HubSpot

HUBS

Market cap $14B

HubSpot offers an attractive entry point after a 62% share price correction, with resilient revenue growth and expanding profitability. HUBS outpaces market growth, gains share from competitors like Salesforce, and demonstrates ARPU acceleration and robust multi-hub adoption. We assign a BUY rating with a 12-month discounted price target of $531, citing durable growth, operating leverage, and favorable risk/reward.

Wall Street's so-called “SaaSpocalypse”, that is, the sharp drop across traditional software companies in recent weeks, has been driven by one dominant fear: that artificial intelligence (AI) will automate away the very functions of these software companies. If AI can enable its customers to handle tasks such as marketing workflows, customer relationship management, and identity verification autonomously, why would they pay premium subscription fees to companies that provide software-as-a-service (Saas)?

PLTR, HUBS, MDB, CALX and FSLY are AI-driven Internet Software stocks poised to ride solid IT spending and hybrid demand into 2026 growth.

AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.

Palo Alto Networks CEO Nikesh Arora defended the company's strategy and tried to differentiate itself from the AI threat facing software stocks. The cybersecurity company topped Wall Street's fiscal second-quarter estimates but issued lackluster earnings guidance for the current period.

As the software selloff deepens, ServiceNow's CEO is buying the dip and joining others at his company in ending automated stock-selling plans.

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Alibaba on Monday unveiled Qwen 3.5, the latest update to its leading AI model.

SaaS stocks near 52-week lows may present selective opportunities for disciplined, long-term investors. A quality screen highlights large-cap names with strong ROA and improving valuation metrics. Adobe and FICO rank highest under a modified Magic Formula framework.

Tom Lee, Chairman of Bitmine Immersion and Co-Founder & Head of Research at Fundstrat, says that while the U.S. jobs report was better than expected, job losses might follow due to the recent tech sell-off. He also expects the new Federal Reserve under Trump nominee Kevin Warsh to be more dovish.