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APP vs HUBS
Which Stock Would AI Choose? AppLovin (APP) vs. HubSpot (HUBS) Stock Comparison
Key Takeaways
- AppLovin (APP) has delivered strong year-to-date (YTD) gains of +31.73%, starkly contrasting HubSpot's (HUBS) -40.22% decline.
- APP's market capitalization stands at $154.68 billion, dwarfing HUBS's $12.35 billion.
- Over the past 12 months, APP returned +63% while HUBS fell -63%.
- APP trades at a trailing price-to-earnings (PE) ratio of 45.86, more attractive than HUBS's 278.94.
- Both stocks await Q1 2026 earnings reports this week—APP on May 6 and HUBS on May 7—amid sector volatility.
- Analysts rate APP a consensus Strong Buy with an average target of $639.
Introduction
AppLovin (APP) and HubSpot (HUBS) represent distinct yet overlapping corners of the software sector—mobile app advertising technology and customer relationship management (CRM) platforms, respectively. This stock comparison is timely for growth-oriented traders and investors navigating tech volatility, particularly as both prepare Q1 2026 earnings amid AI-driven market shifts. By examining recent momentum, valuations, and sector dynamics, readers can assess relative performance and positioning in the current environment, aiding decisions on software exposure without favoring one outright.
APP Overview and Recent Performance
AppLovin Corporation (APP) operates a leading marketing platform for mobile app discovery, monetization, and analytics, leveraging AI to optimize ad placements. In recent market activity, APP shares have exhibited volatility, with surges like a 3.1% gain amid broader rallies and occasional dips exceeding market averages. YTD performance stands at +31.73%, supported by strong Q4 2025 results and anticipation for Q1 earnings on May 6. Sentiment has been buoyed by AI-driven growth narratives and analyst upgrades, though execution risks and regulatory probes temper optimism. Trading around $460 with a 52-week range of $291–$746, APP reflects robust revenue guidance of $1.745–1.775 billion for Q1.
HUBS Overview and Recent Performance
HubSpot, Inc. (HUBS) provides a cloud-based CRM platform focused on inbound marketing, sales, and service software for small to mid-sized businesses. Recent weeks have seen mixed signals, with shares ticking up on SaaS sector positivity from peer earnings, yet weighed by YTD losses of -40.22% and a 52-week range spanning $187–$683. Q4 2025 revenue grew 20.4% year-over-year to $847 million, beating estimates, but high valuations persist with a PE ratio near 279. Performance reflects pressure from AI competition and macroeconomic caution, offset by customer additions and an upcoming May 7 earnings release. Current price hovers at $240, with analysts maintaining Buy ratings despite recent target adjustments.
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Head-to-Head Comparison
AppLovin (APP) focuses on ad tech for mobile apps, driving growth via AI personalization, while HubSpot (HUBS) emphasizes subscription-based CRM with recurring revenue stability. APP's catalysts include expanding app ecosystems and higher margins, contrasting HUBS' reliance on customer acquisition amid competition. Recent momentum favors APP, with superior returns and analyst targets implying 39% upside versus HUBS' growth hurdles. Risk factors differ: APP faces ad market cyclicality, HUBS elevated multiples (PEG 0.39) and profitability pressures. Both expose to software/tech sentiment, but APP's scale offers relative stability.
Tickeron AI Verdict
Tickeron's AI currently leans toward AppLovin (APP) based on consistent upward trends, superior relative performance, and attractive valuation amid pre-earnings momentum. HubSpot (HUBS) shows recovery potential via revenue beats, but lags in stability and positioning. This probabilistic edge favors APP for near-term traders monitoring catalysts.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APP is a Hold and HUBS is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
APP’s FA Score shows that 1 FA rating(s) are green whileHUBS’s FA Score has 0 green FA rating(s).
- APP’s FA Score: 1 green, 4 red.
- HUBS’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
APP’s TA Score shows that 4 TA indicator(s) are bullish while HUBS’s TA Score has 2 bullish TA indicator(s).
- APP’s TA Score: 4 bullish, 5 bearish.
- HUBS’s TA Score: 2 bullish, 7 bearish.
Price Growth
APP (@Advertising/Marketing Services) experienced а -7.60% price change this week, while HUBS (@Packaged Software) price change was -11.60% for the same time period.
The average weekly price growth across all stocks in the @Advertising/Marketing Services industry was +15.62%. For the same industry, the average monthly price growth was +16.52%, and the average quarterly price growth was +2.77%.
The average weekly price growth across all stocks in the @Packaged Software industry was -1.21%. For the same industry, the average monthly price growth was +2.73%, and the average quarterly price growth was -4.18%.
Reported Earning Dates
APP is expected to report earnings on Aug 12, 2026.
HUBS is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Advertising/Marketing Services (+15.62% weekly)Making a brand known to people, garnering more clients/consumers for its product and solidifying the brand’s position in an industry – all of these are essential to a company’s growth, and that’s where marketing/advertising come in as one of the key catalysts. Advertising industry is a global multibillion-dollar business of public relations and marketing companies, media services and advertising agencies – entities that help to connect manufacturers/producers with customers. Digital media has played a big role in the growth of global advertising, and agencies invest substantially to integrate advanced technologies into their business operations. According to some estimates, the U.S. advertising industry is expected to generate revenue of $52.6 billion by 2023, up from almost $40 billion in 2015 . Omnicom Group Inc., Trade Desk, Inc. and Interpublic Group of Companies, Inc. are some of the major U.S. companies in the industry.
@Packaged Software (-1.21% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| APP | HUBS | APP / HUBS | |
| Capitalization | 175B | 9.53B | 1,837% |
| EBITDA | 4.94B | 267M | 1,852% |
| Gain YTD | -22.700 | -53.636 | 42% |
| P/E Ratio | 45.29 | 97.93 | 46% |
| Revenue | 6.16B | 3.3B | 187% |
| Total Cash | 2.76B | 1.69B | 163% |
| Total Debt | 3.51B | 247M | 1,423% |
HUBS | ||
|---|---|---|
OUTLOOK RATING 1..100 | 67 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 86 | |
PRICE GROWTH RATING 1..100 | 65 | |
P/E GROWTH RATING 1..100 | 96 | |
SEASONALITY SCORE 1..100 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| APP | HUBS | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 74% | 4 days ago 76% |
| Stochastic ODDS (%) | 4 days ago 90% | 4 days ago 72% |
| Momentum ODDS (%) | 4 days ago 75% | 4 days ago 72% |
| MACD ODDS (%) | 4 days ago 76% | 4 days ago 70% |
| TrendWeek ODDS (%) | 4 days ago 80% | 4 days ago 72% |
| TrendMonth ODDS (%) | 4 days ago 87% | 4 days ago 75% |
| Advances ODDS (%) | 15 days ago 87% | 15 days ago 74% |
| Declines ODDS (%) | 5 days ago 77% | 5 days ago 72% |
| BollingerBands ODDS (%) | 4 days ago 78% | 4 days ago 73% |
| Aroon ODDS (%) | 4 days ago 86% | N/A |
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HUBS and
Correlation & Price change
A.I.dvisor indicates that over the last year, HUBS has been closely correlated with CRM. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if HUBS jumps, then CRM could also see price increases.
| Ticker / NAME | Correlation To HUBS | 1D Price Change % | ||
|---|---|---|---|---|
| HUBS | 100% | -1.02% | ||
| CRM - HUBS | 79% Closely correlated | -0.81% | ||
| TEAM - HUBS | 72% Closely correlated | +3.42% | ||
| FRSH - HUBS | 67% Closely correlated | +0.69% | ||
| NOW - HUBS | 66% Closely correlated | +1.96% | ||
| S - HUBS | 66% Loosely correlated | +2.29% | ||
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