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    HubSpot (HUBS) Could Be 73% Undervalued Following Its August 5 Earnings Date

    Simply Wall St·07/24/2026 12:27:06
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    HubSpot (HUBS) has set August 5, 2026 as the date for releasing its second quarter results, with investors watching closely as the company discusses performance, operations, and its outlook on the accompanying conference call.

    See our latest analysis for HubSpot.

    HubSpot’s share price has been under pressure recently, with a 1-day share price return that declined 7.27% and a 7-day share price return that fell 15.39%, while the year to date share price return is down 50.29% and the 1-year total shareholder return has declined 65.59%. This points to fading momentum, despite a 30-day share price return that rose 9.65% ahead of its August results and growing attention on AI driven software platforms.

    If this kind of volatility has you thinking about where else growth and AI might intersect, it could be worth scanning 34 AI small caps

    For HubSpot, the steep share price pullback sits against ongoing revenue and net income growth, leaving an open question: has sentiment simply swung too far, or is the stock now better aligned with the underlying business?

    Most Popular Narrative: 42.3% Undervalued

    Against HubSpot’s last close of $190.01, the most followed narrative points to a fair value of $329.51, implying a large gap between price and what that narrative views as business value.

    HubSpot is a leading, product-led CRM platform for SMBs and mid-market companies that bundles marketing, sales, service, operations and commerce capabilities in an easy-to-adopt cloud suite. Its strong brand, inbound-marketing flywheel, partner ecosystem and user-friendly UX drive customer acquisition and retention, allowing HubSpot to capture higher lifetime value from expanding product adoption inside customers.

    Read the complete narrative.

    This narrative, shared by greenbooksilver, leans heavily on a few key pillars. It ties the fair value to expectations around revenue expansion, steady margin improvement and what happens if HubSpot converts more of its free and lower tier users into higher value multi hub customers. The gap between $190.01 and $329.51 reflects that full bundle story rather than just today’s reported earnings.

    Result: Fair Value of $329.51 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this HubSpot narrative could be challenged if AI features turn out to be easy to copy or if larger rivals squeeze its ability to win bigger customers.

    Find out about the key risks to this HubSpot narrative.

    Another View on HubSpot’s Valuation

    The most popular HubSpot narrative leans on a fair value of $329.51, but the current P/E ratio of 97.1x paints a very different picture. It sits well above the US Software industry average of 27x, the peer average of 56.5x, and even the fair ratio of 44.7x. This raises the question of whether investors are paying a high premium for growth expectations that still need to be proven out.

    For a closer look at how this valuation gap stacks up against peers, the See what the numbers say about this price — find out in our valuation breakdown.

    NYSE:HUBS P/E Ratio as at Jul 2026
    NYSE:HUBS P/E Ratio as at Jul 2026

    Next Steps

    Given the mix of concern and optimism around HubSpot, it makes sense to move quickly and test the numbers against your own expectations using the 3 key rewards and 1 important warning sign.

    Looking for more investment ideas beyond HubSpot?

    If HubSpot has sharpened your focus on where to put fresh capital, broaden your watchlist now with a few carefully filtered stock ideas that might otherwise slip past you.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.