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HUBS vs NET
Which Stock Would AI Choose? HubSpot (HUBS) vs. Cloudflare (NET) Stock Comparison
Key Takeaways
- HUBS (HubSpot) is a cloud-based customer relationship management (CRM) software provider for small and mid-market businesses, while NET (Cloudflare) operates connectivity, security, and developer platform services across the internet.
- NET has shown stronger recent momentum and faster revenue growth, driven by AI and cybersecurity demand, whereas HUBS has faced a series of analyst downgrades tied to slowing growth and pricing-transition uncertainty.
- Tickeron AI Verdict: Based on trend consistency, growth catalysts, and relative positioning, Tickeron's AI currently favors NET over HUBS.
- The two companies carry very different risk profiles: HUBS trades at a high earnings multiple but is profitable, while NET remains unprofitable on a GAAP (Generally Accepted Accounting Principles) basis despite premium valuation.
- For more context on either name, explore HUBS Major News and HUBS Today's Price Move, as well as NET Major News and NET Today's Price Move.
- To see how automated strategies are navigating this environment, explore Trending AI Robots.
Introduction
Investors evaluating high-growth software and internet infrastructure names frequently weigh HUBS against NET, two technology leaders with very different business models. HubSpot monetizes customer-facing workflows through subscription software, while Cloudflare monetizes the underlying infrastructure of the internet itself. This stock comparison is most relevant to growth-oriented investors and traders assessing relative performance, momentum, and risk across two segments of the technology sector. Although both are widely followed by institutions and both carry elevated valuations, their recent market positioning has diverged meaningfully, making the contrast useful for anyone deciding where to allocate capital between application software and network-layer infrastructure.
HUBS Overview and Recent Performance
HubSpot is a leading provider of a cloud-based CRM platform that bundles marketing, sales, service, operations, and commerce tools, with a core customer base of small and mid-sized businesses expanding into the mid-market. In recent market activity, HUBS has traded well below its 52-week high after a prolonged drawdown, though the shares staged a notable rebound over the most recent month. Sentiment has been shaped by concerns about uneven small-business demand, slower new-logo additions, and a pricing and go-to-market transition that several analysts flagged as a source of near-term friction. A cluster of firms recently downgraded the stock or trimmed price targets, citing an uncertain timeline for revenue growth to re-accelerate, even as the company continues to generate double-digit revenue growth and solid free cash flow.
NET Overview and Recent Performance
Cloudflare provides a global network platform spanning content delivery, web application security, distributed denial-of-service (DDoS) mitigation, and a fast-growing developer platform, positioning it at the intersection of connectivity, security, and artificial intelligence (AI) workloads. In recent weeks, NET has been one of the more resilient large-cap technology names, supported by accelerating enterprise adoption, rising AI-driven traffic, and sustained analyst optimism reflected in a wave of price-target increases. Management has laid out ambitious long-term targets, including roughly 30% revenue growth alongside improving operating margins and a multi-billion-dollar revenue run-rate goal. That said, the company remains unprofitable on a GAAP basis, and its premium valuation leaves the shares sensitive to any slowdown in growth or cybersecurity-related demand.
Trending AI Robots
For traders who prefer a systematic approach to names like HUBS and NET, Tickeron's Trending AI Robots page offers a curated view of the platform's most relevant automated strategies. Tickeron hosts hundreds of AI trading bots that collectively monitor and trade thousands of different tickers, each with its own trading style, strategy, timeframe, performance history, and set of covered securities. Because market conditions shift constantly, only a subset of these bots is considered well-suited to the current environment, and that is precisely the selection featured in the Trending section. The page lets visitors compare statistics, trading frequencies, and risk profiles across bots before deciding whether any align with their approach. Explore Trending AI Robots to review the strategies currently favored by the platform's algorithms.
Head-to-Head Comparison
The two companies compete for investor attention but operate in fundamentally different lanes. HubSpot's model is application-layer and subscription-driven, with profitability and cash flow already established but growth decelerating and AI monetization still described as nascent. Cloudflare's model is infrastructure-layer and traffic-driven, with materially faster revenue growth and a direct tie to AI and security spending, yet it sacrifices near-term GAAP profitability. From a momentum standpoint, NET has outperformed over the past year, while HUBS has contended with negative year-to-date returns and a more cautious analyst tone. Sector exposure also differs: HubSpot is sensitive to small-business budgets and marketing-software competition, whereas Cloudflare is exposed to cybersecurity demand, internet traffic trends, and the durability of AI infrastructure investment. Both carry elevated valuations, making execution and growth consistency the central differentiators in this stock comparison.
Tickeron AI Verdict
Weighing trend consistency, stability, catalysts, and relative market positioning, Tickeron's AI currently leans toward NET over HUBS. Cloudflare's combination of faster revenue growth, strengthening enterprise adoption, a clearer AI-linked demand narrative, and firmer analyst support points to a more constructive trend profile, even after accounting for its lack of GAAP profitability. HubSpot, by contrast, faces a less certain near-term setup, with growth expectations still recalibrating and sentiment weighed down by a series of downgrades. Because conditions can shift, the verdict is expressed in probabilistic terms rather than as a definitive prediction, and relative momentum may change as new earnings data and macro signals emerge.
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 StrongBuy.
HUBS in downward trend: 10-day moving average crossed below 50-day moving average on November 09, 2026
The 10-day moving average for HUBS crossed bearishly below the 50-day moving average on November 09, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 11 of 12 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 Momentum Indicator moved below the 0 level on November 02, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on HUBS as a result. In 63 of 95 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 66%.
The Moving Average Convergence Divergence Histogram (MACD) for HUBS turned negative on October 30, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 53 similar instances when the indicator turned negative. In 40 of the 53 cases the stock turned lower in the days that followed. This puts the odds of success at 75%.
HUBS moved below its 50-day moving average on November 02, 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 72%.
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where HUBS's RSI Indicator exited the oversold zone, 23 of 29 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 79%.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 8 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
The 50-day moving average for HUBS moved above the 200-day moving average on October 27, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Following a +9.57% 3-day Advance, the price is estimated to grow further. Considering data from situations where HUBS advanced for three days, in 232 of 315 cases, the price rose further within the following month. The odds of a continued upward trend are 74%.
HUBS may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 156 of 218 cases where HUBS Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 72%.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 63 (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 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 Valuation Rating of 89 (best 1 - 100 worst) indicates that the company is significantly 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 (6.038) is normal, around the industry mean (-1.906). P/E Ratio (70.887) is within average values for comparable stocks, (9.554). Projected Growth (PEG Ratio) (0.247) is also within normal values, averaging (2.824). Dividend Yield (0.000) settles around the average of (0.069) among similar stocks. P/S Ratio (3.618) is also within normal values, averaging (70.383).
The Tickeron PE Growth Rating for this company is 95 (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.
NET in upward trend: price expected to rise as it breaks its lower Bollinger Band on November 02, 2026
NET may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 25 of 28 cases where NET's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 89%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where NET's RSI Oscillator exited the oversold zone, 19 of 24 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 79%.
The Momentum Indicator moved above the 0 level on November 12, 2026. You may want to consider a long position or call options on NET as a result. In 70 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 83%.
The Moving Average Convergence Divergence (MACD) for NET just turned positive on November 11, 2026. Looking at past instances where NET's MACD turned positive, the stock continued to rise in 41 of 49 cases over the following month. The odds of a continued upward trend are 84%.
Following a +4.15% 3-day Advance, the price is estimated to grow further. Considering data from situations where NET advanced for three days, in 262 of 320 cases, the price rose further within the following month. The odds of a continued upward trend are 82%.
Bearish Trend Analysis
The Stochastic Oscillator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
NET moved below its 50-day moving average on October 28, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for NET crossed bearishly below the 50-day moving average on October 23, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 13 of 15 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 87%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where NET 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 78%.
The Aroon Indicator for NET entered a downward trend on November 12, 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.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 3 (best 1 - 100 worst) indicates that the company is seriously undervalued 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 (59.071) is normal, around the industry mean (16.275). NET has a moderately low P/E Ratio (-463.362) as compared to the industry average of (45.369). Projected Growth (PEG Ratio) (2.377) is also within normal values, averaging (3.696). Dividend Yield (0.000) settles around the average of (0.430) among similar stocks. P/S Ratio (45.455) is also within normal values, averaging (103.897).
The Tickeron PE Growth Rating for this company is 43 (best 1 - 100 worst), pointing to consistent 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 Price Growth Rating for this company is 44 (best 1 - 100 worst), indicating steady price growth. NET’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 50 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 92, placing this stock slightly better than average.
The Tickeron SMR rating for this company is 94 (best 1 - 100 worst), indicating weak sales and an unprofitable 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.
HUBS | NET | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 59 | 23 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 89 Overvalued | 3 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 50 | |
SMR RATING 1..100 | 76 | 94 | |
PRICE GROWTH RATING 1..100 | 63 | 44 | |
P/E GROWTH RATING 1..100 | 95 | 43 | |
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.
NET's Valuation (3) in the null industry is significantly better than the same rating for HUBS (89) in the Information Technology Services industry. This means that NET’s stock grew significantly faster than HUBS’s over the last 12 months.
NET's Profit vs Risk Rating (50) 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 (76) in the Information Technology Services industry is in the same range as NET (94) 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 (44) in the null industry is in the same range as HUBS (63) in the Information Technology Services industry. This means that NET’s stock grew similarly to HUBS’s over the last 12 months.
NET's P/E Growth Rating (43) in the null industry is somewhat better than the same rating for HUBS (95) in the Information Technology Services industry. This means that NET’s stock grew somewhat faster than HUBS’s over the last 12 months.
| HUBS | NET | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 79% | 1 day ago 79% |
| Stochastic ODDS (%) | 1 day ago 77% | 1 day ago 77% |
| Momentum ODDS (%) | 1 day ago 66% | 1 day ago 83% |
| MACD ODDS (%) | 1 day ago 75% | 1 day ago 84% |
| TrendWeek ODDS (%) | 1 day ago 75% | 1 day ago 81% |
| TrendMonth ODDS (%) | 1 day ago 78% | 1 day ago 77% |
| Advances ODDS (%) | 1 day ago 74% | 1 day ago 82% |
| Declines ODDS (%) | 8 days ago 72% | 9 days ago 78% |
| BollingerBands ODDS (%) | 1 day ago 77% | 1 day ago 89% |
| Aroon ODDS (%) | 1 day ago 72% | 1 day ago 82% |
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).
HUBS’s FA Score shows that 0 FA rating(s) are green while NET’s FA Score has 1 green FA rating(s).
- HUBS’s FA Score: 0 green, 5 red.
- NET’s FA Score: 1 green, 4 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 6 TA indicator(s) are bullish while NET’s TA Score has 5 bullish TA indicator(s).
- HUBS’s TA Score: 6 bullish, 5 bearish.
- NET’s TA Score: 5 bullish, 5 bearish.
Price Growth
HUBS (@Packaged Software) experienced а +5.31% price change this week, while NET (@Computer Communications) price change was +30.26% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +0.94%. For the same industry, the average monthly price growth was -4.40%, and the average quarterly price growth was +2.69%.
The average weekly price growth across all stocks in the @Computer Communications industry was +2.18%. For the same industry, the average monthly price growth was -13.05%, and the average quarterly price growth was -7.59%.
Reported Earning Dates
HUBS is expected to report earnings on Feb 17, 2027.
NET is expected to report earnings on Feb 11, 2027.
Industries' Descriptions
@Packaged Software (+0.94% 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 (+2.18% 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.
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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 76% 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% | +6.39% | ||
| CRM - HUBS | 76% Closely correlated | -0.20% | ||
| ASAN - HUBS | 74% Closely correlated | -1.43% | ||
| DOCU - HUBS | 70% Closely correlated | N/A | ||
| TEAM - HUBS | 69% Closely correlated | -0.10% | ||
| BRZE - HUBS | 69% Closely correlated | +0.28% | ||
More | ||||
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% | +1.11% | ||
| COIN - NET | 66% Closely correlated | -4.11% | ||
| CLSK - NET | 64% Loosely correlated | -1.01% | ||
| AFRM - NET | 62% Loosely correlated | -2.95% | ||
| SNOW - NET | 62% Loosely correlated | -0.84% | ||
| HUBS - NET | 59% Loosely correlated | +6.39% | ||
More | ||||
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XLE | 64.33 | 0.96 | +1.51% |
| State Street Energy Select Sector SPDR ETF (XLE) | |||
| NOEQ | 29.92 | N/A | N/A |
| Northern Trust US Equity ETF (NOEQ) | |||
| UUPP | 25.17 | N/A | N/A |
| Principal CLO ETF (UUPP) | |||
| SHAG | 46.48 | -0.13 | -0.28% |
| WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund (SHAG) | |||
| BCTK | 27.22 | -0.11 | -0.39% |
| Baron Technology ETF (BCTK) | |||