u/NinjAsger · 34d ago1 prior · awaiting results
“I have shares in HubSpot (and Service Now)”
HUBS down 22% pre market; Low Visibility & Headwinds
HubSpot faces near-term headwinds from weaker-than-expected user growth, declining net retention, and increased customer budget sensitivity that will persist through year-end. While the company positions itself in the attractive agentic AI market, visibility is severely reduced by cannibalization risk from AI product adoption and seat-based pricing erosion, making valuation vulnerable to further disappointment.