HubSpot, Inc. (HUBS): one to watch?

Cheap on cash flow and growth, but the stock keeps sliding on real evidence that AI tools are slowing new customer growth — not yet a clear buy.

👀 WATCH Fundamentals61/100

Down 76% from its all-time high of $841.26 — now $204.98

Why HUBS dropped

HubSpot's stock has been grinding down for most of 2026 on a sector-wide "AI will replace SaaS software" fear, and that fear got concrete confirmation in August 2026 when the company beat on revenue/profit but gave guidance showing growth decelerating and added only ~7,000 net new customers, well below prior pace — the stock fell 20% on that print alone, and has kept falling since (down another ~24% in the last month) as it got dropped from a major stock index, likely forcing more selling.

Fwd P/E 12.2Op margin 4.9%Rev growth 19.8%Debt/equity 14.3%Analyst upside 21.8%

How this scored 61/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 4.3%

✅ Generates cash Free cash flow $667M

✅ Not drowning in debt Debt/equity 14.3% (limit 200%)

✅ Can pay its bills Current ratio 1.4 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 5/25

Operating margin 4.9% 2/9

Net profit margin 4.3% 2/8

Return on equity 7.9% 1/8

Growth Is it getting bigger, or dying? 18/25

Revenue growth 19.8% 7/9

Earnings growth unknown 2/8

Expected profit change 499.3% 8/8

Value Is it cheap right now? 19/25

Forward P/E 12.2 9/10

PEG ratio 0.2 8/8

Analyst target upside 21.8% 3/7

Balance sheet Will it survive? 19/25

Debt / equity 14.3% 10/10

Current ratio 1.4 2/8

Free cash flow $667M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-10-01. Research only — not financial advice.