HubSpot, Inc.

NYSE:HUBS Voorraadrapport

Marktkapitalisatie: US$10.3b

HubSpot Inkomsten in het verleden

Verleden criteriumcontroles 3/6

HubSpot heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 35.4%, terwijl de Software-industrie de winst zag groeien met 22.5% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 21.8%. Het rendement op eigen vermogen van HubSpot is 5%, en het heeft een nettomarge van 3%.

Belangrijke informatie

35.40%

Groei van de winst

36.14%

Groei van de winst per aandeel

Software Groei van de industrie17.33%
Inkomstengroei21.77%
Rendement op eigen vermogen5.02%
Nettomarge3.04%
Laatste winstupdate31 Mar 2026

Recente prestatie-updates uit het verleden

Analyseartikel 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...

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 Alpha
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Nieuw narratief 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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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Nieuw narratief 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

Opbrengsten en kosten

Hoe HubSpot geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NYSE:HUBS Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Mar 263,2981001,771920
31 Dec 253,131461,704906
30 Sep 252,988-41,660899
30 Jun 252,848-121,612862
31 Mar 252,724-231,554823
31 Dec 242,62851,518779
30 Sep 242,506-131,471728
30 Jun 242,394-241,416694
31 Mar 242,286-1221,376666
31 Dec 232,170-1651,315618
30 Sep 232,058-1681,254571
30 Jun 231,944-1961,201528
31 Mar 231,837-1401,151477
31 Dec 221,731-1071,084442
30 Sep 221,631-1131,020409
30 Jun 221,526-96946373
31 Mar 221,415-64862326
31 Dec 211,301-78795302
30 Sep 211,183-77729275
30 Jun 211,073-86669251
31 Mar 21965-90606228
31 Dec 20883-85561206
30 Sep 20817-80520193
30 Jun 20762-72487178
31 Mar 20722-60466169
31 Dec 19675-54433158
30 Sep 19633-55411147
30 Jun 19591-59386138
31 Mar 19550-59362126
31 Dec 18513-64343118
30 Sep 18475-64323108
30 Jun 18441-5630596
31 Mar 18408-4728783
31 Dec 17376-4027070
30 Sep 17346-4225861
30 Jun 17318-4223854
31 Mar 17294-4322350
31 Dec 16271-4620846
30 Sep 16248-4218842
30 Jun 16225-4517638
31 Mar 16203-4516135
31 Dec 15182-4614832
30 Sep 15163-5614035
30 Jun 15146-5312732

Kwaliteitswinsten: HUBS heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: HUBS is in het verleden winstgevend geweest.


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: HUBS is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 35.4% per jaar laten groeien.

Versnelling van de groei: HUBS is het afgelopen jaar winstgevend geworden, waardoor de winstgroei moeilijk te vergelijken is met het 5-jarig gemiddelde.

Winst versus industrie: HUBS is het afgelopen jaar winstgevend geworden, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Software -sector ( 11.7% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 5% ) van HUBS wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/26 10:35
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

HubSpot, Inc. wordt gevolgd door 54 analisten. 33 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Raimo LenschowBarclays
Ryan MacWilliamsBarclays
Mark MoerdlerBernstein