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HUBSHubSpot

$243.62-1.61%Real quote · delayedMarketing CRMSoftware & cloud · 16 peers →

🏛️ Company factsSEC filings + FINRA official data

Annual revenue $3.1B · latest quarter up 19.8% YoY · profitable (FY net income $46M) · short activity above its recent average — bears adding.

FY revenue

$3.1B

2025-12

Latest Q YoY

+19.8%

Gross margin

83.8%

FY net income

$46M

Diluted EPS

$0.88

Short volume

65.6%

20d avg 43.9% · shorts building

🐋 5%+ ownership filings (last 180d)

The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.

2026-07-31passive (13G)VANGUARD PORTFOLIO MANAGEMENT LLC
2026-05-15passive (13G)PRICE T ROWE ASSOCIATES INC /MD/
2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
2026-03-27passive (13G)VANGUARD GROUP INC

🎯 Market expectations

Expectation reliability Medium · 61/100

Nasdaq analyst consensus · the pre-news baseline

Next quarter (Sep 2026) consensus$0.92Estimate range $0.74 ~ $1.04 · 10 analysts

History: actual vs consensusavg +4.4%

Jun 2026$1.12 vs $0.71+57.75%
Mar 2026$0.84 vs $0.69+21.74%
Dec 2025$1.18 vs $0.91+29.67%
Sep 2025$0.04 vs $0.47-91.49%

The takeaway

This company habitually beats by +4.4% — the next report has to clear that bar to count as good news.

Analyst estimates, not our forecast · not investment advice

What's moving this stock lately

0 direct · 4 2nd-order · 0 thematic

Ranked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)

#1▲0.6%2nd-orderSalesforce's Q2 Results Squash 'SaaSpocalypse' Fears: On Track for H2 Organic Revenue Reacceleration12d ago
As a CRM-space peer, HubSpot benefits from the easing of demand-peak fears across the software group.
Impact chain →
Also named: CRM · NOW · WDAY · ADBE
#2▲0.45%2nd-orderSalesforce Stock Rockets 20% on Anthropic Windfall, Guidance Raise12d ago
A direct CRM competitor, HubSpot rides improved sector sentiment on confirmed enterprise AI spend.
Impact chain →
Also named: CRM · NOW · AMZN · NVDA
#3▼0.37%2nd-orderSalesforce's Massive AI Agent Labor Market Could Drive New Upside1d ago
As a smaller CRM competitor focused on SMBs, Salesforce's upward-expanding AI-agent narrative may indirectly compress HubSpot's valuation narrative
Impact chain →
Also named: CRM · NOW · MSFT
#4▲0.36%2nd-orderSalesforce Turns the Corner as AI Fears Start to Fade11d ago
As a representative CRM/marketing SaaS player for SMBs, HubSpot has faced similar AI-agent substitution anxiety, so improving sector sentiment provides an indirect lift.
Impact chain →
Also named: CRM · NOW · WDAY

🕰️ Price × news · engine report card

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📜 Call history (newest first

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