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 elevated risk signals.
🇺🇸United States82EXITView United States risk detail →💻Technology25WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| BABA | Alibaba Group Holding Ltd | 30 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 30 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 30 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 30 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓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% |