipped to $4.4 billion. This shows underlying demand challenges that could pressure future sales if the trend continues.

    This is the main counterweight to the positive earnings, highlighting a real risk that investors should consider.

August 2026
▲3▼1

Itron's AI Software Push and Record Margins Offset Revenue Decline

  • Q2 Earnings Beat and Raised Guidance Itron reported Q2 EPS of $1.59, beating expectations, and raised full-year 2026 revenue and EPS guidance. The stock jumped over 26% as investors focused on record gross margin and strong free cash flow, signaling confidence in future profits.

    This is the primary event that drove the stock's major move and sets the positive tone for the period.

  • New AI-Powered Software Launches Itron launched IEE Cloud AI for meter data management and Riva Gen6 meters in Asia-Pacific, expanding its software and hardware offerings. These products help utilities use data better and support grid stability, potentially driving future recurring revenue and market growth.

    These launches represent new growth avenues and reinforce Itron's shift to higher-margin software, which can lift long-term earnings.

  • Security Partnership for Smart Meters Itron partnered with Crytica Security to embed real-time threat detection in smart meters, addressing a critical vulnerability. This enhances product value and aligns with the software-centric strategy, potentially increasing demand from security-conscious utilities.

    This partnership strengthens Itron's competitive edge and supports its higher-margin software focus, which is key to the investment thesis.

  • Revenue Decline and Backlog Dip Despite profit growth, Q2 revenue fell 7% to $563 million due to a 17% drop in Networked Solutions, and backlog slipped to $4.4 billion. This shows underlying demand challenges that could pressure future sales if the trend continues.

    This is the main counterweight to the positive earnings, highlighting a real risk that investors should consider.

Latest
▲3▼1

Itron's AI Software Push and Record Margins Offset Revenue Decline

  • Q2 Earnings Beat and Raised Guidance Itron reported Q2 EPS of $1.59, beating expectations, and raised full-year 2026 revenue and EPS guidance. The stock jumped over 26% as investors focused on record gross margin and strong free cash flow, signaling confidence in future profits.

    This is the primary event that drove the stock's major move and sets the positive tone for the period.

  • New AI-Powered Software Launches Itron launched IEE Cloud AI for meter data management and Riva Gen6 meters in Asia-Pacific, expanding its software and hardware offerings. These products help utilities use data better and support grid stability, potentially driving future recurring revenue and market growth.

    These launches represent new growth avenues and reinforce Itron's shift to higher-margin software, which can lift long-term earnings.

  • Security Partnership for Smart Meters Itron partnered with Crytica Security to embed real-time threat detection in smart meters, addressing a critical vulnerability. This enhances product value and aligns with the software-centric strategy, potentially increasing demand from security-conscious utilities.

    This partnership strengthens Itron's competitive edge and supports its higher-margin software focus, which is key to the investment thesis.

  • Revenue Decline and Backlog Dip Despite profit growth, Q2 revenue fell 7% to $563 million due to a 17% drop in Networked Solutions, and backlog slipped to $4.4 billion. This shows underlying demand challenges that could pressure future sales if the trend continues.

    This is the main counterweight to the positive earnings, highlighting a real risk that investors should consider.