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 7,419 funds
0
Analysts bullish %
of 23 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
120% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 66
36% more capital invested
Capital invested by funds: $24.1B [Q3] → $32.9B (+$8.78B) [Q4]
12% more repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 251
9% more funds holding
Funds holding: 710 [Q3] → 776 (+66) [Q4]
2.72% more ownership
Funds ownership: 88.57% [Q3] → 91.29% (+2.72%) [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
23 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$659
27%
upside
Avg. target
$831
60%
upside
High target
$980
89%
upside
23 analyst ratings
21 positive
91%
2 neutral
9%
0 negative
0%
Morgan Stanley Keith Weiss 29% 1-year accuracy 10 / 35 met price target | 27%upside $659 | Overweight Maintained | 16 Apr 2025 |
Truist Securities Terry Tillman 40% 1-year accuracy 20 / 50 met price target | 39%upside $720 | Buy Maintained | 16 Apr 2025 |
Jefferies Samad Samana 32% 1-year accuracy 6 / 19 met price target | 35%upside $700 | Buy Maintained | 15 Apr 2025 |
Mizuho Siti Panigrahi 48% 1-year accuracy 16 / 33 met price target | 35%upside $700 | Outperform Maintained | 15 Apr 2025 |
UBS Taylor McGinnis 17% 1-year accuracy 2 / 12 met price target | 30%upside $675 | Buy Upgraded | 15 Apr 2025 |
Financial journalist opinion
Based on 9 articles about HUBS published over the past 30 days
Positive
Seeking Alpha
4 days ago
HubSpot: After A Sharp Dip, This Stock Is Finally Worth Buying (Rating Upgrade)
Recent market turmoil has made high-quality growth stocks like HubSpot more affordable, presenting a buying opportunity as it has lost ~35% of its peak value. HubSpot's current ~9x EV/FY25 revenue makes it attractive for a near-Rule of 40 software company. Despite potential tariff-related headwinds, HubSpot's conservative guidance and currency tailwinds provide a buffer, making it a good buy at current levels.
Neutral
Seeking Alpha
5 days ago
HubSpot May Face International And Revenue Model Headwinds
HubSpot's stock has declined since mid-February, despite continued revenue growth and customer retention. The CRM market is expected to grow significantly, driven by AI and automation, presenting positive growth dynamics for HubSpot. Financially, HubSpot has shown improved operating leverage and positive earnings, but high stock-based compensation and a premium market valuation raise concerns.
Negative
Barrons
6 days ago
The Mag 7 Still Aren't Cheap. These Stocks Are Better Plays.
Big Tech valuations have dropped, but companies like Shopify, Datadog, and Reddit have more attractive free cash flow yields.
Neutral
Zacks Investment Research
1 week ago
Can HubSpot's Cutting-Edge Solutions Solicit Customer Interests?
HUBS is set to showcase next-generation solutions at the Spring 2025.
Neutral
PRNewsWire
1 week ago
Sinch Named an Essential App for HubSpot
Partnership highlights Sinch's success bringing easy-to-use conversations inbox to business messaging STOCKHOLM and BOSTON , April 10, 2025 /PRNewswire/ -- Sinch (Sinch AB (publ) - XSTO: SINCH), which is pioneering the way the world communicates through its Digital Customer Communications Cloud, has been recognized an Essential App for HubSpot. The announcement strengthens the strategic partnership between the two companies and coincides with the launch of HubSpot's new Custom Channels API, which allows businesses to integrate communication channels from trusted partners like Sinch directly into the HubSpot Conversations Inbox.
Positive
Zacks Investment Research
1 week ago
HubSpot (HUBS) Soars 12.7%: Is Further Upside Left in the Stock?
HubSpot (HUBS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Neutral
Business Wire
1 week ago
HubSpot Launches New and Enhanced AI Agents, Plus Over 200 Updates at Spring 2025 Spotlight
NEW YORK--(BUSINESS WIRE)--Business is moving at warp speed, and go-to-market teams are struggling to keep up. Marketing tactics that worked last year are now obsolete. Sales playbooks that used to be reliable are outdated. Customer service expectations have skyrocketed beyond what most teams can handle. AI is driving these shifts, and while it has the promise to be transformative, SMBs are overwhelmed with the onslaught of AI tools and updates. Three out of four leaders admit that they feel li.
Neutral
GlobeNewsWire
1 week ago
Demostack Joins the HubSpot App Marketplace
Demostack is now listed in the HubSpot App Marketplace, integrating interactive demos with HubSpot to help sales and marketing teams close more deals.
Neutral
Business Wire
1 week ago
HeyGen and HubSpot Partner to Enable Personalized Video Campaigns at Scale
SANTA MONICA, Calif.--(BUSINESS WIRE)--HeyGen, the AI video generator for businesses, announced an expansion of their partnership with HubSpot, enabling marketers and sales teams to automatically generate personalized videos within their HubSpot workflows. These videos are seamlessly saved to custom fields in HubSpot, making them readily available for personalized email campaigns, sales cadences, and other marketing efforts. As the demand for video content continues to surge in today's video-fi.
Neutral
CNBC Television
1 month ago
Final Trades: Hubspot, EQT Corp and Starbucks
The Investment Committee give you their top stocks to watch for the second half.
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