hapabapa/iStock Editorial via Getty Images HubSpot ( HUBS ) was downgraded to Neutral from Outperform by Macquarie after the software firm lowered its implied top-line outlook for the rest of 2026 due to AI impacting sales cycles. "Management commented that net new ARR growth was below constant-currency revenue growth and cited a couple of shifts showing up in HUBS's business, including less quart...
hapabapa/iStock Editorial via Getty Images HubSpot ( HUBS ) was downgraded to Neutral from Outperform by Macquarie after the software firm lowered its implied top-line outlook for the rest of 2026 due to AI impacting sales cycles. "Management commented that net new ARR growth was below constant-currency revenue growth and cited a couple of shifts showing up in HUBS's business, including less quarterly bookings linearity and AI impacting sales processes," said Macquarie analysts, led by Steve Koenig, in an investor note. "The company warned that sales cycles may be extended as customers evaluate its agents and AEO as part of broader purchases. Additionally, 2QE got off to a slow start as the company trains its salespeople, shifts to outcome-based credits, and extends its AI trial period." Macquarie also slashed its price target on the stock to $190 from $350. HubSpot released its first-quarter results and outlook on Thursday, May 7. "1Q revenue of $881M (+18% Y/Y in constant currency) was a fairly typical $18M beat relative to consensus," Koenig noted. "However, management guided to 2QE revenue deceleration (+16% Y/Y in constant currency) and did not flow through the entirety of the 1Q beat, raising the FY26E guide by only $8M–$10M. More positively, management raised its prior FY26E operating margin guide of 20.0% by 60–70 bps." More on HubSpot HubSpot, Inc. 2026 Q1 - Results - Earnings Call Presentation HubSpot, Inc. (HUBS) Q1 2026 Earnings Call Transcript HubSpot: Risks Mounting, But Valuation Is Too Cheap To Ignore HubSpot forecasts FY2026 revenue of $3.7B-$3.708B amid outcome-based agent pricing shift HubSpot beats Q1 street views, guides Q2 EPS above consensus
Shares of Moderna (NASDAQ:MRNA) are up roughly 6% in Monday morning trading, changing hands near $57.52 after Friday’s close of $54.35. The intraday move extends what has already been a powerful 2026 run for the mRNA pioneer. The rally is outpacing fellow vaccine names Pfizer (NYSE:PFE), up 2% near $26.10, and Novavax (NASDAQ:NVAX), basically flat ... Moderna Stock Is Up 6% Today: Is It Outperform...
Shares of Moderna (NASDAQ:MRNA) are up roughly 6% in Monday morning trading, changing hands near $57.52 after Friday’s close of $54.35. The intraday move extends what has already been a powerful 2026 run for the mRNA pioneer. The rally is outpacing fellow vaccine names Pfizer (NYSE:PFE), up 2% near $26.10, and Novavax (NASDAQ:NVAX), basically flat ... Moderna Stock Is Up 6% Today: Is It Outperforming Other Vaccine Stocks Like Pfizer and Novavax?
Nvidia CEO Jensen Huang is not going to Beijing during President Donald Trump's trip to China this week, a person familiar with the matter said on Monday. Huang was not invited, the source said, with the White House focusing more on agriculture and commercial aviation matters, such as orders for Boeing planes, on the current trip. A number of CEOs were expected to travel with Trump to help dr...
Nvidia CEO Jensen Huang is not going to Beijing during President Donald Trump's trip to China this week, a person familiar with the matter said on Monday. Huang was not invited, the source said, with the White House focusing more on agriculture and commercial aviation matters, such as orders for Boeing planes, on the current trip. A number of CEOs were expected to travel with Trump to help drum up business for U.S. companies, a top priority for his administration.
Bloom Energy (NYSE: BE) stock took off like a rocket Monday morning, soaring 10% through 10:35 a.m. ET. And here's the weird thing: There doesn't seem to be any news behind the move. Image source: Getty Images. Continue reading
Bloom Energy (NYSE: BE) stock took off like a rocket Monday morning, soaring 10% through 10:35 a.m. ET. And here's the weird thing: There doesn't seem to be any news behind the move. Image source: Getty Images. Continue reading
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Bloomberg 1-3 Month T-Bill ETF (Symbol: BIL) where we have detected an approximate $701.5 million dollar outflow -- that's a 1.5% decrease week
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Bloomberg 1-3 Month T-Bill ETF (Symbol: BIL) where we have detected an approximate $701.5 million dollar outflow -- that's a 1.5% decrease week
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR S&P Dividend ETF (Symbol: SDY) where we have detected an approximate $762.3 million dollar outflow -- that's a 3.5% decrease week over week
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR S&P Dividend ETF (Symbol: SDY) where we have detected an approximate $762.3 million dollar outflow -- that's a 3.5% decrease week over week
watch now VIDEO 16:50 16:50 Watch CNBC's full interview with White House National Economic Council Director Kevin Hassett Squawk Box White House National Economic Council Director Kevin Hassett on Monday shrugged off any negative impact of artificial intelligence on employment, saying the emergent technology isn't costing anyone their jobs right now. "There's no sign in the data that AI is costing...
watch now VIDEO 16:50 16:50 Watch CNBC's full interview with White House National Economic Council Director Kevin Hassett Squawk Box White House National Economic Council Director Kevin Hassett on Monday shrugged off any negative impact of artificial intelligence on employment, saying the emergent technology isn't costing anyone their jobs right now. "There's no sign in the data that AI is costing anybody their job right now, but we are studying the future of AI and what it means for the workforce, so we've got a big taskforce on that," Hassett told CNBC's "Squawk Box." Hassett's comments come amid a wave of tech layoffs, as companies like Amazon , Meta and Oracle have announced rounds of job cuts , with some emphasizing AI's role in automating work and boosting productivity with lower headcounts. Block announced that it would lay off nearly 4,000 employees in February, reducing the firm's headcount by nearly half. "We are choosing to shift how we operate at a time when our business is accelerating and we see an opportunity to move faster with smaller, highly talented teams using AI to automate more work," wrote Block CFO Amrita Ahuja at the time of the announcement. Read more CNBC tech news Nintendo stock plunges after Switch 2 price hike and weak sales forecast Alphabet's 160% rally in a year reflects value of owning 'most of the stack' in AI Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year Wall Street sees 'changing of the guard in AI' as Intel, AMD shares soar while Nvidia lags Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.