HubSpotHUBS
HUBS
About: HubSpot provides a cloud-based marketing, sales, and customer service software platform referred to as the growth platform. The applications are available ala carte or packaged together. HubSpot's mission is to help companies grow better and has expanded from its initial focus on inbound marketing to embrace marketing, sales, and service more broadly. The company was founded in 2006, completed its initial public offering in 2014, and is headquartered in Cambridge, Massachusetts.
Employees: 8,723
0
Funds holding %
of 7,429 funds
0
Analysts bullish %
of 14 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
79% more call options, than puts
Call options by funds: $305M | Put options by funds: $171M
12% more repeat investments, than reductions
Existing positions increased: 302 | Existing positions reduced: 269
0% more funds holding in top 10
Funds holding in top 10: 6 [Q1] → 6 (+0) [Q2]
3% less capital invested
Capital invested by funds: $27.1B [Q1] → $26.2B (-$878M) [Q2]
7% less first-time investments, than exits
New positions opened: 94 | Existing positions closed: 101
1.7% less ownership
Funds ownership: 91.26% [Q1] → 89.57% (-1.7%) [Q2]
3% less funds holding
Funds holding: 791 [Q1] → 766 (-25) [Q2]
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$600
28%
upside
Avg. target
$685
46%
upside
High target
$775
66%
upside
14 analyst ratings
14 positive
100%
0 neutral
0%
0 negative
0%
Citigroup Tyler Radke | 39%upside $650 | Buy Maintained | 8 Aug 2025 |
Canaccord Genuity David Hynes | 50%upside $700 | Buy Maintained | 7 Aug 2025 |
JP Morgan Mark Murphy | 44%upside $675 | Overweight Maintained | 7 Aug 2025 |
Macquarie Steve Koenig | 41%upside $660 | Outperform Maintained | 7 Aug 2025 |
UBS Taylor McGinnis | 50%upside $700 | Buy Maintained | 7 Aug 2025 |
Financial journalist opinion
Based on 20 articles about HUBS published over the past 30 days
Positive
Zacks Investment Research
16 hours ago
HUBS' Subscription Revenues Rise: Will the Momentum Continue?
HubSpot's subscription revenues jumped 16% in Q2, fueled by new customers, AI-driven upgrades, and strong adoption of pro products.
Neutral
Newsfile Corp
3 days ago
Wendt Partners Becomes First HubSpot Elite Partner to Join Profoundly (www.profound.ly)
New York, New York--(Newsfile Corp. - August 22, 2025) - Wendt Partners, an award-winning HubSpot Elite Solutions Partner headquartered in New York City, announced today that the firm has become the first elite-tier partner in the global HubSpot community to join Profoundly, the world's first online talent marketplace specifically designed to connect customers and providers in the HubSpot ecosystem. To view the full announcement, including downloadable images, bios, and more, click here.
Neutral
Zacks Investment Research
4 days ago
Intel vs. HubSpot: Which AI-Driven Tech Stock Has More Upside?
Intel Corporation INTC and HubSpot, Inc. HUBS are two premier tech firms that are leaning heavily into AI (artificial intelligence) for sustenance. Intel, reportedly the world's largest semiconductor company and primary supplier of microprocessors and chipsets, is gradually reducing its dependence on the PC-centric business by moving into data-centric businesses, such as AI and autonomous driving.
Neutral
Business Wire
5 days ago
HubSpot to Host Analyst Day at INBOUND on September 3, 2025
CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, Inc., the customer platform for scaling businesses, announced today that it will host its Analyst Day in conjunction with INBOUND 25 on Wednesday, September 3, 2025 at the Moscone Center in San Francisco. The event will begin at 9:30 a.m. and conclude at 2:00 p.m. Pacific Time. A live webcast and on-demand replay will be available at analystday.hubspot.com, and the accompanying presentations will be available at ir.hubspot.com following the event. Abo.
Positive
Seeking Alpha
6 days ago
HubSpot: Buy The Dip
Despite a strong Q2 beat and raise (alongside accelerating billings to 20% FX-neutral y/y growth), HubSpot shares have dropped ~35% YTD, creating a compelling entry point after a valuation correction. HubSpot's recurring revenue, high margins, and focus on inbound sales for SMBs differentiate it in the competitive CRM market. The company is near the Rule of 40, boasts substantial cash reserves, and continues to accelerate revenue and billings growth.
Neutral
The Motley Fool
1 week ago
These 3 Artificial Intelligence (AI) Stocks Could Soar 45% or More Over the Next 12 Months, According to Wall Street
Don't let your own disappointing experiences with artificial intelligence (AI) applications fool you into thinking this rapidly growing industry can't produce real earnings. This year alone, the big four tech firms Amazon, Meta, Alphabet, and Microsoft told investors they'd spend a cumulative $364 billion in 2025 on AI-related infrastructure.
Positive
The Motley Fool
1 week ago
2 Potential Stock-Split AI Stocks to Buy Before They Soar Up to 111%, According to Certain Wall Street Analysts
Investors like stock splits because they typically follow sizable and sustained share-price appreciation, which is often a hallmark of competitively advantaged businesses. Indeed, stocks that split since 1980 have beat the S&P 500 (^GSPC 0.03%) by an average of 13 percentage points in the year following the stock-split announcement.
Positive
Zacks Investment Research
1 week ago
Should HUBS Stock Be Part of Your Portfolio Post Solid 2Q25 Results?
HubSpot witnessed AI-driven growth and rising customer count, but high costs weigh on margins.
Negative
CNBC Television
2 weeks ago
Investors are worried AI is going to eat software, says Jefferies Brent Thill
Brent Thill, Jefferies, joins 'Fast Money' to talk what is behind Monday.com seeing its worst trading day ever.
Positive
Seeking Alpha
2 weeks ago
HubSpot's Multiple Is Still Rich, So I'm Waiting For Clearer AI Monetization
HubSpot, Inc.'s Q2 2025 results show robust core growth, strong customer additions, and disciplined execution, despite the stock's recent underperformance. AI platform Breeze is a strategic long-term bet, but meaningful revenue impact isn't expected until 2027 as SMB adoption and workflow changes take time. HUBS stock valuation remains elevated versus peers, even after a significant multiple contraction; growth is moderating and the market is shifting focus to profitability.
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