$HUBS

2 theses

bullish 50%neutral 0%bearish 50%

Avg return (3m)

—

Win rate (3m)

— (0 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 14, 4:30 PM ET

$HUBSr/ValueInvestingStock Analysisbearish

u/NinjAsger · 40d ago2 prior · awaiting results

“I have shares in HubSpot (and Service Now)”

HUBS down 22% pre market; Low Visibility & Headwinds

HubSpot faces near-term headwinds from weaker-than-expected user growth, declining net retention, and increased customer budget sensitivity that will persist through year-end. While the company positions itself in the attractive agentic AI market, visibility is severely reduced by cannibalization risk from AI product adoption and seat-based pricing erosion, making valuation vulnerable to further disappointment.

At post $202.43Now $250.61+23.8% since postedas of Sep 14, 4:30 PM ET

1d+4.0%

3d+4.0%

1w+18.8%

1m+22.3%

3m—

6m—

1y—

original post →

$HUBSr/ValueInvestingStock Analysisbullish

u/armadillo_stocks · 144d ago8 prior · 0% at 3mo

Long HUBS

I’ve invested $2m in SaaS stocks. This is why.

SaaS incumbents like Hubspot are undervalued after market overreaction to AI disruption. Established companies have elite teams, strong switching costs, and the resources to leverage AI to improve products and expand market share with existing customers. Organizational adoption of new tech stacks is slow, giving incumbents time to adapt.

Now $250.61as of Sep 14, 4:30 PM ET

original post →

End of results.