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HUHUBS

HubSpot, Inc.

$HUBS·$12B·Software - Application·Technology
$230.94-3.3%YTD-44.6%1Y-46.6%
Price updated 7h ago·X counts updated 5d ago
HUHUBS
$HUBSHubSpot, Inc.
$230.94-3.34%130 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HUBS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

130X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $HUBS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-07

HubSpot is a software-leadership favorite. $3.45B revenue growing 20% YoY at 83.8% gross margin, just turned GAAP profitable, pivoting hard into AI. Leaps called free and paid off; the setup is on priority watchlists as one of four software long-term watchlist picks alongside ADBE.

Read what X is saying about $HUBS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HUBS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

HubSpot at 8% of 52-week range — 23% revenue growth, 84% gross margin, SaaS-pocalypse discount is the thesis.

HubSpot operates a cloud-based CRM and marketing-automation platform — the dominant SMB/mid-market SaaS stack. The stock is at 8% of its 52-week range after a 45% YTD decline on 0.91x normal volume despite accelerating fundamentals.

  • The P&L is actually accelerating: revenue grew 23.4% YoY to $881M last quarter at a 2% operating margin and 84% gross margin — the gross-margin profile is premium-SaaS, and the business just turned GAAP profitable per the X thread.
  • The specific SaaS-pocalypse value framing: $3.45B revenue growing 20% YoY at 83.8% gross margin, just turned GAAP profitable, pivoting hard into AI — the DCF-implies-more-upside case is specific.
  • Co-founder Halligan's $2.1M sale at $245.64 is a conviction trim, but at prices well above the current $217 — the chart is pricing structural doubt.

Breaking-down holds unless Nov 4 earnings confirm ARR growth above 20% YoY and operating margin trajectory extends. A soft ARR print, or any specific commentary on AI-threatening-SMB-CRM-TAM, is what seals the de-rating; a FY27 revenue guide above $4.3B plus specific AI-attached-ARR is what breaks the tape higher.

Agrees with X sentimentX bulls on $3.45B revenue growing 20% YoY at 83.8% gross margin, just turning GAAP profitable, pivoting into AI, and the SaaS-pocalypse discount with DCF implying more upside have the specific thesis right — this is a quality compounder at a value multiple with specific AI-threat skepticism.

What to watch: Nov 4 earnings — ARR growth above 20% YoY, operating margin trajectory, AI-attached-ARR disclosure, FY27 revenue guide. A soft ARR print or AI-threatening-TAM commentary is what seals the breaking-down.

On the calendar: 2026-11-04 — Q3 FY26 earnings

Read the AI verdict on $HUBS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Sells cloud CRM, marketing automation, and content management tools to SMBs through a freemium and tiered subscription model.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $HUBS.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $HUBS

Partial — Sells cloud CRM, marketing automation, and content management tools to SMBs through a freemium and tiered subscription model.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
111.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
83.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$3.26$3.02+7.9%
Q1 2026May 7, 2026$2.72$2.47+10.1%
Q4 2025Feb 11, 2026$3.09$2.99+3.3%
Q3 2025Nov 5, 2025$2.66$2.59+2.7%
Next earningsWed, Nov 4·consensus EPS $3.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$881.0M+23.4%83.5%3.3%$0.62$183.4M
Q4 FY25$846.3M+20.4%83.7%5.7%$1.04$203.7M
Q3 FY25$809.5M+20.9%83.5%1.4%$0.31$177.0M
Q2 FY25$760.9M+19.4%83.9%-3.2%$-0.06$148.3M

Forward consensus

5-year forecast · up to 25 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.7B$3.6B – $3.7B$13.30$13.23 – $13.5825
FY27$4.2B$4.1B – $4.3B$16.88$16.04 – $18.5625
FY28$4.8B$4.6B – $4.9B$20.25$15.96 – $25.3217
FY29$5.3B$5.2B – $5.4B$23.45$22.90 – $23.9413
FY30$5.9B$5.8B – $6.0B$27.02$26.39 – $27.588

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.19%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 48.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.245-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 15Brian HalliganDirector8.5K sh$2.1MSellAug 18Brian HalliganDirector8.5K sh$1.9MBuyAug 10Gerald DischlerDirector925 sh$200KSellAug 4Fisher Erika AshleyChief Legal Officer702 sh$165KSellJul 21Brian HalliganDirector8.5K sh$1.9MSellJun 16Brian HalliganDirector8.5K sh$1.6MSellMay 19Brian HalliganDirector8.5K sh$1.9MBuyMay 12Yamini RanganCEO2.8K sh$522KBuyMay 12Dharmesh ShahCTO10.0K sh$1.8MBuyMay 11Lorrie M NorringtonDirector1.3K sh$250K
1–10 of 12
+ 29 other (20 inkinds · 9 awards) in window

See when $HUBS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeOct 98-K — Item 5.02: Officer or director change
8-KRestructuring / exit costsOct 68-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs · Item 7.01: Press release / Reg FD
3New insider — initial holdingsAug 63
AI summary

Gerald Dischler filed an initial Form 3 beneficial ownership statement for HubSpot, Inc. on August 6, 2026, following his appointment as a Director effective August 5, 2026. The form reports zero direct shares of common stock beneficially owned. Routine director ownership disclosure; the zero-share position has no market impact beyond confirming the new board appointment.

8-KOfficer or director changeAug 58-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

HubSpot, Inc. filed an 8-K on August 5, 2026 covering Q2 2026 earnings (quarter ended June 30, 2026) and a board governance action. The board expanded from ten to eleven members and appointed Gerald ('Jerry') Dischler as a Class I director effective August 5, 2026, with his term expiring at the 2027 annual meeting; his compensation follows the standard non-employee director policy. A Reg FD item and Item 8.01 were also reported alongside the quarterly results. The board expansion is moderately notable alongside routine earnings disclosure.

8-KOfficer or director changeJun 168-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

HubSpot, Inc. (HUBS) filed an 8-K on June 16, 2026 covering officer/director changes (Item 5.02), annual meeting vote results (Item 5.07), and a Reg FD disclosure (Item 7.01). Body unavailable — excerpt cuts off before the specific personnel changes, vote tallies, or Reg FD content are disclosed.

+ 14 other (6 13Gs · 3 proxys · 2 10-Qs · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Tech layoffs 2026 update: Job losses pile up at Netflix, HubSpot, Flock Safety, and others in Octoberfastcompany.com·17h agoHubSpot: A Good Time To Accumulate Or Start A Positionseekingalpha.com·4d agoHere Are Monday’s Top Wall Street Analyst Research Calls: Adobe, Biogen, First Solar, GoDaddy, Hubspot, Palantir Technologies, Robinhood Markets, Snowflake, TeraWulf, T-Mobile US and More247wallst.com·5d agoHere's Why HubSpot (HUBS) is a Strong Momentum Stockzacks.com·8d agoHere Are Thursday’s Top Wall Street Analyst Research Calls: CAVA Group, Constellation Brands, Goldman Sachs Group, Hub Spot, Hut 8, Paladin Technologies, NXP Semiconductor, Spotify Technology, Tyler Technologies, and More247wallst.com·9d ago

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Voices on X · last 7 days

No standout posts about $HUBS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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