HubSpot Inc (HUBS)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
$239.57-3.78%
Close 2026-10-29 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
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Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve $762M-$766M operating income in 2026: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 21% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 17%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 66% in its worst 12-month stretch.
View RiskHubSpot’s AI transformation must extend its growth beyond its current software business. Revenue grew 20% year over year in Q2 FY2026, with earnings beating estimates. It trades at 36× earnings versus a 31× peer median. The price reflects less growth than our forecast. The 2026 operating-income pillar needs review; its comparison is unverified. Barclays sees AI revenue arriving later, with deal cycles stretched. Peer multiples imply a price roughly in line with where it trades (about fair). The thesis is on watch.
Trailing returns as of 2026-10-29. HUBS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 38 analysts currently covering HUBS (as of Oct 2026).
Based on 16 Wall Street analysts offering 12-month price targets for HUBS in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| HUBS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 7 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put HUBS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Restructure workforce to create a flatter, faster organization
Workforce cut may hinder talent restructuring efforts.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $239.57
The last 12 months of price, then the range of analyst 12-month targets from today’s $239.57.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Restructure workforce to create a flatter, faster organization
Job cuts may hinder workforce restructuring efforts.
Threatens: Accelerate AI transformation in product and go-to-market
Layoffs may hinder AI transformation efforts.
Advances: Achieve $762M-$766M operating income in 2026
Workforce cut may improve operating income efficiency.
Threatens: Achieve $3.7B revenue in 2026
Downgrade raises concerns about future revenue growth.
Advances: Accelerate AI transformation in product and go-to-market
AI strategy aligns with growth objectives and enhances margins.
Advances: Accelerate AI transformation in product and go-to-market
AI shift aligns with management's growth objectives.
Threatens: Achieve $3.7B revenue in 2026
Lower customer growth forecast impacts revenue growth objective.