NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-07-31
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Create your account →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 about $3.7B revenue in 2026: $3704M vs ~$3.7B target.
View ThesisRevenue is growing steadily — about 21% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
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 67% in its worst 12-month stretch.
View RiskHUBS aims to achieve $3.7 billion in revenue for 2026. Recent financial performance is steady, supporting this goal. It trades at 29× P/E, compared to a 25× peer median. The price reflects modest growth expectations, which may not align with our view. A specific risk is the 28% chance of missing guidance in the next quarter. Peer multiples imply a price roughly in line with where it trades. Our read is provisional.
Trailing returns as of 2026-07-31. HUBS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 36 analysts currently covering HUBS (as of Jul 2026).
Based on 17 Wall Street analysts offering 12-month price targets for HUBS in the last 4 months.
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-08-01. 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.
Threatens: Achieve $762M-$766M operating income in 2026
Competitive concerns may hinder operating income growth.
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 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $237.36
The last 12 months of price, then the range of analyst 12-month targets from today’s $237.36.
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.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Privacy concerns may affect customer trust and revenue growth.
Threatens: Achieve $3.7B revenue in 2026
Analyst downgrade raises concerns about revenue growth outlook.
Threatens: Achieve $3.7B revenue in 2026
Slower demand could hinder revenue growth objectives.
New partner tools enhance growth potential.
Threatens: Achieve $3.7B revenue in 2026
AI disruption concerns may impact revenue growth.
Advances: Achieve $3.7B revenue in 2026
Strong customer growth supports revenue target for 2026.
Threatens: Achieve $3.7B revenue in 2026
Concerns about AI disruption could impact growth.
