HubSpot, Inc.

• HUBS Stock Price 24h change: -5.33%. From 375.96 USD to 355.93 USD. The stock faced heavy selling pressure following a cautious analyst note from Oppenheimer, which highlighted mixed demand signals and a key partner missing Q4 revenue goals.
• From a technical perspective, the stock is in a "Strong Sell" phase; it is trading below its 20-day, 50-day, and 200-day moving averages. While the 14-day RSI of 24.9 suggests the stock is technically "oversold" and due for a bounce, the overall trend remains bearish with significant resistance at the $380 level.
• Simply Wall St reported on January 13 that HubSpot shares are potentially undervalued by 37% based on a Discounted Cash Flow (DCF) model, despite a 46% decline over the past year.
• Seeking Alpha analysts noted on January 13 that while the "death of software" narrative is driving prices down, current levels represent a long-term upgrade opportunity as AI integration matures.
• Oppenheimer reiterated an "Outperform" rating on January 8 but warned of slowing growth in 2026 due to a lack of large-scale enterprise deals reported by channel partners.
• Salesforce (CRM) raised its fiscal 2026 guidance as its "Agentforce" AI platform saw a 330% surge in annual recurring revenue, signaling strong enterprise demand for autonomous AI agents.
• Epicor announced it will sunset several on-premises ERP products by 2026-2028, forcing a total shift to cloud-only models to standardize AI capabilities and stabilize recurring revenue.

• HUBS Stock Price 24h change: +0.45%. From 369.90 USD to 371.56 USD.
The slight gain was driven by broader market optimism in tech stocks and AI-related developments, which helped offset earlier pressure from an Oppenheimer analyst note citing mixed demand signals and slower recurring revenue growth.
• From a technical perspective, the stock is in a "Strong Sell" or bearish consolidation phase: most major moving averages (MA5 to MA200) are currently above the price, acting as resistance. The RSI at 41.29 indicates the stock is nearing oversold territory, suggesting potential for a technical bounce, though short-term momentum remains weak due to a bearish MACD signal.
• Citi analysts recently placed HubSpot on a "30-day catalyst watch" with a $660 price target, expressing optimism for strong Q4 results and potential undervaluation.
• Oppenheimer noted feedback from a top partner reporting that new monthly recurring revenue (MRR) missed goals due to lighter post-conference activity and fewer large deals.
• HubSpot announced new platform updates including "Customer Agent Prompt Recommendations" and AI-driven CRM enhancements to improve workflow efficiency.
• Salesforce (CRM) exceeded Q3 earnings expectations with a 14% beat on EPS, though management noted its "Agentforce" AI platform still represents a small fraction of total revenue.
• Enterprise software vendors like Epicor are accelerating the transition to "cloud-only" models for ERP and CRM systems to standardize AI integration and sustain recurring revenue streams.