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HubSpot

HUBSMixed

Provides cloud-based CRM, marketing, sales, and customer service software platforms.Yahoo Finance ↗hubspot.com ↗

1 take · first discussed May 15, 2026

Stock since first call
-5.7%
$198.38 → $187.05
anchored May 15, 2026 · as of Jun 11, 2026

The tape vs. the takes

Every call, plotted at the price the day they made it.

$262.20$187.05May 15, 2026Jun 11, 2026
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Where they stand now

GGuests
Mixed

Benioff notes HubSpot just had a great quarter yet trades at only 2x sales — a historically unprecedented low multiple that illustrates the market-wide SaaS rerating driven by AI fear rather than deteriorating fundamentals, implying potential undervaluation.

E273 · May 15, 20261 take ↓

The discussion

The sole perspective offered — from guest Marc Benioff — is cautiously constructive on HubSpot, with medium conviction. Benioff highlights that HubSpot just reported a strong quarter yet trades at roughly 2x sales, a multiple he describes as historically unprecedented for the company. He frames this not as a reflection of deteriorating business fundamentals, but as a symptom of a broader AI-driven rerating across SaaS, suggesting the stock may be undervalued relative to its operating performance. No other hosts weighed in, so there is no agreement or disagreement to note among the panel.

How they got there

GGuests1 take since May 15, 2026
MixedE273May 15, 2026⚑

Benioff notes HubSpot just had a great quarter yet trades at only 2x sales — a historically unprecedented low multiple that illustrates the market-wide SaaS rerating driven by AI fear rather than deteriorating fundamentals, implying potential undervaluation.

You mentioned HubSpot, they're trading at 2 times sales. I've never seen that before. They just had a great quarter. We saw a lot of great quarters... they all had great quarters and they're all trading at 2 times sales.”33:20
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.