HubSpot Gestione
Criteri Gestione verificati 3/4
HubSpot Il CEO è Yamini Rangan, nominato in Sep2021, e ha un mandato di 4.67 anni. la retribuzione annua totale è $ 20.13M, composta da 3.5% di stipendio e 96.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.064% delle azioni della società, per un valore di $ 6.64M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.2 anni e 8 anni.
Informazioni chiave
Yamini Rangan
Amministratore delegato
US$20.1m
Compenso totale
| Percentuale dello stipendio del CEO | 3.48% |
| Mandato del CEO | 4.7yrs |
| Proprietà del CEO | 0.06% |
| Durata media del management | 2.2yrs |
| Durata media del Consiglio di amministrazione | 8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • May 21
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 AlphaArticolo di analisi • 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...
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$100m |
| Dec 31 2025 | US$20m | US$700k | US$46m |
| Sep 30 2025 | n/a | n/a | -US$4m |
| Jun 30 2025 | n/a | n/a | -US$12m |
| Mar 31 2025 | n/a | n/a | -US$23m |
| Dec 31 2024 | US$25m | US$642k | US$5m |
| Sep 30 2024 | n/a | n/a | -US$13m |
| Jun 30 2024 | n/a | n/a | -US$24m |
| Mar 31 2024 | n/a | n/a | -US$122m |
| Dec 31 2023 | US$26m | US$1 | -US$165m |
| Sep 30 2023 | n/a | n/a | -US$168m |
| Jun 30 2023 | n/a | n/a | -US$196m |
| Mar 31 2023 | n/a | n/a | -US$140m |
| Dec 31 2022 | US$12m | US$1 | -US$107m |
| Sep 30 2022 | n/a | n/a | -US$113m |
| Jun 30 2022 | n/a | n/a | -US$96m |
| Mar 31 2022 | n/a | n/a | -US$64m |
| Dec 31 2021 | US$7m | US$323k | -US$78m |
| Sep 30 2021 | n/a | n/a | -US$77m |
| Jun 30 2021 | n/a | n/a | -US$86m |
| Mar 31 2021 | n/a | n/a | -US$90m |
| Dec 31 2020 | US$14m | US$441k | -US$85m |
Compensazione vs Mercato: La retribuzione totale di Yamini ($USD 20.13M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.79M ).
Compensazione vs guadagni: La retribuzione di Yamini è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Yamini Rangan (51 yo)
4.7yrs
Mandato
US$20,126,620
Compensazione
Ms. Yamini Rangan served as Independent Director of Splunk Inc. since April 18, 2023 until March 2024. She serves as Chief Executive Officer & Member of Board of Directors at HubSpot Ventures. She had been...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President and Director | 4.7yrs | US$20.13m | 0.064% $ 6.6m | |
| Co-Founder & Director | no data | US$4.67m | 2.55% $ 263.6m | |
| CFO & Treasurer | 7.9yrs | US$9.38m | 0.050% $ 5.1m | |
| Chief Legal Officer & Secretary | 1.3yrs | US$12.00m | 0.032% $ 3.3m | |
| Executive Vice President of Operations | 2yrs | Nessun dato | Nessun dato | |
| Chief Product & Technology Officer | less than a year | Nessun dato | Nessun dato | |
| Corporate Treasure & Senior Director of IR | no data | Nessun dato | Nessun dato | |
| Chief Marketing Officer | 2.1yrs | Nessun dato | Nessun dato | |
| Chief People Officer | 2.3yrs | Nessun dato | Nessun dato | |
| Chief of Staff & Executive VP of Central Strategy | 2.3yrs | Nessun dato | Nessun dato | |
| Chief Customer Officer | 2.3yrs | Nessun dato | Nessun dato | |
| Executive VP of Engineering | less than a year | Nessun dato | Nessun dato |
2.2yrs
Durata media
52.5yo
Età media
Gestione esperta: Il team dirigenziale di HUBS è considerato esperto (durata media dell'incarico 2.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President and Director | 4.7yrs | US$20.13m | 0.064% $ 6.6m | |
| Co-Founder & Director | 21.3yrs | US$4.67m | 2.55% $ 263.6m | |
| Advisor & Member of Advisory Board | 7.3yrs | Nessun dato | Nessun dato | |
| Independent Director | 8.6yrs | US$319.22k | 0.010% $ 1.0m | |
| Member of Advisory Board | 7.3yrs | Nessun dato | Nessun dato | |
| Independent Chair | 12.7yrs | US$349.88k | 0.0053% $ 553.4k | |
| Co- Founder & Non-Executive Director | 21.3yrs | US$3.30m | 0.89% $ 92.0m | |
| Member of the Advisory Board | 5.3yrs | Nessun dato | Nessun dato | |
| Independent Director | 13.9yrs | US$324.72k | 0.0065% $ 676.5k | |
| Independent Director | 9.3yrs | US$314.72k | 0.013% $ 1.4m | |
| Member of the Advisory Board | 5.3yrs | Nessun dato | Nessun dato | |
| Independent Director | 5.3yrs | US$304.72k | 0.0034% $ 346.5k |
8.0yrs
Durata media
57yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di HUBS sono considerati esperti (durata media dell'incarico 8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 01:35 |
| Prezzo dell'azione a fine giornata | 2026/05/26 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
HubSpot, Inc. è coperta da 54 analisti. 33 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |
| Mark Moerdler | Bernstein |