HubSpot, Inc. (HUBS)

HubSpot, Inc.'s stock price has declined over the past six months. The share price on November 20, 2025, was $357.31, a significant drop from $720.00 on November 21, 2024. For Q3 2025, HubSpot reported EPS of $2.66 and revenue of $809.5 million, beating estimates, but the stock price dropped by 12.8% following the earnings release. Analyst sentiment has seen adjustments, with several firms lowering price targets, and insider selling has been observed.

There is no explicit public information detailing significant seasonality in the demand for HubSpot's own software and services. The company's business model, largely based on subscriptions, generally aims for consistent revenue streams. HubSpot's tools are designed to help its customers measure performance, identify slumps or upticks, and navigate seasonal patterns, implying that while their customer base may experience seasonality, HubSpot's platform provides continuous value to mitigate these effects.

HubSpot, Inc. is a developer and marketer of cloud-based software for inbound marketing, sales, and customer service. Its core offerings are organized into several 'Hubs' that form a comprehensive customer platform, including Marketing Hub, Sales Hub, Service Hub, Content Hub, Operations Hub, Data Hub, and Commerce Hub. The Smart CRM, an AI-powered customer relationship management system, unifies customer data. HubSpot also integrates AI-powered tools like Breeze AI Agents and Breeze Assistant across its platform.

HubSpot's global headquarters are in Cambridge, Massachusetts, U.S., and it maintains a significant international presence with offices in major cities worldwide. It operates across three primary geographical segments: the Americas, Europe, and Asia Pacific. In the third quarter of 2025, international revenue constituted 49% of the company's total revenue.

HubSpot has generally maintained a strong brand reputation as an employer and a provider of marketing and sales software. The company has been recognized as a 'Best Place to Work' by various organizations. However, in the past year, HubSpot's brand reputation and organic reach were significantly impacted by a decline in its search engine optimization (SEO) performance. In response, HubSpot announced a pivot in its SEO strategy, focusing on product-focused and down-funnel content, as well as content pruning and refreshing, to recover its organic traffic.

HubSpot, Inc. exhibits an ownership structure primarily dominated by institutional investors, holding approximately 88.45% to 90.4% of the company's stock. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Price T Rowe Associates Inc /Md/, Jpmorgan Chase & Co, Fmr Llc, Wellington Management Group Llp, Pictet Asset Management Holding SA, State Street Corp, and Janus Henderson Group Plc. Individual and insider ownership also plays a role, with insiders owning around 4.0% to 45.09% of the company's stock.