HubSpot projects FY25 EPS between $9.60 and $9.62, surpassing consensus estimate of $9.52.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 05 2025
0mins
Should l Buy HUBS?
- Revenue Forecast: The company projects FY25 revenue to be between $3.113 billion and $3.115 billion.
- Consensus Comparison: This forecast exceeds the consensus estimate of $3.09 billion.
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Analyst Views on HUBS
Wall Street analysts forecast HUBS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HUBS is 582.08 USD with a low forecast of 450.00 USD and a high forecast of 800.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
27 Analyst Rating
24 Buy
3 Hold
0 Sell
Strong Buy
Current: 223.490
Low
450.00
Averages
582.08
High
800.00
Current: 223.490
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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- Market Reaction: Recent sell-offs in software, legal services, and video game stocks stem from fears of AI's new features, with investors particularly concerned about tools like Atlassian, Adobe, and HubSpot that are seen as more vulnerable to disruption.
- System Security Analysis: While record systems like Salesforce are relatively secure due to their core enterprise data, they are not immune; analysts suggest that the rapid advancement of AI could impact these systems' market positions, especially in a fast-evolving tech landscape.
- Investment Opportunities: The wholesale sell-off in the software sector presents investors with the chance to differentiate between 'need-to-haves' and 'nice-to-haves', allowing them to identify companies that maintain competitive advantages amid the AI wave for long-term returns.
See More
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- Software Sell-off: Recent sell-offs in software, legal services, and video game stocks highlight market fears that new AI features could replace traditional tools, indicating a heightened sensitivity to technological disruption.
- AI Prototype Development: CNBC's team successfully created a project management dashboard similar to Monday.com using Anthropic's AI coding tool 'Claude Code' in under an hour, showcasing AI's potential to simplify the development process.
- Cost Efficiency Analysis: The development cost using AI tools ranges from $5 to $15, and as more data centers are built, this cost is expected to decrease further, making it more accessible for users.
- Investor Focus: Analysts suggest that companies like Atlassian, Adobe, and HubSpot face significant risks as their tools are not core to business operations, prompting investors to pay attention to the market performance of these 'nice-to-have' products.
See More
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- Cloud Fund Decline: The WisdomTree Cloud Computing Fund has dropped approximately 20% in 2026, including a 6.5% decline this week, reflecting investor concerns over potential disruptions from AI technology, which has negatively impacted confidence across the sector.
- Box's Poor Performance: Box's stock has fallen 17% in 2026, experiencing its steepest monthly drop since 2023, and while CEO Aaron Levie describes this as the most exciting moment in the company's 20-year history, the market remains pessimistic about its future prospects.
- Increased Competition: The launch of new legal and marketing features for Anthropic's Claude Cowork productivity tool has made investors more cautious, fearing that AI could replace traditional software solutions, leading to significant stock declines for companies like HubSpot and Figma, which fell 39% and 40%, respectively.
- Divergent Market Reactions: Despite escalating fears of AI-related disruption, analysts highlight that many software companies maintain solid fundamentals, with HubSpot showing strong business performance and Monday.com being viewed as a profitable grower benefiting from digital and AI collaboration trends, indicating a divergence in market reactions.
See More
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- Market Performance Decline: Box's stock has dropped 17% in 2026, reflecting investor concerns about the future of software companies amid the rise of AI, leading to significant market value erosion and impacting company confidence.
- Intensifying Industry Competition: With the launch of new tools like Anthropic's Claude Cowork, software companies face direct competition from AI technologies, and despite efforts from Salesforce and ServiceNow to maintain market share, their valuations have fallen by about 25%, indicating weakened market confidence in traditional software.
- Shift in Investor Sentiment: While some analysts believe companies like HubSpot remain robust, the overall market sentiment towards the software sector has turned pessimistic, resulting in significant stock price declines for many firms, reflecting fears of AI replacing traditional software solutions.
- Pressure to Adapt Technologically: Box CEO Levie emphasizes that software companies must rapidly embrace AI to remain competitive, and this pressure is driving innovation in products and services to meet growing customer demands, potentially reshaping the industry landscape in the long term.
See More
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- Severe Market Drawdown: The iShares Expanded Tech-Software Sector ETF (NYSE:IGV) has fallen for seven consecutive sessions, resulting in a 16% drop, marking the worst performance since the COVID panic in 2020, indicating immense pressure on the software sector.
- Widespread Negative Returns: Year to date, 100 out of 110 constituents in the software sector have posted negative returns, with over 20 stocks down more than 30%, reflecting growing concerns about the sustainability of software business models.
- Deteriorating Technical Indicators: A striking 97 of the IGV ETF's constituents are trading below their 200-day moving average, highlighting a broad breakdown in technical momentum, while the 14-day RSI has plummeted to 16, the lowest since September 2001, indicating extreme market pessimism.
- Pressure from Business Model Shifts: Macro strategists have noted that the rise of AI tools is replacing expensive SaaS platforms, leading to pricing pressures, slower renewals, and declining customer retention, prompting investors to rethink growth and value in the AI era.
See More
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- Software Company Pressure: Companies like HubSpot and ServiceNow are facing market pressure due to their integration of AI products, reflecting investor concerns about their future growth potential, which may negatively impact their stock performance.
- Memory Product Surge: Memory product manufacturers crucial to AI infrastructure have seen significant stock price increases, indicating strong market expectations for AI-related hardware demand, which could drive revenue growth for these companies.
- Market Divergence Trend: A clear divergence is emerging in the AI stock market, with performance differences between software companies and hardware manufacturers, potentially prompting investors to reassess their portfolios in search of more promising investment opportunities.
- Analyst Discussion: Motley Fool analysts Matt Frankel and Tyler Crowe discuss these trends in a video, emphasizing the dynamic changes in the AI sector and their implications for investment strategies.
See More
