Added to YB: 2026-02-16
Pitch date: 2026-02-12
HUBS [neutral]
HubSpot, Inc.
+1.47%
current return
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
$12.9B
Pitch Price
$235.91
Price Target
N/A
Dividend
N/A
EV/EBITDA
160.15
P/E
283.55
EV/Sales
3.65
Sector
Software
Category
growth
HubSpot Earnings
HUBS (earnings): Q4 rev $847M (+20% YoY) beat est; op margin 22.6% (+3.6pp); FCF margin 24.7%. Net new ARR $149M (+14.5%); RPO $1.6B (+60%); billings $971M (+27%). Enterprise deals >$10K MRR +41%; 500+ seat customers 5x. AI traction: Customer Agent 60% of credits, >8K activations. NRR 105% Q4, 103.5% FY. FY26 guide $3.69-3.70B (+18%). $1B buyback. Risk: GM down 1.6pp, SEO traffic declining.
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