Recent commentary around HubSpot (HUBS) centers on its operational discipline, growing adoption of multiple hubs within its CRM platform, and early traction for agentic AI. Together, these factors are sharpening investor focus on long-term business positioning.

Despite interest around HubSpot's AI ambitions and continued hiring in research and sales, the share price has come under pressure, with a 30 day share price return of 43.56% decline and a 1 year total shareholder return of 71.28% decline, signaling fading momentum as investors reassess growth expectations and risk.

If HubSpot's recent pullback has you reassessing your tech exposure, this could be a good moment to scan 56 profitable AI stocks that aren't just burning cash to identify other AI names with stronger recent trends.

With HUBS now down sharply over 1 year but still tied to a widely used CRM and AI story, the key question is simple: are you looking at an undervalued compounding platform or a stock where future growth is already priced in?

Most Popular Narrative: 58.9% Undervalued

With HubSpot last closing at $223.49 against a most followed fair value estimate of $543.54, the current gap is drawing attention to the long term narrative behind the stock.

Rapid adoption and expansion of AI based functionality such as Customer Agent, Prospecting Agent, and connectors to leading LLMs are driving higher customer engagement, sticky workflows, and early stage monetization opportunities (especially via credit based AI features). This is described as setting the stage for stronger net dollar retention and potentially higher net margins in 2026 and beyond.

Curious what kind of revenue glide path and margin lift would need to sit behind that statement? The most followed narrative refers to compound top line growth, a sharp swing into profitability and a rich future earnings multiple supported by that AI and multi hub story.

Putting it together, the most followed model applies an 8.48% discount rate and arrives at a fair value of $543.54 for HubSpot, versus the current price of $223.49, while also noting that this view depends on sustained revenue expansion and margin improvement over several years. Result: Fair Value of $543.54 (UNDERVALUED)

However, there are still real swing factors here, including disruption to HubSpot’s traditional SEO-driven customer acquisition and the early, unproven monetization of its AI agents.

Build Your Own HubSpot Narrative

If that story does not quite line up with your own view, or you simply prefer to test the numbers yourself, you can pull the data, tweak the assumptions, and build a personalized HubSpot thesis in just a few minutes, Do it your way.

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding HubSpot.

Looking for more investment ideas?

If HubSpot sits on your watchlist, do not stop there. Widen your opportunity set with a few focused screens that surface very different types of ideas.

• Target potential value plays by scanning 55 high quality undervalued stocks that pair quality fundamentals with prices that look out of sync with underlying business strength.
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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.