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Industry Overview - The Internet Software and Services sector is experiencing growth due to increased IT spending on solutions that support hybrid operating environments and the high penetration of mobile devices among users [1][2] Investment Outlook - The Internet Software industry is ranked in the top 37% of the Zacks Industry Rank, indicating an expectation to outperform the market in the next three to six months [2] AI-Focused Stocks - Five AI-focused stocks are recommended for strong potential by 2026: Palantir Technologies Inc. (PLTR), HubSpot Inc. (HUBS), MongoDB Inc. (MDB), Calix Inc. (CALX), and Fastly Inc. (FSLY). Each stock carries a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [3] Palantir Technologies Inc. (PLTR) - PLTR's core customer base includes large government and corporate clients seeking tailored AI/ML services, with a comprehensive AI strategy that integrates its Foundry and Gotham platforms [6][8] - PLTR's AIP enables organizations to process large datasets for real-time insights, particularly in sectors like defense, healthcare, and finance [7] - The company has an expected revenue growth rate of 61.3% and earnings growth rate of 78.7% for the current year, with a 28.8% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [11] HubSpot Inc. (HUBS) - HUBS is experiencing growth through multi-hub adoption and pricing optimization, with significant opportunities for cross-selling products [12][13] - The company has integrated AI across its product suites, enhancing customer value without additional costs, and expects a revenue growth rate of 17.9% and earnings growth rate of 26.7% for the current year [14] MongoDB Inc. (MDB) - MDB has expanded its Atlas platform into analytics, focusing on developer-friendly interfaces and distributed architectures, targeting agile development and modern workloads [15] - The company has an expected revenue growth rate of 17.8% and earnings growth rate of 17.2% for the current year, with a 0.7% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [18] Calix Inc. (CALX) - CALX provides cloud and software platforms for communications service providers, integrating AI to enhance operations and subscriber engagement [19][20] - The company has an expected revenue growth rate of 15.6% and earnings growth rate of 41.5% for the current year, with a 5% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [21] Fastly Inc. (FSLY) - FSLY offers infrastructure software for cloud computing and security, operating on a unique platform that allows custom code execution at the edge of the internet [22] - The company has an expected revenue growth rate of 14% and earnings growth rate of over 100% for the current year, with a 73.3% improvement in the Zacks Consensus Estimate for earnings over the last 30 days [23]

作者：Kevin McLaughlin、Aaron Holmes、Nick Wingfield AI 智能体将如何冲击软件行业，这一不确定性正在让投资者对行业未来产生疑虑。某软件高管近期的 表态，揭示了企业在应对外部 AI 智能体疯狂攫取数据时，可能采取的一种应对方式。 本月早些时候，在软件公司 HubSpot 的投资者电话会议上，一位华尔街分析师向 CEO Yamini Rangan 提出了一个几乎所有密切关注软件行业的人都在思考的问题： 如果客户使用 AI 智能体，从 HubSpot 的客户管理软件中提取数据，并用其他厂商的 AI 进行分析， HubSpot 打算如何应对？ "我们会监控、计量，并将其商业化变现。" Rangan 回应道。"我们的平台…… 在设计上是开放的，但我们不是供所有人随意提取信息的免费数据管 道。" Rangan 的表态，暗示了软件高管们为抵御外部智能体掠夺数据可能采取的策略。这意味着其公司可能 围绕客户数据设立收费关卡，与过去大多数软件公司允许应用间数据自由流通的模式形成鲜明反差。 在其他案例中，软件高管们也越来越多地强调：允许智能体访问敏感企业数据和应用，会带来安全风 险。 一 ...

Group 1 - HubSpot, Inc. (NYSE:HUBS) is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in, with recent price target increases from Citi and Bernstein [1][2] - Citi raised its price target on HubSpot to $640 from $600, maintaining a Buy rating, while Bernstein increased its target to $463 from $448, keeping an Outperform rating [1] - HubSpot reported Q4 revenue of $846.7 million, exceeding the consensus estimate of $830.81 million, with a noted 20% revenue growth and margin improvement [2] Group 2 - CEO Yamini Rangan described 2025 as a transformative year for HubSpot, driven by momentum in its customer platform and increased AI adoption [2] - Management is focused on expanding its upmarket presence and driving durable growth as it enters 2026 [2] - Canaccord analyst David Hynes lowered his price target to $485 from $600 but maintained a Buy rating, citing healthy net new customer additions and a strong structural positioning [1]

Core Insights - Zacks Premium offers tools for investors to enhance their stock market engagement and confidence through daily updates, research reports, and stock screens [1] Zacks Style Scores - Zacks Style Scores provide a rating system for stocks based on value, growth, and momentum, aiding investors in selecting securities likely to outperform the market in the short term [2] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Score identifies attractive stocks using financial ratios such as P/E, PEG, and Price/Sales, focusing on undervalued stocks [3] Growth Score - The Growth Score emphasizes a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow to find sustainable growth opportunities [4] Momentum Score - The Momentum Score helps investors capitalize on price trends, utilizing metrics like weekly price changes and monthly earnings estimate shifts to identify optimal entry points [5] VGM Score - The VGM Score combines the three Style Scores, providing a comprehensive rating that highlights stocks with strong value, growth potential, and positive momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.86% since 1988, significantly outperforming the S&P 500 [7] - There are over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to narrow down choices [8] Stock Example: HubSpot (HUBS) - HubSpot Inc. is a cloud-based SaaS provider focused on inbound marketing and sales applications, currently rated 3 (Hold) with a VGM Score of A [11] - The company is appealing to growth investors, with a Growth Style Score of A and a projected year-over-year earnings growth of 19% for the current fiscal year [12] - Recent upward revisions in earnings estimates and a Zacks Consensus Estimate increase to $11.54 per share further enhance HubSpot's investment appeal [12]

Core Viewpoint - HubSpot Inc. is currently experiencing a stock price of $245.00, reflecting a slight increase of 0.47%, but has seen a significant decline of 19.99% over the past month and 69.65% over the past year, raising questions about its valuation despite current performance [1]. Group 1: Company Performance - The stock price of HubSpot Inc. is currently at $245.00, with a recent increase of 0.47% [1]. - Over the past month, HubSpot's stock has decreased by 19.99%, and over the past year, it has fallen by 69.65% [1]. Group 2: Valuation Metrics - The P/E ratio is a critical metric for long-term shareholders to evaluate HubSpot's market performance against historical earnings and industry standards [2]. - HubSpot Inc. has a P/E ratio of 266.22, which is significantly higher than the aggregate P/E ratio of 65.35 in the Software industry, suggesting that shareholders may expect better performance or that the stock could be overvalued [3]. Group 3: Investment Considerations - While the P/E ratio is a useful tool for assessing market performance, it should be interpreted cautiously as a low P/E may indicate undervaluation or weak growth prospects [4]. - Investors should consider the P/E ratio alongside other financial metrics, industry trends, and qualitative factors for a comprehensive analysis of HubSpot's financial health [4].

Core Insights - The article discusses the significant backlash against enterprise software stocks, which were previously favored by the market and contributed to the S&P 500's growth [1]. Group 1 - The enterprise software sector has experienced a sharp decline in market sentiment, contrasting its previous status as market darlings [1]. - The author, Gary Alexander, has extensive experience in technology companies and has been involved with startups, providing insights into current industry trends [1].

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for being a forward-looking technology adopter, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

Core Insights - HubSpot, Inc. (HUBS) shares increased by 13.18 percent, rising $27.59 to $236.92 following the announcement of Aurasell's AI-Native Go-To-Market Operating System [1] Stock Performance - HubSpot stock opened at $227.65, up from a previous close of $209.33, with trading between $226.05 and $245.03 during the session [2] - The last reported bid was $229.83 for 8,000 shares, with an ask at $232.99 for 20,000 shares, and trading volume reached 1,047,052 shares, close to the average volume of 1,143,985 [2] - The 52-week trading range for HubSpot shares is $207.20 to $881.13 [2] New Platform Features - Aurasell's new platform allows revenue teams to implement AI-driven automation, shared context, and workflow intelligence on existing CRM systems without the need for core infrastructure replacement [3] - The platform is designed to deliver measurable impact within hours, mitigating operational and political risks typically associated with full CRM replacements [3]

Group 1 - Hubspot stock price has been in a freefall in the past few months [1] - Hubspot is currently one of the worst-performing companies on Wall Street [1]