HUBSPOT INC
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S&P Dow Jones Indices announced changes to its major indices. Sandisk (SNDK) will join the S&P 100, replacing Colgate-Palmolive (CL). Other additions to the S&P 100 include Dell (DELL), Palo Alto Networks (PANW), and Arista Networks (ANET). The S&P 500 will add Bloom Energy (BE), Illumina (ILMN), and Everpure (P). Changes are effective before trading on Sept. 21, 2026.
Shares of Guidewire Software, HubSpot, CrowdStrike, ServiceNow, and Dynatrace rose as software stocks gained momentum following a decline in Treasury yields and Snowflake's strong earnings report. Snowflake's revenue grew 35% YoY to $1.55B, boosting investor sentiment in enterprise software. ServiceNow's shares are volatile, down 1.6% YTD but up 6% on the day.
Monday.com (MNDY) +7%, HubSpot (HUBS) +6%, and Intuit (INTU) +5% in a software sector rally. The gains follow Anthropic's below-expectation revenue and AI-related concerns. All three stocks remain down ~45% year-over-year. Software ETF IGV rose 0.6% while semiconductor ETF SOXX dropped sharply.
Over the past 7 days, alphai's AI scored 2 news stories mentioning HUBS (HUBSPOT INC). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent HUBS coverage spans earnings, sector analysis and financial news.
In the last 30 days, HUBS insiders filed 2 SEC Form 4 transactions — 1 purchase ($200K) and 1 sale ($1.9M). The most active reporter was Dischler Gerald with 1 filing. 50% of those filings were made under pre-arranged Rule 10b5-1 plans.
Positive impact from index inclusion.
Likely a sympathy move within enterprise software, not a HubSpot-specific disclosure.
Buyback authorization and margin expansion reinforce bullish outlook.
If a PE bid emerges, HubSpot could trade above current levels as a premium is expected.
Minor dilution of insider confidence; limited price impact.
alphai scores every news story that mentions HUBS with an AI model for sentiment and relevance, and aggregates insider trades from HUBSPOT INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
S&P Dow Jones Indices announced changes to its major indices. Sandisk (SNDK) will join the S&P 100, replacing Colgate-Palmolive (CL). Other additions to the S&P 100 include Dell (DELL), Palo Alto Networks (PANW), and Arista Networks (ANET). The S&P 500 will add Bloom Energy (BE), Illumina (ILMN), and Everpure (P). Changes are effective before trading on Sept. 21, 2026.
2 min readShares of Guidewire Software, HubSpot, CrowdStrike, ServiceNow, and Dynatrace rose as software stocks gained momentum following a decline in Treasury yields and Snowflake's strong earnings report. Snowflake's revenue grew 35% YoY to $1.55B, boosting investor sentiment in enterprise software. ServiceNow's shares are volatile, down 1.6% YTD but up 6% on the day.
6 min readMonday.com (MNDY) +7%, HubSpot (HUBS) +6%, and Intuit (INTU) +5% in a software sector rally. The gains follow Anthropic's below-expectation revenue and AI-related concerns. All three stocks remain down ~45% year-over-year. Software ETF IGV rose 0.6% while semiconductor ETF SOXX dropped sharply.
3 min readPrivate equity firm Silver Lake's reported talks to acquire Workday (WDAY) for ~$51B sparked a rally in software stocks, as investors reassessed the sector's value. Analysts identified HubSpot (HUBS), Five9 (FIVN), GitLab (GTLB), and Asana (ASAN) as potential takeover targets, citing their data assets and recurring revenue. Workday's stock rose 18% on the news, and KeyBanc analysts suggested valuing software companies at 15x projected free cash flow for buyout scenarios.
3 min readHubSpot insider sold shares worth $1,865,750, as disclosed in a recent SEC filing. The transaction occurred on August 20, 2026, with the company's stock price at $239.86 USD. This information may be relevant for investors tracking insider activity.
1 min readHalligan Brian sold 8,500 indirectly-held shares of HUBSPOT INC (HUBS) at $219.50 ($1.87M total) on 2026-08-18 under a Rule 10b5-1 trading plan.
1 min readMorningstar analysts cut fair value estimates for five stocks after Q2 earnings. Huya (HUYA) fell 36% to $3.60, HubSpot (HUBS) dropped 33% to $300, Market Axess (MKTX) decreased 33% to $167, Cogent (CCOI) declined 32% to $17, and Charter (CHTR) reduced 30% to $280. Despite cuts, most stocks retain attractive ratings.
3 min readHubSpot (HUBS) reported Q2 2026 revenue of $911.74M and net income of $43.34M. The company provided new guidance, with shares down 40.81% YTD but up 11.23% over 90 days. Analysts debate valuation, with some arguing it's 31% undervalued at $226.24, while others note a high P/E of 76.8x.
2 min readShares of monday.com (up 6.9%), HubSpot (up 6.6%), and Intuit (up 5.2%) rose on Tuesday amid a broader tech selloff, driven by a rotation into software stocks. The move follows weekend reports on AI revenue projections and tech commitments. All three stocks have declined significantly year-to-date but showed recent earnings growth.
7 min readA Markets Brief says software stocks have rebounded, citing Morningstar’s Dan Romanoff that the “AI kills software” narrative is fading as companies improve efficiencies, monetize AI offerings, and focus on profitability. It highlights examples including Atlassian, HubSpot, and Figma. It also previews retailer earnings starting with Home Depot, Lowe’s, Target, TJX, and Walmart, and discusses Bank of America’s view that AI investment is inflationary near term via July CPI core goods.
7 min read
