HubSpot (HUBS) Aperçu de l'action
HubSpot, Inc. et ses filiales fournissent une plateforme de gestion de la relation client (CRM) basée sur le cloud pour les entreprises des Amériques, d'Europe et d'Asie-Pacifique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 4/6 |
| Performances passées | 3/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
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HubSpot
32.2% sous-évalué décote intrinsèque
Buy Hubspot if you think companies won't build in-house
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Published 20 Mar
HubSpot, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$223.55 |
| Plus haut sur 52 semaines | US$525.51 |
| Plus bas sur 52 semaines | US$169.63 |
| Bêta | 1.18 |
| Variation sur 1 mois | 1.38% |
| Variation sur 3 mois | 18.92% |
| Variation sur 1 an | -55.00% |
| Variation sur 3 ans | -56.47% |
| Variation sur 5 ans | -68.21% |
| Évolution depuis l'introduction en bourse | 642.69% |
Nouvelles et mises à jour récentes
Seeking Alpha • 21h
HubSpot: Still Too Cheap In Spite Of Rising AI Risks
Summary HubSpot remains a buy, with valuation underpinned by significant margin expansion potential and a net cash balance sheet. Recent earnings showed 20% YoY revenue growth and strong margin outperformance, but management flagged AI-driven demand headwinds and cautious customer behavior. 2026 revenue guidance was trimmed, with growth expected to decelerate to the low-teens; net revenue retention dropped to 102%. While top-line acceleration is unlikely soon, HUBS trades at ~18x earnings and offers long-term margin upside, supporting a conservative bullish stance. Read the full article on Seeking Alpha
Mise à jour du récit • Sep 04
HUBS: AI First Shift And Slower Demand Will Shape Multi Hub Repricing
HubSpot's updated analyst price target framework now points to a fair value of about $243 per share, down from roughly $278. Analysts are factoring in softer revenue growth expectations, a lower future P/E assumption around 21x, and ongoing budget sensitivity and AI related execution risks highlighted in recent research.
Mise à jour du récit • Aug 21
HUBS: AI Pricing And Longer Sales Cycles Will Restrain Shares
For HubSpot, the analyst fair value estimate has shifted from $180 to $190 as analysts weigh softer growth expectations, AI related competitive and pricing risks, and signs of longer sales cycles against slightly higher modeled profit margins and a somewhat lower assumed future P/E multiple. Analyst Commentary Recent research around HubSpot has turned more cautious, with many bearish analysts pointing to slower customer adds, softer demand, and uncertainty around the impact of AI related changes on growth and pricing.Recent updates
Seeking Alpha • 21h
HubSpot: Still Too Cheap In Spite Of Rising AI Risks
Summary HubSpot remains a buy, with valuation underpinned by significant margin expansion potential and a net cash balance sheet. Recent earnings showed 20% YoY revenue growth and strong margin outperformance, but management flagged AI-driven demand headwinds and cautious customer behavior. 2026 revenue guidance was trimmed, with growth expected to decelerate to the low-teens; net revenue retention dropped to 102%. While top-line acceleration is unlikely soon, HUBS trades at ~18x earnings and offers long-term margin upside, supporting a conservative bullish stance. Read the full article on Seeking AlphaMise à jour du récit • Sep 04
HUBS: AI First Shift And Slower Demand Will Shape Multi Hub Repricing
HubSpot's updated analyst price target framework now points to a fair value of about $243 per share, down from roughly $278. Analysts are factoring in softer revenue growth expectations, a lower future P/E assumption around 21x, and ongoing budget sensitivity and AI related execution risks highlighted in recent research.Mise à jour du récit • Aug 21
HUBS: AI Pricing And Longer Sales Cycles Will Restrain Shares
For HubSpot, the analyst fair value estimate has shifted from $180 to $190 as analysts weigh softer growth expectations, AI related competitive and pricing risks, and signs of longer sales cycles against slightly higher modeled profit margins and a somewhat lower assumed future P/E multiple. Analyst Commentary Recent research around HubSpot has turned more cautious, with many bearish analysts pointing to slower customer adds, softer demand, and uncertainty around the impact of AI related changes on growth and pricing.
Mise à jour du récit • 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.Mise à jour du récit • Jul 23
HUBS: AI Pivot Uncertainty Will Pressure Execution And Share Performance
HubSpot's analyst-derived fair value estimate has been reset from $450 to $180 as analysts recalibrate price targets in light of softer near-term demand signals, a reset in future P/E assumptions, and greater uncertainty around the timing of benefits from the company's broader AI pivot. Analyst Commentary Recent research on HubSpot points to a more cautious tone, with several bearish analysts revising ratings and price targets as they reassess how AI related changes, softer demand signals, and valuation intersect.Mise à jour du récit • Jul 09
HUBS: AI Pricing Reset Will Define Future CRM Upside
HubSpot's analyst price target has been revised lower, with fair value moving from about $735.17 to roughly $408.33 as analysts factor in a higher discount rate, slightly stronger growth and margin assumptions, and a materially lower future P/E multiple following a broad wave of target cuts and downgrades across the Street. Analyst Commentary Recent research on HubSpot reflects a period of reassessment, with a series of price target cuts and several downgrades clustered over a short window.Mise à jour du récit • Jun 25
HUBS: AI First Multi Hub Adoption Will Support Long Term Repricing
Analysts reduced the HubSpot price target by about $2 to reflect slightly lower fair value assumptions, despite relatively stable expectations for revenue growth, profit margin and future P/E, after a wave of recent target cuts and downgrades across the Street. Analyst Commentary Recent research on HubSpot has been active, with several firms adjusting ratings and cutting price targets, while one major bank reinstated coverage with a positive stance.Mise à jour du récit • Jun 11
HUBS: AI First Multi Hub Adoption Will Drive Long Term Upside
Analysts have reduced their HubSpot price targets by up to around $135, reflecting more cautious assumptions on growth, profitability, and risk, even though the long term fair value estimate in this framework remains at $280.16. Analyst Commentary Recent Street research on HubSpot has clustered around lower price targets and several rating downgrades, with cuts ranging from US$10 to US$135.Mise à jour du récit • May 28
HUBS: AI Platform And Multi Hub Adoption Will Shape Long Term Upside Potential
HubSpot's analyst price targets have been reset lower in recent weeks, with this update reflecting a fair value move from about $345 to $280 as analysts incorporate slower projected revenue growth, a slightly higher discount rate, improved profit margin assumptions, and a lower future P/E multiple after a series of price target cuts and rating downgrades across major firms. Analyst Commentary Street research on HubSpot has shifted meaningfully in recent months, with a cluster of downgrades and price target cuts offset by a smaller group of more constructive views.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Rendement pour les actionnaires
| HUBS | US Software | US Marché | |
|---|---|---|---|
| 7D | -12.4% | -4.3% | -2.2% |
| 1Y | -55.0% | -9.5% | 13.1% |
Rendement vs Industrie: HUBS a sous-performé le secteur US Software qui a rapporté -9.5 % au cours de l'année écoulée.
Rendement vs marché: HUBS a sous-performé le marché US qui a rapporté 13.1 % au cours de l'année écoulée.
Volatilité des prix
| HUBS volatility | |
|---|---|
| HUBS Average Weekly Movement | 11.5% |
| Software Industry Average Movement | 9.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: Le cours de l'action de HUBS a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de HUBS ( 11% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2005 | 9,016 | Yamini Rangan | www.hubspot.com |
HubSpot, Inc. et ses filiales fournissent une plateforme de gestion de la relation client (CRM) basée sur le cloud pour les entreprises des Amériques, d'Europe et d'Asie-Pacifique. La plateforme CRM de l'entreprise comprend Marketing Hub, un ensemble d'outils pour l'automatisation du marketing et le courrier électronique, les médias sociaux, le référencement, les OEA, les rapports et les analyses ; Sales Hub offre des modèles de courrier électronique et un suivi, des conversations et un chat en direct, la planification de réunions et d'appels, des alertes pour les prospects et les visites de sites web, l'évaluation des prospects, l'automatisation des ventes, la gestion du pipeline, l'établissement de devis, les prévisions et la création de rapports ; Service Hub, un logiciel de service conçu pour aider les entreprises à gérer, répondre et se connecter avec les clients ; et Content Hub qui aide les entreprises avec des pages de site web, des blogs d'entreprise, l'hébergement de vidéos et de podcasts, du contenu intelligent, des pages d'atterrissage et des formulaires, des recommandations SEO, des formulaires et des flux de prospects, des rapports d'analyse web, des appels à l'action, et un gestionnaire de fichiers. Elle propose Operations Hub, qui fournit des outils programmables d'automatisation, de synchronisation des données, de curation des données et de qualité des données ; Commerce Hub, une suite commerciale B2B qui fournit des liens de paiement, des factures, des devis, la gestion des abonnements, et l'automatisation et le reporting des revenus ; et breeze, une IA qui alimente la plateforme client qui fournit des informations alimentées par l'IA, l'automatisation, la génération de contenu et l'enrichissement des données, ainsi que Breeze Assistant, un assistant go-to-market pour stimuler la productivité et faciliter le travail ; et Breeze Agents, qui aide les équipes à automatiser le travail de bout en bout, de la stratégie à la mise en œuvre.
HubSpot, Inc. Résumé des fondamentaux
| HUBS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$11.48b |
| Bénéfices(TTM) | US$146.85m |
| Recettes(TTM) | US$3.45b |
75.9x
Ratio P/E3.2x
Ratio P/SLe site HUBS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| HUBS compte de résultat (TTM) | |
|---|---|
| Recettes | US$3.45b |
| Coût des recettes | US$577.79m |
| Marge brute | US$2.87b |
| Autres dépenses | US$2.72b |
| Les revenus | US$146.85m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.94 |
| Marge brute | 83.25% |
| Marge bénéficiaire nette | 4.26% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de HUBS?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/10 10:26 |
| Cours de l'action en fin de journée | 2026/09/10 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
HubSpot, Inc. est couverte par 52 analystes. 31 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |
| Mark Moerdler | Bernstein |