Added to YB: 2026-08-19
Pitch date: 2026-08-16
HUBS [bullish]
HubSpot, Inc.
Author Info
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Company Info
HubSpot, Inc., together with its subsidiaries, provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.
Market Cap
$11.2B
Pitch Price
N/A
Price Target
495.00
Dividend
N/A
EV/EBITDA
50.94
P/E
80.61
EV/Sales
2.92
Sector
Software
Category
value
Will Hubspot go the way of the Dodo?
HUBS: Trades ~$210, same as 2020, but revenue quadrupled to $3.1B, FCF up 10x to $750M+, now GAAP profitable ($1.47 EPS 1H26). ~15x fwd PE, 3.5x sales, 84% GM, 20% growth, 106-107% NRR, $0.75B buybacks. Bull: platform lock-in (40% on 4+ hubs), Breeze AI upsell. Bear: 75% blog SEO traffic collapse, slowing net adds (~7k/qtr), AEO erosion. 3yr targets: $495 bull, $390 base, $195 bear.
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