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$HUBS

HubSpot Inc

$HUBS

HubSpot Inc

Past 12mo:38mentions9voices

All voices6 calls since Jan 2026show all

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About this stock

$HUBS has received 38 mentions from 9 distinct FinTwit voices over a 12-month period beginning November 19, 2025, with the most recent mention on June 26, 2026. @stocksavvyshay leads engagement with 17 mentions, followed by @ragingventures with 9 mentions. The long research category dominates discussion of the ticker. Key voices have characterized $HUBS as an SMB AI CRM leader and category king, positioning it within broader software sector analysis focused on growth metrics and valuation dynamics.

Recent discourse reflects views of $HUBS as a small-to-mid-market software business undergoing valuation compression, with multiple voices noting the stock's presence among 52-week lows and framing this as an entry opportunity. @ragingventures indicated active trading around $HUBS positions in June 2026, while @stocksavvyshay categorized the company within a "Solid (10-19%)" growth tier for three-year CAGR among software leaders, placing it alongside names like $NOW, $MDB, and $PANW.

AI-generated from tracked posts · updated Jun 26, 2026

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Recent calls

6 calls

@dillon_valdezMay 20, 2026 · 4:55 PM

$HUBS gets more interesting when you stop thinking of it as just CRM software. HubSpot is trying to be the customer-context layer for AI agents: CRM, marketing, sales, service, content, and data in one workflow. Breeze sits on top of that platform. Customer Agent handles support. Prospecting Agent works leads. Data Agent answers from customer records. Q1 gives the experiment scale: $881M revenue (+23%), $862M subscription revenue (+23%), 299,458 customers (+16%), and $198.8M operating cash flow. The proof is whether Breeze becomes daily workflow, not demo shelfware.

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@dillon_valdezMay 15, 2026 · 7:57 PM

$HUBS is a good test case for AI adoption. Breeze is HubSpot's AI product layer: a collection of AI tools and agents built into the customer platform for marketing, sales, and service teams. That makes the replacement test simple. The question is not whether AI shows up in the product menu. It is whether HubSpot can use Breeze to replace old go-to-market work. Old workflow: support queues, manual prospecting, scattered CRM context. New workflow: customer agents, prospecting agents, and data agents sitting inside the customer platform. Q1 gave the business side of the watch: $881M revenue (+23% reported) and 299,458 customers (+16% YoY). The proof I would watch next is not the demo. It is whether Breeze agents start replacing the old SMB sales, service, and customer-data workflow.

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@ragingventuresFeb 26, 2026 · 5:58 PM

I wrote May $280 $HUBS calls for around $29 bucks against a lot of the stock I bought in the low $200s a couple of weeks ago.

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@ragingventuresFeb 12, 2026 · 9:42 PM

$HUBS had really nice numbers last night. Bookings growth has now trended higher than revenue growth for six straight quarters, allowing mgmt to hint that top line growth could re-accelerate back to 20% range. AI in near term is additive — as Claude sits on top of $HUBS’ “open” solutions and is driving incremental demand for both new seats and incremental compute. $HUBS is also rapidly rolling out its own agentic solutions. Longer term question is whether Claude disintermediates $HUBS by becoming the new dominant workflow interface. This is possible, but there’s so many potential permutations. I think the current valuation more than discounts these risks.

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@ragingventuresFeb 11, 2026 · 10:42 PM

$HUBS is one of the more exposed SaaS companies to recent technological trends IMO, but it is also an eloquent marketing and productization machine. While I respect the bear argument, I think it is also possible that $HUBS could roll-out a series of new AI-centric products and become more indispensable than ever. At sub 3x NTM revenues in after-hours trading, $HUBS is just too cheap given the scale and quality attributes of their business. I bought some today.

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@ragingventuresJan 15, 2026 · 9:01 PM

Bought some $WDAY, $HUBS, and $ESTC for my kids accounts today.

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Frequently asked

Who mentions $HUBS most on Surfaced?

@stocksavvyshay (Shay Boloor) mentions $HUBS most — 17 mentions in the past 12 months.

When was $HUBS first mentioned on Surfaced?

The earliest tracked mention of $HUBS in the Surfaced archive was on Nov 19, 2025.

How many voices track $HUBS?

9 FinTwit voices have mentioned $HUBS 38 times in the past 12 months.

What kind of voices mention $HUBS most?

$HUBS is mentioned most by Long Research voices on Surfaced.