Bernstein has upgraded HubSpot Inc (HUBS) to Outperform from Market Perform, reflecting a more optimistic outlook on the company's prospects. This change, effective September 2, 2025, comes as HubSpot continues to strengthen its position within the technology sector.
Headquartered in Cambridge, Massachusetts, HubSpot engages in cloud-based customer relationship management and currently employs 8,723 full-time staff. The firm offers a unified platform that integrates artificial intelligence (AI) to enhance customer engagement across various functions, including marketing, sales, and service. As of now, the company's market capitalization stands at $19.0 billion, with a trailing twelve-month earnings per share (EPS) of -0.07.
The upgrade underscores analyst confidence in HubSpot's strategic direction and potential for improved business performance. Upcoming earnings reports are also on the horizon, with estimates of $2.73 EPS and $902.1 million in revenue expected for August 4, 2026.
Analyst ratings, such as this upgrade, provide insights based on research and financial models. However, they should be viewed as one of many factors in investment decision-making, alongside company fundamentals and market conditions. As of November 1, 2025, the consensus among analysts remains a Buy, with 14 Strong Buy ratings, 25 Buy ratings, and no Sell or Strong Sell ratings.
The recent upgrade highlights the evolving sentiment towards HubSpot as it navigates a competitive landscape fueled by technological advancements and changing customer needs.