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GTM vs HUBS
Which Stock Would AI Choose? ZoomInfo Technologies Inc. (GTM) vs. HubSpot, Inc. (HUBS) Stock Comparison
Key Takeaways
- Both GTM and HUBS operate in the software-application sector, focusing on sales and marketing tools, but HUBS demonstrates stronger revenue growth at 23% year-over-year in Q1 2026 compared to GTM's 1.5%.
- Recent earnings reactions pressured both stocks: GTM shares dropped sharply post-Q1 results despite beats, while HUBS fell around 20% after its report due to go-to-market concerns.
- HUBS boasts higher YTD returns around 52% and a larger market cap of $9.8B versus GTM's $1.2B, reflecting greater scale and investor positioning.
- Analyst targets suggest upside: $9.11 average for GTM and $295.86 for HUBS, amid volatile recent market activity.
- Both face sector headwinds but show margin improvements; HUBS turned GAAP profitable in Q1 2026.
Introduction
This stock comparison examines GTM and HUBS, two technology firms specializing in software applications for sales, marketing, and customer engagement. Both cater to businesses seeking data-driven go-to-market strategies, making them relevant for investors tracking SaaS (Software as a Service) relative performance in a competitive landscape. Traders focused on recent earnings momentum, sector exposure, and market positioning will find value in analyzing their contrasts amid broader market volatility. This review draws on verifiable data from reputable sources to highlight key differences in growth drivers and risk profiles.
GTM Overview and Recent Performance
ZoomInfo Technologies Inc. (GTM) provides a cloud-based go-to-market intelligence platform, enabling sales and marketing teams to access data on organizations and professionals for lead generation, scoring, and engagement. Headquartered in Vancouver, Washington, it serves enterprises across software, financial services, and other sectors with products like ZoomInfo Copilot and Sales.
In recent market activity, GTM reported Q1 2026 revenue of $310.2 million, up 1.5% year-over-year, beating estimates, with adjusted operating income of $109.7 million (35% margin) and unlevered free cash flow of $119.7 million. Upmarket annual contract value (ACV) grew 5%, though downmarket declined 11%. Shares experienced significant pressure post-earnings, dropping over 30% in after-hours trading amid guidance for Q2 revenue of $300-$303 million, reflecting cautious sentiment on slower growth and macroeconomic influences on sales cycles.
HUBS Overview and Recent Performance
HubSpot, Inc. (HUBS) offers a cloud-based CRM (Customer Relationship Management) platform with hubs for marketing, sales, service, operations, and content. It includes AI tools like Breeze for insights and automation, targeting mid-market B2B companies globally from its Cambridge, Massachusetts base.
Recent weeks saw HUBS post Q1 2026 revenue of $881 million, up 23% year-over-year (18% constant currency), with non-GAAP operating margin at 17.8% and free cash flow of $154 million. The company achieved GAAP profitability with net income of $32.6 million. Despite beats, shares declined about 20% following the report, driven by concerns over pricing changes and go-to-market execution risks, as noted by analysts like BofA. Customer count neared 300,000, up 16%.
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Head-to-Head Comparison
GTM and HUBS share software-application sector exposure but diverge in business models: GTM emphasizes intelligence and data for targeted outreach, while HUBS delivers an integrated CRM ecosystem with AI-enhanced hubs.
Growth drivers highlight contrasts—HUBS at 23% revenue growth versus GTM's modest 1.5%, with HUBS scaling via customer additions and ARPU (Average Revenue Per User) expansion. Recent momentum favors neither post-earnings dips, but HUBS YTD return of 52% outpaces GTM.
Risk factors include execution hurdles: GTM battles downmarket contraction and retention at 90%, while HUBS navigates pricing shifts. Market sentiment tilts toward HUBS' scale ($9.8B cap) but questions valuation sustainability for both in a high-interest environment.
Tickeron AI Verdict
Tickeron’s AI currently favors HUBS based on superior trend consistency in revenue acceleration, profitability inflection, and broader growth catalysts like AI integrations, despite recent volatility. GTM offers stability in margins and cash flow but lags in momentum and scale. Probabilistic edge leans to HUBS for relative positioning in recent market conditions.
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 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 GTM is a Hold and HUBS is a StrongBuy.
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).
GTM’s FA Score shows that 0 FA rating(s) are green whileHUBS’s FA Score has 0 green FA rating(s).
- GTM’s FA Score: 0 green, 5 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.
GTM’s TA Score shows that 4 TA indicator(s) are bullish while HUBS’s TA Score has 2 bullish TA indicator(s).
- GTM’s TA Score: 4 bullish, 2 bearish.
- HUBS’s TA Score: 2 bullish, 7 bearish.
Price Growth
GTM (@Packaged Software) experienced а -6.87% price change this week, while HUBS (@Packaged Software) price change was -7.13% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -1.58%. For the same industry, the average monthly price growth was -3.30%, and the average quarterly price growth was +11.43%.
Reported Earning Dates
GTM is expected to report earnings on Aug 03, 2026.
HUBS is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Packaged Software (-1.58% 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.
| GTM | HUBS | GTM / HUBS | |
| Capitalization | 800M | 8.87B | 9% |
| EBITDA | 333M | 267M | 125% |
| Gain YTD | -73.992 | -56.940 | 130% |
| P/E Ratio | 6.61 | 90.95 | 7% |
| Revenue | 1.25B | 3.3B | 38% |
| Total Cash | 175M | 1.69B | 10% |
| Total Debt | 1.57B | 247M | 636% |
GTM | HUBS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 54 | 54 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 62 Fair valued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 79 | 86 | |
PRICE GROWTH RATING 1..100 | 93 | 89 | |
P/E GROWTH RATING 1..100 | 100 | 97 | |
SEASONALITY SCORE 1..100 | n/a | 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.
GTM's Valuation (62) in the null industry is in the same range as HUBS (78) in the Information Technology Services industry. This means that GTM’s stock grew similarly to HUBS’s over the last 12 months.
GTM's Profit vs Risk Rating (100) in the null industry is in the same range as HUBS (100) in the Information Technology Services industry. This means that GTM’s stock grew similarly to HUBS’s over the last 12 months.
GTM's SMR Rating (79) in the null industry is in the same range as HUBS (86) in the Information Technology Services industry. This means that GTM’s stock grew similarly to HUBS’s over the last 12 months.
HUBS's Price Growth Rating (89) in the Information Technology Services industry is in the same range as GTM (93) in the null industry. This means that HUBS’s stock grew similarly to GTM’s over the last 12 months.
HUBS's P/E Growth Rating (97) in the Information Technology Services industry is in the same range as GTM (100) in the null industry. This means that HUBS’s stock grew similarly to GTM’s over the last 12 months.
| GTM | HUBS | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 81% | 2 days ago 61% |
| Stochastic ODDS (%) | 2 days ago 79% | 2 days ago 75% |
| Momentum ODDS (%) | N/A | 2 days ago 65% |
| MACD ODDS (%) | 2 days ago 77% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 78% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 76% | 2 days ago 78% |
| Advances ODDS (%) | 9 days ago 77% | 23 days ago 74% |
| Declines ODDS (%) | 7 days ago 79% | 2 days ago 71% |
| BollingerBands ODDS (%) | N/A | 2 days ago 73% |
| Aroon ODDS (%) | 2 days ago 81% | N/A |
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GTM and
Correlation & Price change
A.I.dvisor indicates that over the last year, GTM has been loosely correlated with COIN. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if GTM jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To GTM | 1D Price Change % | ||
|---|---|---|---|---|
| GTM | 100% | -5.87% | ||
| COIN - GTM | 58% Loosely correlated | +0.97% | ||
| HUBS - GTM | 56% Loosely correlated | -1.83% | ||
| CLSK - GTM | 55% Loosely correlated | +1.31% | ||
| CRM - GTM | 55% Loosely correlated | -1.09% | ||
| DOCU - GTM | 53% Loosely correlated | -1.75% | ||
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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% | -1.83% | ||
| CRM - HUBS | 79% Closely correlated | -1.09% | ||
| TEAM - HUBS | 72% Closely correlated | -3.34% | ||
| ASAN - HUBS | 69% Closely correlated | -2.46% | ||
| FRSH - HUBS | 67% Closely correlated | +0.79% | ||
| NOW - HUBS | 66% Closely correlated | -2.14% | ||
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