HubSpot, Inc. (HUBS) AI Stock Analysis

HubSpot, Inc. operates a cloud-based customer relationship management (CRM) platform serving businesses across the Americas, Europe, and the Asia Pacific. The platform integrates marketing, sales, service, and content management systems to streamline operations and enhance customer engagement. HubSpot provides integrated applications such as search engine optimization, blogging, social media management, messaging, chatbots, and marketing automation. Its platform also includes tools for email marketing, predictive lead scoring, ticketing, helpdesk solutions, and e-commerce capabilities. In addition, the company provides professional services, education, and dedicated customer support, catering primarily to mid-market business-to-business organizations.

Between FY2021 and FY2025, HubSpot's annual revenue rose from $1.30B to $3.13B, reflecting a 5-year revenue CAGR of 28.8%. Revenue growth moderated from 47.3% in FY2021 to 19.2% in FY2025. After reporting operating losses from FY2021 through FY2024, operating margin turned positive at 0.4% in FY2025, generating net income of $45.9M and diluted EPS of $7.10. For the trailing twelve months ending June 30, 2026, revenue stood at $3.45B with an operating margin of 4.9% and net margin of 4.3%. In the latest quarter ending June 30, 2026, quarterly revenue grew 19.8% year-over-year, while quarterly earnings grew 968.1%.

As of June 30, 2026, HubSpot held $1.34B in cash and short-term investments alongside total debt of $236.9M, resulting in net cash of $1.10B. Total assets stood at $3.50B against shareholders' equity of $1.66B, with a debt-to-equity ratio of 0.14 and a current ratio of 1.38. In FY2025, the company generated operating cash flow of $760.7M and free cash flow of $707.6M. Capital expenditures were $53.2M, and HubSpot spent $500.0M on share buybacks.

At a closing price of $230.94 on October 16, 2026, HubSpot carried a market cap of $11.52B and an enterprise value of $10.17B. The stock traded at a trailing P/E of 82.5x, above the 28.1x median of its US-listed Technology peers. Its forward P/E was 13.9x compared to the peer median of 18.8x, and its EV/EBITDA of 31.1x exceeded the peer median of 16.6x. Over the past year, HUBS returned -46.6%, while the S&P 500 (SPY) returned 16.8%.

Wall Street coverage includes 9 Strong Buy, 3 Buy, 22 Hold, and 1 Sell ratings. The mean price target is $248.77, representing a 7.7% upside relative to the last close of $230.94. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $3.68B and EPS of $13.30. HubSpot beat EPS estimates in 3 of the last 4 quarters, with its next earnings date scheduled for November 4, 2026.

This page is an AI-written research summary of HubSpot, Inc. (HUBS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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