HubSpot, Inc. (HUBS)
Countdown to HubSpot (HUBS) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
Evaluate the expected performance of HubSpot (HUBS) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
HubSpot: Out Of Favor, But Staying Bullish
HubSpot (HUBS) has suffered a 65% stock decline amid AI disruption fears, despite maintaining strong growth and margins. HUBS trades at all-time low multiples (~4.3x forward revenue), with the market heavily discounting its growth profile and pricing in significant AI risk. Management remains confident in long-term growth, positioning AI as a complementary tailwind and aiming to deliver value beyond LLM capabilities.
Bear of the Day: HubSpot (HUBS)
Despite its established position as a CRM leader for small-to-medium-sized businesses, HubSpot currently faces a challenging crossroads. With the emergence of powerful, AI-driven alternatives, HubSpot's margins are likely to be threatened.
HubSpot: Buying The 'Death Of Software' Narrative Hand Over Fist (Upgrade)
HubSpot is upgraded to a "Strong Buy" as its valuation has compressed despite robust top-line growth and improving profitability. HUBS delivered 21% YoY revenue growth and its first positive GAAP operating income, with management guiding for 18% growth next quarter. Trading at 5.4x forward sales, HUBS offers substantial upside potential through margin expansion, share repurchases, and possible re-rating to higher PEG multiples.
HubSpot, Inc. (HUBS) Presents at Barclays 23rd Annual Global Technology Conference Transcript
HubSpot, Inc. (HUBS) Presents at Barclays 23rd Annual Global Technology Conference Transcript
HubSpot: Valuation Is Cheap Relative To The Solid Growth Runway
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.
Why Is HubSpot (HUBS) Down 4.5% Since Last Earnings Report?
HubSpot (HUBS) reported earnings 30 days ago. What's next for the stock?
HubSpot Stock Could Plunge Another 35% To $260
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 Stock To Fall To $260?
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) Presents at Wells Fargo's 9th Annual TMT Summit Transcript
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: Attractive Valuation For Leading Software Company
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: A Senseless Dip, This Is Now A Value Stock
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.
