营销智能体 丨 研究报告 核心摘要： 观察过去近二十年AI发展史，企业营销永远是率先落地的场景。智能体作为当前全球AI最热门方向，全球泛营销SaaS巨头如 Adobe, S alesforce, Hubspot, Applovin等都为自己贴上了营销智能体的标签。AI对企业营销和营销服务商，已从辅助工具逐渐迈向全链路自主决策系统的过程。中国营销技术企业正凭借工程师红 利和实战打磨的技术可靠性，重塑企业营销管理范式，同时在助力中企出海过程中，面对语言文化差异、营销人才缺失等挑战，极大降低了出海营销门槛和起步效 率。艾瑞率先发布国内首份营销智能体白皮书，希望为国内营销技术探索提供有价值的思考。 市场趋势与全球动态 三大变化：平台投放环境变化加速、隐私要求上升、企业加大数字营销投入 全球营销智能体的应运而生 从辅助预测分析到全链路营销自动化 计算机技术在营销领域的应用正在经历一场深刻的转型：它已经从最初仅仅承担数据分析与辅助决策的工具角色，逐渐演进为能够覆盖创意生成、投 放策略、效果监测与优化等在内的全链路营销自动化系统。一些头部SaaS与广告平台开始推出智能投放套件和创意生成工具。尤其是在海外市场，越 来越多的品 ...

该机构还调降了Amplitude(AMPL.US)、Asana(ASAN.US)、BlackLine(BL.US)、Braze(BRZE.US)、 Figma(FIG.US)、HubSpot(HUBS.US)、赛富时(CRM.US)、Oracle(ORCL.US)、Klaviyo(KVYO.US)、 monday.com(MNDY.US)、ServiceTitan(TTAN.US)和ZoomInfo(GTM.US)的目标价。 尽管市场对软件板块持续悲观，但分析师补充称，他们仍看好微软和ServiceTitan，并将其列为2026年 的两大首选股，尽管科技行业仍处于"AI产品爬升的早期阶段"。 "我们认为微软或许是当前AI应用领域的最佳纯粹标的，"分析师写道。"我们对2025年下半年CIO的调 查显示，受访者对Azure和Copilot活动的看法正变得更为积极。我们建议在微软2026财年第二季度业绩 公布后的回调中买入。" 分析师补充道："对ServiceTitan而言，众多的增长驱动力(如Max/Pro产品、商业业务、屋面工程、新行 业拓展)让我们有信心认为，其2027财年营收存在超预期可能。" 智通财经AP ...

Although AI companies are soaring to multibillion-dollar valuations, job prospects in the tech industry are growing murkier. Computer programming employment in the U.S. is at its lowest level since 1980 as companies increasingly automate tasks. Some firms like Anthropic are already using AI for 100% of coding. The speed of change has left even top tech leaders struggling to predict what comes next. Yamini Rangan, the CEO of a $15 billion software company, HubSpot, admits she doesn’t know what jobs will ...

Boston, Massachusetts--(Newsfile Corp. - February 2, 2026) - Paul J. Scott, Founder and Chief B2B Website Strategist at B2B web design and development agency, GoingClear, recently shared his expertise on B2B growth leadership and HubSpot CMS in an in-depth interview with DesignRush.GoingClear Founder and Chief B2B Website Strategist, Paul J. ScottTo view an enhanced version of this graphic, please visit:https://images.newsfilecorp.com/files/10587/282359_36ddd2e194719a55_001full.jpgIn the interview, Scott e ...

HubSpot, Inc.(NYSE:HUBS) is one of the 12 tech stocks with the biggest upside potential. On January 28, UBS analyst Taylor McGinnis lowered the firm’s price target for the HubSpot, Inc. (NYSE: HUBS) shares from $600 to $450 while maintaining a Buy rating. The adjusted price target offers a further 60.14% upside from the current levels. Moreover, the stock is trading below the lowest Wall Street analyst price target of $386, implying an additional 37.37% upside, according to 37 analysts covering the stock. ...

HubSpot Inc. (NYSE:HUBS) is one of the stocks with huge growth potential, according to the media. On January 29, BMO Capital lowered its price target on HubSpot Inc. (NYSE:HUBS) to $385 from $465 while maintaining an Outperform rating, citing softer upside to billings and revenue growth in Q4 and modest deterioration in SMB conditions. Despite these concerns, HubSpot posted 19% revenue growth over the past year, and management is expected to guide FY2026 growth at 14–15% year-over-year. BMO also flagged on ...

HubSpot, Inc. (NYSE:HUBS) is one of the most promising cloud stocks according to analysts. On January 27, Cantor Fitzgerald analyst Matthew VanVliet maintained a Buy rating on HubSpot, Inc. (NYSE:HUBS). He has a price target of $775 on the stock. A couple of weeks prior to that, Elizabeth Porter of Morgan Stanley reduced the firm’s price target on the stock from $640 to $577, while reaffirming a Buy rating, on January 15. The revised price target implies a further 82% upside from current levels, consistent ...

Like many software companies, HubSpot ( HUBS ) has been at the center of debate around whether or not AI technology will completely disrupt the need for traditional software vendors. There has been a complete meltdownAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other t ...

Company Overview - HubSpot Inc. is a cloud-based Customer Relationship Management (CRM) platform headquartered in Cambridge, MA, primarily serving small-to-medium-sized businesses (SMBs) [1] - The HubSpot Growth platform integrates three main verticals: Marketing Hub, Sales Hub, and Service Hub, each offering distinct capabilities [1][2] Industry Performance - The software industry has seen a significant decline in performance recently, with many leading software stocks experiencing substantial drawdowns from their all-time highs [3] - Advanced AI tools are disrupting legacy software businesses, raising investor concerns about the sustainability of traditional software models [3][4] AI Impact - The emergence of AI programs threatens to undermine the legacy software subscription model, which typically charges companies per user and has historically generated high profit margins [4][5] - HubSpot is investing in AI and data center infrastructure to adapt to these changes, but faces challenges from new AI-driven competitors [4][10] Financial Performance - HubSpot's gross profit margins peaked in early 2025, indicating potential challenges ahead as AI tools gain traction [4][10] - The company's stock has declined over 20% year-to-date, reflecting relative weakness and heavy distribution in the market [8] Product Strategy - HubSpot has introduced a low-cost starter pack priced at $20 per month to attract new customers, but this could potentially cannibalize its premium product offerings [7]

20 January 2026 Mark L. Moerdler, Ph.D. +1 917 344 8506 mark.moerdler@bernsteinsg.com Global Software Global Software: Initial thoughts for 2026 and our software names Firoz Valliji, CFA +1 917 344 8316 firoz.valliji@bernsteinsg.com Shelly Tang, CFA +1 917 344 8342 shelly.tang@bernsteinsg.com It is the beginning of 2026 and the world in general and software more specifically is quite different from what we saw in early 2025. Investor focus has shifted dramatically from macro concerns to the disruptive rise ...