HubSpot 경영진
경영진 기준 점검 3/4
현재 CEO에 대한 정보가 충분하지 않습니다.
핵심 정보
Yamini Rangan
최고경영자
US$20.1m
총 보수
| CEO 급여 비율 | 3.48% |
| CEO 재임 기간 | 5yrs |
| CEO 지분 보유율 | 0.09% |
| 경영진 평균 재임 기간 | 2.7yrs |
| 이사회 평균 재임 기간 | 7.7yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • Sep 10
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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.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...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.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$147m |
| 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 |
보상 대 시장: Yamini의 총 보수(USD20.13M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.76M)보다 높습니다.
보상과 수익: Yamini의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Yamini Rangan (52 yo)
5yrs
재임 기간
US$20,126,620
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President and Director | 5yrs | US$20.13m | 0.085% $ 9.5m | |
| Co-Founder | no data | US$4.67m | 2.62% $ 292.2m | |
| CFO & Treasurer | 8.3yrs | US$9.38m | 0.062% $ 6.9m | |
| Chief Legal Officer & Secretary | 1.7yrs | US$12.00m | 0.029% $ 3.2m | |
| Executive Vice President of Operations | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Corporate Treasure & Senior Director of IR | no data | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer | 2.4yrs | 데이터 없음 | 데이터 없음 | |
| Chief People Officer | 2.7yrs | 데이터 없음 | 데이터 없음 | |
| Chief of Staff & Executive VP of Central Strategy | 2.7yrs | 데이터 없음 | 데이터 없음 | |
| Chief Customer Officer | 2.7yrs | 데이터 없음 | 데이터 없음 | |
| Executive VP of Engineering | 1.2yrs | 데이터 없음 | 데이터 없음 | |
| Chief Product & Technology Officer | no data | 데이터 없음 | 데이터 없음 |
2.7yrs
평균 재임 기간
53.5yo
평균 나이
경험이 풍부한 관리: HUBS의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.7 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President and Director | 5yrs | US$20.13m | 0.085% $ 9.5m | |
| Co-Founder | 21.7yrs | US$4.67m | 2.62% $ 292.2m | |
| Advisor & Member of Advisory Board | 7.7yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 8.9yrs | US$319.22k | 0.011% $ 1.2m | |
| Member of Advisory Board | 7.7yrs | 데이터 없음 | 데이터 없음 | |
| Independent Chair | 13yrs | US$349.88k | 0.0057% $ 634.3k | |
| Co- Founder & Non-Executive Director | 21.7yrs | US$3.30m | 0.85% $ 94.9m | |
| Independent Director | less than a year | 데이터 없음 | 0.00034% $ 37.9k | |
| Member of the Advisory Board | 5.7yrs | 데이터 없음 | 데이터 없음 | |
| Independent Director | 9.7yrs | US$314.72k | 0.015% $ 1.6m | |
| Member of the Advisory Board | 5.7yrs | 데이터 없음 | 데이터 없음 | |
| Member of the Advisory Board | 5.7yrs | 데이터 없음 | 데이터 없음 |
7.7yrs
평균 재임 기간
60.5yo
평균 나이
경험이 풍부한 이사회: HUBS의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.7 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/11 02:18 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
HubSpot, Inc.는 52명의 분석가가 다루고 있습니다. 이 중 31명의 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 |