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Investing.com -- HubSpot, Inc. highlighted its AI-driven marketing strategy at its 2025 Analyst Day in San Francisco, with analysts signalling confidence in the company’s long-term growth and profit trajectory.
Truist said in a note following the event that it “squarely focused on helping customers thrive in the backdrop of ongoing shifts within the marketing landscape,” detailing HubSpot’s new Loop playbook for the AI era.
Analysts noted product updates, internal AI adoption metrics, and growth opportunities, alongside financial disclosures showing “net new ARR growth outpacing revenue growth since 2H24.”
Truist also reiterated HubSpot’s 2027 non-GAAP operating margin target of 20%-22% and a long-term target of 25%, describing the company as “incrementally confident in AI as a relative friend vs foe, durable L-T growth, and growing profits and cash flow.”
Stifel, which also attended the INBOUND event in San Francisco, highlighted the unveiling of HubSpot’s AI-optimized marketing playbook and the new Data Hub (formerly Ops Hub).
Analysts said the presentation focused on “HubSpot’s staying power in the new era of search,” emphasizing monetization of AI through a hybrid model and multi-Hub traction.
Of particular interest was the Core seat upgrade opportunity, designed to make Core seats relevant for all GTM employees by delivering AI features via a hybrid model of core seats plus consumption.
Stifel added that management had laid out “a coherent action plan to evolve the marketing playbook to the new era of AI answer engines,” predicting that the Loop Marketing messaging and playbook would be well received by customers and partners.
Both Truist and Stifel maintained Buy ratings on HubSpot, with positive outlooks on its strategy, highlighting the blend of AI-driven product innovation, monetization opportunities, and long-term financial targets as key drivers for shareholder confidence.