Added to YB: 2026-10-14
Pitch date: 2026-10-11
HUBS [bullish]
HubSpot, Inc.
+4.12%
current return
Author Info
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Company Info
HubSpot, Inc., together with its subsidiaries, provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.
Market Cap
$11.4B
Pitch Price
$229.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
51.99
P/E
82.10
EV/Sales
2.98
Sector
Software
Category
value
3 Interesting Software Companies Down 50% - HubSpot, Inc.
HUBS (quick overview): HubSpot’s 70%+ share-price decline since February 2026 looks exaggerated: revenue and customers have grown at 22% and 15% CAGRs, respectively, since Q1 2025, while Q2 2026 net revenue retention was 102%. CRM lock-in and SMB customers’ limited ability to build alternatives support durability. The key risk is AI replacing sales reps and reducing paid seats; the impact may be limited if HubSpot can monetize AI agents or compute.
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