HubSpot（HUBS）株式概要
ハブスポット社（HubSpot, Inc.）は、その子会社とともに、米州、欧州、アジア太平洋地域の企業向けにクラウドベースの顧客関係管理（CRM）プラットフォームを提供している。 詳細
HUBS Community Fair Values
Create NarrativeSee what 156 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$329.51
FV
43.0% 割安 内在価値ディスカウント13.59%
Revenue growth p.a.
280
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
HubSpot, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$187.98 |
| 52週高値 | US$568.16 |
| 52週安値 | US$173.25 |
| ベータ | 1.2 |
| 1ヶ月の変化 | 5.02% |
| 3ヶ月変化 | -28.88% |
| 1年変化 | -66.10% |
| 3年間の変化 | -63.80% |
| 5年間の変化 | -68.33% |
| IPOからの変化 | 524.52% |
最新ニュース
ナラティブの更新 • 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.Seeking Alpha • Jun 10
HubSpot: Deeply Undervalued - Enterprise Value Below Total Customer Acquisition Cost
Summary HubSpot (HUBS) is deeply undervalued, trading at 2.0x next year’s revenue and 7.2x adjusted EBITDA, despite robust execution and AI-driven transformation. AI disruption fears have driven HUBS down over 50%, yet the business remains resilient, with strong new customer additions and no evidence of slowing growth. HUBS is rapidly shifting to an AI-first, outcome-based pricing model, enhancing monetization as customer engagement with AI agents accelerates. I see 143% upside over 12–18 months, targeting $485 per share as AI adoption and customer base growth drive multiple expansion. It is now cheaper for a competitor to buy HubSpot, than to spend over 8 years and larger than HUBS current enterprise value on sales and marketing expenses to acquire its customer base. Read the full article on Seeking Alphaナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.Seeking Alpha • Jun 10
HubSpot: Deeply Undervalued - Enterprise Value Below Total Customer Acquisition Cost
Summary HubSpot (HUBS) is deeply undervalued, trading at 2.0x next year’s revenue and 7.2x adjusted EBITDA, despite robust execution and AI-driven transformation. AI disruption fears have driven HUBS down over 50%, yet the business remains resilient, with strong new customer additions and no evidence of slowing growth. HUBS is rapidly shifting to an AI-first, outcome-based pricing model, enhancing monetization as customer engagement with AI agents accelerates. I see 143% upside over 12–18 months, targeting $485 per share as AI adoption and customer base growth drive multiple expansion. It is now cheaper for a competitor to buy HubSpot, than to spend over 8 years and larger than HUBS current enterprise value on sales and marketing expenses to acquire its customer base. Read the full article on Seeking Alphaナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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 Alpha株主還元
| HUBS | US Software | US 市場 | |
|---|---|---|---|
| 7D | -11.6% | -6.2% | 0.8% |
| 1Y | -66.1% | -16.3% | 24.2% |
業界別リターン: HUBS過去 1 年間で-16.3 % の収益を上げたUS Software業界を下回りました。
リターン対市場: HUBSは、過去 1 年間で24.2 % のリターンを上げたUS市場を下回りました。
価格変動
| HUBS volatility | |
|---|---|
| HUBS Average Weekly Movement | 11.9% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: HUBSの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: HUBSの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2005 | 9,021 | Yamini Rangan | www.hubspot.com |
HubSpot, Inc.は、その子会社とともに、米州、欧州、アジア太平洋地域の企業向けにクラウドベースの顧客関係管理（CRM）プラットフォームを提供している。同社のCRMプラットフォームには、マーケティングオートメーションとEメール、ソーシャルメディア、SEO、AEO、レポートと分析のためのツールセットであるMarketing Hub、Eメールテンプレートとトラッキング、会話とライブチャット、ミーティングと通話スケジュール、リードとウェブサイト訪問アラート、リードスコアリング、セールスオートメーション、パイプライン管理、見積もり、予測、レポートが含まれる；サービス・ハブは、企業の顧客管理、対応、顧客とのつながりを支援するために設計されたサービス・ソフトウェア。コンテンツ・ハブは、ウェブサイト・ページ、ビジネス・ブログ、ビデオおよびポッドキャストのホスティング、スマート・コンテンツ、ランディング・ページおよびフォーム、SEOレコメンデーション、フォームおよびリード・フロー、ウェブ分析レポート、コール・トゥ・アクション、ファイル・マネージャーでビジネスを支援する。また、プログラマブルな自動化、データ同期、データキュレーション、データ品質ツールを提供するOperations Hub、支払いリンク、請求書、見積書、サブスクリプション管理、自動化と収益レポートを提供するB2BコマーススイートCommerce Hub、AIを活用した洞察、自動化、コンテンツ生成、データエンリッチメントを提供するカスタマープラットフォームを支えるAIであるbreeze、生産性を高め、作業を容易にするGo-to-marketアシスタントであるBreeze Assistant、チームが戦略から実行までエンドツーエンドで作業を自動化するのを支援するBreeze Agentsを提供している。さらに、CRMプラットフォームの活用方法を教育・訓練するプロフェッショナルサービスや、カスタマーサクセス、電話・メール・チャットによるサポートサービス、カスタマーサクセスマネージャーやパートナーデベロップメントマネージャーのデジタルチャネルを提供する教育コンテンツアカデミーを提供し、顧客を支援している。同社は中堅のB to B企業を顧客としている。2005年に法人化され、マサチューセッツ州ケンブリッジに本社を置く。
HubSpot, Inc. 基礎のまとめ
| HUBS 基礎統計学 | |
|---|---|
| 時価総額 | US$9.55b |
| 収益（TTM） | US$100.26m |
| 売上高(TTM) | US$3.30b |
96.0x
PER（株価収益率2.9x
P/SレシオHUBS は割高か？
公正価値と評価分析を参照収益と収入
| HUBS 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.30b |
| 売上原価 | US$539.07m |
| 売上総利益 | US$2.76b |
| その他の費用 | US$2.66b |
| 収益 | US$100.26m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.96 |
| グロス・マージン | 83.66% |
| 純利益率 | 3.04% |
| 有利子負債／自己資本比率 | 0% |
HUBS の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/12 17:18 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
HubSpot, Inc. 33 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。51
| アナリスト | 機関 |
|---|---|
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |
| Mark Moerdler | Bernstein |