HubSpot

HUBS

Market cap $19.7B

HubSpot is upgraded to a "Strong Buy" as its valuation has compressed despite robust top-line growth and improving profitability. HUBS delivered 21% YoY revenue growth and its first positive GAAP operating income, with management guiding for 18% growth next quarter. Trading at 5.4x forward sales, HUBS offers substantial upside potential through margin expansion, share repurchases, and possible re-rating to higher PEG multiples.

HubSpot, Inc. (HUBS) Presents at Barclays 23rd Annual Global Technology Conference Transcript

HubSpot (HUBS) remains a buy as Core Seat strategy and multi-hub adoption deepen platform integration and drive customer expansion. AI solutions, including Customer Agent and Prospecting Agent, are scaling rapidly, with strong adoption and heavy utilization supporting future growth. Enterprise wins, such as QS, and 35% y/y growth in large deals, demonstrate HUBS' traction beyond SMBs and support a positive growth outlook.

HubSpot (HUBS) reported earnings 30 days ago. What's next for the stock?

HubSpot (HUBS) stock has dropped by 24.5% in under a month, decreasing from $494.58 on 3rd Nov, 2025 to $373.32 currently. What's next?

HubSpot (HUBS) stock has dropped by 24.5% in under a month, decreasing from $494.58 on 3rd Nov, 2025 to $373.32 currently. What's next?

CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, Inc., the customer platform for scaling businesses, announced today that Yamini Rangan, the Company's Chief Executive Officer, is scheduled to present at the UBS Technology Conference in Scottsdale, Arizona, on Tuesday, December 2, 2025 at 3:35 p.m. ET; and the Barclays Technology Conference in San Francisco, California, on Wednesday, December 10, 2025 at 1:25 p.m. ET. All interested parties can access the webcasts live on the Company's investor relat.

HubSpot, Inc. ( HUBS ) Wells Fargo's 9th Annual TMT Summit November 19, 2025 4:30 PM EST Company Participants Yamini Rangan - CEO, President and Director Conference Call Participants Ryan MacWilliams - Wells Fargo Securities, LLC, Research Division Presentation Ryan MacWilliams Wells Fargo Securities, LLC, Research Division I was tempted to leave the doors open because we always talk about having a fireside chats, but this is like having an oceanside chat. So like that's not too bad, especially on Day 2 of a conference.

HubSpot is a leading CRM platform for SMBs, experiencing strong growth but facing bearish sentiment due to AI disruption fears. HUBS delivered 21% revenue growth and expanding margins, with impressive customer base growth and a focus on cross-selling and product innovation. Despite a pullback and valuation compression, HUBS now trades at an attractive 6.2x forward revenue, reflecting mid-teens growth expectations.

CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, Inc., the customer platform for scaling businesses, announced today that Yamini Rangan, the Company's Chief Executive Officer, is scheduled to present at the Wells Fargo Technology Conference in Rancho Palos Verdes, California on Wednesday, November 19, 2025 at 4:30 p.m. ET. All interested parties can access the webcast live on the Company's investor relations website at ir.hubspot.com. The Company will also host 1-on-1 investor meetings on the same d.