How exposed are software stocks to AI tools? We put vibe-coding to the test [CNBC]
HubSpot, Inc. (HUBS)
Last hubspot, inc. earnings: 2/12 04:11 pm
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Source: CNBC
Silicon Valley insiders say the most exposed software names are the ones that “sit on top of the work” — tools like Atlassian, Adobe, HubSpot, Zendesk and Smartsheet. Systems of record may be safer, but not immune. Salesforce, for instance, anchors a business with enterprise data, making it harder to clone with a weekend coding project. Software, legal services and video games stocks have been selling off in recent weeks on fears that new AI features and tools could wipe them out. But how real is that threat? We decided to find out. CNBC's Deidre Bosa and I used Anthropic's AI coding tool “Claude Code” with the goal of creating a replacement for Monday.com , a project management platform with a $5 billion market cap. We didn't expect to get anywhere — we're not developers and we don't have any coding experience. But we have become adept at vibe-coding tools, which are AI tools that can build functioning apps based on commands in plain English from users, including those with li
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News
- Software experiencing ‘most exciting moment' as AI fears hammer the stocks [CNBC]CNBC
- HubSpot (NYSE:HUBS) had its price target lowered by analysts at Oppenheimer Holdings, Inc. from $550.00 to $350.00. They now have an "outperform" rating on the stock.MarketBeat
- HubSpot (NYSE:HUBS) had its "buy" rating reaffirmed by analysts at Citigroup Inc..MarketBeat
- Braze, DocuSign, HubSpot, Snowflake, and PagerDuty Shares Are Falling, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- HubSpot, Inc. (HUBS): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
HUBS
Earnings
- 11/5/25 - Beat
HUBS
Sec Filings
- 2/5/26 - Form 4
- 2/4/26 - Form 3
- 2/4/26 - Form 144
- HUBS's page on the SEC website