HubSpot, Inc. (HUBS)

HubSpot's stock price has declined significantly over the past six months, dropping 68.72% over the past year and reaching a 52-week low due to fears of AI disruption. Specific events include a 65% stock decline over the past year, a 9.8% drop on February 3, 2026, and a 10.8% drop on February 4, 2026. In November 2025 and January 2026, several analysts cut their price targets for HubSpot. Despite beating revenue expectations in Q3 CY2025, the stock dropped 12.8% on November 5, 2025.

There is evidence of some seasonality in HubSpot's operations and demand for its offerings. The HubSpot Blog team prepares for seasonal dips in traffic during summer and winter months. HubSpot's tools are marketed to help seasonal businesses maximize off-peak engagement and loyalty, suggesting that the need for their tools might fluctuate with the business cycles of their diverse customer base.

HubSpot, Inc. is a cloud-based customer platform provider operating in the CRM and marketing automation industry. Its core business revolves around an integrated customer platform with hubs built upon a Smart CRM. The platform includes Marketing & Content Hub, Sales Hub, Service Hub, Data Hub, Commerce Hub, and Smart CRM. HubSpot pioneered the inbound marketing philosophy and is pivoting to an AI-first, unified customer platform.

HubSpot's global headquarters is in Cambridge, Massachusetts, and it has offices in San Francisco, Sydney, Gent, Toronto, Bogotá, Paris, Berlin, Dublin, and Tokyo. The company serves over 120 countries, with international revenue contributing significantly to its total revenue.

HubSpot maintains a strong brand reputation as a pioneer in inbound marketing and a leader in providing an integrated customer platform. Concerns over AI disruption have affected its perception among investors, contributing to a stock price decline. Despite this, HubSpot continues to innovate with AI-driven product updates.

HubSpot's ownership is a mix of institutional, retail, and individual investors. Institutional investors hold a significant majority, ranging from approximately 47.74% to over 90%. Insiders hold around 3.67% to 44.97%, and public/individual investors hold the remaining shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and Price T Rowe Associates Inc /md/.