HubSpot: Plenty Of Drivers In Place To Grow The Business

I had a buy rating for HubSpot (NYSE: HUBS ) previously, as I believed it was in a great position to grow robustly, with support from the shift to seat-based pricing and AI monetization. The latest updates, particularly from INBOUND 2025, reinforce myI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its com ...