HubSpot, Inc.

Informe acción NYSE:HUBS

Capitalización de mercado: US$10.7b

Salud financiera de hoja de balance de HubSpot

Salud financiera controles de criterios 6/6

HubSpot tiene un patrimonio de accionistas total de $2.0B y una deuda total de $0.0, lo que sitúa su ratio deuda-patrimonio en 0%. Sus activos y pasivos totales son $3.8B y $1.8B respectivamente. El BAIT de HubSpot es de $67.9M, por lo que su ratio de cobertura de intereses es de -1.2. Tiene efectivo e inversiones a corto plazo que ascienden a $1.7B.

Información clave

0%

Ratio deuda-patrimonio

US$0

Deuda

Ratio de cobertura de intereses-1.2x
EfectivoUS$1.69b
PatrimonioUS$2.00b
Total pasivoUS$1.83b
Activos totalesUS$3.83b

Actualizaciones recientes sobre salud financiera

Recent updates

Seeking Alpha 12h

HubSpot: Limited Long-Term AI Disruption Expected

Summary We see minimal long-term impact from generative AI or AI agents on HubSpot’s customer growth, as security and integration risks hinder widespread self-built CRM adoption. We believe the overall decline in the market due to AI fears is not justified, as we do not expect AI to lower CRM customer growth. DCF-based upside of 51% reflects conservative margin forecasts and robust CRM market growth drivers, including AI integration and ongoing business expansion. Read the full article on Seeking Alpha
Artículo de análisis May 11

US$296: That's What Analysts Think HubSpot, Inc. (NYSE:HUBS) Is Worth After Its Latest Results

There's been a major selloff in HubSpot, Inc. ( NYSE:HUBS ) shares in the week since it released its first-quarter...
Actualización de narrativa May 03

HUBS: AI Platform And Multi Hub Adoption Will Support Future Upside

The analyst price target for HubSpot has been trimmed in line with a cluster of recent Street target cuts, reflecting slightly higher discount rate assumptions, modest tweaks to long term growth and margin inputs, and a lower future P/E multiple applied by analysts. Analyst Commentary Recent research updates on HubSpot cluster around a broad wave of target cuts, paired with one price target increase and a reinstated positive rating, giving you a mixed but useful read on how the Street is thinking about execution, growth durability and valuation risk.
Actualización de narrativa Apr 18

HUBS: AI Execution And Multi Hub Adoption Will Support Future Upside Potential

HubSpot's analyst price target has been reset lower by about $16 to reflect a reduced fair value estimate of $349.57, as analysts factor in broadly lower Street targets and updated assumptions on long term P/E multiples, profit margins and AI related competitive risks in small business marketing. Analyst Commentary Street research on HubSpot has shifted toward lower price targets across a wide range of firms, with a few higher targets earlier in the period now sitting alongside substantial cuts from multiple banks.
Actualización de narrativa Apr 03

HUBS: AI Execution And Multi Hub Adoption Will Support Durable Long Term Upside

Analysts have trimmed HubSpot's fair value estimate to $365.45 from $376.75, reflecting lower P/E assumptions. They reference Street research that highlights both AI related competitive risks for its small business marketing core and ongoing support from firms that still see durable growth trends and an appealing long term setup.
Actualización de narrativa Mar 20

HUBS: AI Execution And Multi Hub Adoption Will Support Future Earnings Power

Analyst price targets on HubSpot have generally trended lower, with cuts such as Rothschild & Co Redburn moving to $320 and several other firms also trimming their views. At the same time, some firms such as Cantor Fitzgerald have lifted their targets to $325, pointing to positive company disclosures and AI related competitive risks that keep the updated fair value estimate essentially unchanged at about $377.
Nueva narrativa Mar 20

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

Thesis HubSpot is a leading, product-led CRM platform for SMBs and mid-market companies that bundles marketing, sales, service, operations and commerce capabilities in an easy-to-adopt cloud suite. Its strong brand, inbound-marketing flywheel, partner ecosystem and user-friendly UX drive customer acquisition and retention, allowing HubSpot to capture higher lifetime value from expanding product adoption inside customers.
Actualización de narrativa Mar 05

HUBS: AI And Multi Hub Adoption Will Support Long Term Earnings Power

Our analyst price target for HubSpot edges up by about $1 to $376, as analysts point to fresh disclosures, recent price target moves such as Cantor Fitzgerald lifting its view to $325, and checks that highlight what they see as supportive growth metrics despite a series of target reductions across the Street. Analyst Commentary Street research around HubSpot has been active, with a mix of higher and lower price targets as analysts reassess expectations on growth, execution, and valuation.
Actualización de narrativa Feb 18

HUBS: AI And Multi Hub Adoption Will Support Future Earnings Power

Our HubSpot analyst price target has been reset lower, from about $544 to roughly $375, as analysts recalibrate fair value assumptions and profit margins following a broad wave of Street target cuts across firms such as Truist, RBC Capital, BMO, Cantor Fitzgerald, Piper Sandler, Stifel, KeyBanc, Morgan Stanley, UBS, JPMorgan, Canaccord, Jefferies, Barclays, Wells Fargo, Bernstein, Citi, Raymond James, and Argus. Analyst Commentary Street research on HubSpot has shifted toward lower price targets, with many firms repricing the shares to reflect updated assumptions on growth, profitability, and risk.
Artículo de análisis Feb 18

HubSpot's (NYSE:HUBS) Strong Earnings Are Of Good Quality

HubSpot, Inc.'s ( NYSE:HUBS ) strong earnings report was rewarded with a positive stock price move. We did some digging...
Actualización de narrativa Feb 04

HUBS: AI And Multi Hub Adoption Will Support Future Upside Potential

HubSpot's analyst price target has been trimmed as analysts factor in a lower fair value estimate of about $543.54 and a reduced future P/E assumption of roughly 84.87x, while still citing ongoing revenue growth, margin execution and AI related opportunities, alongside concerns about near term growth reacceleration and software multiple compression. Analyst Commentary Recent Street research on HubSpot centers on a common theme of lowered price targets, while still debating how to balance solid execution against questions on future growth and valuation.
Actualización de narrativa Jan 20

HUBS: AI And Multi Hub Adoption Will Support Future Reacceleration Potential

We trim our HubSpot fair value estimate by about $9 to $570 per share, as analysts modestly recalibrate price targets based on more tempered revenue growth assumptions. This is partially offset by slightly firmer margin and P/E inputs following mixed but generally constructive recent research updates.
Actualización de narrativa Jan 06

HUBS: AI And Multi Hub Adoption Will Support Long Term Upside

Analysts trimmed their HubSpot price targets by roughly $100 to $200 across much of the Street, reflecting a mix of caution on near term growth expectations and AI related competitive risks, along with continued recognition of solid execution and long term AI opportunities. Analyst Commentary Bullish and bearish analysts are split on HubSpot, with most trimming price targets but taking very different views on how much recent results and AI trends affect the long term story, valuation, and growth profile.
Actualización de narrativa Dec 17

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.
Actualización de narrativa Dec 03

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.
Artículo de análisis Nov 30

Some Confidence Is Lacking In HubSpot, Inc. (NYSE:HUBS) As Shares Slide 25%

HubSpot, Inc. ( NYSE:HUBS ) shareholders that were waiting for something to happen have been dealt a blow with a 25...
Actualización de narrativa Nov 19

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.
Actualización de narrativa Nov 04

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

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.
Actualización de narrativa Oct 21

Analysts Weigh HubSpot’s Growth Momentum and AI Competition as Price Targets Edge Lower

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.
Actualización de narrativa Aug 08

Integrated Cloud Platforms And AI Will Expand Global Reach

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.
Artículo de análisis Jul 25

At US$552, Is HubSpot, Inc. (NYSE:HUBS) Worth Looking At Closely?

Let's talk about the popular HubSpot, Inc. ( NYSE:HUBS ). The company's shares received a lot of attention from a...
Artículo de análisis Jun 24

A Look At The Fair Value Of HubSpot, Inc. (NYSE:HUBS)

Key Insights The projected fair value for HubSpot is US$547 based on 2 Stage Free Cash Flow to Equity Current share...
Artículo de análisis May 27

Is HubSpot (NYSE:HUBS) Using Debt Sensibly?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
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Nueva narrativa Apr 24

AI Integration And Frameai Acquisition Will Reshape Operations

HubSpot's AI integration and acquisition of frame.ai aim to improve efficiency, personalization, and drive revenue growth through enhanced customer insights and engagement.
Seeking Alpha Apr 17

HubSpot: After A Sharp Dip, This Stock Is Finally Worth Buying (Rating Upgrade)

Summary Recent market turmoil has made high-quality growth stocks like HubSpot more affordable, presenting a buying opportunity as it has lost ~35% of its peak value. HubSpot's current ~9x EV/FY25 revenue makes it attractive for a near-Rule of 40 software company. Despite potential tariff-related headwinds, HubSpot's conservative guidance and currency tailwinds provide a buffer, making it a good buy at current levels. My strategy: start with a partial position before Q1 earnings, keeping reserves to buy more and capitalize on further market dips. Read the full article on Seeking Alpha
Seeking Alpha Feb 13

HubSpot: With Deceleration Incoming In 2025, This Stock Isn't Worth Its Premium

Summary HubSpot's excessive valuation multiples and expected growth deceleration make it a risky investment, despite strong Q4 results and AI-driven revenue gains. The company's FY 2025 guidance calls for deceleration to ~14% growth, which makes the stock's ~14x valuation multiple unsupportable. Software industry peers like Salesforce and Workday, also growing at a low-teens pace, trade at much cheaper valuation multiples. HubSpot's AI advancements, while impressive, pose long-term risks as AI could reduce demand for seat-based products. Read the full article on Seeking Alpha
Seeking Alpha Jan 19

HubSpot: Why I'm Still On The Sidelines

Summary Despite strong financials and expanding margins, HubSpot's slowing revenue growth and high valuation justify maintaining a 'Hold' rating. HubSpot's net revenue retention is trending downward, highlighting susceptibility to macroeconomic headwinds, especially among SMB customers. HubSpot's valuation remains high compared to peers like Salesforce, reinforcing the 'Hold' rating despite the company's impressive business model and growth potential. Read the full article on Seeking Alpha

Análisis de la situación financiera

Pasivos a corto plazo: Los activos a corto plazo ($2.4B) de HUBS superan a sus pasivos a corto plazo ($1.5B).

Pasivo a largo plazo: Los activos a corto plazo de HUBS ($2.4B) superan a sus pasivos a largo plazo ($314.7M).


Historial y análisis de deuda-patrimonio

Nivel de deuda: HUBS está libre de deudas.

Reducción de la deuda: HUBS no tiene deuda en comparación con hace 5 años, cuando su ratio deuda-patrimonio era de 57.4%.

Cobertura de la deuda: HUBS no tiene deuda, por lo tanto no necesita estar cubierta por flujo de caja operativo.

Cobertura de intereses: HUBS no tiene deuda, por lo que la cobertura de pagos de intereses no es motivo de preocupación.


Hoja de balance


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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 13:48
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

HubSpot, Inc. está cubierta por 54 analistas. 33 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Raimo LenschowBarclays
Ryan MacWilliamsBarclays
Mark MoerdlerBernstein