Opinions Teal Linde
Hubspot IncHUBSTOP PICKMar 16, 2026
Teal LindeStock price when the opinion was issued
As of May 29, 2026. Market Open.
You might be interested:
Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. It's growing fast. Cloud-based marketing software can target internet users to products you didn't realize you wanted to buy. He prefers Twilio, though.
Comparing this to Salesforce.Com (CRM-N). Both of these companies are attractive because their business (electronic customer relationship management) brings large, recurring revenue. However, he struggles with the valuation of both companies. They are too rich for his clients. In the context of concerns that tech’s valuation might be too far extended, he thinks it would be wise to step back from this one. At this time, if he was buying a tech stock, he would prefer one that showed more potential for structural growth. He gave IBM as an example of a tech company that is currently “on sale”.
It is similar in its business model to Salesforce which caters to large companies and has moved away from small and mid cap companies. This has created an opportunity for Hubspot since its system is similar to Salesforce. There is an 18% expected growth rate in revenue and earnings this year. Trades at 21 times expected earnings, the same as Microsoft and the S&P 500. As to software companies in general, their clients prefer commercial versions, even at higher prices, as opposed to create your own software. Commercial versions stay up-to-date, innovate and keep things secure. Buy 32 Hold 4 Sell 0
(Analysts’ price target is $360.09)