HubSpot's ( HUBS ) shares have materially corrected, while the business continues to demonstrate resilient growth and expanding profitability. We still see solid quarterly results, ARPU reacceleration, and stable customer dynamics. At the same time, current valuation creates an attractive entryInvest Heroes LLC is a CIS-based research firm founded in 2018. Since then, we provide equity and fixed income research services which become more and more well-known locally among both professional investors and priv ...

Group 1 - HubSpot's shares have materially corrected, yet the business continues to show resilient growth and expanding profitability [1] - Solid quarterly results, ARPU reacceleration, and stable customer dynamics are observed [1] - Current valuation presents an attractive entry point for investors [1] Group 2 - Invest Heroes LLC is a CIS-based research firm established in 2018, providing equity and fixed income research services [1] - The firm covers over 120 Russian, US, and Chinese stocks, as well as 200 Russian bonds [1] - The research team consists of 9 analysts and has gained global professional recognition, participating in Refinitiv and Factset [1]

Anthropic这两天又成了风口浪尖。 前脚刚因为指责国内公司「蒸馏」数据，被AI圈广泛群嘲。 就连马斯克都忍不住开怼： 你们自己训练模型时不也未经许可窃取版权书籍，还赔了十几亿美元和解金？贼喊捉贼啊！ 后脚就又搞出大事。 要知道，过去半年Claude已经两次把全球SaaS公司吓得魂飞魄散。 第一次，Cowork上线法律工具，软件板块市值蒸发万亿； 第二次，Claude Code Security剑指代码安全，网安板块集体崩盘。 | Ticker | | Company | Price | Market Cap | P/S | P/E | % YTD Chart 1Y | % 1Y | A 52w High | RS Rank 1M 20SMA 50SMA 200SMA | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | FIG | Figma | | $27.19 | $13.58 | 13.91 | n/a | -28.62% | 16 85 | -80.98% | V | A | ...

Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. ----------------------------------------------- Timestamps: 00:00 Intro 00:42 Anthropic's $30B Raise at $380B 05:53 Why SaaS Stocks Keep Getting Crushed 20:53 Wall St ...

Core Insights - Zacks Premium offers tools for investors to enhance their stock market engagement and confidence through daily updates, research reports, and stock screens [1] Zacks Style Scores - Zacks Style Scores provide a rating system for stocks based on value, growth, and momentum, aiding investors in selecting securities likely to outperform the market in the short term [2] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Score identifies attractive stocks using financial ratios such as P/E, PEG, and Price/Sales, focusing on undervalued stocks [3] Growth Score - The Growth Score emphasizes a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow to find sustainable growth opportunities [4] Momentum Score - The Momentum Score helps investors capitalize on price trends, utilizing metrics like weekly price changes and monthly earnings estimate shifts to identify optimal entry points [5] VGM Score - The VGM Score combines the three Style Scores, providing a comprehensive rating that highlights stocks with strong value, growth potential, and positive momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.86% since 1988, significantly outperforming the S&P 500 [7] - There are over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to narrow down choices [8] Stock Example: HubSpot (HUBS) - HubSpot Inc. is a cloud-based SaaS provider focused on inbound marketing and sales applications, currently rated 3 (Hold) with a VGM Score of A [11] - The company is appealing to growth investors, with a Growth Style Score of A and a projected year-over-year earnings growth of 19% for the current fiscal year [12] - Recent upward revisions in earnings estimates and a Zacks Consensus Estimate increase to $11.54 per share further enhance HubSpot's investment appeal [12]

Core Viewpoint - HubSpot Inc. is currently experiencing a stock price of $245.00, reflecting a slight increase of 0.47%, but has seen a significant decline of 19.99% over the past month and 69.65% over the past year, raising questions about its valuation despite current performance [1]. Group 1: Company Performance - The stock price of HubSpot Inc. is currently at $245.00, with a recent increase of 0.47% [1]. - Over the past month, HubSpot's stock has decreased by 19.99%, and over the past year, it has fallen by 69.65% [1]. Group 2: Valuation Metrics - The P/E ratio is a critical metric for long-term shareholders to evaluate HubSpot's market performance against historical earnings and industry standards [2]. - HubSpot Inc. has a P/E ratio of 266.22, which is significantly higher than the aggregate P/E ratio of 65.35 in the Software industry, suggesting that shareholders may expect better performance or that the stock could be overvalued [3]. Group 3: Investment Considerations - While the P/E ratio is a useful tool for assessing market performance, it should be interpreted cautiously as a low P/E may indicate undervaluation or weak growth prospects [4]. - Investors should consider the P/E ratio alongside other financial metrics, industry trends, and qualitative factors for a comprehensive analysis of HubSpot's financial health [4].

Core Insights - The article discusses the significant backlash against enterprise software stocks, which were previously favored by the market and contributed to the S&P 500's growth [1]. Group 1 - The enterprise software sector has experienced a sharp decline in market sentiment, contrasting its previous status as market darlings [1]. - The author, Gary Alexander, has extensive experience in technology companies and has been involved with startups, providing insights into current industry trends [1].

Market Overview - Existing Home Sales fell 8.4% month-over-month in January to 3.91 million, missing the estimate of 4.15 million [2] - U.S. equity futures are seeing modest gains after a decline in benchmarks yesterday [10] Treasury and Jobless Claims - The 10-Year Treasury yield decreased by 3.1 basis points to 4.152% [3] - Initial jobless claims were reported at 227,000, down from 232,000 last week but above the consensus of 225,000; continuing claims rose to 1.862 million from 1.841 million, exceeding expectations [9] Earnings Reactions - Applovin and Cisco experienced significant declines of 12.9% and 7.3% respectively following their earnings reports [6] - HubSpot and Equinix saw increases of 16.4% and 12.1% respectively after their earnings announcements [6] - Other notable movements included Zoetis down 6.1% and Alnylam Pharmaceuticals down 5.36%, while Howmet Aerospace and Iron Mountain rose by 9.3% and 6.1% respectively [7]

Group 1 - U.S. stocks showed mixed performance, with the Dow Jones increasing by approximately 100 points on Thursday [1] - HubSpot reported quarterly earnings of $3.09 per share, surpassing the analyst estimate of $2.99 [1] - Quarterly revenue for HubSpot reached $846.75 million, exceeding the Street estimate of $830.54 million and up from $703.17 million in the same period last year [1] - Following the earnings report, HubSpot shares rose by 9.4% to $228.93 on Thursday [1]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for being a forward-looking technology adopter, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]