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CRM vs HUBS
Which Stock Would AI Choose? Salesforce (CRM) vs. HubSpot (HUBS) Stock Comparison
Key Takeaways
- Salesforce (CRM) delivered a significant earnings beat in its fiscal second quarter, with revenue growth of 11% and a substantial contribution from its Anthropic investment, driving a sharp stock rally in recent market activity.
- HubSpot (HUBS) reported stronger top-line growth of approximately 20% in its second quarter but lowered full-year revenue guidance amid softer demand signals, leading to initial stock weakness followed by partial recovery.
- Both companies operate in the customer relationship management (CRM) software sector, with Salesforce targeting enterprise clients and HubSpot focusing on small and mid-sized businesses through integrated marketing and sales tools.
- AI initiatives represent a key growth driver for Salesforce, including rapid expansion in Agentforce annual recurring revenue (ARR), while HubSpot continues to advance AI features amid moderating customer addition rates.
- Recent relative performance shows Salesforce benefiting from positive catalysts and raised guidance, contrasting with HubSpot’s more cautious outlook and year-to-date share price pressure.
- Market positioning highlights trade-offs between Salesforce’s scale and AI momentum versus HubSpot’s higher growth rate but greater sensitivity to economic conditions affecting smaller customers.
Introduction
Salesforce (CRM) and HubSpot (HUBS) represent two prominent players in the customer relationship management software industry, each serving distinct segments of the market. This comparison examines their recent operational results, stock behavior, and positioning within the broader technology sector. Institutional investors, growth-oriented traders, and portfolio managers evaluating software exposure may find the analysis relevant for understanding relative strengths in enterprise versus mid-market applications. The review draws on verifiable developments from recent weeks to provide a balanced view of performance drivers without forward-looking speculation.
CRM Overview and Recent Performance
Salesforce, Inc. (CRM) provides cloud-based customer relationship management (CRM) solutions primarily for large enterprises, encompassing sales, service, marketing, and analytics platforms. In recent market activity, the company reported fiscal second-quarter results that exceeded expectations, with revenue reaching $11.35 billion, an 11% year-over-year increase. Adjusted earnings per share benefited notably from a gain tied to its stake in Anthropic, alongside continued expansion in AI offerings such as Agentforce. The stock experienced a substantial single-day advance following the release, reflecting investor response to the beat and subsequent upward revision in full-year guidance. Broader sentiment has been supported by evidence of accelerating adoption in AI-driven products.
HUBS Overview and Recent Performance
HubSpot, Inc. (HUBS) delivers an integrated platform combining marketing, sales, service, and content management tools, with a primary focus on small and mid-sized businesses. During its second-quarter reporting in early August, the company posted revenue of approximately $912 million, reflecting about 20% year-over-year growth and a shift to profitability. However, management issued a more tempered full-year revenue outlook due to slower customer additions and demand softness. The stock declined sharply immediately after the results before showing signs of stabilization in subsequent weeks. Recent activity has been influenced by ongoing AI feature enhancements and enterprise deal momentum, offset by broader sector sensitivity to growth expectations.
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Head-to-Head Comparison
Salesforce (CRM) and HubSpot (HUBS) differ markedly in scale and target clientele, with Salesforce emphasizing enterprise-grade customization and integration depth while HubSpot prioritizes ease of use and bundled marketing capabilities for smaller organizations. Growth drivers for Salesforce include large-scale AI deployments and strategic investments, contributing to recent earnings resilience. HubSpot’s momentum stems from multi-hub adoption and AI usage but faces headwinds from customer acquisition trends. Sector exposure remains similar within application software, though Salesforce exhibits greater stability in performance consistency amid macroeconomic shifts. Market sentiment has favored Salesforce following its positive catalysts, while HubSpot contends with valuation pressures and revised expectations. Risk factors for both include competition in AI capabilities and dependency on recurring revenue retention.
Tickeron AI Verdict
Based on observable factors including trend consistency, recent earnings catalysts, and relative positioning, Tickeron’s AI may currently assign a higher probabilistic preference to Salesforce (CRM) over HubSpot (HUBS). The company’s demonstrated AI revenue acceleration and post-earnings stability provide measurable differentiation in the current environment, though outcomes remain subject to ongoing market dynamics.
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 CRM is a Hold and HUBS is a Hold.
HUBS in downward trend: 10-day moving average crossed below 50-day moving average on September 21, 2026
The 10-day moving average for HUBS crossed bearishly below the 50-day moving average on September 21, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 11 of 11 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 90%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 3 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
HUBS moved below its 50-day moving average on October 09, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where HUBS declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 73%.
The Aroon Indicator for HUBS entered a downward trend on October 07, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on HUBS as a result. In 77 of 97 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 79%.
The Moving Average Convergence Divergence (MACD) for HUBS just turned positive on October 07, 2026. Looking at past instances where HUBS's MACD turned positive, the stock continued to rise in 44 of 52 cases over the following month. The odds of a continued upward trend are 85%.
Following a +6.79% 3-day Advance, the price is estimated to grow further. Considering data from situations where HUBS advanced for three days, in 236 of 320 cases, the price rose further within the following month. The odds of a continued upward trend are 74%.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 21 (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 59 (best 1 - 100 worst), indicating fairly steady price growth. HUBS’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 73 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (6.105) is normal, around the industry mean (51.922). P/E Ratio (72.185) is within average values for comparable stocks, (82.636). Projected Growth (PEG Ratio) (0.247) is also within normal values, averaging (3.135). Dividend Yield (0.000) settles around the average of (0.011) among similar stocks. P/S Ratio (3.618) is also within normal values, averaging (70.810).
The Tickeron SMR rating for this company is 76 (best 1 - 100 worst), indicating slightly better than average sales and a considerably profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 98 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. HUBS’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock worse than average.
CRM | HUBS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 68 | 57 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 17 Undervalued | 73 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 48 | 76 | |
PRICE GROWTH RATING 1..100 | 40 | 59 | |
P/E GROWTH RATING 1..100 | 86 | 98 | |
SEASONALITY SCORE 1..100 | 90 | 21 |
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.
CRM's Valuation (17) in the Packaged Software industry is somewhat better than the same rating for HUBS (73) in the Information Technology Services industry. This means that CRM’s stock grew somewhat faster than HUBS’s over the last 12 months.
CRM's Profit vs Risk Rating (100) in the Packaged Software industry is in the same range as HUBS (100) in the Information Technology Services industry. This means that CRM’s stock grew similarly to HUBS’s over the last 12 months.
CRM's SMR Rating (48) in the Packaged Software industry is in the same range as HUBS (76) in the Information Technology Services industry. This means that CRM’s stock grew similarly to HUBS’s over the last 12 months.
CRM's Price Growth Rating (40) in the Packaged Software industry is in the same range as HUBS (59) in the Information Technology Services industry. This means that CRM’s stock grew similarly to HUBS’s over the last 12 months.
CRM's P/E Growth Rating (86) in the Packaged Software industry is in the same range as HUBS (98) in the Information Technology Services industry. This means that CRM’s stock grew similarly to HUBS’s over the last 12 months.
| CRM | HUBS | |
|---|---|---|
| RSI ODDS (%) | 7 days ago 50% | N/A |
| Stochastic ODDS (%) | 1 day ago 75% | 1 day ago 70% |
| Momentum ODDS (%) | 1 day ago 66% | 1 day ago 79% |
| MACD ODDS (%) | 3 days ago 63% | 1 day ago 85% |
| TrendWeek ODDS (%) | 1 day ago 66% | 1 day ago 75% |
| TrendMonth ODDS (%) | 1 day ago 71% | 1 day ago 79% |
| Advances ODDS (%) | 1 day ago 69% | 7 days ago 74% |
| Declines ODDS (%) | 8 days ago 67% | 1 day ago 73% |
| BollingerBands ODDS (%) | N/A | N/A |
| Aroon ODDS (%) | 1 day ago 74% | 1 day ago 83% |
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 overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CRM’s FA Score shows that 1 FA rating(s) are green while HUBS’s FA Score has 0 green FA rating(s).
- CRM’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.
CRM’s TA Score shows that 4 TA indicator(s) are bullish while HUBS’s TA Score has 3 bullish TA indicator(s).
- CRM’s TA Score: 4 bullish, 4 bearish.
- HUBS’s TA Score: 3 bullish, 5 bearish.
Price Growth
CRM (@Packaged Software) experienced а +5.79% price change this week, while HUBS (@Packaged Software) price change was +1.93% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -1.85%. For the same industry, the average monthly price growth was -3.48%, and the average quarterly price growth was +1.52%.
Reported Earning Dates
CRM is expected to report earnings on Dec 08, 2026.
HUBS is expected to report earnings on Nov 11, 2026.
Industries' Descriptions
@Packaged Software (-1.85% 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.
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CRM and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRM has been closely correlated with NOW. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRM jumps, then NOW could also see price increases.
| Ticker / NAME | Correlation To CRM | 1D Price Change % | ||
|---|---|---|---|---|
| CRM | 100% | +1.75% | ||
| NOW - CRM | 78% Closely correlated | -1.22% | ||
| HUBS - CRM | 76% Closely correlated | -0.94% | ||
| ADBE - CRM | 75% Closely correlated | -0.78% | ||
| WDAY - CRM | 75% Closely correlated | -1.18% | ||
| FRSH - CRM | 71% Closely correlated | -0.14% | ||
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