The sixth straight consensus beat came with non-GAAP operating margin widening to 22.6% from 19.9%, but guidance is the real story: Q4 revenue growth slows to 12% and a restructuring plan carries $65 million to $75 million in charges. Keep an eye on the stock as investors decide whether the margin story outweighs decelerating growth.
Latest Activity
HUBS Coverage
Buy, Sell, or Hold? Thursday’s Top Upgrades and Downgrades: Block, Cisco Systems, Dollar Tree, First Solar, HubSpot, JetBlue Airways, Nike, Space-X, Skyworks Solutions, and More
Pre-Market Stock Futures: Futures are trading mixed after a wild Wednesday saw all the major indices soar on a big Democratic victory that turned many traditionally Red states Blue. When the post-election…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Broadcom, Conoco Phillips, HubSpot, MercadoLibre, Moderna, Occidental Petroleum, PNC Financial, Trimble, and More
Pre-Market Stock Futures: Futures are trading higher after a Monday bounce that saw all major indices finish higher; stocks closed well below their intraday highs, but it was a positive start after…
Here Are Monday’s Top Wall Street Analyst Research Calls: Adobe, Biogen, First Solar, GoDaddy, Hubspot, Palantir Technologies, Robinhood Markets, Snowflake, TeraWulf, T-Mobile US and More
Pre-Market Stock Futures: Futures are trading mixed as we head into a week that marks the start of third-quarter earnings reports, with big-money banks leading off tomorrow. All major indices finished higher…
Here Are Thursday’s Top Wall Street Analyst Research Calls: CAVA Group, Constellation Brands, Goldman Sachs Group, Hub Spot, Hut 8, Paladin Technologies, NXP Semiconductor, Spotify Technology, Tyler Technologies, and More
Pre-Market Stock Futures: Futures are tumbling this morning as yields surge higher and oil rises again. After two solid days to start the first full trading week of the 4th quarter, the…
Here Are Monday’s Top Wall Street Analyst Research Calls: Align Technology, AutoNation, Estee Lauder, Harley-Davidson, HubSpot, Microsoft, Mosaic, Ryder System, Wells Fargo & Company, and More
Pre-Market Stock Futures: Futures are trading lower as we get ready for the first full week of trading for the fourth quarter of 2026 after an outstanding Friday, which saw all of…
Atlassian Climbs 6% as Beaten-Down Software Names Bounce; HubSpot and Monday.com Gain 4%
A rebound in work management software is gathering pace, with Atlassian (NASDAQ:TEAM | TEAM Price Prediction) out in front and two of its closest rivals moving in the same direction. Shares of…
Salesforce Remains Down Over 12 Months: This Wall Street Firm Doubled Down On Its Belief That 70% Returns Await Investors
Salesforce has bled out over 12 months while its enterprise software peers crater even harder, yet one Wall Street firm just planted a flag so far above current prices that it stands…
Braze Sinks 12% as Soft Earnings Guide Overshadows Beat and Raise; Klaviyo Advances 3%
Braze beat revenue estimates and raised its full-year outlook, yet its stock cratered while every peer in the sector held firm. One line in the earnings guide explains why investors are selling…
Zoom Falls 6% as Soft Q3 Profit Guidance Overshadows a Double Beat; HubSpot and Monday.com Slip
Zoom delivered a cleaner quarter than the Street expected, raised its full-year targets, and still managed to send its own stock tumbling 6% in a sector that barely flinched. The culprit traces…
Which Software Stock Is Winning in 2026: Atlassian, HubSpot, or Monday.com? (It’s Not Even Close)
Three software stocks entered 2026 chasing the same customers, but by mid-year the scoreboard looks nothing like a sector story, and the reason one name pulled ahead points to a fault line…
Software Stocks Soar in Rotational Trade: Monday.com Up 7%, HubSpot Up 6%, Intuit Up 5%
A sharp selloff in AI hardware names sent money flooding into beaten-down enterprise software stocks Tuesday, lifting Monday.com, HubSpot, and Intuit sharply higher despite a broader tech retreat. The question is whether…
Here Are Friday’s Top Wall Street Analyst Research Calls: Baker Hughes, Etsy, HubSpot, Instacart, JetBlue, Roku, SpaceX, Tower Semiconductor, Trade Desk, and More
Wall Street analysts reshuffled their ratings on Friday with some bold calls that could move money fast, including a dramatic target cut on Trade Desk and a fresh Buy on SpaceX as…
Here Are Thursday’s Top Wall Street Analyst Research Calls: AppLovin, Charles River, Global Payments, HubSpot, Insulet Corporation, Roper Technologies, Sabra Health Care, Western Digital, Zillow Group, and More
Wall Street analysts made some dramatic moves on Thursday, slashing price targets by double digits on several high-profile names while upgrading others to buy. Find out which stocks got the most surprising…
Salesforce Remains Down But Turning Positive: 100%+ Returns Lie Ahead According to This Analyst
Salesforce has shed nearly a third of its value this year while continuing to beat earnings estimates, and at least one analyst on Wall Street thinks that disconnect sets up a return…
I Haven’t Stopped Buying Salesforce For This Reason
While the market treats Salesforce like a sinking ship, one investor keeps loading up on shares and points to a set of receipts that tells a completely different story.