HubSpot Inc

HubSpot Inc

HUBS

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Market Cap$11.3B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
HubSpot IncHubSpot Inc115.5-5%3.60.6

Earnings Call Q3 2025

November 5, 2025 - AI Summary

Strong Revenue Growth: HubSpot reported Q3 2025 revenue of $810 million, reflecting an 18.4% growth year-over-year in constant currency and 21% on an as-reported basis. Subscription revenue grew 21%, while total customers increased by 10,900, bringing the total to nearly 279,000.
Positive Operating Margins: The company delivered an operating margin of 20%, demonstrating solid profitability alongside growth. Net income was reported at $140 million, equating to $2.66 per fully diluted share, while free cash flow was $147 million, or 18% of revenue.
Strong Net New ARR: While revenue has been a lagging indicator, net new ARR remained above revenue growth, showing potential for future stability and upside. The growth in net new ARR signals underlying strength, although it is described as taking time to fully translate into revenue growth.

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$308.74

Target Price by Analysts

38.8% upsideHubSpot Target Price DetailsTarget Price
$338.54

Current Fair Value

52.2% upside

Undervalued by 52.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$11.30 Billion
Enterprise Value$11.64 Billion
Dividend Yield$- (-)
Earnings per Share$0.88
Beta1.23
Outstanding Shares52,490,000

Return

Return on Equity5.02%ROE
Return on Assets2.62%
Return on Invested Capital3.56%

Valuation & Multiples

P/E Ratio115.51P/E Ratio
PEG-46.32PEG
Price to Sales3.59Price to Sales
Price to Book Ratio5.85Price to Book Ratio
Enterprise Value to Revenue3.53
Enterprise Value to EBIT141.65
Enterprise Value to Net Income116
Total Debt to Enterprise0.11
Debt to Equity0.64Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 14, 2026
EPS Estimate
$2.44
Average shareholder expectation
Revenue Estimate
$863.31 M
Average shareholder expectation

Next Earnings Call

Expected Date
August 5, 2026
EPS Estimate
$3.01
Average shareholder expectation
Revenue Estimate
$898.14 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0085 20.27%
Total Calls889,100 16.07%
Total Puts896,700 45.26%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %93.51% 3.76%
Total Invested$11.96B 36.55%
Investors Holding705 77.00%

ESG Score

No data

About HubSpot Inc

3,387 employees
CEO: Brian Halligan

HubSpot is an American developer and marketer of software products for inbound marketing, sales, and customer service. It was founded by Brian Halligan and Dharmesh Shah in 2006. Its products and services aim to provide tools for custome...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the technical analysis and revenue estimates for all tax legislation. Its work directly informs and shapes the corporate tax policies that affect HubSpot's financial structure, capital investments, and overall tax burden.

Finance

This committee directly controls taxation and trade policy. Changes in corporate tax rates, deductions, or international trade agreements would have a direct and significant impact on HubSpot's profitability and global operations.

Judiciary

This committee's jurisdiction over antitrust laws and intellectual property (IP) is highly relevant. IP protection (patents, copyrights) is crucial for a software company, and as a significant tech company, HubSpot could be subject to antitrust scrutiny.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, including technology and telecommunications. Regulations concerning data privacy, consumer protection (FTC), and internet neutrality directly impact how HubSpot's CRM, marketing, and sales software operates and handles customer data.