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.
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 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. (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.