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HUBS vs NET
Which Stock Would AI Choose? HubSpot (HUBS) vs. Cloudflare (NET) Stock Comparison
Key Takeaways
- HUBS has experienced significant year-to-date declines amid broader software sector pressure, with recent stabilization attempts ahead of earnings.
- NET has shown strong relative momentum, reaching 52-week highs in recent market activity driven by analyst optimism and AI-related sentiment.
- Both companies operate in high-growth technology segments—HUBS in customer relationship management (CRM) and inbound marketing software, NET in cloud infrastructure and cybersecurity—but face distinct competitive dynamics.
- Upcoming quarterly earnings reports for both stocks in early August 2026 provide near-term catalysts for potential volatility and sentiment shifts.
- NET has attracted multiple upward price target revisions in recent weeks, while HUBS has contended with valuation concerns in the SaaS space.
- Relative performance highlights trade-offs between established marketing platform growth and emerging cloud security expansion.
Introduction
HubSpot (HUBS) and Cloudflare (NET) represent distinct yet overlapping corners of the technology sector, making their comparison relevant for investors and traders focused on growth-oriented software and cloud infrastructure. HubSpot provides customer relationship management (CRM) and marketing automation tools primarily for small and mid-sized businesses, while Cloudflare delivers content delivery network (CDN), security, and edge computing services at scale. Market participants evaluating relative performance, sector exposure, and positioning within the broader technology landscape may find this analysis useful for understanding how these names have responded to recent market conditions and analyst activity.
HUBS Overview and Recent Performance
HubSpot, Inc. develops and markets a customer platform that integrates marketing, sales, service, and operations tools. The company has historically delivered consistent revenue expansion through its SaaS model. In recent market activity, HUBS shares have reflected pressure on software valuations, with notable year-to-date declines amid sector-wide concerns over artificial intelligence (AI) disruption and elevated multiples. Recent weeks have shown some stabilization and rebound attempts as broader technology sentiment improved, though the stock remains below prior highs. Sentiment has been influenced by upcoming second-quarter earnings expected in early August 2026, where revenue growth projections remain in focus alongside any commentary on AI integration within the platform.
NET Overview and Recent Performance
Cloudflare, Inc. provides a global cloud platform offering security, performance, and reliability services, including protection against distributed denial-of-service (DDoS) attacks and content delivery. In recent market activity, NET has demonstrated stronger momentum, with shares advancing to 52-week highs amid positive analyst commentary and heightened interest in AI infrastructure themes. Multiple price target increases from Wall Street firms have supported sentiment in recent weeks, reflecting expectations for continued revenue expansion. The stock has outperformed broader market benchmarks on a relative basis during this period, though it has also experienced normal intraday fluctuations. Attention remains on the company's upcoming earnings report scheduled for early August 2026.
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Head-to-Head Comparison
HubSpot (HUBS) and Cloudflare (NET) differ in core business models: HUBS focuses on end-user productivity and marketing automation within the application layer, while NET emphasizes foundational internet infrastructure and security services. Growth drivers for HUBS center on customer acquisition and platform adoption rates, whereas NET benefits from increasing demand for secure, scalable cloud connectivity and AI workload support. Recent momentum has favored NET, with stronger price appreciation and analyst upgrades compared with HUBS’ more measured recovery. Risk factors include execution on earnings for both, alongside sector sensitivity to interest rates and technology spending cycles. Market sentiment currently reflects greater optimism toward cloud infrastructure names amid AI themes, creating a contrast in near-term positioning.
Tickeron AI Verdict
Based on observable factors such as recent trend consistency, analyst positioning, and relative price behavior in the prevailing environment, Tickeron’s AI would currently assign a higher probabilistic weighting to NET over HUBS. This assessment reflects NET’s stronger recent momentum and supportive catalyst flow, while acknowledging that both stocks carry earnings-related uncertainty and broader market risks that could alter relative trajectories.
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 Hold and NET 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).
HUBS’s FA Score shows that 0 FA rating(s) are green whileNET’s FA Score has 0 green FA rating(s).
- HUBS’s FA Score: 0 green, 5 red.
- NET’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 5 TA indicator(s) are bullish while NET’s TA Score has 3 bullish TA indicator(s).
- HUBS’s TA Score: 5 bullish, 3 bearish.
- NET’s TA Score: 3 bullish, 5 bearish.
Price Growth
HUBS (@Packaged Software) experienced а +7.08% price change this week, while NET (@Computer Communications) price change was -7.17% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -0.97%. For the same industry, the average monthly price growth was +8.90%, and the average quarterly price growth was +10.53%.
The average weekly price growth across all stocks in the @Computer Communications industry was -1.71%. For the same industry, the average monthly price growth was +4.42%, and the average quarterly price growth was +18.78%.
Reported Earning Dates
HUBS is expected to report earnings on Nov 11, 2026.
NET is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Packaged Software (-0.97% 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 (-1.71% 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 | NET | HUBS / NET | |
| Capitalization | 12B | 104B | 12% |
| EBITDA | 267M | 138M | 193% |
| Gain YTD | -40.192 | 48.689 | -83% |
| P/E Ratio | 85.41 | N/A | - |
| Revenue | 3.3B | 2.33B | 142% |
| Total Cash | 1.69B | 4.16B | 41% |
| Total Debt | 247M | 3.53B | 7% |
HUBS | NET | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 17 | 79 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 49 | |
SMR RATING 1..100 | 83 | 92 | |
PRICE GROWTH RATING 1..100 | 51 | 39 | |
P/E GROWTH RATING 1..100 | 98 | 100 | |
SEASONALITY SCORE 1..100 | 50 | 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.
HUBS's Valuation (77) in the Information Technology Services industry is in the same range as NET (86) in the null industry. This means that HUBS’s stock grew similarly to NET’s over the last 12 months.
NET's Profit vs Risk Rating (49) in the null industry is somewhat better than the same rating for HUBS (100) in the Information Technology Services industry. This means that NET’s stock grew somewhat faster than HUBS’s over the last 12 months.
HUBS's SMR Rating (83) in the Information Technology Services industry is in the same range as NET (92) in the null industry. This means that HUBS’s stock grew similarly to NET’s over the last 12 months.
NET's Price Growth Rating (39) in the null industry is in the same range as HUBS (51) in the Information Technology Services industry. This means that NET’s stock grew similarly to HUBS’s over the last 12 months.
HUBS's P/E Growth Rating (98) in the Information Technology Services industry is in the same range as NET (100) in the null industry. This means that HUBS’s stock grew similarly to NET’s over the last 12 months.
| HUBS | NET | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 63% | 2 days ago 76% |
| Stochastic ODDS (%) | 2 days ago 71% | 2 days ago 90% |
| Momentum ODDS (%) | 2 days ago 77% | 2 days ago 76% |
| MACD ODDS (%) | 2 days ago 77% | 2 days ago 76% |
| TrendWeek ODDS (%) | 2 days ago 75% | 2 days ago 78% |
| TrendMonth ODDS (%) | 2 days ago 74% | 2 days ago 81% |
| Advances ODDS (%) | 4 days ago 74% | 10 days ago 83% |
| Declines ODDS (%) | about 1 month ago 72% | 3 days ago 78% |
| BollingerBands ODDS (%) | 2 days ago 69% | 2 days ago 69% |
| Aroon ODDS (%) | 2 days ago 74% | 2 days ago 81% |
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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% | +0.06% | ||
| CRM - HUBS | 79% Closely correlated | +1.82% | ||
| TEAM - HUBS | 73% Closely correlated | -1.77% | ||
| ASAN - HUBS | 71% Closely correlated | +0.84% | ||
| DOCU - HUBS | 70% Closely correlated | -0.45% | ||
| BRZE - HUBS | 69% Closely correlated | +1.14% | ||
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NET and
Correlation & Price change
A.I.dvisor indicates that over the last year, NET has been closely correlated with COIN. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if NET jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To NET | 1D Price Change % | ||
|---|---|---|---|---|
| NET | 100% | +5.10% | ||
| COIN - NET | 66% Closely correlated | +8.20% | ||
| CLSK - NET | 64% Loosely correlated | -4.92% | ||
| AFRM - NET | 62% Loosely correlated | +2.64% | ||
| SNOW - NET | 62% Loosely correlated | +3.58% | ||
| HUBS - NET | 59% Loosely correlated | +0.06% | ||
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