|
Feb 16
|
|
$243.85
$250.14
+2.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
A Look Into HubSpot Inc's Price Over Earnings
|
|
Feb 16
|
|
$243.85
$250.14
+2.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
Is HubSpot Inc Gaining or Losing Market Suppo...
|
|
Feb 13
|
|
$243.85
$250.14
+2.6%
|
AVOID
|
Holden Spaht
Managing Partner, Thoma Bravo
|
"If you're going to say, what could they disrupt? ... maybe I'm sorting leads... or it's a front end marketing automation tool, or it's choosing words out of a document." Spaht explicitly identifies "low-stakes" administrative tasks as vulnerable. Companies whose primary value proposition is organizing sales leads (ZoomInfo), basic marketing automation (HubSpot), or document text management (DocuSign) face existential risk from foundational models that can do this natively for free. AVOID / SHORT Commodity SaaS. These companies successfully pivot to becoming "systems of record" rather than just workflow tools. |
Bloomberg Markets
Software Is AI, If You Do It Right: Spaht
|
|
Feb 13
|
|
$243.85
$250.14
+2.6%
|
LONG
|
Finnhub News
|
Citigroup reiterates a positive rating for HubSpot and increases its price target, signaling strong confidence in the stock. |
Finnhub - HUBS
Citigroup Maintains Buy on HubSpot, Raises Pr...
|
|
Feb 13
|
|
$243.85
$250.14
+2.6%
|
NEUTRAL
|
Finnhub News
|
Barclays maintains a positive rating on HubSpot but reduces its price target, indicating a mixed outlook for the stock. |
Finnhub - HUBS
Barclays Maintains Overweight on HubSpot, Low...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
Macquarie Maintains Outperform on HubSpot, Lo...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
JP Morgan Maintains Overweight on HubSpot, Lo...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
BMO Capital Maintains Outperform on HubSpot, ...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
UBS Maintains Buy on HubSpot, Lowers Price Ta...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
HubSpot: Panic Selling Is Senseless, Buy The ...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
RBC Capital Maintains Outperform on HubSpot, ...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
HubSpot Analysts Slash Price Target, Point To...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
Goldman Sachs Maintains Buy on HubSpot, Lower...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
Cantor Fitzgerald Maintains Overweight on Hub...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
Wells Fargo Maintains Overweight on HubSpot, ...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
Keybanc Maintains Overweight on HubSpot, Lowe...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
Truist Securities Maintains Buy on HubSpot, L...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
HubSpot shares are trading higher after the c...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
Mizuho Maintains Outperform on HubSpot, Lower...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
BTIG Maintains Buy on HubSpot, Lowers Price T...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
Needham Maintains Buy on HubSpot, Lowers Pric...
|
|
Feb 12
|
|
$228.95
$250.14
+9.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HUBS
Piper Sandler Maintains Overweight on HubSpot...
|
|
Feb 05
|
|
$223.49
$250.14
+11.9%
|
SHORT
|
Thread Guy
Crypto Commentator / Streamer
|
The host notes that SaaS stocks (Salesforce, ServiceNow, Workday, HubSpot) are down 40-70% and look like they are "falling off a cliff." He cites the "Crowding Out" effect: AI CapEx is draining the economy's dry powder. Every dollar invested in GPUs and AI infrastructure is a dollar taken away from traditional SaaS subscriptions. These companies are being "hollowed out like termites" as the market rotates capital from software to AI hardware/infrastructure. SHORT / AVOID. These legacy cloud names are the funding source for the new AI bubble. Oversold bounce if the rotation pauses or if AI monetization stalls. |
Thread Guy
Bitcoin is 63K!? Crypto is FINISHED? - Market...
|