What Happened?
Shares of customer platform provider HubSpot (NYSE: HUBS) jumped 3.2% in the afternoon session after positive analyst commentary followed the company's annual INBOUND customer conference, where new artificial intelligence initiatives were highlighted.
Truist Securities reiterated its Buy rating and $675 price target on the stock, reporting that conversations with HubSpot partners indicate pent-up demand has started to "positively unwind." The firm also noted that customer cost consciousness appears to be driving market share gains for HubSpot. The conference featured the unveiling of 'The Loop,' an AI-centric marketing playbook, and expanded AI-powered integrations with partners. Truist expressed increased confidence that HubSpot will "solidly exceed" their second-half assumptions, seeing potential for "beat and raise activity" in fiscal year 2026. This comes amid a thriving software industry fueled by the proliferation of AI and Software-as-a-Service (SaaS) models.
After the initial pop the shares cooled down to $503.60, up 2.3% from previous close.
Is now the time to buy HubSpot? Access our full analysis report here, it’s free.
What Is The Market Telling Us
HubSpot’s shares are quite volatile and have had 16 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 10 days ago when the stock gained 4.8% on the news that the stock extended its positive momentum as the company highlighted its new AI-driven marketing strategy at its recent investor event, drawing positive reactions from analysts.
During its 2025 Analyst Day and INBOUND 2025 event, HubSpot detailed its 'Loop playbook for the AI era,' which includes pre-built AI agents, a new Data Hub, and configure, price, quote (CPQ) solutions. The strategy is designed to help customers adapt to significant shifts in the marketing landscape. Following the presentation, analysts signaled confidence in the company's long-term growth and profit outlook. Firms like Truist and Stifel maintained their Buy ratings on the stock, citing the blend of AI-driven product innovation, new monetization opportunities, and strong long-term financial targets as key drivers for shareholder confidence.
HubSpot is down 27.8% since the beginning of the year, and at $503.60 per share, it is trading 38.6% below its 52-week high of $819.71 from February 2025. Investors who bought $1,000 worth of HubSpot’s shares 5 years ago would now be looking at an investment worth $1,782.
Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we’ve identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.
