HubSpot, Inc. (HUBS) Presents at Barclays 23rd Annual Global Technology Conference Transcript
HubSpot (HUBS) remains a buy as Core Seat strategy and multi-hub adoption deepen platform integration and drive customer expansion. AI solutions, including Customer Agent and Prospecting Agent, are scaling rapidly, with strong adoption and heavy utilization supporting future growth. Enterprise wins, such as QS, and 35% y/y growth in large deals, demonstrate HUBS' traction beyond SMBs and support a positive growth outlook.
HubSpot (HUBS) reported earnings 30 days ago. What's next for the stock?
HubSpot (HUBS) stock has dropped by 24.5% in under a month, decreasing from $494.58 on 3rd Nov, 2025 to $373.32 currently. What's next?
HubSpot (HUBS) stock has dropped by 24.5% in under a month, decreasing from $494.58 on 3rd Nov, 2025 to $373.32 currently. What's next?
HubSpot, Inc. ( HUBS ) Wells Fargo's 9th Annual TMT Summit November 19, 2025 4:30 PM EST Company Participants Yamini Rangan - CEO, President and Director Conference Call Participants Ryan MacWilliams - Wells Fargo Securities, LLC, Research Division Presentation Ryan MacWilliams Wells Fargo Securities, LLC, Research Division I was tempted to leave the doors open because we always talk about having a fireside chats, but this is like having an oceanside chat. So like that's not too bad, especially on Day 2 of a conference.
HubSpot is a leading CRM platform for SMBs, experiencing strong growth but facing bearish sentiment due to AI disruption fears. HUBS delivered 21% revenue growth and expanding margins, with impressive customer base growth and a focus on cross-selling and product innovation. Despite a pullback and valuation compression, HUBS now trades at an attractive 6.2x forward revenue, reflecting mid-teens growth expectations.
HubSpot is undervalued after a sharp selloff, despite strong Q3 results and resilient revenue growth amid AI disruption fears. HUBS trades at attractive valuation multiples, with high gross margins, recurring revenue, and a debt-free balance sheet providing downside protection. Q3 revenue grew 21% year-over-year, beating expectations and marking the second consecutive quarter of accelerating growth and robust billings.
HubSpot (HUBS) came out with quarterly earnings of $2.66 per share, beating the Zacks Consensus Estimate of $2.58 per share. This compares to earnings of $2.18 per share a year ago.
HubSpot (HUBS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for HubSpot (HUBS), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2025.
HubSpot (HUBS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.