HubSpot Positioned to Accelerate Growth, Lead in Agentic AI World, BofA Says

MT Newswires Live03-31

HubSpot (HUBS) is well-positioned to accelerate growth through 2026 and remain a core platform in an artificial intelligence-driven market, BofA Securities said in a note Tuesday.

The company's stock has fallen sharply from its 2025 highs due to concerns about long-term growth, cash flow visibility, and the impact of AI, the firm said. However, at current levels, BofA believes the stock is attractive.

HubSpot is poised to grow around 20% this year, up from about 18% over the last four quarters, according to the note. This is expected to be driven by continued Sales and Service Hub seat expansion, increased Core seat monetization as customers renew under the new pricing model, and rising AI credit pack consumption in H2, the firm said.

"While many of the existential AI bear cases embedded in HubSpot's valuation are unlikely to be fully resolved in the near term, we think accelerating growth will go a long way toward reassuring investors that HubSpot can defend its category leadership in an agentic AI world," BofA said.

BofA Securities reinstated its coverage of HubSpot with a buy rating and $300 price target.

Price: 243.55, Change: +5.74, Percent Change: +2.41

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