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HubSpot

HUBS
$239.92
-51%since Benson's first pick

Market price data through August 3, 2026.

Performance

Aug 2021Aug 2026

Benson's first pick
$116$379$643$907Aug 2021Oct 2022Feb 2024May 2025Aug 2026Benson picked · $492.14
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
3.4 / 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
-51%
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
22 months
How long Benson has been tracking this pick.

About HubSpot

HubSpot is the all-in-one software toolkit that businesses use to manage marketing, sales, and customer service. They are now leaning hard into AI agents that automate the boring parts of running a company.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Growth Engine

    Revenue jumped 23 percent to 881 million dollars in the first quarter of 2026, with customers climbing 16 percent to nearly 300,000. Full year guidance points to 3.7 billion dollars in revenue, showing this growth story is far from over.

  • Profit Pivot

    HubSpot flipped from a 27 million dollar operating loss last year to 28 million dollars in operating profit this quarter. They also generated 154 million dollars in free cash flow and bought back 211 million dollars of their own stock, a sign of real financial muscle.

Bear case
  • AI Arms Race

    HubSpot just rolled out new AI tools like Customer Agent and Prospecting Agent, but they are battling giants like Salesforce and Microsoft for the same customers. If their AI features fall behind, the 16 percent customer growth could stall fast.

  • Thin Margins

    Net profit margins sit at just 1.47 percent, meaning HubSpot keeps barely over a penny from every dollar of sales. Any hiccup in spending or a slowdown in new signups could quickly push them back into the red.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-08-03. Model signals, scores, and risk labels can change and may be incomplete or wrong.

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