HubSpot, Inc.

NYSE:HUBS 株式レポート

時価総額：US$10.7b

HubSpot 将来の成長

Future 基準チェック /56

HubSpot利益と収益がそれぞれ年間33.2%と13.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29% 32.8%なると予測されています。

主要情報

33.2%

収益成長率

32.79%

EPS成長率

Software 収益成長19.7%
収益成長率13.3%
将来の株主資本利益率29.00%
アナリストカバレッジ

Good

最終更新日18 May 2026

今後の成長に関する最新情報

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...

Recent updates

Seeking Alpha • 17h

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
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...
分析記事 • 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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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 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

業績と収益の成長予測

NYSE:HUBS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,9265191,2311,48216
12/31/20274,2853039111,12033
12/31/20263,70719175493932
3/31/20263,298100607798N/A
12/31/20253,13146577761N/A
9/30/20252,988-4530707N/A
6/30/20252,848-12512680N/A
3/31/20252,724-23488633N/A
12/31/20242,6285470599N/A
9/30/20242,506-13391509N/A
6/30/20242,394-24327438N/A
3/31/20242,286-122288397N/A
12/31/20232,170-165251351N/A
9/30/20232,058-168243337N/A
6/30/20231,944-196218308N/A
3/31/20231,837-140181272N/A
12/31/20221,731-107181273N/A
9/30/20221,631-113187278N/A
6/30/20221,526-96178261N/A
3/31/20221,415-64188258N/A
12/31/20211,301-78177239N/A
9/30/20211,183-77146204N/A
6/30/20211,073-86145200N/A
3/31/2021965-9074129N/A
12/31/2020883-853089N/A
9/30/2020817-80976N/A
6/30/2020762-72-1057N/A
3/31/2020722-6042104N/A
12/31/2019675-54N/A119N/A
9/30/2019633-55N/A104N/A
6/30/2019591-59N/A96N/A
3/31/2019550-59N/A96N/A
12/31/2018513-64N/A85N/A
9/30/2018475-64N/A66N/A
6/30/2018441-56N/A62N/A
3/31/2018408-47N/A57N/A
12/31/2017376-40N/A50N/A
9/30/2017346-42N/A38N/A
6/30/2017318-42N/A35N/A
3/31/2017294-43N/A35N/A
12/31/2016271-46N/A19N/A
9/30/2016248-42N/A20N/A
6/30/2016225-45N/A11N/A
3/31/2016203-45N/A4N/A
12/31/2015182-46N/A0N/A
9/30/2015163-56N/A-5N/A
6/30/2015146-53N/A-7N/A

アナリストによる今後の成長予測

収入対貯蓄率: HUBSの予測収益成長率 (年間33.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: HUBSの収益 ( 33.2% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: HUBSの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: HUBSの収益 ( 13.3% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: HUBSの収益 ( 13.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: HUBSの 自己資本利益率 は、3年後には高くなると予測されています ( 29 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/20 20:41
終値2026/05/20 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。54

アナリスト機関
Raimo LenschowBarclays
Ryan MacWilliamsBarclays
Mark MoerdlerBernstein