'SaaSpocalypse' Survival Guide [Seeking Alpha]
HubSpot, Inc. (HUBS)
Last hubspot, inc. earnings: 2/12 04:11 pm
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US:NYSE Investor Relations:
ir.hubspot.com
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Source: Seeking Alpha
High-multiple, asset-light SaaS firms such as Snowflake, Shopify, and HubSpot face shrinking TAMs and margin pressure as AI commoditizes workflows. Software companies anchored in orchestration, infrastructure, and security—like ServiceNow, Palantir Technologies, Broadcom, and CrowdStrike Holdings—retain durable moats in the AI era. Investors must differentiate between legacy SaaS and AI-integrated leaders; only firms with robust AI moats can justify 20-30x P/E, while others may see ratios fall to 10x. This idea was discussed in more depth with members of my private investing community, The Pragmatic Investor. Learn More » yuriz/iStock via Getty Images Thesis Summary Software is dead; long live AI. That's the narrative that has moved the market over the last month. Capital-light and high-margin software companies, once beloved by public and private markets alike, have become the worst More on my IG service Macro moves markets, and this is what I do at The Pragmatic
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HUBS
News
- Why these startup CEOs don't think AI will replace human roles [TechCrunch]TechCrunch
- HubSpot (NYSE:HUBS) was upgraded by analysts at Zacks Research from a "strong sell" rating to a "strong-buy" rating.MarketBeat
- Giftogram Named to G2's 2026 Best Software Awards, Earning Top 100 Product and Highest Customer Satisfaction HonorsPR Web
- Anthropic releases Claude Sonnet 4.6, continuing breakneck pace of AI model releases [CNBC]CNBC
- HubSpot, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions [Yahoo! Finance]Yahoo! Finance
HUBS
Earnings
- 2/11/26 - Beat
HUBS
Sec Filings
- 2/19/26 - Form 4
- 2/17/26 - Form 4
- 2/17/26 - Form 4
- HUBS's page on the SEC website