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HubSpot

HUBS
$240.01
-51%since Benson's first pick

Market price data through August 21, 2026.

Performance

Aug 2021Aug 2026

Benson's first pick
$116$379$643$907Aug 2021Nov 2022Feb 2024May 2025Aug 2026Benson picked · $492.14
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
3.7 / 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
23 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 rebuilding the whole thing around AI agents that do the busywork, and they are changing how they charge for it so customers can start small and grow.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Profit Machine

    Revenue climbed 20 percent to 911.7 million dollars this quarter, and profit went from a 24.6 million dollar loss a year ago to 43.3 million dollars in the black. They also pulled in 222.8 million dollars in operating cash, up from 164.4 million dollars last year.

  • Buyback Blitz

    HubSpot bought back 531.9 million dollars of its own stock in just three months, and the board just approved another 1 billion dollars for more. Share count already dropped from 52.7 million to 50.6 million, which means each remaining share owns a bigger slice.

Bear case
  • Growth Cooling

    Customer growth slowed to 14 percent, down from the 16 percent pace earlier this year. Guidance calls for next quarter revenue growth of just 14 percent, so the days of 20 percent-plus expansion look like they are ending.

  • Pricing Gamble

    HubSpot is rewriting how it charges customers to make AI easier to adopt, and management openly called these deliberate choices that slow things down short term. With net profit margins at only about 3 percent, a pricing change that misfires leaves very little cushion.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-08-21. Model signals, scores, and risk labels can change and may be incomplete or wrong.

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