Hubspot, Inc. (Hubs): Taurus’s case theory

We encountered a Saudi thesis On Hubspot, Inc. To double your alternative wealth by Sergey. In this article, we will summarize the bull thesis on the centers. Hubspot, Inc. At $ 461.87, starting from August 7^Y. The striker P/E 49.26 was according to Yahoo Finance.

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Hubspot Q2 2025 achieved strong, with revenues of $ 760.9 million, or 19.4 % on an annual basis and a shortcut of 2.9 %. The calculated bills increased by 25.6 % year on an annual basis to 814 million dollars, with the support of a new net from $ 183 million (+129.4 % on an annual basis). Free cash flow margin improved to 15.3 %, and an EPS exceeds the GAAP of $ 2.19 expectations by 3.8 %. International growth remained strong, which now represents 48 % of revenues, while the total customer has grown by 17.5 % on an annual basis to approximately 268,000.

The multi-product advanced HUBSPOT group continues to obtain a 71 % SALES axis seat upgrades on an annual basis, the service center 110 %, and content content reached 48 % attachment to the marketing center. The adoption of artificial intelligence agents is progressing quickly, as more than 12,000 customers use the content agent and strong absorption of customer agents and exploration agents. While liquefying through artificial intelligence credits only began in June, it is expected to have a full impact in the 26th fiscal year. The company moves to a hybrid liquefied stereotype with useful use of use, which improves flexibility and durability in the long run. Excellent momentum explains: 42 % of ARR customers now use all three basic axes, and 61 % of new Pro+ users with multiple products.

Although the overall opposite wind delays some non -seat promotions, the seat -based expansion and the adoption of basic seats push up and improve the margins. Participation processes continued, and Hubspot raised the entire year’s instructions with the expected revenues of the third quarter from 785 to 787 million dollars, an increase of 17.4 % on an annual basis. Since the administrative Hubspot is the CRM platform that works in Amnesty International, the diverse demand engine, the adoption of developing artificial intelligence, and the implementation of discipline, indicates permanent growth and bullish lack of fiscal year 26.

Previously, we covered a file Saudi thesis On DATADOG, Inc. (DDOG) by BigBullCAP in May 2025, which highlighted the company’s multi -product engine, the various ARR base, deepening customer penetration. The company’s share price has been about 19.15 % since our coverage. This is because the thesis on the adoption of the product and innovation is turned on. Sergey shares a similar look at Hubspot but emphasizes the liquefaction and traction that leads AI.

Hubspot, Inc. It is not listed in our list from 30 shares more popular among hedge boxes. According to our database, 61 hedge porridge held centers at the end of the first quarter, which was 73 in the previous quarter. Although we acknowledge the capabilities of the centers as an investment, we believe that some artificial intelligence shares provide greater potential in the upward direction and carry less negative risks. If you are looking for a stock of artificial intelligence with less than very apprecia The best inventory of artificial intelligence in the short term.