HUBS
Guest preview — showing qualitative direction only.
HUBS Analysis Summary
HubSpot, Inc. (HUBS) operates in Layer 7: AI Applications, in the Ai Creative Tools sub-sector. With a $12.3B market cap and 80% AI-derived revenue, it sits in the downstream tier of the AI supply chain.
The current composite signal is bearish with none conviction, driven primarily by weekly factors.
Learn more about our signal methodology. View Signal History →
Analysis as of Apr 12, 2026 07:03 UTC (quarterly run). Live data.
Data Trust
Quality grade A · Score 1.00 · Updated Apr 12, 2026 07:03 UTC (11.8h ago)
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Signal Snapshot
Current model view is bearish with none conviction. Based on the latest quarterly run.
Primary driver appears to be weekly factors for this ticker.
Latest Recommendation (Guest Preview)
Low bearish on HubSpot, Inc. (AI Applications, 80% AI revenue). Signal: -0.18.
Why Not a Buy?
No signal data available for this ticker yet.
Supply Chain Position
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
Fundamentals & Characteristics
- Market Cap
- $12,267M (12.3B)
- Avg Daily Volume
- $315.8M
- AI Revenue %
- 80%
- Liquid Options
- Yes
- Layer
- 7 — AI Applications
- Sub-Sector
- Ai Creative Tools
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About HUBS
- Company: HubSpot, Inc.
- Supply Chain Position: AI Applications (Layer 7 of 10)
- Market Cap: $12.3B
- AI Revenue: 80%
- Sub-sector: Ai Creative Tools
- Tier: Downstream
- Supply Chain Partners: 0 companies
HUBS FAQ
What does HubSpot, Inc. do in AI?
HubSpot, Inc. (HUBS) operates in the AI Applications layer of the AI supply chain, in the Ai Creative Tools sub-sector.
Is HUBS a buy or sell?
Full signal analysis for HUBS is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is HUBS in?
HUBS is in Layer 7: AI Applications. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is HubSpot, Inc.'s AI revenue exposure?
HubSpot, Inc. derives approximately 80% of its revenue from AI-related activities. It has a market capitalization of $12.3B and sits in the downstream tier of the AI supply chain.
Who are HUBS's AI supply chain partners?
HUBS does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.