HubSpotHUBS
HUBS
About: HubSpot provides a cloud-based marketing, sales, and customer service software platform referred to as the growth platform. The applications are available ala carte or packaged together. HubSpot's mission is to help companies grow better and has expanded from its initial focus on inbound marketing to embrace marketing, sales, and service more broadly. The company was founded in 2006, completed its initial public offering in 2014, and is headquartered in Cambridge, Massachusetts.
Employees: 8,246
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 22 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
117% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 66
28% more capital invested
Capital invested by funds: $25.6B [Q3] → $32.9B (+$7.27B) [Q4]
11% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 253
9% more funds holding
Funds holding: 711 [Q3] → 774 (+63) [Q4]
2.56% less ownership
Funds ownership: 94.07% [Q3] → 91.51% (-2.56%) [Q4]
27% less funds holding in top 10
Funds holding in top 10: 11 [Q3] → 8 (-3) [Q4]
39% less call options, than puts
Call options by funds: $557M | Put options by funds: $905M
Research analyst outlook
22 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$693
19%
upside
Avg. target
$870
49%
upside
High target
$980
68%
upside
22 analyst ratings
19 positive
86%
3 neutral
14%
0 negative
0%
Macquarie Steve Koenig 0% 1-year accuracy 0 / 9 met price target | 25%upside $730 | Outperform Initiated | 24 Mar 2025 |
Bernstein Firoz Valliji 0% 1-year accuracy 0 / 1 met price target | 19%upside $693 | Market Perform Initiated | 20 Mar 2025 |
Stephens & Co. Brett Huff 75% 1-year accuracy 6 / 8 met price target | 32%upside $769 | Overweight Initiated | 19 Mar 2025 |
Barclays Ryan Macwilliams 29% 1-year accuracy 4 / 14 met price target | 40%upside $815 | Overweight Upgraded | 12 Mar 2025 |
Scotiabank Nick Altmann 13% 1-year accuracy 2 / 15 met price target | 55%upside $900 | Sector Outperform Maintained | 13 Feb 2025 |
Financial journalist opinion
Neutral
CNBC Television
1 week ago
Final Trades: Hubspot, EQT Corp and Starbucks
The Investment Committee give you their top stocks to watch for the second half.
Neutral
Newsfile Corp
2 weeks ago
Wendt Partners Establishes New HubSpot Practices in AI and Global Growth
New York, New York--(Newsfile Corp. - March 13, 2025) - Wendt Partners, an award-winning HubSpot Elite Solutions Partner headquartered in New York City, announced today that the firm is establishing two new practice groups within the firm. Both will be delivered as part of the firm's Growth Solutions line of business.
Neutral
Business Wire
1 month ago
HubSpot to Present at the Morgan Stanley Technology Conference
CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, Inc., the customer platform for scaling businesses, announced today that Yamini Rangan, the Company's Chief Executive Officer, is scheduled to present at the Morgan Stanley Technology Conference in San Francisco on Tuesday, March 4, 2025 at 3:20 p.m. ET. All interested parties can access the webcast live on the Company's investor relations website at ir.hubspot.com. The Company will also host 1-on-1 investor meetings on the same day. About HubSpot Hub.
Positive
Zacks Investment Research
1 month ago
Here's Why HubSpot (HUBS) is a Strong Momentum Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Neutral
Seeking Alpha
1 month ago
HubSpot: Despite Being Fairly Valued, The Expected Growth Is Not Enough
HubSpot is a high-quality CRM for SMBs, offering strong gen AI features for personalization, but it doesn't meet my portfolio criteria, so I rate it a hold. Financially, HubSpot outperforms Salesforce in gross margins and FCF/Employed Capital, justifying its higher valuation due to superior capital management and revenue growth. Despite strong growth prospects, HubSpot faces competition from companies like Klaviyo and is sensitive to macroeconomic factors affecting SMBs, capping its upside potential.
Positive
Benzinga
1 month ago
HubSpot Posts Solid Q4: AI To 'Reinforce Value Of Multi-Cloud Platforms,' Analysts Say
Shares of HubSpot Inc HUBS were climbing in early trading on Thursday, after the company reported upbeat fourth-quarter results.
Negative
Seeking Alpha
1 month ago
HubSpot: With Deceleration Incoming In 2025, This Stock Isn't Worth Its Premium
HubSpot's excessive valuation multiples and expected growth deceleration make it a risky investment, despite strong Q4 results and AI-driven revenue gains. The company's FY 2025 guidance calls for deceleration to ~14% growth, which makes the stock's ~14x valuation multiple unsupportable. Software industry peers like Salesforce and Workday, also growing at a low-teens pace, trade at much cheaper valuation multiples.
Positive
Investors Business Daily
1 month ago
AI Stock Hits New High After Beating Q4 Estimates; Company Sets AI Goals
HubSpot hit an all-time high after earnings. The software stock is an IBD Sector Leader with strong technical and fundamental performance.
Positive
Zacks Investment Research
1 month ago
HubSpot's Q4 Earnings Beat Estimates, Top Line Surges Y/Y
HUBS' top line benefits from steady multi-hub adoption, product innovation and AI focus.
Positive
Benzinga
1 month ago
These Analysts Increase Their Forecasts On HubSpot Following Better-Than-Expected Earnings
HubSpot, Inc. HUBS reported stronger-than-expected results for its fourth quarter on Wednesday.
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