HubSpot Inc. (HUBS)
Technology · NYSE · US
Price as at 29 Sept 2026, 22:27 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
HubSpot Inc. trades at $197.67, which is 58% above the $82.99 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 59 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 108.6 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
HUBS earnings and analyst estimates
Recommendation mix, 33 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About HubSpot Inc.
HubSpot, Inc., together with its subsidiaries, provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific. The company's CRM platform includes Marketing Hub, a toolset for marketing automation and email, social media, SEO, AEO, and reporting and analytics; Sales Hub offers email templates and tracking, conversations and live chat, meeting and call scheduling, lead and website visit alerts, lead scoring, sales automation, pipeline management, quoting, forecasting, and reporting; Service Hub, a service software designed to help businesses manage, respond, and connect with customers; and Content Hub that helps business with website pages, business blogging, video and podcast hosting, smart content, landing pages and forms, SEO recommendations, forms and lead flow, web analytics reporting, calls-to-action, and file manager. It offers Operations Hub, which provides programmable automation, data sync, data curation, and data quality tools; and Commerce Hub, a B2B commerce suite that provides payment links, invoices, quotes, subscription management, and automation and revenue reporting; and breeze, an AI that powers the customer platform that provides AI-powered insights, automation, content generation, and data enrichment, as well as Breeze Assistant, a go-to-market assistant to boost productivity and make work easier; and Breeze Agents, which helps teams automate work end-to-end from strategy to execution. In addition, the company provides professional services to educate and train customers on how to utilize its CRM platform; and customer success; phone and/or email and chat-based support services; and helps customers by providing Customer Success Manager and Partner Development Manager digital channels through educational content academey. It serves mid-market business-to-business companies. The company was incorporated in 2005 and is headquartered in Cambridge, Massachusetts.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
HUBS passes 2 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
11 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$441.33M · 0.1% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$332.12M · 0.2% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$240.92M · 0.1% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$113.25M · 0.1% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$105.74M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in HUBS
We hold 15 disclosed trades in HUBS by members of Congress and executive-branch officials. The latest 5:
- Tony Wied · HouseBuy · $15,001 - $50,000 · traded 14 Aug 2026 · disclosed 2 Sept 2026
- Tony Wied · HouseSell · $15,001 - $50,000 · traded 14 Jul 2026 · disclosed 18 Aug 2026
- Tony Wied · HouseBuy · $15,001 - $50,000 · traded 9 Jun 2026 · disclosed 24 Jul 2026
- Donald J Trump · Executive branchSell · $1,001 - $15,000 · traded 3 Jun 2026 · disclosed 22 Aug 2026
- Donald J Trump · Executive branchBuy · $15,001 - $50,000 · traded 22 May 2026 · disclosed 1 Jul 2026
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
HUBS peers
The largest companies in the same industry, then in the same sector.
- NVDA NVIDIA Corporation
- AAPL Apple Inc.
- MSFT Microsoft Corporation
- 2330.TW TSMC
- AVGO Broadcom Inc.
- 005930.KS Samsung Electronics
- MU Micron Technology, Inc.
- 000660.KS SK Hynix
Every technology company we cover is on the Technology hub.
Common questions
Is HubSpot Inc. (HUBS) undervalued?
Against our fair value estimate of $82.99, HUBS at $197.67 is 58% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own HUBS?
11 of the institutions we track reported a position in HUBS in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is HUBS's P/E ratio?
HUBS trades at 108.6 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its HUBS data?
Fundamentals for HUBS come from company filings and exchange data, as listed on NYSE; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 29 Sept 2026, 22:27 UTC and is delayed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for HUBS, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.