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HUBS vs IOT
Which Stock Would AI Choose? HubSpot (HUBS) vs. Samsara (IOT) Stock Comparison
Key Takeaways
- Both HUBS and IOT experienced sharp gains of approximately 11% on May 29, 2026, amid broader software sector momentum.
- HUBS (HubSpot) reported 23% year-over-year revenue growth recently, though the stock remains down over 45% year-to-date.
- IOT (Samsara) has shown relatively stronger one-year performance with a decline of about 24%, compared to HUBS's steeper drop.
- HUBS operates in customer relationship management (CRM) software with AI enhancements, while IOT focuses on Internet of Things (IoT) solutions for fleet and asset management.
- Analyst sentiment for HUBS included multiple downgrades in May 2026, contrasting with more stable positioning for IOT.
- Relative performance highlights trade-offs in growth stability versus sector-specific catalysts in recent market activity.
Introduction
HubSpot (HUBS) and Samsara (IOT) represent distinct segments within the technology sector, making their comparison relevant for investors seeking exposure to software and connected device solutions. HubSpot provides cloud-based customer relationship management tools, while Samsara delivers Internet of Things platforms for operational efficiency in logistics and industrial applications. Traders and portfolio managers monitoring relative performance, market positioning, and sector dynamics may find this analysis useful for assessing diversification opportunities. The comparison draws on recent market activity to highlight contrasts in business models and stock behavior without favoring either security.
HUBS Overview and Recent Performance
HubSpot, Inc. (HUBS) delivers customer relationship management (CRM) software and inbound marketing platforms primarily to small and mid-sized businesses. In recent weeks, the stock has reflected mixed sentiment following earnings that highlighted 23% year-over-year revenue growth alongside AI-driven product enhancements. Despite a notable single-day gain of nearly 11% on May 29, 2026, HUBS trades well below prior highs, with year-to-date declines exceeding 45%. Recent market activity has included analyst downgrades from several firms, citing potential impacts from AI on sales cycles, which has influenced short-term positioning amid broader software sector volatility.
IOT Overview and Recent Performance
Samsara Inc. (IOT) provides Internet of Things (IoT) solutions that connect physical operations through sensors, cameras, and analytics for fleet management and asset tracking. In recent market activity, the stock posted an approximate 11% gain on May 29, 2026, supported by enterprise expansion and product momentum. IOT has demonstrated comparatively resilient one-year performance with declines around 24%, outperforming some peers in the software space. Recent developments include strong recognition in fleet technology rankings and ongoing revenue growth, contributing to steadier sentiment despite overall sector pressures.
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Head-to-Head Comparison
In business models, HUBS centers on subscription-based CRM and marketing automation, exposing it to software-as-a-service (SaaS) cyclicality, whereas IOT emphasizes hardware-software IoT integrations tied to physical asset utilization, offering different growth drivers such as industrial adoption. Recent momentum shows both stocks advancing together on May 29 amid sector recovery, yet IOT maintains a narrower drawdown over the past year. Risk factors for HUBS include analyst caution around AI disruption to traditional sales, while IOT faces competition in connected operations. Sector exposure places HUBS firmly in enterprise software and IOT in industrial IoT, creating distinct market sentiment profiles. Trade-offs emerge in growth consistency versus exposure to broader economic cycles affecting physical operations.
Tickeron AI Verdict
Based on observable factors such as trend consistency and relative positioning in recent market activity, Tickeron’s AI would currently assign a higher probability of favor to IOT due to its comparatively stable longer-term performance and enterprise expansion catalysts. HUBS shows potential for recovery tied to AI product adoption but faces more pronounced recent analyst adjustments. This assessment reflects probabilistic evaluation of stability and momentum rather than definitive outcomes.
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 HUBS is a StrongBuy and IOT 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).
HUBS’s FA Score shows that 0 FA rating(s) are green whileIOT’s FA Score has 0 green FA rating(s).
- HUBS’s FA Score: 0 green, 5 red.
- IOT’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.
HUBS’s TA Score shows that 2 TA indicator(s) are bullish while IOT’s TA Score has 4 bullish TA indicator(s).
- HUBS’s TA Score: 2 bullish, 7 bearish.
- IOT’s TA Score: 4 bullish, 6 bearish.
Price Growth
HUBS (@Packaged Software) experienced а -7.13% price change this week, while IOT (@Computer Communications) price change was -7.16% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.00%. For the same industry, the average monthly price growth was -3.94%, and the average quarterly price growth was +15.81%.
The average weekly price growth across all stocks in the @Computer Communications industry was -2.05%. For the same industry, the average monthly price growth was -0.87%, and the average quarterly price growth was +29.62%.
Reported Earning Dates
HUBS is expected to report earnings on Aug 05, 2026.
IOT is expected to report earnings on Aug 27, 2026.
Industries' Descriptions
@Packaged Software (-4.00% 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.
@Computer Communications (-2.05% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| HUBS | IOT | HUBS / IOT | |
| Capitalization | 8.85B | 18.1B | 49% |
| EBITDA | 267M | -28.53M | -936% |
| Gain YTD | -56.940 | -12.158 | 468% |
| P/E Ratio | 90.95 | 311.40 | 29% |
| Revenue | 3.3B | 1.62B | 204% |
| Total Cash | 1.69B | 834M | 203% |
| Total Debt | 247M | 72.8M | 339% |
HUBS | IOT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 54 | 52 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 63 | |
SMR RATING 1..100 | 86 | 92 | |
PRICE GROWTH RATING 1..100 | 89 | 61 | |
P/E GROWTH RATING 1..100 | 97 | 63 | |
SEASONALITY SCORE 1..100 | 50 | 29 |
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.
HUBS's Valuation (78) in the Information Technology Services industry is in the same range as IOT (86) in the Real Estate Development industry. This means that HUBS’s stock grew similarly to IOT’s over the last 12 months.
IOT's Profit vs Risk Rating (63) in the Real Estate Development industry is somewhat better than the same rating for HUBS (100) in the Information Technology Services industry. This means that IOT’s stock grew somewhat faster than HUBS’s over the last 12 months.
HUBS's SMR Rating (86) in the Information Technology Services industry is in the same range as IOT (92) in the Real Estate Development industry. This means that HUBS’s stock grew similarly to IOT’s over the last 12 months.
IOT's Price Growth Rating (61) in the Real Estate Development industry is in the same range as HUBS (89) in the Information Technology Services industry. This means that IOT’s stock grew similarly to HUBS’s over the last 12 months.
IOT's P/E Growth Rating (63) in the Real Estate Development industry is somewhat better than the same rating for HUBS (97) in the Information Technology Services industry. This means that IOT’s stock grew somewhat faster than HUBS’s over the last 12 months.
| HUBS | IOT | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 61% | 1 day ago 81% |
| Stochastic ODDS (%) | 1 day ago 75% | 1 day ago 83% |
| Momentum ODDS (%) | 1 day ago 65% | 1 day ago 75% |
| MACD ODDS (%) | 1 day ago 80% | 1 day ago 73% |
| TrendWeek ODDS (%) | 1 day ago 72% | 1 day ago 80% |
| TrendMonth ODDS (%) | 1 day ago 78% | 1 day ago 74% |
| Advances ODDS (%) | 23 days ago 74% | 23 days ago 76% |
| Declines ODDS (%) | 1 day ago 71% | 8 days ago 80% |
| BollingerBands ODDS (%) | 1 day ago 73% | 1 day ago 76% |
| Aroon ODDS (%) | N/A | 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 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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IOT and
Correlation & Price change
A.I.dvisor indicates that over the last year, IOT has been loosely correlated with COIN. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if IOT jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To IOT | 1D Price Change % | ||
|---|---|---|---|---|
| IOT | 100% | -1.74% | ||
| COIN - IOT | 59% Loosely correlated | +0.97% | ||
| RBRK - IOT | 59% Loosely correlated | +0.44% | ||
| HUBS - IOT | 58% Loosely correlated | -1.83% | ||
| GWRE - IOT | 57% Loosely correlated | -4.79% | ||
| OKTA - IOT | 56% Loosely correlated | -1.59% | ||
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