Análisis Argos
HUBS
HUBSCara
HubSpot, Inc. · Technology
US$ 238.04
precio al 2026-07-28
Valor justo Argos*
US$ 116–126
vs. su valor justo
89% por encima
Score Argos
69/100
LA RESPUESTA
El mercado le pide crezca 27.9% al año — más de lo que ha demostrado (2.6%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 30% por debajo de su valor justo.
Las ganancias crecieron 892% el último año.
Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO6/6PASADO2/6SALUD4/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO2/6SALUD4/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos69de 100Cara
Ingresos19%
US$ 3.1 B
Margen operativo115%
0.4%
Flujo de caja libre27%
US$ 0.7 B
Deuda neta
US$ -0.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 12.2B
P/E265.6x
EV/EBITDA65.8x
FCF yield5.8%
ROIC0.5%
Margen operativo0.4%
Crecim. ingresos+19.2%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

fool.com · 10 jul
HubSpot vs. CS Disco: Which Technology Stock Is a Better Buy in 2026?
HubSpot continues to dominate the mid-market CRM space with a robust 19.2% revenue growth rate and expanding AI capabilities. CS Disco provides specialized AI-powered litigation tools but faces headwinds from a usage-based model and ongoing net losses.
zacks.com · 6 jul
Will HubSpot (HUBS) Beat Estimates Again in Its Next Earnings Report?
HubSpot (HUBS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
marketwatch.com · 1 jul
14 value stocks of companies primed for rapid growth through 2028
Let us begin with a midyear summary of index results that might surprise you in light of the triple-digit gains for so many growth stocks in the S&P 500.
fool.com · 30 jun
HubSpot vs. Salesforce: Which CRM Stock Is the Better Buy?
Many software companies' stocks tanked earlier this year as investors panicked about the possibility that agentic AI could render their products obsolete. Salesforce trades at a reasonable valuation and is rapidly gaining market share in agentic AI.
zacks.com · 25 jun
HUBS Rides on Strong Customer Growth: Will the Uptrend Persist?
HubSpot, Inc. HUBS is witnessing solid customer growth across its customer relationship management platform. The company added 10,800 net new customers during first-quarter 2026, increasing the total customer count 16% year over year to 299,458.
zacks.com · 25 jun
HubSpot (HUBS) is a Top-Ranked Growth Stock: Should You Buy?
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
fool.com · 24 jun
HubSpot: This Fire Sale Won't Last
HubSpot is tapping into AI to gain market share and offer new products, which makes the market's recent negativity toward the stock jarring. The company generates high recurring revenues from many businesses and is closing in on 300,000 total customers.
seekingalpha.com · 22 jun
HubSpot: Priced For An AI Disruption That Is Not Happening
HubSpot is rated Buy with a $323 price target, implying ~80% upside from current levels. Q1 results showed 23% YoY revenue growth, 17.8% non-GAAP operating margin, and robust AI-driven expansion in seat usage and credit consumption. AI monetization levers are accelerating, with active core seat users up 90% YoY and customer adoption of AI agents broadening.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.