William Blair analyst Arjun Bhatia has maintained their bullish stance on HUBS stock, giving a Buy rating today.
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Arjun Bhatia has given his Buy rating due to a combination of factors tied to HubSpot’s product momentum and valuation. He highlights that HubSpot is rolling out a wide range of AI-driven enhancements—such as expanded prospecting and customer support agents, Smart Deal Progression, and a new Answer Engine Optimization tool—that embed AI more deeply across marketing, sales, and service workflows.
He also notes early, tangible signs that customers are ramping up usage of these AI capabilities, which supports a thesis of future growth reacceleration. From a valuation standpoint, he sees HubSpot trading at a discount to other software names with similar 15%–20% growth profiles on both revenue and free cash flow multiples, and believes that stronger growth or faster AI adoption could catalyze multiple expansion and share-price recovery.
Based on the recent corporate insider activity of 85 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of HUBS in relation to earlier this year.