CRM Stocks Rebound Over 5% After Disappointing Guidance

HubSpot, Inc. (HUBS) closed at $180.50 per share on the New York Stock Exchange, up 5.6%, roughly ₩250,000 per share, restoring its market capitalization to about $9.2 billion (approximately ₩13 trillion). With a trading volume of around 1.25 million shares, its market cap grew by roughly $550 million (about ₩800 billion) in a single day.

In early May, HubSpot reported first-quarter revenue of $881 million and earnings per share of $2.72, surpassing market expectations. However, its stock plunged about 24% in one day after the company issued conservative forward revenue guidance, significantly dampening investor sentiment.

Recently, while several brokerages—including UBS—have lowered their price targets over concerns about HubSpot’s AI strategy, others have maintained buy ratings, betting on mid-20% revenue growth and the rollout of an AI-based “Agentic Customer Platform.”

HubSpot is a U.S.-based SaaS company offering cloud-based CRM and marketing automation software for small and midsize businesses. Its modular products—Marketing Hub, Sales Hub, and Service Hub—are sold on a subscription basis. Founded in 2006 by Brian Halligan and Dharmesh Shah, the company has accelerated its shift toward an “AI CRM” model by acquiring the founders’ community media platform Starter Story and enhancing its AI capabilities to better compete with rivals such as Salesforce.