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

Interesting but not a clean buy — fundamentals are solid, but the market's real fear (AI killing traditional CRM software) is unresolved, not disproven.

👀 WATCH Fundamentals63/100

Down 77% from its all-time high of $841.26 — now $190.01

Why HUBS dropped

HubSpot's stock has been ground down for over a year by sector-wide "AI disruption" fears — worry that AI-native tools and in-house AI agents will make traditional SaaS/CRM platforms like HubSpot obsolete or price-compressed — plus a recent Wells Fargo downgrade and an IBM warning that companies are shifting IT budgets from software toward AI hardware.

Fwd P/E 12.2Op margin 3.3%Rev growth 23.4%Debt/equity 12.4%Analyst upside 43.9%

How this scored 63/100

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

✅ Makes money Net profit margin 3.0%

✅ Generates cash Free cash flow $656M

✅ Not drowning in debt Debt/equity 12.4% (limit 200%)

✅ Can pay its bills Current ratio 1.6 (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? 2/25

Operating margin 3.3% 1/9

Net profit margin 3.0% 1/8

Return on equity 5.0% 0/8

Growth Is it getting bigger, or dying? 19/25

Revenue growth 23.4% 9/9

Earnings growth unknown 2/8

Expected profit change 722.5% 8/8

Value Is it cheap right now? 22/25

Forward P/E 12.2 9/10

PEG ratio 0.3 8/8

Analyst target upside 43.9% 5/7

Balance sheet Will it survive? 20/25

Debt / equity 12.4% 10/10

Current ratio 1.6 3/8

Free cash flow $656M 7/7

🔒 Read the full AI analysis

Create a free account to unlock the bull case and the risks for HUBS — plus today's other picks.

Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-07-24. Research only — not financial advice.