Reported about 4 hours ago
TimesSquare Capital's second-quarter 2025 investor letter notes that HubSpot, Inc. (HUBS) detracted 2% from their U.S. Focus Growth Strategy, despite the company meeting revenue and earnings expectations. HubSpot's stock faced a slight decline over the past year and while management raised guidance for 2025, it was mainly attributed to favorable foreign exchange rather than strong fundamentals. Despite solid year-over-year growth, the company is viewed as less appealing compared to other potential investment opportunities, particularly in the AI sector.
Source: YAHOO