HubSpot shares sink 24% on AI fears and conservative forecast
Updated
Updated · Barron's · May 8
HubSpot shares sink 24% on AI fears and conservative forecast
12 articles · Updated · Barron's · May 8
The stock fell to $185.10 in premarket trading on Friday after the software group forecast 2026 revenue of $3.7bn-$3.71bn and second-quarter revenue of $897m-$898m.
Although first-quarter earnings and revenue beat expectations and annual guidance was raised slightly, the outlook still trailed or barely matched Wall Street estimates, deepening concerns about near-term growth.
The drop put HubSpot on course for its worst single-day fall on record after the shares had already slumped 42% in 2025, as investors questioned whether AI gains can offset softer demand.
HubSpot's stock crashed despite strong growth. What are investors seeing that its AI vision is missing?
Is HubSpot's bold AI pricing pivot a sign of brilliant innovation or a desperate last stand?