HubSpot Lacks Clear Path to Business Inflection, Oppenheimer Says

MT Newswires Live08-07 02:26

HubSpot (HUBS) no longer has a clear line of sight to a business inflection, as heightened customer budget scrutiny pushes net new annual recurring revenue growth below revenue growth and pressures net revenue retention, Oppenheimer said in a Thursday note.

The investment firm said HubSpot fell short on net customer additions and reported static net revenue retention, with management guiding for further erosion ahead.

Oppenheimer noted management's outlook for 2 to 3 points of EBIT margin expansion in fiscal 2027, along with a newly authorized $1 billion buyback, as positives, but said it does not foresee sustained investor interest without top-line stabilization.

The bank said HubSpot's valuation likely limits further downside and pointed to the company's upcoming Unbound conference as the next key catalyst.

Oppenheimer downgraded the stock to perform from outperform.

Shares of HubSpot were down more than 21% in Thursday trading.

Price: 196.26, Change: -53.96, Percent Change: -21.56

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