HubSpot's (HUBS) Growth Narrative Still Intact Despite Weak Q1, Jefferies Analyst Says
A marketing manager looking at the data dashboard of a marketing automation software showing successful campaign results.
Samana acknowledged that current valuation levels appear to reflect these concerns. However, he believes that a return to 20% revenue growth could help restore investor confidence and reestablish a valuation premium for the stock.
To assess near-term momentum, the analyst collaborated with a HubSpot partner to gain a deeper understanding of recent demand dynamics and evaluate competitive pressure from Salesforce. According to the analyst, feedback from the partner was constructive, suggesting that demand has increased since the quarter began and that broader macroeconomic headwinds may be easing.
Samana concludes that if HubSpot delivers a solid Q2, the company could regain its growth narrative and shift investor sentiment in a more positive direction.
HubSpot Inc. (NYSE:HUBS) is a provider of cloud-based software that helps businesses attract, engage, and retain customers.
While we acknowledge the potential of HUBS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: Harvard University Stock Portfolio: Top 10 Stock Picks and .
Disclosure: None. This article is originally published at Insider Monkey.
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