- HubSpot, a stalwart of the digital marketing software sector, delivered a strong acceleration in growth in Q3.
- The company has also been cashflow positive for some time now.
- We believe the company will continue to benefit from the shift to digital marketing.
- We rate the stock at Buy-Long Term Hold as a result.
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Doesn’t Eat Its Own Cooking
Given that HubSpot, Inc is a leader in digital marketing software, it’s rather surprising to us at least that it’s not a more high-profile company. You rarely see it made mention of among the cloud-sector commentariat on Twitter and elsewhere. A little long in the tooth, HUBS was established in 2006, making it a fully paid-up member of the original Internet 2.0 cohort, alongside Workday and others born at that time. Likely due to its age you don’t see the name bandied around so much in breathless recants of hot cloud stocks.
