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APP vs HUBS
Which Stock Would AI Choose? AppLovin (APP) vs. HubSpot (HUBS) Stock Comparison
Key Takeaways
- AppLovin (APP) has experienced a more moderate year-to-date decline compared to HubSpot (HUBS), which has seen steeper losses amid broader market pressures.
- Both companies operate in high-growth technology sectors, with AppLovin focused on mobile advertising and HubSpot on customer relationship management (CRM) software platforms.
- Recent market activity shows AppLovin maintaining stronger analyst support and operational momentum, while HubSpot faces challenges related to sales cycles and AI adoption impacts.
- Relative performance highlights trade-offs: AppLovin offers exposure to advertising-driven growth, whereas HubSpot provides stability in enterprise software demand.
- Sector exposure differs, with AppLovin tied to digital advertising trends and HubSpot linked to marketing technology and customer experience solutions.
- Market sentiment reflects ongoing valuation scrutiny for both, influenced by profit-taking and macroeconomic factors in recent weeks.
Introduction
AppLovin (APP) and HubSpot (HUBS) represent distinct segments within the technology sector, making their comparison relevant for investors and traders evaluating growth-oriented equities. AppLovin specializes in mobile advertising and application marketing, while HubSpot provides inbound marketing and customer relationship management (CRM) software. This analysis appeals to those seeking to understand relative performance, business model contrasts, and positioning in the current market environment. Market participants focused on sector rotation, momentum assessment, or diversified technology exposure may find the comparison particularly useful for portfolio considerations.
APP Overview and Recent Performance
AppLovin Corporation develops software platforms that enable mobile application developers to market, monetize, and analyze their apps through advertising and data-driven tools. In recent market activity, the stock has faced a year-to-date pullback amid broader technology sector adjustments, profit-taking, and valuation considerations. Despite these pressures, operational results have remained resilient, supported by ongoing adoption of its advertising solutions. Sentiment has been shaped by analyst price target adjustments and occasional insider transactions, contributing to volatility without altering the underlying growth trajectory in the mobile advertising space.
HUBS Overview and Recent Performance
HubSpot, Inc. offers a comprehensive customer platform that integrates marketing, sales, and service tools for businesses seeking to manage customer relationships and inbound strategies. Recent market activity has featured notable price declines, influenced by earnings reactions, guidance interpretations, and external factors affecting sales cycles. The company has reported solid billings growth and maintained high gross margins, yet investor sentiment reflects caution around artificial intelligence (AI) integration timelines and competitive dynamics. Performance has been further impacted by broader market rotations away from certain software names in recent weeks.
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Head-to-Head Comparison
AppLovin and HubSpot differ markedly in business models, with AppLovin deriving revenue primarily from performance-based mobile advertising while HubSpot generates subscription and usage-based income from its CRM and marketing platform. Growth drivers for AppLovin center on e-commerce and application monetization trends, contrasting with HubSpot’s emphasis on enterprise digital transformation and customer experience enhancements. Recent momentum has favored AppLovin’s relative resilience, whereas HubSpot has encountered more pronounced pressure from sector-specific headwinds. Risk factors include AppLovin’s exposure to advertising cyclicality and HubSpot’s sensitivity to software spending budgets. Sector exposure places AppLovin in digital media and HubSpot in application software, creating distinct market sentiment profiles driven by macroeconomic influences on consumer versus business technology spending.
Tickeron AI Verdict
Based on observable factors such as trend consistency and relative positioning, Tickeron’s AI models currently assign a higher probabilistic weighting to AppLovin (APP) over HubSpot (HUBS). AppLovin demonstrates more stable momentum patterns and supportive analyst catalysts in recent market activity, while HubSpot’s sharper drawdowns introduce greater variability. This assessment reflects data-driven evaluation of stability metrics rather than directional forecasts.
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.
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 Buy.
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 2 TA indicator(s) are bullish while HUBS’s TA Score has 4 bullish TA indicator(s).
- APP’s TA Score: 2 bullish, 7 bearish.
- HUBS’s TA Score: 4 bullish, 5 bearish.
Price Growth
APP (@Advertising/Marketing Services) experienced а -18.56% price change this week, while HUBS (@Packaged Software) price change was +12.25% for the same time period.
The average weekly price growth across all stocks in the @Advertising/Marketing Services industry was -2.59%. For the same industry, the average monthly price growth was +0.10%, and the average quarterly price growth was +4.57%.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.53%. For the same industry, the average monthly price growth was +2.62%, and the average quarterly price growth was -9.13%.
Reported Earning Dates
APP is expected to report earnings on Aug 05, 2026.
HUBS is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Advertising/Marketing Services (-2.59% 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 (-2.53% 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 | 149B | 11.1B | 1,342% |
| EBITDA | 4.94B | 267M | 1,852% |
| Gain YTD | -34.278 | -45.779 | 75% |
| P/E Ratio | 38.51 | 114.52 | 34% |
| 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 | 6 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 86 | |
PRICE GROWTH RATING 1..100 | 63 | |
P/E GROWTH RATING 1..100 | 95 | |
SEASONALITY SCORE 1..100 | 50 |
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 (%) | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 79% | 1 day ago 75% |
| Momentum ODDS (%) | 1 day ago 78% | 1 day ago 78% |
| MACD ODDS (%) | 1 day ago 74% | 1 day ago 81% |
| TrendWeek ODDS (%) | 1 day ago 79% | 1 day ago 76% |
| TrendMonth ODDS (%) | 1 day ago 80% | 1 day ago 75% |
| Advances ODDS (%) | 30 days ago 87% | 1 day ago 74% |
| Declines ODDS (%) | 1 day ago 77% | 15 days ago 71% |
| BollingerBands ODDS (%) | 1 day ago 82% | 1 day ago 79% |
| Aroon ODDS (%) | 1 day ago 85% | 1 day ago 82% |
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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 78% 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% | +4.87% | ||
| CRM - HUBS | 78% Closely correlated | +4.84% | ||
| TEAM - HUBS | 73% Closely correlated | +8.22% | ||
| ASAN - HUBS | 70% Closely correlated | +4.91% | ||
| DOCU - HUBS | 70% Closely correlated | +1.40% | ||
| BRZE - HUBS | 69% Closely correlated | +5.85% | ||
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