Here’s What Hit HubSpot (HUBS) in Q3

1 day ago 4

Soumya Eswaran

Mon, December 15, 2025 astatine 7:22 AM CST 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Focus Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, each the large plus classes posted affirmative returns but fixed income assets extracurricular the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% instrumentality for the Russell Midcap Growth Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, TimesSquare Capital U.S. Focus Growth Strategy highlighted stocks specified arsenic HubSpot, Inc. (NYSE:HUBS). HubSpot, Inc. (NYSE:HUBS) offers a cloud-based lawsuit narration absorption (CRM) level for businesses. The one-month instrumentality for HubSpot, Inc. (NYSE:HUBS) was 1.85%, and its shares mislaid 49.67% implicit the past 52 weeks. On December 12, 2025, HubSpot, Inc. (NYSE:HUBS) banal closed astatine $375.94 per share, with a marketplace capitalization of $19.809 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the pursuing regarding HubSpot, Inc. (NYSE:HUBS) successful its 3rd 4th 2025 capitalist letter:

"Among the wide assortment of Information Technology companies, we similar captious strategy providers, specialized constituent designers, systems that amended productivity oregon ratio for their clients, and others that are increasing their shares of firm IT budgets. HubSpot, Inc. (NYSE:HUBS) offers a cloud-based lawsuit narration absorption platform. Second 4th results exceeded the consensus. Growth was driven connected its level by AI adoption, spot growth, and much multi-hub deals. Despite the coagulated results, absorption maintained guardant guidance excluding tailwinds from currency translation which caused a -16% descent successful their shares. In our view, absorption is erring connected the broadside of conservatism."

Analyst Explains Catalysts for ‘Significant’ Revenue Upside for HubSpot (HUBS)

HubSpot, Inc. (NYSE:HUBS) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 63 hedge money portfolios held HubSpot, Inc. (NYSE:HUBS) astatine the extremity of the 3rd quarter, which was 56 successful the erstwhile quarter. In Q3 2025, HubSpot, Inc.'s (NYSE:HUBS) gross grew 18.4% year-over-year successful changeless currency, reaching $810 million. While we admit the imaginable of HubSpot, Inc. (NYSE:HUBS) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.