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HubSpot

HUBS
$215.84
▼ -56%since Benson's first pick

Market price data through November 12, 2026.

Performance

Nov 2021 – Nov 2026

Benson's first pick
$116$379$643$907Nov 2021Feb 2023May 2024Aug 2025Nov 2026Benson picked · $492.14
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
3.6 / 5
Benson's overall conviction in this stock right now.
Risk
Medium risk
How bumpy the ride tends to be with this stock.

Track record

How this pick has done since Benson first called it.

Benson Return
-56%
How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
First pick price
~$495
Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
Tracking since
September 2024
The month this stock first became a Benson pick.
Tracking duration
26 months
How long Benson has been tracking this pick.

About HubSpot

HubSpot is the all-in-one software toolkit that growing businesses use to run their marketing, sales, and customer service in one place. Now it is rebuilding itself around AI helpers that actually do the work, and it is changing how it charges so customers pay for results.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Profit Pop

    Revenue grew 17 percent to 947.6 million dollars, and 930.2 million dollars of that came from repeat subscriptions. Profit jumped to 83 million dollars, about five times the 16.5 million dollars it earned a year ago. Free cash, the money left after paying every bill, climbed to 188 million dollars.

  • Buyback Blitz

    HubSpot spent another 237.2 million dollars buying back its own stock this quarter. Shares outstanding fell to 49.5 million from 52.5 million a year ago, so each remaining share owns a bigger slice. It still holds 1.3 billion dollars in cash and investments.

Bear case
  • Flat Forecast

    HubSpot expects next quarter's revenue to land around 946 million dollars. That is basically flat with this quarter and up just 12 percent from last year. Customer growth also cooled to 12 percent, so the days of 20 percent growth look like they are behind it.

  • Pricing Gamble

    HubSpot is rewriting how it charges so customers pay for AI that gets work done, and it openly warned about pricing pressure and customers changing how they buy AI tools. It also recently cut staff to fund the shift. Average spending per customer rose just 4 percent, and with net profit margins near 4 percent, a misfire leaves little cushion.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.

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