HubSpot: AI Agents Not Only Serve As New Growth Driver But Also Expand TAM
In 2Q25, HubSpot's revenue grew 19.4% y/y due to strong performance in all regions. Revenue from the EU and the Americas grew 22.1% y/y and 18.4% y/y, respectively. HUBS's recent pivot into AI not only will serve as a new growth driver but also will expand the company's TAM to $128 billion by FY2029. Internal adoption of AI will allow the company to scale without spending unnecessarily, resulting in improved profitability and higher FCF margins.
HubSpot: Plenty Of Drivers In Place To Grow The Business
HubSpot remains a buy, driven by strong AI execution, rapid Core Seat adoption, and accelerating multi-hub usage. HUBS's AI strategy, including "The Loop" and Data Hub, positions customers for success in the evolving Agent Engine Optimization (AEO) landscape. The new seat-based pricing model increases user penetration and embeds HUBS deeper into organizations, fueling robust ARR growth.
HubSpot, Inc. (HUBS) Presents At Goldman Sachs Communacopia + Technology Conference 2025 Transcript
HubSpot, Inc. (NYSE:HUBS ) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 3:25 PM EDT Company Participants Yamini Rangan - CEO, President and Director Conference Call Participants Gabriela Borges - Goldman Sachs Group, Inc., Research Division Presentation Gabriela Borges Analyst All right. Fantastic.
HubSpot: Remains Attractively Valued
Based on the Q2 2025 update, HubSpot added 9.7K new customers at the high end of the range, grew multi-hub adoption to 42% of ARR across all 3 core hubs, and improved the NRR to 103%, demonstrating good execution in a difficult macro environment. Early adoption of HubSpot's AI “agents” (Customer, Prospecting, Content) shows strong traction and potential for major efficiency gains and future monetization, positioning AI as a key long-term growth catalyst. The HUBS stock looks more attractively valued after a sector-wide de-rating, though macroeconomic weakness (especially SMB sensitivity) remains the biggest risk to the investment thesis.
HUBS' Subscription Revenues Rise: Will the Momentum Continue?
HubSpot's subscription revenues jumped 16% in Q2, fueled by new customers, AI-driven upgrades, and strong adoption of pro products.
HubSpot: Buy The Dip
Despite a strong Q2 beat and raise (alongside accelerating billings to 20% FX-neutral y/y growth), HubSpot shares have dropped ~35% YTD, creating a compelling entry point after a valuation correction. HubSpot's recurring revenue, high margins, and focus on inbound sales for SMBs differentiate it in the competitive CRM market. The company is near the Rule of 40, boasts substantial cash reserves, and continues to accelerate revenue and billings growth.
Should HUBS Stock Be Part of Your Portfolio Post Solid 2Q25 Results?
HubSpot witnessed AI-driven growth and rising customer count, but high costs weigh on margins.
HubSpot's Multiple Is Still Rich, So I'm Waiting For Clearer AI Monetization
HubSpot, Inc.'s Q2 2025 results show robust core growth, strong customer additions, and disciplined execution, despite the stock's recent underperformance. AI platform Breeze is a strategic long-term bet, but meaningful revenue impact isn't expected until 2027 as SMB adoption and workflow changes take time. HUBS stock valuation remains elevated versus peers, even after a significant multiple contraction; growth is moderating and the market is shifting focus to profitability.
HubSpot Q2 Earnings Beat Estimates on Strong Revenue Growth
HUBS beats Q2 estimates with strong revenue growth, AI-driven adoption, and rising customer momentum across segments.
HubSpot, Inc. (HUBS) Q2 2025 Earnings Call Transcript
HubSpot, Inc. (NYSE:HUBS ) Q2 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Charles MacGlashing - Corporate Treasure & Senior Director of IR Dharmesh Shah - Co-Founder, CTO & Director Kathryn A. Bueker - Corporate Participant F - Corporate Participant O - Corporate Participant & - Corporate Participant r - Corporate Participant e - Corporate Participant a - Corporate Participant s - Corporate Participant u - Corporate Participant r - Corporate Participant e - Corporate Participant r - Corporate Participant Yamini Rangan - CEO, President and Director Conference Call Participants Aleksandr J.
Compared to Estimates, HubSpot (HUBS) Q2 Earnings: A Look at Key Metrics
Although the revenue and EPS for HubSpot (HUBS) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
HubSpot (HUBS) Surpasses Q2 Earnings and Revenue Estimates
HubSpot (HUBS) came out with quarterly earnings of $2.19 per share, beating the Zacks Consensus Estimate of $2.12 per share. This compares to earnings of $1.94 per share a year ago.
