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HubSpot, Inc. Stock Price

NYSE:HUBS Community·US$10.1b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 180 Fair Values set on narratives written by author

HUBS Share Price Performance

US$210.45
-239.27 (-53.20%)
US$329.51
Fair Value
US$210.45
-239.27 (-53.20%)
36.1% undervalued intrinsic discount
US$329.51
Fair Value
Price US$210.45
greenbooksilver US$329.51
AnalystHighTarget US$317.64
AnalystLowTarget US$180.00

HUBS Community Narratives

·
Fair Value US$329.51 36.1% undervalued intrinsic discount

Buy Hubspot if you think companies won't build in-house

1users have liked this narrative
0users have commented on this narrative
17users have followed this narrative
·
Fair Value US$317.64 33.7% undervalued intrinsic discount

AI Adoption And Platform Consolidation Will Drive Powerful Long Term Upside

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
·
Fair Value US$180 16.9% overvalued intrinsic discount

AI Adoption Risks May Limit Multi Hub Upside Yet Long Term Potential Remains

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
US$277.74
24.2% undervalued intrinsic discount
Revenue
15.6% p.a.
Profit Margin
10.92%
Future PE
30.06x
Price in 2029
US$355.62

Trending Discussion

No trending discussion available.

Updated Narratives

HUBS logo

Buy Hubspot if you think companies won't build in-house

Fair Value: US$329.51 36.1% undervalued intrinsic discount
17 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
HUBS logo

HUBS: AI Pivot And Longer Sales Cycles Set Up Future Upside

Fair Value: US$317.64 33.7% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
HUBS logo

HUBS: AI Pivot Uncertainty Will Pressure Execution And Share Performance

Fair Value: US$180 16.9% overvalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

1 Risk
3 Rewards

HubSpot, Inc. Key Details

US$3.4b

Revenue

US$577.8m

Cost of Revenue

US$2.9b

Gross Profit

US$2.7b

Other Expenses

US$146.9m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.94
83.25%
4.26%
0%
View Full Analysis

About HUBS

Founded
2005
Employees
9016
CEO
Yamini Rangan
WebsiteView website
www.hubspot.com

HubSpot, Inc., together with its subsidiaries, provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific. The company’s CRM platform includes Marketing Hub, a toolset for marketing automation and email, social media, SEO, AEO, and reporting and analytics; Sales Hub offers email templates and tracking, conversations and live chat, meeting and call scheduling, lead and website visit alerts, lead scoring, sales automation, pipeline management, quoting, forecasting, and reporting; Service Hub, a service software designed to help businesses manage, respond, and connect with customers; and Content Hub that helps business with website pages, business blogging, video and podcast hosting, smart content, landing pages and forms, SEO recommendations, forms and lead flow, web analytics reporting, calls-to-action, and file manager. It offers Operations Hub, which provides programmable automation, data sync, data curation, and data quality tools; and Commerce Hub, a B2B commerce suite that provides payment links, invoices, quotes, subscription management, and automation and revenue reporting; and breeze, an AI that powers the customer platform that provides AI-powered insights, automation, content generation, and data enrichment, as well as Breeze Assistant, a go-to-market assistant to boost productivity and make work easier; and Breeze Agents, which helps teams automate work end-to-end from strategy to execution. In addition, the company provides professional services to educate and train customers on how to utilize its CRM platform; and customer success; phone and/or email and chat-based support services; and helps customers by providing Customer Success Manager and Partner Development Manager digital channels through educational content academey. It serves mid-market business-to-business companies. The company was incorporated in 2005 and is headquartered in Cambridge, Massachusetts.

Recent HUBS News & Updates

Seeking Alpha 22h

HubSpot: Disappointing Outlook, Big Changes Come At A Cost

Summary HubSpot cut 2026 revenue guidance and growth, citing AI spending caution and execution hiccups, but maintains a long-term AI-driven transformation strategy. We reduce 2026–2028 revenue estimates and lower the long-term fair value price target to $466, reflecting heightened execution and competitive risks. Despite the guidance cut, HUBS trades at undemanding multiples and a discount to peers, making it attractive at current levels, especially if the AI strategy succeeds. Execution risk is now more pronounced; next quarter’s results and Analyst Day in September are critical for reassessing the investment case. Read the full article on Seeking Alpha
Narrative Update Aug 06

HUBS: AI Pivot And Longer Sales Cycles Set Up Future Upside

HubSpot's updated analyst price target has shifted lower to about $318 from about $408, as analysts factor in softer near term revenue growth expectations, longer sales cycles and heightened AI related competitive and budget risks, alongside slightly stronger profit margin assumptions and a lower future P/E multiple. Analyst Commentary Recent commentary on HubSpot shows a clear reset in expectations, but it also highlights where bullish analysts still see support for the stock based on execution, product direction and valuation.

Recent updates

No updates