HubSpot (HUBS)
- 247.600
- -7.520-2.95%
- 256.946
- +9.346+3.77%
HubSpot (HUBS) News
The Trade Desk to Leave S&P 500 as Bloom Energy, Everpure, Illumina Join Index
Bloom Energy, Illumina, and Everpure Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600
NEW YORK, Sept. 4, 2026 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500, S&P 100, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of
Bloom Energy Surges on Inclusion to S&P 500; Illumina, Everpure Also Added
Express News | S&P Dow Jones Indices will add HubSpot, AGNC, Corcept, and Brinker to the S&P MidCap 400 Index; add Bloom Energy, Illumina, and Everpure to the S&P 500 Index; and add Palo Alto Networks, Arista Networks, and SanDisk to the S&P 100 Index, effective September 21, 2026.
Express News | S&P Dow Jones Indices announces September rebalancing; Bloom Energy added to S&P 500 Index
S&P Dow Jones Indices announced adjustments to the constituents of several indices, including the S&P 100, S&P 500, and S&P MidCap 400, with changes effective September 21, 2026. For the S&P 100, Palo Alto Networks, Arista Networks, SanDisk Networks, and Dell Technologies will be added, while Nike, Colgate-Palmolive, and Honeywell Aerospace will be removed. For the S&P 500, Bloom Energy, Illumina, and Everpure will be included. For the S&P MidCap 400, HubSpot, AGNC, Corcept, and Brinker will become new constituents.
The trillion-dollar “arms race” enters a phase of full-speed expansion! From chips to software, which of the 65 core U.S. AI concept stocks is burning cash the fastest?
The capital expenditure race for AI infrastructure: These tech stocks are ramping up spending.
A Surprising Number of Survivors from the “SaaS Apocalypse”! Seven Months After the AI Shock, Numerous Software Companies Are Making a Strong Recovery
Seven months after the panic over the “demise of SaaS,” a major reversal has occurred. Salesforce’s strong performance has become a turning point in market sentiment, driving significant gains in software stocks such as Okta (up 86% year-to-date) and CrowdStrike. The market is reassessing AI’s impact on SaaS: companies with genuine professional moats, data assets, and complex solutions are difficult for AI to replace, while low-barrier, easily replicable SaaS offerings continue to face pressure, further intensifying industry divergence.
TD Cowen Maintains Hold on HubSpot, Raises Price Target to $285
TD Cowen analyst Derrick Wood maintains HubSpot (NYSE:HUBS) with a Hold and raises the price target from $220 to $285.
TD Cowen Maintains HubSpot(HUBS.US) With Hold Rating, Raises Target Price to $285
TD Cowen analyst Derrick Wood maintains $HubSpot(HUBS.US)$ with a hold rating, and adjusts the target price from $250 to $285.According to TipRanks data, the analyst has a success rate of 48.7% and
Bernstein Sticks to Their Hold Rating for HubSpot (HUBS)
Goldman Sachs’ “AI in Action”: How a Top Investment Bank Is Exploring the Productization of Agents
The financial industry cannot accept AI that is merely "good enough."
SaaS Strikes Back! Has Wall Street’s “AI Will Eat Software” Thesis Collapsed?
① The bearish narrative surrounding the software industry is quietly showing cracks, prompting many investors to consider whether the most intense phase of selling has come to an end. ② Last week, after Salesforce, a bellwether for the software sector, reported exceptionally strong earnings, the year-to-date return on the iShares S&P North American Technology Software ETF (IGV) turned positive from negative.
Take Salesforce as an example: AI is transforming software pricing models.
Salesforce allows customers to pay based on business outcomes—moving beyond mere task计量 to a model where it charges $2 only after helping the client earn $20. OpenAI, Sierra, and others are also adopting this "pay upon task completion" approach. However, outcome-based pricing carries inherent attribution risks: should performance be credited to AI or to marketing efforts? This pricing experiment will determine whether established software giants can successfully reinvent themselves amid the AI wave.
Is the reversal in U.S. software stocks just beginning? CRM, SNOW, CRWD, and Okta surge collectively
The market corrected two overly pessimistic views within a single day: AI capital expenditure has not peaked, and enterprise software is not destined to be obsolete due to AI.
Top 20 by Trading Volume | High-performing stocks surge collectively: NVIDIA jumps 8%, adding over $400 billion in market capitalization; Salesforce soars 22%; CRWD rises more than 20%. Musk states SpaceX revenue could reach $3.5 trillion by 2033.
NVIDIA's market capitalization increased by $442 billion on Thursday, marking the second-largest single-day gain for an individual stock in history. By the close of U.S. trading on Thursday, NVIDIA's share price had surged 8.7%, its largest increase since April 2025. This rise in market value was surpassed only by Microsoft's $450 billion single-day market cap increase less than a month ago. Thursday's rally was driven by NVIDIA's previously released strong performance guidance, which alleviated investor concerns about a potential slowdown in AI-related growth momentum and indicated that the AI growth trend remains robust. In their analysis of the guidance, institutional investors noted that NVIDIA's "stunning" outlook implies over $100 billion in potential upside relative to current market expectations. JPMorgan stated that although NVIDIA's performance forecast far exceeded expectations, the guidance might still be conservative, as the company "explicitly indicated that the current outlook is constrained by
U.S. Stock Market Close | NVIDIA earnings boost AI sentiment; Nasdaq rises over 1.5%, Broadcom and Intel gain more than 4%; software stocks surge collectively, with IGV jumping 8%; crude oil strengthens
The three major U.S. stock indices closed higher collectively, with the Nasdaq Composite rising 1.57%, the S&P 500 gaining 0.71%, and the Dow Jones Industrial Average advancing 0.20%. NVIDIA surged 8.70%, driving a broad rally in chip stocks; Broadcom rose 4.49% and Arm increased 1.65%. The yield on the 10-year U.S. Treasury note rose by approximately 3 basis points. Bitcoin jumped about 2.9% during the session, moving back toward the $81,000 level. WTI crude oil climbed to $84 per barrel intraday before pulling back to close up 1.58%.
Salesforce Jumps on AI Growth: Here Are the Top-ranked Software Stocks
The U.S. software sector is also set to face a critical earnings test: Can the summer rally continue?
① Since hitting a recent low on July 23, the iShares Expanded Tech-Software Sector ETF has rebounded by 18%, significantly outperforming both the Nasdaq-100 Index and the "Magnificent Seven"; ② This week, several software companies, including Intuit and Salesforce, are scheduled to release their quarterly earnings reports. Software companies within the S&P 500 that have already disclosed their results have collectively exceeded expectations.
Marketing Leaders From the Philadelphia Eagles, NASA, HubSpot, and Nuuly Join Bestselling Author Ann Handley at Digital Summit Philadelphia 2026
PHILADELPHIA, Aug. 24, 2026 /PRNewswire/ -- Digital Summit Philadelphia, the two-day conference for marketing leaders will take place September 23–24, 2026 at The Bellevue Hotel, bringing together
Salesforce To Report Mixed Q2; Investors Remain Skeptical About H2 Acceleration
Investor sentiment remains mixed heading into Salesforce Inc's (NYSE:CRM) earnings report, due on Wednesday, Aug. 26, according to BTIG analyst Allan Verkhovski.The Salesforce Analyst: Verkhovski