'Dramatic downside' risk in some software stocks still, says VantageRock's Avery Sheffield

AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.

CNBC Television • Feb 20, 2026

Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks

Palo Alto Networks CEO Nikesh Arora defended the company's strategy and tried to differentiate itself from the AI threat facing software stocks. The cybersecurity company topped Wall Street's fiscal second-quarter estimates but issued lackluster earnings guidance for the current period.

CNBC • Feb 18, 2026

Why HubSpot (HUBS) is a Top Growth Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Zacks Investment Research • Feb 17, 2026

Alibaba Upgrades AI Model. What It Means for the Software Stocks Selloff and China Fears.

Alibaba on Monday unveiled Qwen 3.5, the latest update to its leading AI model.

Barrons • Feb 16, 2026

10 Cheapest S&P 500 Software Stocks Ranked After The Recent Repricing

SaaS stocks near 52-week lows may present selective opportunities for disciplined, long-term investors. A quality screen highlights large-cap names with strong ROA and improving valuation metrics. Adobe and FICO rank highest under a modified Magic Formula framework.

Seeking Alpha • Feb 13, 2026

Why HubSpot Stock Rallied Today

HubSpot is rebounding after a tough 2025. The company reported results that exceeded expectations and provided bullish guidance for 2026.

The Motley Fool • Feb 12, 2026

Hubspot stock has imploded: can the $1 billion buyback reverse the trend?

Hubspot stock price has been in a freefall in the past few months, making it one of the worst-performing companies in Wall Street.

Invezz • Feb 12, 2026

HubSpot shares jump as Q4 earnings beat estimates

HubSpot Inc (NYSE:HUBS) shares surged more than 9% on Thursday after the customer relationship management software company reported stronger-than-expected fourth-quarter results and approved a $1 billion share buyback program. The company reported Q4 earnings per share of $3.09, exceeding analysts' estimate of $2.99, while revenue rose 20% year-over-year to $846.7 million, surpassing the $830.8 million consensus.

Proactive Investors • Feb 12, 2026

HubSpot Q4 Earnings Beat Estimates on Strong Revenue Growth

HUBS posts Q4 earnings and revenue beat as AI-powered tools and customer growth drive 19% annual sales surge and upbeat 2026 outlook.

Zacks Investment Research • Feb 12, 2026

Orange Marketing Hits 151 Five-Star HubSpot Reviews, Ranks #8 Among U.S. Diamond Partners

NEWPORT BEACH, Calif.--(BUSINESS WIRE)-- #hubspot--Orange Marketing has earned 151 consecutive five-star reviews while maintaining its #8 ranking among U.S. Diamond Partners, a rare combination in an industry where technical complexity often conflicts with customer satisfaction. While HubSpot lists thousands of partners globally, Orange Marketing's achievement places them in the top 2% of agencies nationwide. More significantly, the firm has maintained a perfect five-star rating through 151 documented cli.

Business Wire • Feb 12, 2026