While the broader software-as-a-service (SaaS) sector reels from a historic market correction dubbed the "SaaSpocalypse," HubSpot (NYSE: HUBS) has emerged as a resilient outlier. In its latest earnings report released on February 11, 2026, the company posted a staggering 20% year-over-year revenue growth, fueled by its aggressive pivot to an
Shares of customer platform provider HubSpot (NYSE:HUBS) jumped 5.6% in the morning session after the company reported strong fourth-quarter results that beat analyst expectations on key metrics and provided an optimistic forecast. The customer platform provider announced its fourth-quarter revenue grew 20.4% year-on-year to $846.7 million, and its adjusted earnings per share of $3.09 also surpassed estimates. A key highlight for investors was the company's billings, a measure of future revenue, which surged 26.3% to $969.3 million. Looking ahead, HubSpot guided for first-quarter revenue to be above Wall Street's projections and issued full-year adjusted earnings guidance that also topped expectations, signaling confidence in its continued growth.
HubSpot (NYSE: HUBS) sees a boost in early trading after reporting Q4 results. Needham and BTIG analysts maintain Buy ratings, with lower price targets.
Customer platform provider HubSpot (NYSE:HUBS) reported Q4 CY2025 results topping the market’s revenue expectations, with sales up 20.4% year on year to $846.7 million. Guidance for next quarter’s revenue was optimistic at $862.5 million at the midpoint, 2.9% above analysts’ estimates. Its non-GAAP profit of $3.09 per share was 3.4% above analysts’ consensus estimates.
Customer platform provider HubSpot (NYSE:HUBS) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 20.4% year on year to $846.7 million. Guidance for next quarter’s revenue was optimistic at $862.5 million at the midpoint, 2.9% above analysts’ estimates. Its non-GAAP profit of $3.09 per share was 3.4% above analysts’ consensus estimates.
The second week of February 2026 has sent a chilling reminder through global equity markets that the "AI Gold Rush" has a darker, more destructive twin: the "AI Crosshairs." In what analysts are now calling "Software-mageddon," a massive rotation out of traditional application software and service-oriented sectors has erased more
A number of stocks fell in the afternoon session after the "AI replacement" narrative reached a fever pitch following the release of new models from Anthropic and OpenAI.
A number of stocks fell in the morning session after a broad sell-off swept through the software sector, driven by growing concerns about the impact of artificial intelligence. This led to institutional repositioning as traders pivot away from traditional SaaS providers in favor of companies with more defensible, AI-integrated moats.
The tech-heavy Nasdaq Composite index declined by 0.8%, while the broader S&P 500 also slipped.
As the enterprise software sector grapples with a structural "normalization" in early 2026, ServiceNow (NYSE: NOW) has emerged as both a beacon of technical strength and a victim of its own high expectations. On February 2, 2026, investors are still processing the aftermath of a volatile January earnings season that
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Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
As of January 27, 2026, Salesforce (NYSE: CRM) finds itself at a pivotal crossroads. Once the disruptor that pioneered the Software-as-a-Service (SaaS) movement at the turn of the millennium, the company is now navigating the most significant shift in its history: the transition from assistive artificial intelligence to autonomous agentic systems. Under the unwavering, if [...]
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth.
Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.
A number of stocks fell in the afternoon session after tech stocks pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.
By January 12, 2026, the traditional image of a software engineer—hunched over a keyboard, meticulously debugging lines of C++ or JavaScript—has become an increasingly rare sight. In its place, a new movement known as "Vibe Coding" has taken the tech world by storm. Popularized by former OpenAI and Tesla visionary Andrej Karpathy in early 2025, [...]
