HUBS: Future Share Momentum Will Be Driven By AI Demand And Partner Strength

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Apr 25

Updated

17 Dec 25

Views

372

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-43.9%

7D

9.9%

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1Y

-43.9%

7D

9.9%

You can edit this narrative until Dec 18 11:10 PM. Then, changes will post as Updates.

Author's Valuation

US$579.5530.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 17 Dec 25

Fair value Decreased 1.01%

HUBS: AI-Driven Multi-Hub Adoption Will Support Long-Term Upside Despite Sector Headwinds

Analysts have modestly reduced their fair value estimate for HubSpot to approximately $580 from about $585 per share, reflecting a wave of lowered price targets as they balance still-strong double digit growth and AI driven opportunities against softer reacceleration expectations, competitive AI headwinds, and broader software multiple compression. Analyst Commentary Street research reflects a constructive but more measured stance on HubSpot, with many firms trimming price targets while reiterating positive long term views on growth, profitability, and AI optionality.

Shared on 03 Dec 25

Fair value Decreased 1.42%

HUBS: AI Integration And Multi-Hub Adoption Will Drive Long-Term Upside

Analysts modestly reduced their HubSpot price target by about $8 to reflect a slightly higher discount rate and marginally lower long-term profit expectations, even as they continue to highlight durable double-digit growth and emerging AI opportunities amid heightened competitive and macro uncertainty. Analyst Commentary Street research points to a more balanced but still constructive view on HubSpot, with most firms trimming price targets to reflect slower near term growth, rising AI uncertainty, and broader software multiple compression, while still acknowledging solid execution and attractive long term positioning.

Shared on 19 Nov 25

Fair value Decreased 13%

HUBS: AI Integration and Multi-Hub Adoption Will Drive Market Upside

HubSpot's analyst price target has been reduced from approximately $684 to $594. Analysts cite slower near-term revenue growth expectations and competitive pressures from artificial intelligence as key factors behind the updated outlook.

Shared on 04 Nov 25

Fair value Decreased 0.63%

HubSpot's analyst price target has been modestly raised to $683.57 from $687.88. Analysts cite resilient partner momentum and growing AI-driven opportunities as supporting a positive near-term outlook, despite competitive pressures.

Shared on 21 Oct 25

Fair value Decreased 1.07%

HubSpot's analyst price target has been revised slightly lower, down by about $7 to $687.88. Analysts are balancing encouraging business momentum with ongoing concerns around competitive AI developments.

Shared on 08 Aug 25

Fair value Decreased 1.46%

With both net profit margin and consensus revenue growth forecasts holding steady, HubSpot’s fair value estimate remains unchanged at $705.61. What's in the News HubSpot completed a $125 million share repurchase of 216,597 shares, representing 0.41% of shares outstanding.

Shared on 01 May 25

Fair value Decreased 5.33%

AnalystConsensusTarget Fair Value

US$579.55

30.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

14.28%

Software revenue growth rate

1.21%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.48%

Calculation

US$431.81m

Earnings '28

x

90.79x

PE Ratio '28

=

US$39.20b

Market Cap '28

US$39.20b

Market Cap '28

/

53.09m

No. shares '28

=

US$738.42

Share Price '28

US$738.42 Share Price '28

Discounted to 2025 @ 8.47% p.a.

=

US$578.57

Fair Value '25