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HubSpot, Inc. (HUBS): A Bull Case Theory

We came across a bullish thesis on HubSpot, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on HUBS. HubSpot, Inc.'s share was trading at $461.87 as of August 7th. HUBS’s forward P/E was 49.26  according to Yahoo Finance.

[caption id="attachment_522212" align="aligncenter" width="750"] Copyright: welcomia / 123RF Stock Photo[/caption]

HubSpot delivered a strong Q2 2025, with revenue of $760.9M growing 19.4% YoY and beating estimates by 2.9%. Calculated billings surged 25.6% YoY to $814M, supported by solid net new...