HubSpot

HubSpot beat adjusted EPS ($3.26) and revenue ($911.7m) in Q2 2026, but lowered its full-year revenue forecast to about $3.68bn and gave a weaker Q3 revenue guide of roughly $924.5m. The company added a net 7,000 new customers, well below its own target range, raising investor concerns about growth. CEO Yamini Rangan announced adjustments to products, pricing and go-to-market efforts to accelerate the AI-first strategy, signaling short-term execution risks that triggered the sell-off. » Altro su de.investing.com

Wells Fargo downgraded HubSpot from "Overweight" to "Equal Weight" and lowered the price target from $300 to $225, after which the stock lost about 3.6% in premarket trading to $216.11. The downgrade reflects weakening demand, pressure from AI-native competitors and doubts about justifying high valuations without accelerated growth. Earlier market events, including IBM’s profit warning about shifts in tech budgets toward AI hardware, had already sparked a sell-off in the SaaS sector. Investors remain cautious ahead of Q2 results amid uncertain fundamentals. » Altro su de.investing.com

TimesSquare Capital's U.S. Mid Cap Growth Strategy sold its position in HubSpot, citing concerns about potential AI disruption and vulnerabilities in HubSpot's seat-based pricing model. The firm noted the stock fell about 43% prior to the sale; the strategy dropped 7.72% net in Q1 2026 versus -6.35% for the Russell Midcap Growth Index. TimesSquare said it prefers companies with durable competitive advantages and sees greater upside in certain AI-related names. » Altro su finance.yahoo.com