Update shared on08 Aug 2025
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.
- The company issued strong Q3 and full-year 2025 guidance, forecasting 17% year-over-year revenue growth to $785–$787 million in Q3 and $3.080–$3.088 billion for the full year, along with a return to positive net income, though operating losses are still expected for the full year.
- HubSpot launched the first CRM connectors for Claude and ChatGPT, enabling customers to leverage advanced AI for data analysis, visualization, and actionable insights directly within the CRM platform, improving productivity across sales, marketing, and support teams.
- The company’s new deep research connector with ChatGPT prioritizes data privacy by restricting CRM data access and prohibits use in AI training.
- At its latest AGM, HubSpot approved bylaw amendments to declassify its board and eliminate supermajority voting provisions, enhancing corporate governance.
Valuation Changes
Summary of Valuation Changes for HubSpot
- The Consensus Analyst Price Target remained effectively unchanged, at $705.61.
- The Net Profit Margin for HubSpot remained effectively unchanged, at 8.67%.
- The Consensus Revenue Growth forecasts for HubSpot remained effectively unchanged, at 16.7% per annum.
Disclaimer
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