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 solid operating momentum and improving growth profile. The company exceeded its fourth-quarter constant-currency revenue guidance, is guiding to mid- to high-teens growth into 2026, and is seeing net new ARR expand faster than revenue, which signals a likely future acceleration in reported growth.
HubSpot is also benefiting from steady upmarket progress, broad-based multihub adoption, healthy quarterly customer additions, and a rising net retention rate supported by seat expansion and growing AI usage. Combined with 2026 guidance that includes strong revenue growth and improved operating performance, and a valuation below peers with similar growth prospects, Bhatia sees an attractive risk/reward that supports a Buy recommendation.
In another report released today, TipRanks – OpenAI also upgraded the stock to a Buy with a $254.00 price target.