HubSpot Valuation: SaaS-Pocalypse Discount And DCF Imply More Upside
HubSpot trades at 18.4x forward earnings and 3x sales after the SaaS selloff; a DCF using 22% FCF growth values shares at $302.66.
Bishop Research and Analytics 2 clicksNYSE
Hubspot INC
HUBS
5 stories
$13B Market cap · 2026-10-22
Bishop Research and Analytics 2 clicks
Will Hubspot go the way of the Dodo?
HubSpot trades near its 2020 share price despite quadrupled revenue and $750 million in free cash flow, with Breeze AI upside weighed…
Raging Capital Ventures on X
Sold my $BILL on this 50%+ run off the lows, and continue to actively trade around core $HUBS and $WDAY positions by regularly writing calls or shorting puts (and sometimes boxing my longs). The volatility has been insane. Sold $ESTC for now. Also, I’m now short a small amount of $ADBE, $NOW, $TEAM, $CXM and $YEXT into July’s de-grossing/de-leveraging squeeze.
Multiples Capital on X
The AI disruptions no one seems to be talking about, ytd stock performances $TTD -54% $IT -53% $HUBS -35% $ACN -32% $TEAM -31% $CRM -28% $ADBE -23% $NOW -18% $WDAY -14%
[P] HUBS: CiC Returns Management
HubSpot’s executive severance plan governs payouts following a change in control.
Investor Letters
Letters that discuss HUBS.
- Aristotle Funds Aristotle Growth Equity Fund Commentary second quarter 2026 APH $198BCOHR $46BHUBS $13B
- Broyhill Asset Management The Broyhill Letter 2026.Q2 second quarter 2026 0QR4 ACN $146BFCNCA $24B
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