HubSpot (HUBS) 주식 개요
는 자회사와 함께 미주, 유럽 및 아시아 태평양 지역의 기업을 위한 클라우드 기반 고객 관계 관리(CRM) 플랫폼을 제공합니다. 자세히 보기
HUBS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$329.51
FV
43.4% 저평가 내재 할인율13.59%
Revenue growth p.a.
208
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HubSpot, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$186.43 |
| 52주 최고가 | US$578.51 |
| 52주 최저가 | US$173.25 |
| 베타 | 1.2 |
| 1개월 변동 | 3.81% |
| 3개월 변동 | -29.46% |
| 1년 변동 | -67.28% |
| 3년 변동 | -64.15% |
| 5년 변동 | -67.34% |
| IPO 이후 변동 | 519.37% |
최근 뉴스 및 업데이트
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
내러티브 업데이트 • 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.분석 기사 • 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 • 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 Alpha내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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 Alpha주주 수익률
| HUBS | US Software | US 시장 | |
|---|---|---|---|
| 7D | -15.4% | -10.1% | -2.4% |
| 1Y | -67.3% | -16.9% | 21.5% |
수익률 대 산업: HUBS은 지난 1년 동안 -16.9%의 수익을 기록한 US Software 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: HUBS은 지난 1년 동안 21.5%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| HUBS volatility | |
|---|---|
| HUBS Average Weekly Movement | 11.9% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: HUBS의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: HUBS의 주간 변동성(12%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2005 | 9,021 | Yamini Rangan | www.hubspot.com |
는 자회사와 함께 미주, 유럽 및 아시아 태평양 지역의 기업을 위한 클라우드 기반 고객 관계 관리(CRM) 플랫폼을 제공합니다. 이 회사의 CRM 플랫폼에는 마케팅 자동화 및 이메일, 소셜 미디어, SEO, AEO, 보고 및 분석을 위한 도구 세트인 Marketing Hub와 이메일 템플릿 및 추적, 대화 및 라이브 채팅, 회의 및 통화 예약, 리드 및 웹사이트 방문 알림, 리드 스코어링, 영업 자동화, 파이프라인 관리, 견적, 예측 및 보고 기능을 제공하는 Sales Hub가 포함됩니다; 비즈니스가 고객을 관리, 대응, 연결할 수 있도록 설계된 서비스 소프트웨어인 Service Hub, 웹사이트 페이지, 비즈니스 블로그, 동영상 및 팟캐스트 호스팅, 스마트 콘텐츠, 랜딩 페이지 및 양식, SEO 추천, 양식 및 리드 흐름, 웹 분석 보고, 콜 투 액션 및 파일 관리자로 비즈니스를 지원하는 Content Hub가 있습니다. 프로그래밍 가능한 자동화, 데이터 동기화, 데이터 큐레이션, 데이터 품질 도구를 제공하는 Operations Hub, 결제 링크, 송장, 견적, 구독 관리, 자동화 및 수익 보고 기능을 제공하는 B2B 상거래 제품군인 Commerce Hub, AI 기반 인사이트, 자동화, 콘텐츠 생성, 데이터 보강 기능을 제공하는 고객 플랫폼인 breeze, 생산성을 높이고 업무를 간편하게 해주는 시장 진출 지원 도구인 Breeze Assistant, 팀이 전략에서 실행까지 엔드투엔드 작업을 자동화할 수 있도록 지원하는 Breeze 에이전트 등을 제공하고 있습니다.
HubSpot, Inc. 기초 지표 요약
| HUBS 기초 통계 | |
|---|---|
| 시가총액 | US$9.87b |
| 순이익 (TTM) | US$100.26m |
| 매출 (TTM) | US$3.30b |
95.2x
주가수익비율(P/E)2.9x
주가매출비율(P/S)HUBS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| HUBS 손익계산서 (TTM) | |
|---|---|
| 매출 | US$3.30b |
| 매출원가 | US$539.07m |
| 총이익 | US$2.76b |
| 기타 비용 | US$2.66b |
| 순이익 | US$100.26m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 1.96 |
| 총이익률 | 83.66% |
| 순이익률 | 3.04% |
| 부채/자본 비율 | 0% |
HUBS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/11 04:07 |
| 종가 | 2026/06/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
HubSpot, Inc.는 51명의 분석가가 다루고 있습니다. 이 중 33명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |
| Mark Moerdler | Bernstein |