HubSpot (HUBS) Hisse Özeti
HubSpot, Inc. iştirakleri ile birlikte Amerika, Avrupa ve Asya Pasifik'teki işletmeler için bulut tabanlı bir müşteri ilişkileri yönetimi (CRM) platformu sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
HUBS Community Fair Values
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HubSpot
31.6% değerinin altında içsel indirim
Buy Hubspot if you think companies won't build in-house
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Published 20 Mar
HubSpot, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$225.33 |
| 52 Haftanın En Yüksek Seviyesi | US$525.51 |
| 52 Haftanın En Düşük Seviyesi | US$169.63 |
| Beta | 1.18 |
| 1 Aylık Değişim | 7.24% |
| 3 Aylık Değişim | 19.87% |
| 1 Yıllık Değişim | -54.15% |
| 3 Yıllık Değişim | -55.97% |
| 5 Yıllık Değişim | -67.66% |
| Halka arzdan bu yana değişim | 648.60% |
Son Haberler & Güncellemeler
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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Hissedar Getirileri
| HUBS | US Software | US Pazar | |
|---|---|---|---|
| 7D | -9.0% | -2.1% | -1.0% |
| 1Y | -54.2% | -9.0% | 14.1% |
Getiri vs. Endüstri: HUBS geçen yıl % -9 oranında getiri sağlayan US Software sektörünün gerisinde kaldı.
Getiri vs Piyasa: HUBS geçen yıl % 14.1 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| HUBS volatility | |
|---|---|
| HUBS Average Weekly Movement | 11.4% |
| Software Industry Average Movement | 9.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
İstikrarlı Hisse Senedi Fiyatı: HUBS hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: HUBS 'nin haftalık oynaklığı ( 11% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2005 | 9,016 | Yamini Rangan | www.hubspot.com |
HubSpot, Inc. iştirakleri ile birlikte Amerika, Avrupa ve Asya Pasifik'teki işletmeler için bulut tabanlı bir müşteri ilişkileri yönetimi (CRM) platformu sunmaktadır. Şirketin CRM platformu, pazarlama otomasyonu ve e-posta, sosyal medya, SEO, AEO ve raporlama ve analitik için bir araç seti olan Marketing Hub'ı içerir; Sales Hub, e-posta şablonları ve izleme, konuşmalar ve canlı sohbet, toplantı ve çağrı planlama, olası satış ve web sitesi ziyaret uyarıları, olası satış puanlaması, satış otomasyonu, boru hattı yönetimi, teklif verme, tahmin ve raporlama sunar; İşletmelerin müşterileri yönetmesine, yanıtlamasına ve onlarla bağlantı kurmasına yardımcı olmak için tasarlanmış bir hizmet yazılımı olan Service Hub; ve işletmelere web sitesi sayfaları, işletme blogları, video ve podcast barındırma, akıllı içerik, açılış sayfaları ve formlar, SEO önerileri, formlar ve olası satış akışı, web analizi raporlaması, harekete geçirici mesajlar ve dosya yöneticisi konularında yardımcı olan Content Hub. Programlanabilir otomasyon, veri senkronizasyonu, veri küratörlüğü ve veri kalitesi araçları sağlayan Operations Hub; ödeme bağlantıları, faturalar, fiyat teklifleri, abonelik yönetimi ve otomasyon ve gelir raporlaması sağlayan bir B2B ticaret paketi olan Commerce Hub; yapay zeka destekli içgörüler, otomasyon, içerik oluşturma ve veri zenginleştirme sağlayan müşteri platformuna güç veren bir yapay zeka olan Breeze'in yanı sıra üretkenliği artırmak ve işi kolaylaştırmak için bir pazara giriş asistanı olan Breeze Assistant ve ekiplerin stratejiden uygulamaya kadar işi uçtan uca otomatikleştirmesine yardımcı olan Breeze Agents'i sunmaktadır.
HubSpot, Inc. Temel Bilgiler Özeti
| HUBS temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$11.15b |
| Kazançlar(TTM) | US$146.85m |
| Gelir(TTM) | US$3.45b |
76.5x
F/K Oranı3.3x
P/S OranıHUBS aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| HUBS gelir tablosu (TTM) | |
|---|---|
| Gelir | US$3.45b |
| Gelir Maliyeti | US$577.79m |
| Brüt Kâr | US$2.87b |
| Diğer Giderler | US$2.72b |
| Kazançlar | US$146.85m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 2.94 |
| Brüt Marj | 83.25% |
| Net Kâr Marjı | 4.26% |
| Borç/Özkaynak Oranı | 0% |
HUBS uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/11 04:37 |
| Gün Sonu Hisse Fiyatı | 2026/09/11 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
HubSpot, Inc. 52 Bu analistlerden 31, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Raimo Lenschow | Barclays |
| Ryan MacWilliams | Barclays |
| Mark Moerdler | Bernstein |