Zacks Investment Research·2d ago
Why HubSpot (HUBS) is a Top Growth Stock for the Long-TermThe Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
HubSpot has executed a strategic pivot toward AI-enabled offerings, evidenced by a 28.5% increase in R&D spending since Q1 2024, which has driven a swing to positive operating income of 4.8% in Q2 2026 from -3.8% in Q1 2025. The company's asset-light model, wi...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 19.8% in Q2 2026 from 23.4% in Q1 2025, while operating margin improved to 4.8% from -3.8% over the same period, reflecting cost discipline and a successful AI pivot.
Bulls highlight HubSpot's forecasted revenue growth above the 11.5% market rate, with high-case projections reaching $1,141 on an 18.5% revenue CAGR.
HubSpot is expected to achieve faster earnings growth of about 34.8% per year, making it an attractive investment opportunity.
HubSpot's integrated platform combines marketing, sales, and customer service software, providing a comprehensive solution for businesses.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $3.26+7.9% vs $3.02 | $912M+1.5% vs $898M |
Q2 2026 May 7, 2026 | $2.72+10.1% vs $2.47 | $881M+2.0% vs $863M |
Q1 2026 Feb 11, 2026 | $3.09+3.3% vs $2.99 | $847M+1.9% vs $831M |
Q4 2025 Nov 5, 2025 | $2.66+2.7% vs $2.59 | $810M+2.9% vs $787M |
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
HubSpot NYSE: HUBS used its Analyst Day at UNBOUND to outline an AI-focused strategy centered on what Chief Executive Officer Yamini Rangan called the “outcomes era,” in which software companies are measured less by features and more by their ability to produce measurable business results for customers.
HubSpot, Inc. (HUBS) Analyst/Investor Day Transcript
HubSpot is boosting cash flow as revenues, margins and AI adoption grow, but competition and valuation raise questions about momentum.
Benchmark HUBS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for HubSpot, Inc. (HUBS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $226.03 | $11.58B | 262.83 | 19.17% | 1.47% | 2.31% | — | |
| $237.58 | $194.58B | 30.46 | 9.58% | 21.99% | 20.15% | — | |
| $251.49 | $89.52B | 838.30 | 27.68% | 4.48% | 4.57% | — | |
| $25.87 | $2.91B | -21.20 | 24.4% | -13.55% | -18.75% | — | |
| $240.69 | $95.67B | 14.41 | 10.53% | 28.05% | 62.88% | — | |
| $290.70 | $44.12B | 1384.29 | 13.66% | 20.62% | 14.15% | — |
HubSpot, Inc. (HUBS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
HubSpot, Inc. (HUBS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jun 16, 2026·SEC
May 7, 2026·SEC
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HubSpot, Inc. (HUBS) stock FAQ — growth, dividends, profitability & financials explained
HubSpot, Inc. (HUBS) reported $3.45B in revenue for fiscal year 2025. This represents a 6583% increase from $51.6M in 2012.
HubSpot, Inc. (HUBS) grew revenue by 19.2% over the past year. This is strong growth.
Yes, HubSpot, Inc. (HUBS) is profitable, generating $146.9M in net income for fiscal year 2025 (1.5% net margin).
HubSpot, Inc. (HUBS) has a return on equity (ROE) of 2.3%. This is below average, suggesting room for improvement.
HubSpot, Inc. (HUBS) generated $767.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
