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HUBS vs SAP
Which Stock Would AI Choose? HubSpot (HUBS) vs. SAP (SAP) Stock Comparison
Key Takeaways
- HubSpot (HUBS) has delivered stronger year-to-date stock performance compared to SAP, which has experienced a substantial decline amid broader software sector weakness.
- Both companies operate in the enterprise software space with overlapping CRM capabilities, though HubSpot focuses on inbound marketing and sales tools while SAP emphasizes integrated ERP and business AI platforms.
- Recent market activity shows HubSpot (HUBS) benefiting from AI-driven product momentum despite softer demand signals, whereas SAP faces pressure ahead of its Q2 2026 earnings release.
- Sector exposure differs notably: HubSpot (HUBS) serves a broader range of mid-market clients, while SAP targets large-scale global enterprises with complex IT environments.
- Relative valuation and analyst sentiment reflect contrasting trajectories, with HubSpot (HUBS) maintaining more stable recent positioning amid software volatility.
- Market sentiment for both remains tied to cloud growth and AI adoption trends, creating trade-offs in risk and growth profiles.
Introduction
HubSpot (HUBS) and SAP (SAP) represent two distinct approaches within the enterprise software and customer relationship management (CRM) sectors. Investors and traders seeking exposure to cloud-based solutions, AI integration, and digital transformation often evaluate these names side by side. This comparison examines their business models, recent stock behavior, and positioning in the current market environment. The analysis is particularly relevant for those focused on technology sector allocation, relative performance within software, and the interplay between growth-oriented and established enterprise platforms.
HubSpot (HUBS) Overview and Recent Performance
HubSpot (HUBS) provides a cloud-based customer platform that includes marketing, sales, service, and operations tools, primarily serving small to mid-sized businesses and scaling teams. In recent weeks, the stock has shown resilience relative to peers, with year-to-date gains reported around 44% as of mid-July 2026 amid ongoing AI product enhancements. Recent market activity reflects a balance between positive AI adoption momentum and notes of softer demand alongside extended sales cycles. Broader software sector dynamics have influenced sentiment, yet the company’s focus on accessible inbound strategies has supported relative stability.
SAP Overview and Recent Performance
SAP (SAP) delivers enterprise resource planning (ERP), CRM, and business technology solutions to large multinational organizations, with increasing emphasis on its Business AI platform. The stock has faced notable pressure in recent market activity, declining approximately 37% year-to-date through late June 2026 amid a sell-off in software-as-a-service names. Upcoming Q2 and half-year 2026 financial results, scheduled for release on July 23, 2026, represent a key near-term catalyst. Sentiment has been shaped by cloud revenue guidance and integration of AI capabilities, though broader sector rotation has weighed on performance.
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Head-to-Head Comparison
HubSpot (HUBS) and SAP (SAP) differ in scale and target markets: HubSpot emphasizes user-friendly CRM and marketing automation for growing organizations, while SAP integrates deep ERP functionality for complex, global enterprises. Growth drivers for HubSpot (HUBS) center on AI enhancements and platform expansion, whereas SAP focuses on cloud migration and autonomous enterprise features. Recent momentum favors HubSpot (HUBS) with comparatively steadier positioning, while SAP contends with sharper year-to-date declines. Risk factors include execution on AI initiatives for both, with SAP exposed to longer implementation cycles typical of large-enterprise deployments. Sector exposure overlaps in software but varies by client size and integration depth, influencing sentiment divergence in the current environment.
Tickeron AI Verdict
Based on observable factors such as trend consistency and relative positioning in recent market activity, Tickeron’s AI would likely assign a higher probabilistic preference to HubSpot (HUBS) at this juncture. The stock’s more stable performance trajectory and alignment with AI adoption catalysts contrast with SAP’s sharper recent pullback ahead of earnings. This assessment reflects current data patterns rather than forward guarantees and remains subject to shifts in broader 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 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 SAP is a Buy.
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 whileSAP’s FA Score has 1 green FA rating(s).
- HUBS’s FA Score: 0 green, 5 red.
- SAP’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 2 TA indicator(s) are bullish while SAP’s TA Score has 4 bullish TA indicator(s).
- HUBS’s TA Score: 2 bullish, 8 bearish.
- SAP’s TA Score: 4 bullish, 5 bearish.
Price Growth
HUBS (@Packaged Software) experienced а -15.39% price change this week, while SAP (@Packaged Software) price change was -9.44% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -6.31%. For the same industry, the average monthly price growth was -1.49%, and the average quarterly price growth was -14.77%.
Reported Earning Dates
HUBS is expected to report earnings on Aug 05, 2026.
SAP is expected to report earnings on Oct 21, 2026.
Industries' Descriptions
@Packaged Software (-6.31% 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.
| HUBS | SAP | HUBS / SAP | |
| Capitalization | 10.5B | 176B | 6% |
| EBITDA | 267M | 12.3B | 2% |
| Gain YTD | -52.651 | -38.691 | 136% |
| P/E Ratio | 100.01 | 20.57 | 486% |
| Revenue | 3.3B | 37.3B | 9% |
| Total Cash | 1.69B | 10B | 17% |
| Total Debt | 247M | 7.86B | 3% |
HUBS | SAP | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 12 | 59 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | 11 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 93 | |
SMR RATING 1..100 | 86 | 54 | |
PRICE GROWTH RATING 1..100 | 61 | 75 | |
P/E GROWTH RATING 1..100 | 96 | 96 | |
SEASONALITY SCORE 1..100 | 50 | 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.
SAP's Valuation (11) in the Packaged Software industry is significantly better than the same rating for HUBS (80) in the Information Technology Services industry. This means that SAP’s stock grew significantly faster than HUBS’s over the last 12 months.
SAP's Profit vs Risk Rating (93) in the Packaged Software industry is in the same range as HUBS (100) in the Information Technology Services industry. This means that SAP’s stock grew similarly to HUBS’s over the last 12 months.
SAP's SMR Rating (54) in the Packaged Software industry is in the same range as HUBS (86) in the Information Technology Services industry. This means that SAP’s stock grew similarly to HUBS’s over the last 12 months.
HUBS's Price Growth Rating (61) in the Information Technology Services industry is in the same range as SAP (75) in the Packaged Software industry. This means that HUBS’s stock grew similarly to SAP’s over the last 12 months.
HUBS's P/E Growth Rating (96) in the Information Technology Services industry is in the same range as SAP (96) in the Packaged Software industry. This means that HUBS’s stock grew similarly to SAP’s over the last 12 months.
| HUBS | SAP | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 72% | 1 day ago 53% |
| Stochastic ODDS (%) | 1 day ago 73% | 1 day ago 63% |
| Momentum ODDS (%) | 1 day ago 76% | 1 day ago 63% |
| MACD ODDS (%) | 1 day ago 71% | 1 day ago 60% |
| TrendWeek ODDS (%) | 1 day ago 72% | 1 day ago 58% |
| TrendMonth ODDS (%) | 1 day ago 74% | 1 day ago 59% |
| Advances ODDS (%) | 9 days ago 74% | 9 days ago 53% |
| Declines ODDS (%) | 1 day ago 72% | 1 day ago 54% |
| BollingerBands ODDS (%) | 1 day ago 83% | 1 day ago 68% |
| Aroon ODDS (%) | 1 day ago 78% | 1 day ago 73% |
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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% | -7.27% | ||
| CRM - HUBS | 79% Closely correlated | -3.72% | ||
| TEAM - HUBS | 73% Closely correlated | -6.15% | ||
| ASAN - HUBS | 70% Closely correlated | -4.51% | ||
| DOCU - HUBS | 70% Closely correlated | -1.77% | ||
| BRZE - HUBS | 69% Closely correlated | -5.69% | ||
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