HubSpot's SMB CRM platform continues to gain share against Salesforce in the small and mid-market segment, with Breeze AI features driving net new logo acquisition. ARR growth above 20% with improving operating leverage as the company exits its hyper-growth investment phase. Service Hub and Content Hub cross-sell extends ARPU. AI agent monetization model creates a durable secondary tailwind.
Thesis reviewed May 29, 2026
HubSpot Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →💻Technology24WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| ZS | Zscaler Inc. | 29 | +14% | ↓8% | EARLY |
| META | Meta Platforms Inc. | 29 | +20% | ↓8% | EARLY |
| HUBS | HubSpot Inc. | 29 | +10% | ↓8% | EARLY |
| SHOP | Shopify Inc. | 29 | +13% | ↓8% | EARLY |
| SNOW | Snowflake Inc. | 29 | +9% | ↓8% | NEUTRAL |
| PSO | Pearson PLC | 29 | +10% | ↓8% | NEUTRAL |
| NOW | ServiceNow Inc. | 29 | +17% | ↓8% | EARLY |
Investors who hold HUBS may also have indirect exposure through these country funds.
HubSpot Breeze AI agents drive 30% upsell attach in Q1
International SMB customer count grows 25% YoY
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jul 1, 24 | -54.9% |