HubSpot is a massive AI beneficiary because it lets customers spin up ad campaigns without a full-time employee or even an outside marketer. Yet its shares trade exactly opposite AI. x.com 

HubSpot is at its most attractive entry point since 2022, about 8.4x implied forward earnings, if agentic AI eventually shows up in revenue, which it likely will. Adjusted operating margin expanded to 18%, deals above $120k ARR surged 64% as it wins upmarket against Salesforce, and it gets 6% more per customer each year while adding 16% more customers. Revenue growth has slowed to 18%, and not significantly raising the 2026 guide suggests management itself doesn't know if AI will lift revenue. … Show more

Horizontal SaaS tools such as HubSpot, Atlassian and Intuit will be disrupted as companies build their own replacements with AI. Per @CJ0pp3l, quoting one of Constellation Software's AI leads, HubSpot, Jira, Mailchimp and Zendesk have been replaced with AI-built systems and agents, and only vertical software with strong systems of record and deep workflow integration will grow with AI. The market also sold vertical names like Constellation and Topicus, which hold deep platform data. x.com 

Intuit's dominant market positions, recurring revenue, high switching costs and exceptional cash generation make it a world-class compounder, and the market's AI fears may be offering it at a discount. x.com 

AI will not replace Fortune 500 CRM platforms, as the moat of Salesforce, ServiceNow and HubSpot goes beyond the software. It lies in the data model, integrations, workflows and customer records; agents may even raise the value of a trusted system of record. Thin workflow tools are vulnerable and seat pricing faces pressure. Platforms that make AI a native operating layer to expand usage and monetization should be pretty good investments; they look near the end of a multi-year correction. x.com 

Intuit risks becoming the example of AI commoditizing software, as AI and agents increasingly answer tax and bookkeeping questions instantly, cheaply or for free, removing the need for a costly middle layer. Its large paying base means AI probably won't crush it immediately, but pricing power and users could get squeezed. Its lofty multiples are likely over; it won't go to zero and could still be decent, but it is down 54% this year in a nasty stage-4 downtrend below its 200-day average. x.com  … Show more

Intuit is a high-quality compounding software business worth owning while sentiment is weak, thanks to ecosystem advantages across TurboTax, Credit Karma, QuickBooks and Mailchimp and AI layered into products with deep customer relationships. It reported strong Q2 FY2026 results and reiterated full-year revenue guidance of $20.997B-$21.186B, about 12-13% growth, with 14-15% non-GAAP EPS growth. x.com 

Intuit's QuickBooks has low churn incentive beyond price, because it sells trust for back-office operations with many integrations most small businesses don't want to think about. QuickBooks looks somewhat saturated in the US, at probably mid-30% penetration, about 10-11M business users out of 35M registered IRS filers. Price increases run in the high single digits a year, and whether that can be sustained is the open question. x.com 

HubSpot shows that disruptors get disrupted, as AI forces CRM vendors toward outcome-based pricing that bills for results rather than users. KCR made that call in December 2025, and it materialized on May 7, 2026, when HubSpot moved its AI agents to outcome-based pricing and cut prices; the stock fell about 19% the next day. x.com 

HubSpot is a bullish pick. x.com