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HUBS vs WDAY
Which Stock Would AI Choose? HubSpot (HUBS) vs. Workday (WDAY) Stock Comparison
Key Takeaways
- Both HUBS and WDAY operate in the software-as-a-service sector but target distinct customer bases, with HubSpot focusing on marketing and sales automation for mid-market firms and Workday emphasizing human capital and financial management for large enterprises.
- Recent market activity shows elevated volatility for both stocks, with HUBS experiencing a sharp post-earnings decline in early May followed by partial recovery, while WDAY has traded near multi-month lows ahead of its upcoming quarterly report.
- Relative performance over recent weeks reflects broader sector pressures on growth-oriented software names, with both equities posting significant year-to-date declines despite solid underlying revenue expansion.
- Key contrasts include differing exposure to artificial intelligence initiatives, with HubSpot highlighting AI-driven pricing adjustments and Workday advancing agentic AI features within its core platforms.
- Market sentiment has turned cautious for both, evidenced by multiple analyst target reductions for HUBS and steady but not aggressive positioning around WDAY ahead of fiscal first-quarter results.
- Investors comparing the two may weigh HubSpot’s higher growth profile against Workday’s greater scale and recurring revenue predictability in the current environment.
Introduction
HubSpot and Workday represent two prominent publicly traded software companies whose stocks offer investors exposure to distinct segments of the enterprise technology market. HubSpot provides cloud-based customer relationship management tools primarily for smaller and mid-sized businesses, while Workday delivers comprehensive human capital management and financial software to larger organizations. Traders and investors seeking to understand relative performance, growth trajectories, and risk factors in the software sector may find this comparison useful for portfolio positioning decisions. The analysis draws on recent market developments to highlight observable differences in business models, momentum, and sentiment without projecting future outcomes.
HUBS Overview and Recent Performance
HubSpot, Inc. develops and markets an integrated platform for inbound marketing, sales, and customer service. In recent weeks, the stock displayed pronounced volatility following the release of first-quarter results in early May. Despite reporting earnings per share that exceeded analyst estimates, shares declined sharply amid concerns over AI-related pricing changes and forward guidance. Subsequent market activity has included a partial rebound, with the equity closing higher on several sessions amid broader technology sector movements. Sentiment has been influenced by multiple analyst actions, including downgrades and reductions in price targets from several firms, reflecting tempered expectations for near-term growth acceleration.
WDAY Overview and Recent Performance
Workday, Inc. offers enterprise cloud applications focused on human resources, payroll, and financial management. Over recent weeks, the stock has traded within a relatively narrow range near recent lows while investors awaited the company’s fiscal first-quarter earnings report scheduled for later in May. Performance has been shaped by steady subscription revenue growth reported in prior periods and ongoing investments in artificial intelligence capabilities. Market sentiment remains measured, with limited immediate catalysts beyond the upcoming results, resulting in contained price movements compared with more volatile growth peers.
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Head-to-Head Comparison
HubSpot and Workday differ fundamentally in scale and customer focus. HubSpot serves a broader base of smaller organizations with lighter-weight CRM solutions, enabling faster adoption but greater sensitivity to economic cycles. Workday targets larger enterprises with more complex needs, supporting higher average contract values and more predictable recurring revenue streams. Recent momentum has favored neither decisively, as both equities have underperformed the broader market amid sector-wide compression in valuation multiples. Risk factors include execution on AI initiatives for HubSpot and integration of new features for Workday, while sector exposure remains concentrated in software and technology services. Market sentiment appears slightly more cautious toward HubSpot following its earnings reaction, whereas Workday’s positioning reflects anticipation of steady enterprise demand.
Tickeron AI Verdict
Based on observable factors such as trend consistency, relative stability, and positioning ahead of near-term catalysts, Tickeron’s AI may currently assign a modest probabilistic edge to WDAY. The stock has exhibited fewer abrupt sentiment shifts in recent weeks compared with peers experiencing post-earnings volatility, alongside continued emphasis on subscription growth and AI enhancements. This assessment remains probabilistic and does not constitute investment advice.
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.
Disclaimers and LimitationsTo 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 WDAY 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 whileWDAY’s FA Score has 0 green FA rating(s).
- HUBS’s FA Score: 0 green, 5 red.
- WDAY’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 WDAY’s TA Score has 4 bullish TA indicator(s).
- HUBS’s TA Score: 2 bullish, 7 bearish.
- WDAY’s TA Score: 4 bullish, 5 bearish.
Price Growth
HUBS (@Packaged Software) experienced а -7.13% price change this week, while WDAY (@Packaged Software) price change was -12.78% 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
HUBS is expected to report earnings on Aug 05, 2026.
WDAY is expected to report earnings on Aug 20, 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.
| HUBS | WDAY | HUBS / WDAY | |
| Capitalization | 8.85B | 27.9B | 32% |
| EBITDA | 267M | 1.73B | 15% |
| Gain YTD | -56.940 | -47.369 | 120% |
| P/E Ratio | 90.95 | 35.21 | 258% |
| Revenue | 3.3B | 9.85B | 33% |
| Total Cash | 1.69B | 4.35B | 39% |
| Total Debt | 247M | 3.81B | 6% |
HUBS | WDAY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 54 | 57 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 67 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 86 | 69 | |
PRICE GROWTH RATING 1..100 | 89 | 82 | |
P/E GROWTH RATING 1..100 | 97 | 98 | |
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.
WDAY's Valuation (67) in the Information Technology Services industry is in the same range as HUBS (78). This means that WDAY’s stock grew similarly to HUBS’s over the last 12 months.
WDAY's Profit vs Risk Rating (100) in the Information Technology Services industry is in the same range as HUBS (100). This means that WDAY’s stock grew similarly to HUBS’s over the last 12 months.
WDAY's SMR Rating (69) in the Information Technology Services industry is in the same range as HUBS (86). This means that WDAY’s stock grew similarly to HUBS’s over the last 12 months.
WDAY's Price Growth Rating (82) in the Information Technology Services industry is in the same range as HUBS (89). This means that WDAY’s stock grew similarly to HUBS’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 WDAY (98). This means that HUBS’s stock grew similarly to WDAY’s over the last 12 months.
| HUBS | WDAY | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 61% | 2 days ago 71% |
| Stochastic ODDS (%) | 2 days ago 75% | 2 days ago 64% |
| Momentum ODDS (%) | 2 days ago 65% | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 80% | 2 days ago 72% |
| TrendWeek ODDS (%) | 2 days ago 72% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 78% | 2 days ago 71% |
| Advances ODDS (%) | 23 days ago 74% | 23 days ago 55% |
| Declines ODDS (%) | 2 days ago 71% | 2 days ago 70% |
| BollingerBands ODDS (%) | 2 days ago 73% | 2 days ago 65% |
| Aroon ODDS (%) | N/A | N/A |
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