HubSpot Faces Pressure Amid AI Disruption Concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy HUBS?
Source: Benzinga
HubSpot Inc (HUBS) has seen its stock price drop by 7.32%, hitting a 52-week low, as investor fears regarding AI disruptions in the software sector escalate.
The decline is attributed to broader market concerns about AI's impact on traditional software companies, with HubSpot being highlighted as particularly vulnerable. Recent reports indicate that the launch of AI tools like Anthropic's Claude Cowork has intensified worries, leading to significant sell-offs in the software sector, including HubSpot's stock. Analysts have noted that while HubSpot has shown strong business performance historically, the current market sentiment is heavily influenced by fears of obsolescence due to AI advancements.
This situation raises questions about HubSpot's future performance, especially with its upcoming Q4 earnings report. Investors will be closely watching the results to gauge the company's resilience amid these challenges.
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Analyst Views on HUBS
Wall Street analysts forecast HUBS stock price to rise
27 Analyst Rating
24 Buy
3 Hold
0 Sell
Strong Buy
Current: 247.310
Low
450.00
Averages
582.08
High
800.00
Current: 247.310
Low
450.00
Averages
582.08
High
800.00
About HUBS
HubSpot, Inc. provides a customer platform that helps businesses connect and grow better. The Company delivers seamless connection for customer-facing teams with a unified platform that includes artificial intelligence (AI)-powered engagement hubs, a Smart CRM, and a connected ecosystem with over 1,700 app marketplace integrations, a community network, and educational content. Its AI-powered engagement hubs include Marketing, Sales, Service, Operations, Content, and Commerce, as well as other tools and integrations that enable companies to attract, engage, and delight customers throughout the customer lifecycle. Its customer platform features a central database of lead and customer interactions, and integrated applications designed to help businesses attract visitors to their websites, convert visitors into leads, close leads into customers, transact with those customers, and delight them so they become promoters of those businesses. Breeze is its AI that powers the customer platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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