Arrowstreet Capital Limited Partnership boosted its stake in shares of HubSpot, Inc. (NYSE:HUBS – Free Report) by 352.1% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 903,559 shares of the software maker’s stock after acquiring an additional 703,706 shares during the period. Arrowstreet Capital Limited Partnership owned about 1.76% of HubSpot worth $220,559,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Price T Rowe Associates Inc. MD increased its stake in shares of HubSpot by 36.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock worth $1,838,727,000 after purchasing an additional 1,224,424 shares in the last quarter. Capital World Investors purchased a new position in HubSpot in the 4th quarter valued at about $259,930,000. AQR Capital Management LLC lifted its stake in HubSpot by 117.6% in the 4th quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after buying an additional 642,545 shares in the last quarter. Pictet Asset Management Holding SA boosted its holdings in HubSpot by 32.7% in the 4th quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock worth $776,714,000 after buying an additional 476,740 shares during the last quarter. Finally, Alyeska Investment Group L.P. increased its stake in HubSpot by 408.1% during the 4th quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock worth $224,763,000 after buying an additional 449,864 shares in the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.
HubSpot Stock Up 8.1% NYSE:HUBS opened at $205.38 on Friday. HubSpot, Inc. has a 52 week low of $169.63 and a 52 week high of $568.16. The stock’s fifty day moving average is $200.86 and its two-hundred day moving average is $238.49. The company has a market capitalization of $10.52 billion, a P/E ratio of 107.53, a P/E/G ratio of 2.07 and a beta of 1.22.
HubSpot (NYSE:HUBS – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share for the quarter, topping analysts’ consensus estimates of $2.47 by $0.25. The business had revenue of $881.00 million during the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The company’s revenue was up 23.4% compared to the same quarter last year. During the same period in the prior year, the business posted $1.84 EPS. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. Sell-side analysts anticipate that HubSpot, Inc. will post 4.39 earnings per share for the current fiscal year.
Key HubSpot News Here are the key news stories impacting HubSpot this week:
Positive Sentiment: HubSpot debuted Agent Hub, a new offering designed to unify AI agents, reinforcing its push into AI-powered workflow tools and giving investors a fresh growth narrative. HubSpot Debuts Agent Hub to Unify AI Agents Positive Sentiment: Several research notes highlighted HubSpot as a beneficiary of expanding AI adoption and strong demand for AI-infused software, which can support sentiment around the stock. 4 Software Stocks Poised to Benefit From Expanding AI Adoption Positive Sentiment: Citigroup lowered its price target to $217 from $230, but kept a Buy rating, implying roughly 5.7% upside from the current share price and signaling continued analyst confidence. Benzinga report on Citi target cut Neutral Sentiment: HubSpot reversed a customer data policy after privacy backlash, which may reduce reputational risk, but also underscores sensitivity around data practices. HubSpot Reverses Customer Data Policy After Backlash Over Privacy Concerns Neutral Sentiment: Management and product updates continue to emphasize AI and revenue workflow improvements, helping reinforce the long-term growth story, though these updates are not a near-term catalyst by themselves. HubSpot June 2026 updates Negative Sentiment: HubSpot director Brian Halligan sold 8,500 shares for about $1.9 million, which can weigh on sentiment even if the sale may be routine. HubSpot Director Brian Halligan Sells 8,500 Shares Negative Sentiment: Some commentary says HUBS still looks overvalued despite its AI agent launch, and Wells Fargo reportedly cut the stock to Hold, reflecting valuation caution that could cap gains. HubSpot Stock Still Looks Overvalued As AI Agent Tools Launch HubSpot Cut to Hold at Wells Fargo Insider Activity at HubSpot In other HubSpot news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $184.42, for a total transaction of $1,567,570.00. Following the completion of the sale, the director directly owned 93,500 shares in the company, valued at $17,243,270. This trade represents a 8.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Lorrie M. Norrington purchased 1,313 shares of HubSpot stock in a transaction dated Monday, May 11th. The stock was bought at an average cost of $190.42 per share, for a total transaction of $250,021.46. Following the completion of the purchase, the director directly owned 2,838 shares in the company, valued at approximately $540,411.96. This trade represents a 86.10% increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have bought 14,063 shares of company stock valued at $2,585,781 and have sold 17,915 shares valued at $3,654,114. 3.70% of the stock is owned by corporate insiders.
Wall Street Analysts Forecast Growth Several equities analysts have recently weighed in on HUBS shares. BTIG Research restated a “buy” rating and issued a $300.00 target price on shares of HubSpot in a research report on Tuesday, April 21st. Cantor Fitzgerald cut HubSpot from an “overweight” rating to a “neutral” rating and dropped their price target for the stock from $325.00 to $200.00 in a research report on Friday, May 8th. Evercore set a $225.00 price objective on HubSpot in a research note on Friday, May 8th. Citigroup restated a “neutral” rating on shares of HubSpot in a report on Friday. Finally, Mizuho cut their price objective on shares of HubSpot from $300.00 to $260.00 and set an “outperform” rating for the company in a report on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, HubSpot presently has an average rating of “Moderate Buy” and a consensus price target of $307.86.
View Our Latest Report on HubSpot
About HubSpot (Free Report)
HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.
The company’s product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.
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Assetmark Inc. reduced its holdings in HubSpot, Inc. (NYSE:HUBS – Free Report) by 67.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,688 shares of the software maker’s stock after selling 11,785 shares during the quarter. Assetmark Inc.’s holdings in HubSpot were worth $1,388,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors have also recently added to or reduced their stakes in the company. Turning Point Benefit Group Inc. acquired a new stake in HubSpot in the 3rd quarter worth about $25,000. Rakuten Securities Inc. increased its stake in shares of HubSpot by 783.3% during the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after acquiring an additional 47 shares during the last quarter. Cary Street Partners Investment Advisory LLC acquired a new position in shares of HubSpot during the 4th quarter valued at about $33,000. Osterweis Capital Management Inc. purchased a new position in shares of HubSpot during the 2nd quarter worth about $34,000. Finally, Larson Financial Group LLC grew its holdings in HubSpot by 378.9% in the fourth quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock valued at $37,000 after purchasing an additional 72 shares during the period. 90.39% of the stock is currently owned by hedge funds and other institutional investors.
Insider Activity In other HubSpot news, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $184.42, for a total value of $1,567,570.00. Following the transaction, the director owned 93,500 shares in the company, valued at $17,243,270. The trade was a 8.33% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Erika Ashley Fisher sold 915 shares of the company’s stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $236.66, for a total transaction of $216,543.90. Following the completion of the transaction, the insider directly owned 16,270 shares of the company’s stock, valued at approximately $3,850,458.20. The trade was a 5.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have bought 14,063 shares of company stock worth $2,585,781 and have sold 17,915 shares worth $3,654,114. Corporate insiders own 3.70% of the company’s stock.
HubSpot News Summary Here are the key news stories impacting HubSpot this week:
Positive Sentiment: HubSpot debuted Agent Hub, a new offering designed to unify AI agents, reinforcing its push into AI-powered workflow tools and giving investors a fresh growth narrative. HubSpot Debuts Agent Hub to Unify AI Agents Positive Sentiment: Several research notes highlighted HubSpot as a beneficiary of expanding AI adoption and strong demand for AI-infused software, which can support sentiment around the stock. 4 Software Stocks Poised to Benefit From Expanding AI Adoption Positive Sentiment: Citigroup lowered its price target to $217 from $230, but kept a Buy rating, implying roughly 5.7% upside from the current share price and signaling continued analyst confidence. Benzinga report on Citi target cut Neutral Sentiment: HubSpot reversed a customer data policy after privacy backlash, which may reduce reputational risk, but also underscores sensitivity around data practices. HubSpot Reverses Customer Data Policy After Backlash Over Privacy Concerns Neutral Sentiment: Management and product updates continue to emphasize AI and revenue workflow improvements, helping reinforce the long-term growth story, though these updates are not a near-term catalyst by themselves. HubSpot June 2026 updates Negative Sentiment: HubSpot director Brian Halligan sold 8,500 shares for about $1.9 million, which can weigh on sentiment even if the sale may be routine. HubSpot Director Brian Halligan Sells 8,500 Shares Negative Sentiment: Some commentary says HUBS still looks overvalued despite its AI agent launch, and Wells Fargo reportedly cut the stock to Hold, reflecting valuation caution that could cap gains. HubSpot Stock Still Looks Overvalued As AI Agent Tools Launch HubSpot Cut to Hold at Wells Fargo HubSpot Stock Performance HubSpot stock opened at $205.38 on Friday. The firm has a market capitalization of $10.52 billion, a PE ratio of 107.53, a price-to-earnings-growth ratio of 2.07 and a beta of 1.22. HubSpot, Inc. has a one year low of $169.63 and a one year high of $568.16. The stock’s 50 day moving average price is $200.86 and its 200 day moving average price is $238.49.
HubSpot (NYSE:HUBS – Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.47 by $0.25. The company had revenue of $881.00 million during the quarter, compared to the consensus estimate of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. HubSpot’s revenue for the quarter was up 23.4% on a year-over-year basis. During the same quarter last year, the company earned $1.84 earnings per share. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. On average, analysts forecast that HubSpot, Inc. will post 4.39 earnings per share for the current fiscal year.
Analyst Ratings Changes Several brokerages recently weighed in on HUBS. Bank of America reaffirmed an “underperform” rating and issued a $180.00 target price (down from $300.00) on shares of HubSpot in a research report on Friday, May 8th. KeyCorp dropped their price target on HubSpot from $340.00 to $290.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Barclays cut their price objective on HubSpot from $300.00 to $270.00 and set an “overweight” rating on the stock in a report on Monday, May 11th. Evercore set a $225.00 price objective on HubSpot in a research note on Friday, May 8th. Finally, BMO Capital Markets decreased their target price on HubSpot from $285.00 to $230.00 and set an “outperform” rating for the company in a report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $307.86.
Check Out Our Latest Research Report on HubSpot
About HubSpot (Free Report)
HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.
The company’s product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.
Featured Stories Five stocks we like better than HubSpot AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding HUBS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for HubSpot, Inc. (NYSE:HUBS – Free Report).
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California Public Employees Retirement System trimmed its stake in HubSpot, Inc. (NYSE:HUBS – Free Report) by 4.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 67,349 shares of the software maker’s stock after selling 3,414 shares during the quarter. California Public Employees Retirement System owned about 0.13% of HubSpot worth $16,440,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Price T Rowe Associates Inc. MD increased its holdings in shares of HubSpot by 36.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock worth $1,838,727,000 after buying an additional 1,224,424 shares during the last quarter. Pictet Asset Management Holding SA boosted its holdings in HubSpot by 13.1% in the first quarter. Pictet Asset Management Holding SA now owns 2,188,191 shares of the software maker’s stock valued at $533,993,000 after acquiring an additional 252,604 shares during the last quarter. State Street Corp boosted its holdings in HubSpot by 3.7% in the fourth quarter. State Street Corp now owns 1,191,843 shares of the software maker’s stock valued at $478,287,000 after acquiring an additional 42,948 shares during the last quarter. AQR Capital Management LLC grew its position in HubSpot by 117.6% during the fourth quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after acquiring an additional 642,545 shares during the period. Finally, Geode Capital Management LLC grew its position in HubSpot by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock valued at $388,917,000 after acquiring an additional 14,159 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.
Analyst Upgrades and Downgrades Several brokerages have commented on HUBS. Jefferies Financial Group restated a “buy” rating and set a $250.00 price target on shares of HubSpot in a research note on Friday, May 8th. Sanford C. Bernstein set a $381.00 price objective on HubSpot in a research note on Friday, May 8th. Evercore set a $225.00 target price on HubSpot in a report on Friday, May 8th. Morgan Stanley dropped their target price on shares of HubSpot from $405.00 to $350.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Finally, JPMorgan Chase & Co. cut their price target on shares of HubSpot from $530.00 to $425.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $308.32.
Read Our Latest Stock Analysis on HUBS
HubSpot Trading Down 7.2% HUBS stock opened at $190.11 on Friday. The firm has a 50 day simple moving average of $200.73 and a 200-day simple moving average of $238.73. The company has a market capitalization of $9.74 billion, a P/E ratio of 99.54, a PEG ratio of 2.24 and a beta of 1.22. HubSpot, Inc. has a twelve month low of $169.63 and a twelve month high of $568.16.
HubSpot (NYSE:HUBS – Get Free Report) last posted its quarterly earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.47 by $0.25. The firm had revenue of $881.00 million for the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. The firm’s quarterly revenue was up 23.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.84 earnings per share. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. On average, research analysts predict that HubSpot, Inc. will post 4.39 EPS for the current year.
Insiders Place Their Bets In other news, Director Lorrie M. Norrington acquired 1,313 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was purchased at an average cost of $190.42 per share, with a total value of $250,021.46. Following the completion of the acquisition, the director directly owned 2,838 shares in the company, valued at $540,411.96. This represents a 86.10% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CTO Dharmesh Shah acquired 10,000 shares of the business’s stock in a transaction on Tuesday, May 12th. The shares were purchased at an average price of $181.37 per share, for a total transaction of $1,813,700.00. Following the purchase, the chief technology officer directly owned 1,295,400 shares of the company’s stock, valued at $234,946,698. This represents a 0.78% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last ninety days, insiders acquired 14,063 shares of company stock valued at $2,585,781 and sold 17,915 shares valued at $3,654,114. 3.70% of the stock is currently owned by company insiders.
HubSpot Company Profile (Free Report)
HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.
The company’s product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.
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Brian Halligan, Director of HubSpot, Inc. (HUBS -7.15%), reported that he sold shares of the company on July 21, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueShares sold (indirectly held)8,500Transaction value$1.9 millionPost-transaction shares (directly held)354,183Post-transaction shares (indirectly held)85,000Post-transaction value$95.99 millionTransaction value based on SEC Form 4 weighted average sale price ($221.09); post-transaction value based on July 21, 2026 market close ($218.56).
Key questionsWhat was the stated context for this transaction?
The sale was executed pursuant to a Rule 10b5-1 trading plan adopted on March 12, 2026. These plans allow insiders to schedule stock sales in advance to mitigate concerns regarding potential material non-public information.How does this sale align with the company's recent market performance?
As of the transaction date, HubSpot shares had seen a one-year return of -60%. The disposition occurred at a weighted average price of $221.09, while the market closed at $218.56 on the day of the trade.What is the nature of the indirect ownership entity?
The 8,500 shares were sold by Wolf Investors, LLC. The manager of the entity is Paul Karger, and the sole member is the Brian P. Halligan 2026 New Hampshire Trust, for which the reporting person serves as the settlor.What is the scale of the remaining insider position?
Following this transaction, Halligan maintains a significant interest in the company, holding ~439,000 shares in total. This collective stake represents an estimated market value of $95.99 million as of the July 21, 2026 market close.Company OverviewMetricValueShare Price (as of market close 2026-07-21)$218.58Market Capitalization$11.4 billionRevenue (TTM)$3.3 billionNet Income (TTM)$100.3 millionCompany SnapshotHubSpot provides a comprehensive, cloud-based customer relationship management platform that integrates marketing, sales, customer service, and content management modules, with specialized tools for SEO optimization, website management, and AI-driven chatbot functionality.The company operates a subscription-based SaaS business model, generating recurring revenue through tiered pricing plans that serve businesses of varying sizes and complexity requirements across multiple operational functions.HubSpot targets small to mid-market and enterprise customers globally across the Americas, Europe, and Asia Pacific regions, serving organizations seeking integrated solutions to streamline customer engagement and operational efficiency.HubSpot is a leading cloud-based CRM platform provider with a market capitalization of $11.4 billion and TTM revenue of $3.3 billion, serving a diverse customer base across multiple geographies. The company's integrated platform architecture and comprehensive feature set provide competitive differentiation in the crowded CRM market, enabling customers to consolidate multiple point solutions into a single ecosystem. With 8,882 employees and a focus on continuous product innovation, HubSpot maintains a strong market position despite recent market volatility.
What this transaction means for investorsHalligan’s sale of HubSpot is one that likely should not concern investors.
As previously mentioned, this was a sale conducted under Rule10b5-1, a pre-planned sale adopted on March 12 and conducted on behalf of the Brian P. Halligan 2026 New Hampshire Trust.
Investors should note that the stock fell slightly since March 12, and it reduced Halligan’s total equity stake by only 2%, meaning that he almost certainly sold shares for personal reasons and probably still believes in the company’s future growth prospects.
More importantly, now is probably not a great time to sell HubSpot. The stock has suffered as AI-driven fears have caused investors to sell SaaS stocks like HubSpot.
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Moreover, HubSpot’s revenue in the first quarter of 2026 rose by 23% yearly and by 17% during 2025. That pattern would counter the narrative that AI has endangered the company’s business model.
Furthermore, while its P/E ratio of 115 makes the stock appear expensive, improving profitability is on track to take the forward earnings multiple down to 17. That improvement is likely more meaningful to the stock’s value than Halligan’s modest share sale.
Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends HubSpot. The Motley Fool has a disclosure policy.
On July 23, 2026, HubSpot Inc (HUBS) shares fell 7.3% to a current price of $190.01. This decline is notable within the context of its 52-week range, where the
CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, Inc., the agentic customer platform for scaling businesses, announced today that it will report its second quarter 2026 financial results after the U.S. financial markets close on Wednesday, August 5, 2026. In conjunction with this report, HubSpot will host a conference call at 4:30 p.m. Eastern Time (ET) on the same day to discuss the company's second quarter 2026 financial results and its business operations and outlook.
A live webcast and replay of the event will be available on HubSpot’s investor relations website at ir.hubspot.com.
About HubSpot
HubSpot (NYSE: HUBS) is the agentic customer platform that helps businesses connect and grow better. HubSpot delivers seamless connection for customer-facing teams with a unified platform that includes AI-powered engagement hubs, a Smart CRM, and a connected ecosystem with over 2,000 App Marketplace integrations, a community network, and educational content. Learn more at www.hubspot.com.
CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, Inc., the agentic customer platform for scaling businesses, announced today that it will host its Analyst Day in conjunction with UNBOUND 26 on Thursday, September 17, 2026 in Boston. The event will begin at 10:00 a.m. and conclude at approximately 12:30 p.m. Eastern Time. A live webcast and on-demand replay will be available at ir.hubspot.com, and the accompanying presentations will also be available on HubSpot's investor relations website at ir.hubs.
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Stock to Watch: HubSpot (HUBS - Free Report) Headquartered in Cambridge, MA, HubSpot Inc. provides inbound marketing and sales applications over the cloud. The software-as-a-service vendor helps businesses attract customers through search engine optimization, social media, blogging, website content management, marketing automation, email, CRM, analytics and reporting.
HUBS is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. HUBS has a Growth Style Score of A, forecasting year-over-year earnings growth of 35.2% for the current fiscal year.
One analyst revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.04 to $13.11 per share. HUBS also boasts an average earnings surprise of +5%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, HUBS should be on investors' short list.
Software investors seeking growth in 2026 often weigh specialized vertical platforms against broad horizontal suites. Here’s a comparison of Agilysys (AGYS 0.93%) and HubSpot (HUBS +3.28%) to see which offers the better opportunity today.
Agilysys serves the niche hospitality market with end-to-end property management tools. HubSpot targets businesses with a wide-reaching CRM and marketing platform. Both companies are successfully moving toward increased profitability while leveraging new artificial intelligence features to keep their customers engaged and loyal in an evolving digital landscape.
The case for AgilysysAgilysys sells a specialized suite of software tools specifically for the hospitality industry, including property management, point-of-sale, and inventory systems. The company serves diverse clients such as MGM Resorts International and Hilton Worldwide to help them manage guest experiences and back-office operations. Because no single client accounts for more than 10% of total revenue, the business avoids heavy reliance on any one major contract.
During its 2026 fiscal year (FY), revenue reached $319.3 million, representing a growth rate of 15.9% compared to the previous year. The company reported a net income of $38.8 million, which results in a net margin of approximately 12%. This net margin, which represents the percentage of revenue remaining after all expenses are paid, showed improvement over the 8.4% reported in FY 2024.
As of its March 2026 balance sheet, the debt-to-equity ratio is 0.1x, while the current ratio is 1.5x. Note that stock-based compensation (SBC) represented 31.2% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement. Agilysys remains one of the best small cap tech stocks focused on the global travel and leisure industry.
The case for HubSpotHubSpot provides a customer platform that integrates marketing, sales, and service tools for businesses. With over 288,000 customers, no single client accounts for more than 10% of total revenue, creating a diversified income stream. To expand its reach, it recently acquired the media brand Starter Story and the AI platform Warmly to decode buyer intent across its network.
In FY 2025, the company generated revenue of $3.1 billion, reflecting a year-over-year growth rate of 19.2%. While it achieved net income of $45.9 million, its net margin is relatively thin at 1.5%. This is a significant shift from previous net losses, showing a focus on reaching consistent profitability as the business scales.
Based on its December 2025 balance sheet, HubSpot maintains a debt-to-equity ratio of 0.1x and a current ratio of 1.7x. Note that stock-based compensation represented 69.4% of operating cash flow, which inflates reported cash generation. Free cash flow reached $707.6 million, though investors should watch how much of that is driven by non-cash employee pay.
Risk profile comparisonAgilysys faces risks related to the integration of artificial intelligence, including potential data hallucinations and biased outputs. The company also depends heavily on the hospitality sector, meaning downturns in travel or gaming could lead to lower revenue. Finally, it competes against large technology providers, which may exert pricing pressure.
HubSpot is exposed to legal and reputational risks as it integrates generative AI into its platform, which must comply with complex global regulations. The company also operates in a crowded market where it must fend off competition from established software giants such as Microsoft. Additionally, its revenue depends on subscription renewals, making it vulnerable to economic shifts that might cause customers to cancel.
Valuation comparisonHubSpot trades at a lower Forward P/E and P/S ratio than Agilysys. These metrics compare price to future earnings estimates and annual sales.
MetricAgilysysHubSpotSector BenchmarkForward P/E46.3x15.8x35.0xP/S ratio10.0x3.4xn/aSector benchmark uses the SPDR XLK sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Both Agilysys and HubSpot experienced declines in their stocks earlier in the year due to Wall Street’s fear that artificial intelligence will eat into the business of software companies. This led to a sector-wide sell-off, giving long-term investors an opportunity to pick up shares in Agilysys and HubSpot as both are seeing strong growth.
Agilysys reported the 17th consecutive quarter of record revenue in its fiscal fourth quarter ended March 31. The company also forecasted full-year fiscal 2027 revenue to come in between $365 million to $370 million, up from the prior year’s $319.3 million.
HubSpot posted excellent 23% year-over-year sales growth to $881 million in the first quarter. This contributed to the company achieving Q1 net income of $32.6 million, a dramatic turnaround from the prior year’s net loss of $21.8 million. It expects 2026 full-year revenue to rise 18% year over year.
With both Agilysys and HubSpot doing well, Wall Street’s AI concerns do not appear to be affecting these businesses. Deciding which to invest in comes down to a couple of factors. Agilysys is a niche player dependent on the hospitality industry. HubSpot caters to a broader customer base, making it more resilient against a downturn in a specific sector.
In addition, HubSpot stock is a better value, as indicated by its far lower sales and forward earnings multiples. These factors make it the better investment over Agilysys.
Which cloud-based software provider offers the better path for your portfolio as artificial intelligence transforms the digital landscape in 2026? We compare HubSpot (HUBS +0.07%) against the legal-specialist CS Disco (LAW 1.40%) to find out.
HubSpot has evolved from a simple marketing tool into a comprehensive customer platform, while CS Disco targets the highly specific legal technology niche with ediscovery and case management. Both companies are now racing to integrate generative artificial intelligence to stay ahead in their respective software categories.
The case for HubSpotHubSpot focuses on providing an AI-powered customer platform for mid-market B2B companies with up to 2,000 employees. The company recently expanded its capabilities through the June 2026 acquisition of Warmly and a February 2026 purchase of the media brand Starter Story. These additions, alongside a partnership with MNTN for television advertising measurement, help the company serve nearly 300,000 customers globally.
In FY 2025, revenue reached nearly $3.1 billion, representing an increase of approximately 19.2% over the prior year. This growth reflects a steady upward trend from $2.2 billion in FY 2023 and signals strong demand for integrated tech stocks today. The company also improved its bottom line, reporting a net income of approximately $45.9 million, which is a significant shift from previous net losses.
As of its December 2025 balance sheet, the debt-to-equity ratio is roughly 0.1x, while a current ratio of 1.7x indicates the company possesses sufficient short-term assets to cover its liabilities. Free cash flow reached nearly $707.6 million, which represents cash from operations minus capital expenditures. Note that stock-based compensation represented roughly 69.4% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
The case for CS DiscoCS Disco provides cloud-native, AI-powered software specifically designed for law firms, enterprises, and government entities. The company utilizes a usage-based business model, making its revenue highly sensitive to the volume and timing of litigation and legal investigations. As of late 2025, the firm served over 1,500 customers, including 330 large clients that generate more than $100,000 in annual revenue.
For FY 2025, the company reported revenue of approximately $156.8 million, which represents growth of close to 8.3% compared to the previous fiscal year. Despite this growth, the company recorded a net loss of nearly $44.4 million, though this was an improvement over the $55.8 million net loss reported in 2024. The business continues to prioritize market share and product development over immediate profitability as it scales its Cecilia AI platform.
As of its December 2025 balance sheet, the company maintains a debt-to-equity ratio of approximately 0.1x and a current ratio of nearly 3.8x, suggesting a strong ability to meet short-term obligations. Free cash flow for FY 2025 was a negative $18.0 million, calculated as cash from operations minus capital expenditures. This negative figure indicates the company is still using cash to fund its growth initiatives rather than generating a surplus from its current operations.
Risk profile comparisonHubSpot operates in a highly fragmented CRM market where it must constantly innovate to compete with Salesforce and emerging AI-native start-ups. The integration of its Breeze AI platform creates potential risks regarding data leakage and algorithmic bias, which could lead to regulatory liability. Additionally, the company must successfully integrate recent acquisitions like Warmly to realize expected synergies and avoid potential impairment charges on its balance sheet.
CS Disco faces significant revenue volatility because its income is tied directly to the unpredictable lifecycle of customer legal matters. As a provider to the legal industry, it also faces strict rules regarding the unauthorized practice of law and must compete against tech giants like Alphabet in the AI space. Furthermore, any security breach of its platform could result in a devastating loss of trust given the sensitive nature of attorney-client privileged information.
Valuation comparisonHubSpot appears more attractively priced based on its Forward P/E relative to future earnings estimates, while CS Disco maintains a lower P/S ratio despite its net losses.
MetricHubSpotCS DiscoSector BenchmarkForward P/E15.7x43.8x357.9xP/S ratio3.4x1.6xSector benchmark uses the SPDR XLK sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
I'd go with HubSpot. CS Disco is building something interesting in legal technology, and its AI platform for litigators is gaining traction. Revenue is growing at a healthy clip and the company is targeting profitability by the end of the year. For investors who follow legal tech closely, it's worth watching.
But the market opportunity is small relative to where HubSpot plays. HubSpot serves hundreds of thousands of businesses across marketing, sales, and customer service, and it's growing subscription revenue at a strong double-digit rate while expanding operating margins at the same time. Its pivot to an AI-powered agentic platform is resonating with larger enterprise customers, and the company keeps raising its outlook.
The stock has pulled back sharply from its highs, which makes this one of the more attractive entry points for HubSpot in years. When a well-run, profitable software company with a massive market opportunity goes on sale, that tends to be worth paying attention to.
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering HubSpot (HUBS - Free Report) , which belongs to the Zacks Internet - Software industry.
This cloud-based marketing and sales software platform has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 6.73%.
For the last reported quarter, HubSpot came out with earnings of $2.72 per share versus the Zacks Consensus Estimate of $2.47 per share, representing a surprise of 10.12%. For the previous quarter, the company was expected to post earnings of $2.99 per share and it actually produced earnings of $3.09 per share, delivering a surprise of 3.34%.
Price and EPS Surprise
For HubSpot, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
HubSpot has an Earnings ESP of +0.15% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner.
When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: HubSpot (HUBS - Free Report) Headquartered in Cambridge, MA, HubSpot Inc. provides inbound marketing and sales applications over the cloud. The software-as-a-service vendor helps businesses attract customers through search engine optimization, social media, blogging, website content management, marketing automation, email, CRM, analytics and reporting.
HUBS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. HUBS has a Growth Style Score of A, forecasting year-over-year earnings growth of 34.7% for the current fiscal year.
11 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.66 to $13.07 per share. HUBS boasts an average earnings surprise of +5%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, HUBS should be on investors' short list.
Key Takeaways HubSpot grew customers 16% year over year to 299,458 after adding 10,800 net new customers in Q1 2026.HUBS saw larger ARR deals rise, more multi-Hub adoption and pricing changes support customer growth.HubSpot expanded Breeze AI, with Core Seat users up 90% and over 25% of Pro customers buying more seats. HubSpot, Inc. (HUBS - Free Report) is witnessing solid customer growth across its customer relationship management platform. The company added 10,800 net new customers during first-quarter 2026, increasing the total customer count 16% year over year to 299,458.
There are several factors driving this customer growth. Larger enterprises are increasingly adopting HubSpot to consolidate customer-facing operations. Deals above $60,000 in annual recurring revenues (“ARR”) increased 37% year over year, while deals above $120,000 ARR surged 64%, reflecting improving traction in the upmarket segment. Instead of buying only Marketing Hub, customers are purchasing multiple Hubs together.
63% of new Pro+ customers purchased multiple Hubs, up 3% year over year. Having one unified connected platform that combines marketing, sales and service data supports AI models with complete information and helps enterprises to streamline workflows and boost their competitive edge. Having one integrated platform instead of several disconnected tools also lowers the total cost of ownership and improves efficiency.
The company’s pricing optimization strategy, implemented in 2024, continues to support customer acquisition. This has lowered entry pricing and removed minimum seat requirements. HUBS strong partner ecosystem is another major client acquisition engine.
HubSpot’s AI strategy is increasingly contributing to customer engagement and monetization. The company continues to expand Breeze AI capabilities across its customer platform through AI assistants, agents and automation tools. Active Core Seat users increased 90% year over year during first-quarter 2026, while more than 25% of Pro+ customers purchased additional Core Seats.
How Are Competitors Faring?In the CRM space, HubSpot faces competition from Salesforce, Inc. (CRM - Free Report) , one of the world’s leading Customer Relationship Management companies. More than 150,000 customers leverage Salesforce solutions to drive results across sales, service and marketing operations. Salesforce’s on-demand model supports standardized deployments, frequent updates and lower ownership costs for customers. The company continues to benefit as enterprises modernize customer-facing processes and reduce vendor sprawl.
Microsoft Corporation (MSFT - Free Report) is also seeing healthy demand trends in the Productivity & Business Processes segment, which includes the Office and Dynamics CRM businesses. The company's artificial intelligence capabilities are translating into tangible commercial success, with Microsoft Copilot now deployed across more than 20 million paid Microsoft 365 Copilot seats and growing adoption across productivity, coding, and security applications. Microsoft 365 Copilot paid seats now exceed 20 million. The number of customers with more than 50,000 seats quadrupled year over year, with Accenture representing the largest Copilot win to date with over 740,000 seats. Bayer, Johnson & Johnson, Mercedes and Roche each committed to 90,000 or more seats.
HUBS’ Price Performance, Valuation and EstimatesHubSpot has declined 66.7% over the past year compared to the industry’s decline of 21.7%.
Image Source: Zacks Investment Research
Going by the price/book ratio, the company's shares currently trade at 4.66 book value, higher than 4.27 of the industry average.
Image Source: Zacks Investment Research
HUBS’ earnings estimates for 2026 and 2027 have improved over the past 60 days.
Image Source: Zacks Investment Research
HubSpot currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
HubSpot (HUBS +2.34%) was one of the many software stocks that fell victim to the SaaSpocalypse narrative earlier this year. Its stock is down by almost 70% so far in 2026, but that doesn't mean the company has lost market share. In fact, it's continuing to deliver impressive financial results, so the current fire sale on its stock likely won't last long.
Image source: Getty Images.
HubSpot generates recurring revenue from a wide range of businesses HubSpot provides its clients with a customer relationship management (CRM) platform, and it has been tapping into artificial intelligence to expand its offerings. That last detail is important in the context of its recent decline: The premise of the SaaSpocalypse that spooked investors was the theory that people and companies would be able to use AI to create inexpensive replacements for popular subscription software offerings, pulling the rug out from under the software-as-a-service business model.
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Customers have to pay subscription fees to continue using HubSpot, but once a business starts using one CRM platform, it's a difficult and costly matter to switch to another. HubSpot booked $881.0 million in revenue in Q1, and $862.3 million of that came from subscriptions. Both figures were up by 23% year over year.
That revenue growth also came with an expanding customer base. HubSpot finished the quarter with just under 300,000 subscribers, which was up by 16% year over year.
AI momentum is strengthening for HubSpot HubSpot has been in the CRM business since its founding in 2006. It has gone through several economic cycles over the past two decades, and capitalized on several opportunities; artificial intelligence will be the next one. As CEO Yamini Rangan noted in the company's Q1 press release: "The AI innovations we launched at Spring Spotlight, including Customer Agent, Prospecting Agent, and Data Agent, are delivering outcomes for customers and will strengthen our AI momentum."
That doesn't sound like a company that is afraid that artificial intelligence will displace what it offers. HubSpot is actively using this technology to enhance its products and attract new customers. Adding AI functions could also improve HubSpot's ability to raise prices or get its customers to upgrade their plans. Businesses have already been spending more on HubSpot on average each year; in Q1, the company reported a 6% year-over-year increase in its average subscription revenue per customer.
HubSpot has even reframed itself as "the agentic customer platform for scaling businesses." The agentic piece is a new angle that aims to position it as a participant in the AI boom.
Management anticipates that its revenue will increase by 18% in 2026. That would be a deceleration relative to its Q1 growth, but still a respectable increase. HubSpot could also beat its guidance in future quarters and raise its full-year outlook; the AI momentum Rangan mentioned suggests this is possible.
It would be harder to feel optimistic about the stock if HubSpot were still trading above $500 per share, as it was at the start of the year. However, its drop to under $200 per share gives it a valuation that's more attractive based on the company's fundamentals.
HubSpot Inc (NYSE:HUBS) stock saw a sharp surge in momentum score, jumping from 18.21 to 32.09 on a week-over-week basis.
A momentum score is a metric that evaluates how strongly a stock is trending by analyzing recent price movements and trading volume, helping indicate the strength and direction of its current trend.
HubSpot Expands Equity PlanAt its annual meeting held on Monday, investors voted in favor of adding 2.3 million shares to HubSpot's 2024 Stock Option and Incentive Plan, as reported by Investing.com
The move expands the company's ability to compensate employees with equity but also raises potential dilution concerns for existing shareholders.
Shareholders also re-elected five directors—Mike Berry, Claire Hughes Johnson, Yamini Rangan, Clara Shih and Jay Simons to the board for one-year terms.
The company confirmed that investors approved several additional proposals, including the ratification of PricewaterhouseCoopers LLP as its independent auditor for fiscal year 2026 and an advisory vote approving executive compensation.
A key governance change also passed, allowing shareholders who own at least 10% of HubSpot's outstanding shares to call a special meeting.
The proposal gives large investors greater leverage to push for corporate action between annual meetings.
Benzinga's Edge Stock Rankings provide a detailed view of HubSpot Inc's price structure, showing that its short-, medium-, and long-term trends have all shifted into negative territory based on the latest data.
HubSpot In AI Software WatchlistIn a post on X, Chief Market Strategist FuturumEquities Shay Boloor highlighted HubSpot as a key software company to watch, noting its role in unifying marketing, sales, and customer service into a single growth platform.
Price ActionHubSpot Inc. closed at $176.71 on Wednesday, down 3.36%, with pre-market trading up 1.13% on Thursday at the time of writing.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock
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[url="]MNTN[/url] (NYSE: MNTN), the technology platform bringing performance marketing to Connected TV, today announced a new integration with [url="]HubSpot[/
MNTN (NYSE: MNTN), the technology platform bringing performance marketing to Connected TV, today announced a new integration with HubSpot (NYSE:HUBS), the agentic customer platform for scaling businesses. The integration brings Connected TV performance data directly into the CRM workflows B2B marketers use every day and gives brands an unprecedented view into television’s impact across the full customer journey.
The launch positions MNTN as the first CTV platforms to bring TV ad activity directly back into HubSpot, down to the individual contact, so teams can know exactly which prospective customers were exposed to a TV advertisement.
“MNTN was built so that TV can be as measurable and performance-driven as search and social,” said Mark Douglas, President and CEO of MNTN. “As marketers demand more measurable outcomes from television, we believe the next phase of CTV growth will come from tighter integration with the platforms revenue teams already depend on. By making TV more accountable and accessible to Business-to-Business advertisers, we're expanding the universe of brands that can confidently invest in the channel. This integration allows us to connect that missing link of TV performance directly to the pipeline.”
The integration reflects meaningful customer overlap, with more than 90% of MNTN advertisers entering television for the first time. Many are B2B, SaaS, and growth-focused marketers who come to TV with the same expectations they have for search, social, and email: clear attribution, measurable outcomes, and direct visibility into performance.
For these advertisers, the integration closes one of television advertising’s longest-standing visibility gaps by connecting Connected TV directly to the CRM systems they use to measure revenue impact and business growth. Marketers gain:
Full-Funnel Visibility. Attribution data flowing into HubSpot contact records and activity feeds gives advertisers a clear view of how MNTN campaigns drive outcomes, from MQLs and SQLs to pipeline creation. Smarter Sales Outreach. Sales teams can now see whether a prospect was exposed to a MNTN Performance TV campaign, including campaign and creative details, directly within HubSpot contact records, enabling more informed outreach. One Stack, Every Channel. MNTN impressions show directly on a prospect's activity timeline, next to other ad channel activity. “The black box of CTV is no more. With MNTN’s integration into HubSpot, we have a real look at how CTV is directly influencing our efforts across the digital landscape,” said Zach Eberhard, Growth Marketing at Overjet.
The MNTN integration is available now in the HubSpot App Marketplace.
About MNTN
MNTN (NYSE: MNTN) is the Hardest Working Software in Television™, bringing unrivaled performance and simplicity to Connected TV advertising. Our self-serve technology makes running TV ads as easy as search and social and helps brands drive measurable conversions, revenue, site visits, and more. MNTN was named one of Fast Company’s Most Innovative Companies and Next Big Things in Tech and was recently featured on the cover of INC’s Best in Business Issue. For more information, please visit https://mntn.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260615523742/en/
MNTN’s new HubSpot integration brings Connected TV attribution directly into downstream revenue reporting, enabling Business-to-Business advertisers to tie TV campaigns to measurable revenue.
NEW YORK--(BUSINESS WIRE)--MNTN (NYSE: MNTN), the technology platform bringing performance marketing to Connected TV, today announced a new integration with HubSpot (NYSE:HUBS), the agentic customer platform for scaling businesses. The integration brings Connected TV performance data directly into the CRM workflows B2B marketers use every day and gives brands an unprecedented view into television’s impact across the full customer journey.
The launch positions MNTN as the first CTV platforms to bring TV ad activity directly back into HubSpot, down to the individual contact, so teams can know exactly which prospective customers were exposed to a TV advertisement.
“MNTN was built so that TV can be as measurable and performance-driven as search and social,” said Mark Douglas, President and CEO of MNTN. “As marketers demand more measurable outcomes from television, we believe the next phase of CTV growth will come from tighter integration with the platforms revenue teams already depend on. By making TV more accountable and accessible to Business-to-Business advertisers, we're expanding the universe of brands that can confidently invest in the channel. This integration allows us to connect that missing link of TV performance directly to the pipeline.”
The integration reflects meaningful customer overlap, with more than 90% of MNTN advertisers entering television for the first time. Many are B2B, SaaS, and growth-focused marketers who come to TV with the same expectations they have for search, social, and email: clear attribution, measurable outcomes, and direct visibility into performance.
For these advertisers, the integration closes one of television advertising’s longest-standing visibility gaps by connecting Connected TV directly to the CRM systems they use to measure revenue impact and business growth. Marketers gain:
Full-Funnel Visibility. Attribution data flowing into HubSpot contact records and activity feeds gives advertisers a clear view of how MNTN campaigns drive outcomes, from MQLs and SQLs to pipeline creation. Smarter Sales Outreach. Sales teams can now see whether a prospect was exposed to a MNTN Performance TV campaign, including campaign and creative details, directly within HubSpot contact records, enabling more informed outreach. One Stack, Every Channel. MNTN impressions show directly on a prospect's activity timeline, next to other ad channel activity. “The black box of CTV is no more. With MNTN’s integration into HubSpot, we have a real look at how CTV is directly influencing our efforts across the digital landscape,” said Zach Eberhard, Growth Marketing at Overjet.
The MNTN integration is available now in the HubSpot App Marketplace.
About MNTN
MNTN (NYSE: MNTN) is the Hardest Working Software in Television™, bringing unrivaled performance and simplicity to Connected TV advertising. Our self-serve technology makes running TV ads as easy as search and social and helps brands drive measurable conversions, revenue, site visits, and more. MNTN was named one of Fast Company’s Most Innovative Companies and Next Big Things in Tech and was recently featured on the cover of INC’s Best in Business Issue. For more information, please visit https://mntn.com.
Dubai, UAE, May 15, 2026 (GLOBE NEWSWIRE) -- OneMetric, a leading HubSpot Elite Partner helping businesses implement, optimize, and scale HubSpot across marketing, sales, service, RevOps, integrations, and AI-led go-to-market systems, has announced the opening of its new office in Dubai Digital Park, Silicon Oasis, Dubai.
As OneMetric already provides services in North America, Asia-Pacific, and the EMEA markets including UAE, the Dubai office makes their international presence even stronger and caters the growing inbound demand from businesses across the MENA region that are looking to modernize their CRM infrastructure, improve revenue operations, and generate stronger ROI from HubSpot.
With companies across the Middle East investing heavily in digital transformation, customer experience, automation, and AI-led growth, OneMetric’s Dubai office will help the company work more closely with customers, partners, and HubSpot ecosystem stakeholders across the region. The Dubai office is OneMetric’s third office internationally.
Over the last few years, OneMetric has worked with 40+ customers across MENA, and has been listed as one of the top-rated and accredited partner in the HubSpot Ecosystem supporting businesses with HubSpot onboarding, CRM implementation, migrations, integrations, marketing automation, sales enablement, reporting, and RevOps transformation.
The company has also supported several regional customers through in-person engagements, with teams travelling to customer offices for strategic workshops, complex implementations, and GTM alignment sessions.
Speaking on the expansion, Nishant Gupta, CEO at OneMetric, said:
“Dubai gives us a stronger base in a region where we are already seeing a growing demand. For us, this is not just about opening an office. It is about being closer to customers, partners, and growth teams that are trying to make HubSpot a real revenue engine. With AI becoming a bigger part of GTM execution, businesses need more than implementation support. They need the right architecture, adoption, automation, and operating model to get measurable ROI.”
The Dubai office will act as OneMetric’s regional hub for customer engagement, partner collaboration, and market development across MENA. It will enable faster communication, stronger local context, and deeper collaboration with businesses looking to connect their marketing, sales, service, and revenue operations on HubSpot.
OneMetric’s expansion also reflects a larger shift in how companies are approaching CRM and GTM transformation. For many businesses, the priority is no longer just implementing software. The focus has moved towards building connected revenue systems where customer data, automation, sales processes, marketing campaigns, reporting, and AI work together to improve pipeline visibility and revenue performance.
As more MENA businesses scale across markets, teams, products, and channels, many are looking to move away from fragmented tools and manual processes. They need systems that can support faster decision-making, better customer engagement, cleaner handoffs between teams, and measurable revenue outcomes. HubSpot, when implemented with the right architecture and GTM strategy, can become the operating layer for that growth.
“With AI becoming a larger part of how modern GTM teams operate, the opportunity is no longer just about implementing CRM software,” Nishant added. “The real opportunity is helping businesses build connected GTM systems where HubSpot, data, automation, and AI work together. That is where companies start seeing measurable impact across marketing, sales, service, and customer growth.”
OneMetric’s Dubai office will strengthen its ability to support regional businesses across both strategic and execution-led initiatives. This includes HubSpot onboarding, CRM architecture, sales and marketing automation, lifecycle management, pipeline reporting, integrations, migrations, AI-led GTM workflows, and RevOps consulting.
The company will also focus on helping businesses improve adoption across teams, which continues to be one of the biggest challenges in CRM transformation. According to Faiz Khan, Sales and Channel Partnerships, MENA at OneMetric, successful HubSpot implementation is not just about setting up portals, properties, workflows, or dashboards. It is about aligning systems with how revenue teams actually operate.
The Dubai office marks an important step in OneMetric’s continued growth and places the company closer to one of the world’s most ambitious business markets. As the UAE advances its “We the UAE 2031” vision to strengthen its position as a global economic hub and a destination for innovation-led growth, OneMetric aims to support regional businesses that are modernizing their revenue operations, CRM infrastructure, and AI-led GTM systems. With a stronger local presence, the company will help more businesses move from disconnected CRM usage to a more mature, scalable, and ROI-driven HubSpot ecosystem.
About OneMetric
OneMetric is a HubSpot Elite Partner and has helped 750+ businesses globally implement, optimize, and scale HubSpot across marketing, sales, service, CMS, integrations, migrations, and RevOps. The company works with growing and enterprise businesses across industries, including fintech, healthcare, real estate, SaaS, and professional services, helping them turn HubSpot into a scalable revenue engine.
OneMetric
Building A1-3641379065, Dubai Digital Park, Silicon Oasis, Dubai
PO Box - 341041
On May 15, 2026, HubSpot Inc (HUBS) shares rose 8.1% to a current price of $197.08. This price movement comes in the context of a challenging year where the sto
Key Takeaways PLTR is expanding AI adoption across defense and enterprise markets with its AIP platform.CRM and TEAM are boosting AI investments and generative tools to drive workflow automation.NET and HUBS are seeing rising AI-driven platform demand, customer growth and monetization. The Zacks-defined Internet Software industry is benefiting from the high demand for AI-powered Software as a Service (SaaS) solutions backed by the increasing need for remote working, learning and diagnosis software.
However, Internet software stocks have seen volatility as fears of AI disrupting the traditional SaaS space continue to gain traction. Heightened geopolitical risks and tariff uncertainties are major headwinds. Consequently, several AI-powered Internet software giants have lagged Wall Street’s key benchmark — the S&P 500 index — in the past three months.
Here we recommend five such stocks with a favorable Zacks Rank that have significant upside potential in the short term. These are: Palantir Technologies Inc. (PLTR - Free Report) , Salesforce Inc. (CRM - Free Report) , Atlassian Corp. (TEAM - Free Report) , Cloudflare Inc. (NET - Free Report) and HubSpot Inc. (HUBS - Free Report) . Each of our picks currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The chart below shows the price performance of our five picks in the past three months.
Image Source: Zacks Investment Research
Palantir Technologies Inc.Palantir Technologies’ AI strategy is comprehensive, combining its proprietary Foundry and Gotham platforms with a solid plan to promote AI adoption across both government and commercial sectors. PLTR’s AI Platform (AIP) is the backbone of these capabilities, enabling organizations to process large datasets and derive real-time insights. This is especially valuable in sectors requiring extensive data integration, such as defense, healthcare, finance and intelligence, where operational efficiency and decision-making speed are critical.
In the government sector, Palantir is aligning its AI strategy with U.S. defense priorities. Its work in high-profile initiatives, such as the Department of Defense’s Open DAGIR project, highlights its ability to modernize military operations through AI-driven solutions where data interoperability and real-time decision-making capabilities are imperative. These capabilities solidify PLTR’s position as a key player in the defense sector.
In the commercial space, Palantir’s AIP boot camps — providing hands-on experience to over 1,000 companies — have proven instrumental in customer acquisition. Boot camps showcase the platform’s capabilities and demonstrate its adaptability across logistics, manufacturing, and supply chain management. PLTR’s core customer base comprises businesses seeking tailored AI/ML services, particularly large government and corporate clients willing to invest heavily in its systems.
Massive Short-Term Price Upside PotentialPalantir has an expected revenue and earnings growth rate of 71.8% and 98.7%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 11.2% over the last 30 days.
The short-term average price target of brokerage firms represents an increase of 43.6% from the last closing price of $133.99. The brokerage target price is currently in the range of $90-$255. This indicates a maximum upside of 90.3% and a maximum downside of 32.8%. The risk/reward ratio is 2.75.
Salesforce Inc.Salesforce is continuously expanding its generative AI offerings. Generative AI is a type of AI technology that can produce various types of content, including text, imagery, audio and synthetic data. It is driven by a large language model, which means it uses a lot of data to understand and generate conversations.
CRM forayed into the generative AI space with the launch of Einstein GPT in March 2023. Since then, the company has been investing in its generative AI capabilities through its venture capital fund. CRM has allocated $1 billion under its venture capital fund for generative AI, of which it has deployed over $850 million till October 2025 to support the next generation of enterprise AI companies.
These investments serve as a strategic engine for the company to maintain its competitive position in the enterprise software space while navigating the AI platform shift. The fund, managed by Salesforce Ventures, benefits the company by fostering an ecosystem of trusted AI partners, accelerating product innovation, and driving financial returns.
CRM has significantly ramped up its investments in Europe, focusing heavily on AI infrastructure, research and development, and local partnerships, with the United Kingdom serving as its primary AI hub for the region. In September 2025, CRM announced a plan to invest $6 billion in its UK business by 2030.
Huge Short-Term Price Upside PotentialSalesforce has an expected revenue and earnings growth rate of 10.9% and 5%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 1.1% over the last 90 days.
The short-term average price target of brokerage firms represents an increase of 59.2% from the last closing price of $173.51. The brokerage target price is currently in the range of $188-$475. This indicates a maximum upside of 173.8% and no downside. The risk/reward ratio is extremely favorable.
Atlassian Corp.Atlassian’s AI-powered capabilities are seeing rapid adoption. TEAM’s AI-powered Rovo platform and automation tools are driving significant growth in premium and enterprise editions, demonstrating high demand for AI-enhanced workflows.
Atlassian has been continuously adding millions of monthly active users to Rovo and saw Rovo customers growing their ARR two times faster than customers not using Rovo. Investments in multi-model AI strategies and advanced search capabilities further differentiate TEAM’s offerings in an increasingly competitive landscape.
TEAM’s latest focus on adding generative AI features to some of its collaboration software is likely to drive the top line over the long run. The company has collaborated with OpenAI to enhance the capabilities of its Confluence, Jira Service Management and other programs with generative AI features.
Excellent Short-Term Price Upside PotentialAtlassian has an expected revenue and earnings growth rate of 14.3% and 10.8%, respectively, for the next year (ending June 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 0.7% over the last seven days.
The short-term average price target of brokerage firms represents an increase of 46.3% from the last closing price of $87.46. The brokerage target price is currently in the range of $95-$295. This indicates a maximum upside of 237.3% and no downside. The risk/reward ratio is extremely favorable.
Cloudflare Inc.Cloudflare is benefiting from the demand for integrated security, networking and developer services as enterprises modernize and AI reshapes internet traffic. NET’s AI-focused networking and cybersecurity offerings are gaining traction as more workloads shift toward edge architectures.
NET noted that it added 1 million developers in the first quarter of 2026, and highlighted customer interest in controlling and monetizing AI bot and agent traffic. This expands the opportunity for the Workers platform and related products as customers build real-time applications closer to end users. NET also noted that AI and agents are becoming a larger share of how software is built and consumed, supporting longer-term platform demand.
Strong Short-Term Price Upside PotentialCloudflare has an expected revenue and earnings growth rate of 29.5% and 22.6%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.9% over the last seven days.
The short-term average price target of brokerage firms represents an increase of 20.8% from the last closing price of $197.56. The brokerage target price is currently in the range of $136-$300. This indicates a maximum upside of 51.9% and a maximum downside of 31.2%. The risk/reward ratio is 1.66.
HubSpot Inc.HubSpot is witnessing steady multi-hub adoption from enterprise customers in the premium market. HUBS’ AI, which includes cutting-edge features such as AI assistance, AI agents, AI insights, and ChatSpot, is driving more value to its customers.
HUBS has integrated HubSpot AI across its entire product suites and customer platform, enabling users to leverage AI features at no additional cost. Pricing optimization and the transition to a seat pricing model are expected to drive customer growth.
HubSpot’s AI strategy is increasingly contributing to customer engagement and monetization. HUBS continues to expand Breeze AI capabilities across its customer platform through AI assistants, agents and automation tools. Active Core Seat users increased 90% year over year during first-quarter 2026, while more than 25% of Pro+ customers purchased additional Core Seats.
Credit consumption grew 67% sequentially, supported by growing adoption of Customer Agent, Prospecting Agent and Data Agent. HUBS expects AI-driven seats and credit usage to become incremental long-term revenue drivers.
Impressive Short-Term Price Upside PotentialHubSpot has an expected revenue and earnings growth rate of 18.3% and 30.3%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 1.6% over the last seven days.
The short-term average price target of brokerage firms represents an increase of 41.8% from the last closing price of $198.38. The brokerage target price is currently in the range of $180-$425. This indicates a maximum upside of 114.2% and a maximum downside of 9.3%. The risk/reward ratio is 12.28.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: HubSpot (HUBS - Free Report) Headquartered in Cambridge, MA, HubSpot Inc. provides inbound marketing and sales applications over the cloud. The software-as-a-service vendor helps businesses attract customers through search engine optimization, social media, blogging, website content management, marketing automation, email, CRM, analytics and reporting.
HUBS is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. HUBS has a Growth Style Score of A, forecasting year-over-year earnings growth of 30.3% for the current fiscal year.
Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.20 to $12.64 per share. HUBS also boasts an average earnings surprise of +5%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, HUBS should be on investors' short list.
On May 18, 2026, HubSpot Inc HUBS shares rose 5.1%, reflecting a price of $208.51. This follows a 52-week range of $173.25 to $654.33, with the stock currently down 68.5% year-over-year. The recent uptick in price may indicate a reaction to broader market conditions or company-specific developments.
GF Value™ verdict: The current price of $208.51 is 72.3% below the estimated fair value of $753.47.GF Score™: With a score of 67/100, HUBS is rated as above average, indicating potential for higher long-term returns.Most notable signal: Financial Strength is rated at 9/10, suggesting strong fundamentals. Is HUBS Overvalued or Undervalued? HubSpot's shares are currently trading at $208.51, which is significantly below the GF Value™ of $753.47. This represents a substantial margin of safety for potential investors, as the stock is classified as significantly undervalued according to GuruFocus. The undervaluation implies that the market may not fully recognize the company's growth potential and financial health. However, while this presents an attractive opportunity, it is essential to consider market conditions and company performance metrics that may affect future valuations.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Investors should remain cautious, as an undervalued status does not guarantee immediate appreciation; other market factors could influence stock performance.
How Does HUBS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 109.2x 358.5x Forward P/E 16.2x - HUBS's current P/E (TTM) of 109.2x is significantly below its 5-year median P/E of 358.5x, indicating that the stock is trading much lower than its historical valuation metrics. Additionally, the forward P/E of 16.2x suggests a more favorable valuation outlook based on expected earnings growth. This P/E analysis aligns with the GF Value™ verdict, reinforcing the conclusion that HUBS is undervalued.
What Does HUBS's GF Score™ Tell Us? Metric Rating GF Score™ 67 Financial Strength 9/10 Profitability 4/10 Growth 9/10 Valuation 2/10 Momentum 2/10 The GF Score™ for HubSpot stands at 67/100, indicating a potential for strong long-term returns. The strongest aspect of the score is Financial Strength rated at 9/10, reflecting solid balance sheet metrics. However, the Valuation and Momentum ranks are notably weaker at 2/10, signifying that the stock may lack favorable recent price movements and is currently undervalued based on historical norms.
What Are Insiders Doing with HUBS Stock? In the last three months, insider activity has shown that insiders bought $2.6 million worth of shares while selling $4.4 million. This pattern suggests a cautious approach from insiders, indicating that while there may be confidence in the company's future, there is also a notable level of profit-taking occurring. Such activity may reflect mixed sentiments about the stock's short-term prospects.
What This Means for Investors Based on the analysis, HubSpot Inc HUBS is currently undervalued according to GF Value™, with a significant margin of safety highlighted by the disparity between its market price and intrinsic value estimate. While the stock presents an opportunity, potential investors should remain aware of the risks associated with its valuation metrics and general market conditions.
For the complete analysis, visit the HubSpot Inc HUBS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is HUBS's GF Score™?
HUBS's GF Score™ is 67/100, which indicates an above-average potential for long-term returns based on historical data.
Is HUBS overvalued or undervalued?
HUBS is currently considered undervalued, with a GF Value™ estimate of $753.47 compared to its current price of $208.51.
What is HUBS's P/E ratio?
HUBS has a P/E (TTM) ratio of 109.2x, which is significantly lower than its 5-year median P/E of 358.5x, indicating it is trading below its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, Inc., the agentic customer platform for scaling businesses, announced today that Yamini Rangan, the Company's Chief Executive Officer, is scheduled to present at the Evercore TMT Global Conference in San Francisco, California on Wednesday, June 3 at 6:00 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 investor meetings on the same day. About HubSpot H.
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.
FRAMINGHAM, Mass., May 21, 2026 (GLOBE NEWSWIRE) -- Definitive Healthcare (Nasdaq: DH), a provider of healthcare data and analytics, today announced several product enhancements designed to give organizations a clearer view of the healthcare ecosystem and help them act on critical market intelligence faster.
These updates include expanded medical claims coverage, a new integration for HubSpot, direct access to HCP data within Salesforce, and new AI search capabilities in key products. Together, they strengthen the company’s core data foundation and make insights easier to access in the systems teams use every day, helping customers move faster, focus on the right opportunities, and make more confident decisions across sales, marketing, product development, strategy, and more.
“Organizations don’t just need more data. They need a complete, connected view of the healthcare market and the ability to act on it confidently, and with precision,” said Tina Hannagan, chief commercial officer of Definitive Healthcare. “These updates reflect our continued investment in the breadth, depth, and accuracy of our data, as well as how seamlessly it fits into our customers’ everyday workflows.”
Product updates:
Atlas All-Payor Claims expansion
Definitive Healthcare has expanded its Atlas All-Payor Claims dataset with new data sources, increasing its coverage of healthcare activity across the care continuum. Along with more claims volume, Definitive Healthcare is also delivering enhanced diagnosis detail and payor information, enabling organizations to better understand care trends, map the patient journey, inform product development, and make more confident growth decisions.
When paired with Definitive Healthcare’s reference and affiliation dataset, these claims assets provide customers with comprehensive intelligence on the healthcare universe including provider behavior, providers’ affiliation and referral patterns, patient care, and the activities taking place within a facility.
Learn more about the claims dataset.
New integration for HubSpot
HubSpot users can now access Definitive Healthcare’s reference, affiliation, financial, and clinical data directly within their HubSpot CRM, giving sales teams a detailed view of contacts and accounts. With rich healthcare insights at their fingertips, teams can sharpen targeting, prospect more efficiently, and connect with the right buyers faster.
“Working directly with Definitive Healthcare to integrate their data into our HubSpot environment not only saved time and money we had been spending on a third-party integrations partner, but also helped us to add new fields, enabling insights into organizational affiliations, new markets, and prospective pricing models,” said Andrea Weiss, vice president of marketing at Medisolv. “The DH team was great to work with and made the integration easy to set up.”
Learn more about the integration for HubSpot.
Access healthcare professional data in Salesforce
Salesforce customers including those using Agentforce Health and Agentforce Life Sciences, can now access affiliated HCP data directly within Salesforce through DefinitiveConnect, Definitive Healthcare's native AgentExchange application, complementing existing data on facilities, health systems, and executives. Sales and marketing teams can now quickly find, segment, and engage physicians and other healthcare professionals based on affiliations, practice locations, and specialties, without the need for manual uploads or external research.
Enhanced matching and merging ensure cleaner, more reliable records, empowering teams to move beyond static lists to more precise, context-driven engagement strategies.
Learn more about DefinitiveConnect.
New AI search capabilities
Definitive Healthcare is also announcing new AI search capabilities for key products, beginning with Monocl ExpertInsight and then expanding into the View Suite. Teams across sales, marketing, strategy, and medical affairs will be able to interact with Definitive Healthcare data intuitively, using conversational queries to quickly identify relevant organizations, healthcare professionals, and scientific experts, while building more targeted lists with significantly less manual effort.
A more complete, connected foundation for healthcare intelligence
These enhancements reflect Definitive Healthcare’s broader strategic approach: building a comprehensive, 360-degree view of the healthcare ecosystem and delivering intelligence in ways that are immediately actionable.
This view spans the full continuum of care, from hospitals and integrated delivery networks to outpatient sites like physician groups, surgery centers, and imaging facilities, connecting the dots between organizations, decision-makers, and the physicians delivering care, as well as the patients they serve and the key opinion leaders influencing clinical practice.
With a deeply curated, proprietary data foundation and flexible delivery across CRM systems, data platforms, and analytics environments, Definitive Healthcare helps organizations move from insight to action with greater speed and precision.
For more information, visit definitivehc.com.
Additional Resources
Follow Salesforce on LinkedIn and XLearn more about the new AgentExchange hereFollow Definitive Healthcare on LinkedIn and XLearn more about Definitive Healthcare and Salesforce here Salesforce, Agentforce, AgentExchange, AppExchange, and others are among the trademarks of Salesforce, Inc.
About Definitive Healthcare
Definitive Healthcare is a data and analytics company focused on the business side of healthcare. The healthcare market is complex — our data makes it clearer. We cut through the noise to deliver the insights you need to make smarter, faster, more strategic decisions. Because when you succeed, healthcare gets better for everyone.
RESEARCH TRIANGLE PARK, N.C., May 26, 2026 (GLOBE NEWSWIRE) -- Syncfusion®, Inc., the enterprise technology provider of choice, today announced that it has joined the HubSpot Technology Partner Program with the launch of BoldSign in the HubSpot Marketplace. The integration brings e-signature workflows directly into HubSpot, enabling customer-facing teams to send, track, and close agreements directly within the platform where those deals are managed.
“When a conversation becomes a deal, the e-signing process should be frictionless,” said George Livingston, Head of Product for BoldSign. “BoldSign’s HubSpot integration helps teams move faster, reduce manual work, and keep their document workflows connected.”
The integration is designed around how HubSpot teams already work. Rather than routing to a separate tool, the entire signature workflow lives inside HubSpot's Contacts, Companies, and Deals records, with completed documents automatically synced back to the corresponding CRM record.
Key capabilities include:
Auto-fill documents using mapped HubSpot properties, including name, email, deal amount, and close dateSupport both template-based and one-time document sendingTrack document status (sent, viewed, pending, and signed) from within HubSpotSet signing order for sequential workflows or allow parallel signingInclude CC recipients to keep stakeholders informed without adding signers BoldSign is a simple, secure e-signature solution developed by Syncfusion and trusted by more than 50,000 businesses worldwide, from startups and nonprofits to global enterprises. It is built on enterprise-grade compliance standards, including SOC 2, GDPR, HIPAA, and eIDAS, with AES-256 encryption and tamper-proof audit trails. All e-signatures are legally enforceable under the ESIGN Act, UETA, and eIDAS.
HubSpot technology partners build integrations that help businesses connect their favorite tools to HubSpot's customer platform. The HubSpot Technology Partner Program ensures partners meet quality and security standards.
BoldSign is available now in the HubSpot Marketplace. For more information or to start a free trial, visit BoldSign’s HubSpot integration page.
About Syncfusion®, Inc.
Headquartered in the technology hub of Research Triangle Park, NC, Syncfusion®, Inc. delivers an award-winning
ecosystem of developer control suites, embeddable BI platforms, and business software. Syncfusion was founded in 2001 with a single software component and a mission to support organizations of all sizes, serving everyone from individual developers and startups to Fortune 500 enterprises. Though its pilot product, the Essential Studio® suite, has grown to over 1,700 developer controls, its mission remains the same. With offices in the US, India, and Kenya, Syncfusion prioritizes the customer experience by providing feature-rich solutions to help developers and enterprises solve complex problems, save money, and build high-performance, robust applications.
Contact: Brittany Kearns, Crossroads B2B Marketing for Syncfusion®, Inc.
Phone: 571-271-7211
Email: [email protected]
Key Takeaways Agentic AI requires a new architecture.Vera Rubin is NVIDIA's Agentic AI platform.The Vera Rubin rollout will have a ripple effect on other AI companies. GTC TaiwanNVIDIA ((NVDA - Free Report) ) is not only the largest company on Earth; it is the leading technology company and currently the most important company. The company is not only important for tech investors to watch for its sheer size, but instead, NVIDIA is far ahead of the curve versus its competitors and is a king-maker in the red-hot AI space. Just how hot is AI? Taiwan, the small Asian country with several companies partnering with NVIDIA and supplying key components for the company, is expected to see unprecedented double-digit GDP growth!
Taiwan is also where NVIDIA’s iconic CEO Jensen Huang is hosting the latest GPU Technology Conference (GTC). GTC has been dubbed the “Super Bowl of AI” by technologists. Today, we will discuss Vera Rubin, one of NVIDIA’s most important new products (and the companies that will benefit from it).
Huang: Agentic AI Has ArrivedA few years ago, Jensen Huang proclaimed that the next wave of AI would be Agentic AI. Unlike Generative AI that simply spits out an answer, Agentic AI can break down a complex task, strategize, and engage in iterative self-correction. At GTC, Huang proclaimed “Agentic AI has arrived!” Huang cited the explosion of coding on developer website HubSpot ((HUBS - Free Report) ) as evidence.
Image Source: NVIDIA
Huang believes companies will deploy vast networks of autonomous agents; they will no longer be limited by human headcount, leading these agents to use more tools than ever before. He sees the future of software as orchestrating a digital workforce. Businesses will rent or build highly specialized agents to execute work and manage customer pipelines, but those agents will require specialized, tool-equipped platforms (like HubSpot) to do the job.
Vera Rubin: The Power Behind Agentic AI According to NVIDIA’s website, “Vera Rubin is a next-generation, rack-scale AI platform designed specifically to power agentic AI workloads and large-scale, multi-step reasoning. It has entered full production and is ramping up globally.” Yesterday, Huang confirmed that Vera Rubin is in full production.
Just how powerful is Vera Rubin? It includes seven custom chips, six trillion transistors, 72 GPUs per rack, and up to 5x the performance of Blackwell. The companies already buying the new Vera CPU: OpenAI, Anthropic, and SpaceX.
Vera Rubin: 3 Stocks to WatchBelow are three stocks that should benefit from the Vera Rubin rollout:
Fluence Energy ((FLNC - Free Report) ) is a leader in utility-scale battery energy storage systems (BESS) and optimization software. Siemens, NVIDIA, and Fluence developed a reference architecture for NVIDIA DSX Vera Rubin NVL72 AI data centers. Fluence adds battery storage for voltage/frequency ride-through, black start, demand response, and AI load smoothing. FLNC shares were up nearly 29% in early trading on Monday. A short float of ~25% could trigger a short squeeze.
Image Source: TradingView
AI cloud provider CoreWeave ((CRWV - Free Report) ) completed the industry-first bring-up and validation of the Vera Rubin platform. The company is on pace for a nearly $19B annualized revenue run-rate by year-end as AI compute demand continues to outpace available supply.
Image Source: Zacks Investment Research
As always, Taiwan Semiconductor ((TSM - Free Report) ) will serve as the primary foundry (mass-producing the silicon wafers) for NVDA products.
Bottom Line
As the AI revolution shifts from simple prompt-and-response interfaces to vast networks of autonomous digital workers, the constraints on business growth will no longer be determined by human headcount. NVIDIA's Vera Rubin architecture provides the raw, muscle-bound compute necessary to anchor this transition. For growth-minded investors, the message coming out of Taiwan is crystal clear: the AI infrastructure boom is far from over, and watching the ripple effects through companies like Fluence, CoreWeave, and TSMC is where the next leg of alpha will be found.
On June 01, 2026, HubSpot Inc HUBS shares rose 18.8% today, reaching a current price of $262.20. This recent surge comes amid a broader context where the stock has fluctuated between a 52-week high of $611.00 and a low of $173.25.
GF Value™ verdict: Current price of $262.20 is 65.4% below GF Value™ of $758.38.GF Score™ of 67/100 indicates an above-average ranking among stocks.Notable signal: Financial strength rated 9/10, indicating a strong balance sheet. Is HUBS Overvalued or Undervalued? HubSpot Inc's current price of $262.20 is significantly below its GF Value™ estimate of $758.38, representing a 65.4% margin of safety for potential upside. This suggests that HUBS is undervalued based on GuruFocus' proprietary measure of intrinsic value, which is calculated from historical trading multiples, past business growth, and future performance estimates. The GF Valuation label indicates that HUBS is significantly undervalued, presenting a compelling opportunity for long-term investors.
Despite the attractive valuation, potential investors should remain cautious, as market volatility and broader economic conditions could impact the stock's performance. The stock's year-to-date decline of 34.7% and a 55.5% drop over the past year highlight the risks associated with investing in HUBS, particularly in a fluctuating market environment.
How Does HUBS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 137.3x 340.9x Forward P/E 20.1x N/A The current P/E (TTM) of 137.3x is significantly below its 5-year median P/E of 340.9x, indicating that HUBS is trading at a much lower valuation compared to its historical levels. This analysis aligns with the GF Value™ verdict, reinforcing the notion that HUBS is undervalued at its current price.
What Does HUBS's GF Score™ Tell Us? Metric Rating GF Score™ 67 Financial Strength 9/10 Profitability 4/10 Growth 9/10 Valuation 2/10 Momentum 2/10 The GF Score™ of 67/100 reflects a robust financial position, particularly with a financial strength rating of 9/10 and a growth rank of 9/10, indicating strong growth potential. However, the relatively low ratings in profitability (4/10), valuation (2/10), and momentum (2/10) suggest areas of concern that investors should consider. Overall, the strongest area is financial strength, while the weakest points are valuation and momentum, which could affect short-term performance.
What Are Insiders Doing with HUBS Stock? In the last three months, insider activity has shown mixed signals, with insiders buying $2.6 million worth of stock while selling $6.2 million. This pattern may suggest a lack of confidence among insiders regarding the stock's immediate prospects, despite the recent positive price movement. The net selling may raise some red flags for potential investors, as it typically indicates that insiders may believe the stock is not undervalued at current levels.
What This Means for Investors Based on the GF Value™ assessment, HubSpot Inc HUBS is currently undervalued at a price of $262.20 compared to its intrinsic value of $758.38. While the significant undervaluation presents a potential opportunity, investors should remain cautious due to the mixed signals from insider activity and overall market conditions.
For the complete analysis, visit the HubSpot Inc HUBS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is HUBS's GF Score™?
HUBS's GF Score™ is 67/100, indicating an above-average ranking among stocks based on key aspects like financial strength and growth potential.
Is HUBS overvalued or undervalued?
HUBS is currently undervalued, with a GF Value™ of $758.38 compared to its current price of $262.20, suggesting significant upside potential.
What is HUBS's P/E ratio?
HUBS's P/E (TTM) ratio is 137.3x, which is 60% below its 5-year median P/E of 340.9x, indicating that the stock is trading at a much lower valuation compared to its historical levels.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
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VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
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To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
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Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: HubSpot (HUBS - Free Report) Headquartered in Cambridge, MA, HubSpot Inc. provides inbound marketing and sales applications over the cloud. The software-as-a-service vendor helps businesses attract customers through search engine optimization, social media, blogging, website content management, marketing automation, email, CRM, analytics and reporting.
HUBS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. HUBS has a Momentum Style Score of B, and shares are up 6% over the past four weeks.
12 analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.66 to $13.07 per share. HUBS also boasts an average earnings surprise of +5%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, HUBS should be on investors' short list.
For much of the past year, the word "SaaSpocalypse" hung over the software sector like a storm cloud that refused to move on. The fear was understandable, based primarily on the assumption that artificial intelligence (AI) would render traditional software platforms obsolete, automating away the workflows that justified their subscription costs, and hollowing out the business models that had made SaaS investing so rewarding for so long. Few companies felt that fear more painfully than HubSpot Inc NYSE: HUBS, which just a few weeks ago had shed around 80% from its all-time high and was back trading at 2019 levels.
HubSpot Today
$186.69 -6.10 (-3.16%)
As of 06/11/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$173.25▼
$578.51P/E Ratio97.75
Price Target$311.00
But over the past fortnight, something has started to shift in the SaaS space, and it's gathering momentum. Shares of Snowflake Inc NYSE: SNOW are ripping higher after convincing investors in its earnings report last week that its AI positioning is a strength rather than a liability. ServiceNow Inc NYSE: NOW, another big software name that was uninvestable for most of the past year, has gained nearly 50% since the middle of May for many of the same reasons.
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It’s clear that the market is beginning to separate the software companies that are working with AI from those being disrupted by it, and the rewards for landing on the right side of that divide have been significant. HubSpot, which has surged more than 50% from the multi-year low it set earlier this month, is increasingly looking like the next name to make that crossing. Let's jump in and see just how good an opportunity it could be.
The SaaSpocalypse Hit HubSpot Hard, But the Tide May Be TurningThe bear case for HubSpot rested on the idea that AI would make the company’s traditional seat-count pricing obsolete, enable customers to build their own version of HubSpot’s CRM tools at a fraction of the cost, and gradually erode the value proposition that had made it the platform of choice for tens of thousands of small and mid-sized businesses over previous years.
However, this narrative is starting to crack. HubSpot presented at the Jefferies Software, Internet, and AI Conference last week, and, having leaned heavily into its agentic AI positioning, the company drew a strong market response. The stock has jumped sharply in the days since, hitting its highest level since March. That kind of price action following an AI-focused conference appearance is a signal worth taking seriously.
The Earnings Story Gives the Recovery a Real FoundationWhat separates this sudden bounce from being a short-term hype-driven pop is the quality of the fundamental picture sitting underneath it. HubSpot’s most recent quarterly results, delivered in early May, were the strongest evidence yet that the SaaSpocalypse narrative had dragged the stock down to levels completely unjustified based on actual business performance.
Revenue grew 23% year over year, beating expectations by a meaningful margin. Operating margins expanded significantly. And crucially, HubSpot achieved GAAP profitability for the first time in its history, a milestone that reframes the conversation about what kind of company this actually is.
Management also raised full-year guidance and announced that it had hit its 2027 margin target a full year ahead of schedule. These aren’t exactly the metrics of a business being disrupted into irrelevance. They’re more like the metrics of a business re-finding its stride at exactly the moment the market had given up on it.
The AI Pivot Is Starting to LandThe big question that will determine where HubSpot goes from here is whether the market will lean into its AI story the way it has with Snowflake's and ServiceNow's. The evidence from the Jefferies conference and price action in the days since suggests that the process has already started.
The good news for those of us thinking about getting involved is that, even after a 50% surge from its lows, HubSpot is still trading at 2020 levels despite printing record quarterly revenue and possibly cracking the AI disruption narrative.
HubSpot, Inc. (HUBS) Price Chart for Friday, June, 12, 2026
The analyst community appears to agree. Barclays, Truist, Raymond James, and Goldman Sachs have all reiterated Buy or equivalent ratings last month, with fresh price targets ranging up to $382, implying around 30% in additional upside from current levels.
If the SaaS recovery that has already rewarded Snowflake and ServiceNow so generously continues to broaden, HubSpot's combination of recovering fundamentals, an emerging AI narrative, and still-depressed valuation gives it more room to run than almost any other name in the sector. The low may well be in, and the question now is how far this rebound could go.
Should You Invest $1,000 in HubSpot Right Now?Before you consider HubSpot, you'll want to hear this.
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On June 02, 2026, HubSpot Inc (HUBS) shares fell 8.4% today, closing at $240.16. This decline comes after a strong week where the stock rose 21.3% but reflects
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: HubSpot (HUBS - Free Report) Headquartered in Cambridge, MA, HubSpot Inc. provides inbound marketing and sales applications over the cloud. The software-as-a-service vendor helps businesses attract customers through search engine optimization, social media, blogging, website content management, marketing automation, email, CRM, analytics and reporting.
HUBS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. HUBS has a Growth Style Score of A, forecasting year-over-year earnings growth of 34.7% for the current fiscal year.
12 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.66 to $13.07 per share. HUBS boasts an average earnings surprise of +5%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, HUBS should be on investors' short list.
Listen to the audio version of this article (generated by AI).
Two months ago, software stocks were in freefall. Today, they’re within striking distance of all-time highs.
Same companies. Same AI threat. Completely different prices.
Something changed. The question worth asking — before you chase this rally — is what, exactly, that something was.
The SaaS Comeback Nobody Saw Coming — and What It Actually Means The iShares Expanded Tech-Software ETF (IGV)— the benchmark index for software stocks — just made an unexpected comeback.
Back in April, IGV was sitting nearly 40% below its all-time highs, in bear market territory. People began questioning if the entire sector had a future. And some of those questions were legitimate — more on that in a moment.
But then the rally began. IGV ripped 45% off its lows in a matter of weeks. It blew through its 50-, 100-, and 200-day moving averages like they weren’t even there. Today, it sits less than 10% off its all-time highs.
This type of reversal off the 200-week moving average has only happened a handful of times in the past 15 years. Each time — in late 2011, early 2016, and early 2023 — turned out to be generational buying opportunities.
Technically speaking, this rally looks like the real deal. Institutional money came back hard and fast. Positioning is no longer washed out. The macro backdrop — no recession, tariff de-escalation, the AI capital expenditure cycle running full steam — is supportive.
For traders, fighting this tape in the near term is likely a losing game.
What the Rally Did Not Fix: The Three AI Waves Still Threatening SaaS Now, here’s the uncomfortable truth: the stock prices recovered. The fundamental risks did not.
For years, Wall Street loved the Software-as-a-Service business model. Businesses would pay per employee per month to access a software platform that managed some part of its operations — sales pipeline, expense reports, project timelines, creative assets.
Recurring, predictable, high-margin revenue.
AI is now dismantling that very business model that made these companies worth hundreds of billions in the first place.
The disruption is playing out in three distinct waves, each more threatening than the last:
Wave 1: The Point Solution Wipeout AI agents can now perform tasks without a SaaS subscription attached. Why pay $15 per employee per month when AI can now manage tasks for far less? The lowest-value software offerings are being hollowed out first, and the pace is accelerating.
Wave 2: The Pricing Compression Squeeze For mid-market horizontal platforms — i.e. project management, customer relationship management, collaboration tools — the threat is subtler but equally dangerous. AI is reducing the switching cost of leaving these platforms.
If an AI agent can replicate much of what a software platform does at a fraction of the price, customers don’t necessarily churn immediately. But they start to negotiate. Renewal rates slip. Pricing power evaporates.
These are low-multiple businesses masquerading in high-multiple clothing.
Wave 3: The Business Model Disruption Even the biggest, most entrenched platform companies — the ones with large enterprise relationships and genuine data moats — will survive. Though, to do so, they will have to transform from seat-based subscription businesses into consumption-based AI platforms.
Usage-based pricing sounds modern and exciting. It is also inherently lower-margin and lower-multiple than the model Wall Street has been paying 30x revenue for. This is not a crisis. But it is a permanent structural reset.
Beta vs. Conviction: How to Tell Which Software Stocks Deserve the Rally IGV went up as a block. It will not come down that way.
When macro sentiment flips — fear turns to greed, institutional money re-risks — it buys everything in a sector first and asks questions later. That is what happened with IGV.
However, inside that ETF, there are companies with genuinely AI-native business models that will compound through this transition, and there are companies bouncing on pure beta that will re-test their lows the next time AI demonstrates its abilities.
The Compounders: SaaS Stocks That Benefit as AI Proliferates The names worth holding are those that make up the nervous system of the AI economy — the infrastructure, security, observability, and physical-world data.
Palantir (PLTR), CrowdStrike (CRWD), Palo Alto Networks (PANW), Datadog (DDOG), Axon (AXON), Samsara (IOT): these businesses benefit directly from a world where more AI agents are running, more data is being processed, and more attack vectors need strong defense.
The Faders: SaaS Stocks Bouncing on Macro, Not Fundamentals Then there are the names worth fading on this bounce. And this is where the SaaSmageddon thesis bites hardest.
Broader SaaS incumbents — legacy CRM platforms, creative tool suites, HR and payroll software, project management tools — face a more complicated road. Some are investing aggressively in AI and may survive the transition. But many are bouncing on macro tailwinds rather than fundamental improvement, and their pricing power story is getting harder to tell with each AI capability improvement.
Workday (WDAY), HubSpot (HUBS), and Adobe (ADBE) each face acute pressure from the second and third waves — bouncing hard on macro tailwinds while their pricing power stories quietly erode.
One of the most ironic shorts in the market right now is UiPath (PATH) — a company whose entire business is automating workflows, now being disrupted by better automation. UiPath built its model on robotic process automation: software bots that mimic human clicks, keystrokes, and navigation across legacy enterprise systems. It charged enterprise customers handsomely to deploy and manage those bots. Now, AI agents can do the same work — and increasingly more — without the rigid rule-based scripting UiPath requires, at a fraction of the cost, and without a dedicated implementation team. The product that was the future of automation is being made obsolete by the next version of it. The robots are eating the robot-makers.
The Bottom Line: Own the Nervous System, Fade the Workflow In the near term, there is no reason to be aggressively bearish on software stocks. The technical setup is as good as it has been in years, institutional positioning supports continuation, and the macro backdrop is not fighting the tape.
But looking out 12 to 24 months? The fundamental reckoning that the market postponed is still coming. Enterprise AI adoption data — renewal rates, churn patterns, pricing concessions — will start to surface in earnings calls over the next several quarters. And as that happens, the distinction between AI-native compounders and beta-driven bounces will become impossible to ignore.
Own the nervous system. Fade the workflow.
Software that becomes more valuable as AI proliferates — security, observability, data infrastructure, physical-world intelligence — deserves a permanent place in your portfolio. The rest deserves skepticism, regardless of how good the chart looks today.
One thing this rally made clear? The market doesn’t wait for permission.
When institutional money decided software was worth owning again, it came back all at once, in a matter of weeks, before most retail investors had time to react.
The same thing will happen when OpenAI and Anthropic file their S-1s — except the repricing won’t be contained to one sector. It’ll ripple across the entire AI ecosystem simultaneously.
I’ve already mapped where I think that money lands first. Not the IPOs themselves — the companies underneath them that Wall Street will be forced to reprice the moment the filings go public.
Here’s the full picture — including the specific names I think move first.
HubSpot (HUBS) is deeply undervalued, trading at 2.0x next year's revenue and 7.2x adjusted EBITDA, despite robust execution and AI-driven transformation. AI disruption fears have driven HUBS down over 50%, yet the business remains resilient, with strong new customer additions and no evidence of slowing growth. HUBS is rapidly shifting to an AI-first, outcome-based pricing model, enhancing monetization as customer engagement with AI agents accelerates.