The Value Thesis

The Value Thesis

Stock & Investment Research

HubSpot: Great Product, Premium Valuation

Great company, smart management, assumptions on growth, margins, and AI

Arda Solmaz's avatar
Arda Solmaz
Nov 06, 2025
∙ Paid

HubSpot HUBS 0.00%↑ is down almost 20% after earnings on 5ht of November, currently trading around $20 Billion Market Cap.

For the year stock is roughly down %45

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