We recently published a list of 12 Best Enterprise Software Stocks to Buy Now. In this article, we are going to take a look at where HubSpot, Inc. (NYSE:HUBS) stands against other best enterprise software stocks to buy now.
In 2024, the global enterprise market size was estimated at $263.79 billion, according to Grand View Research. It’s expected to now grow at a CAGR of 12.1% from 2025 to 2030, due to the increasing demand for automated and integrated solutions. Enterprise software becomes more desirable as organizations seek reduced reliance on HR to eliminate manual errors and automate routine tasks. Therefore, ERP (enterprise resource planning), CRM (customer relationship management), and data analytics software are becoming increasingly popular.
Enterprise software is actively transforming with the integration of AI technologies, which changes how it’s designed, deployed, and utilized. According to Endava, GenAI is driving this transformation by incorporating creative and analytical capabilities into enterprise applications. This enables software to undergo intelligent tasks like generating reports, creating personalized training materials, and writing codes. AI not only automates manual jobs but also allows hyper-personalization of customer-facing enterprise software. This allows platforms like CRM and e-commerce to deliver targeted content and recommendations, which leads to higher customer satisfaction and improved sales. This is fueled by adaptive AI-enhanced enterprise software that learns from vast datasets to provide real-time and individualized interactions.
AI-driven automation is also becoming more popular in core business processes. ERP and workflow management systems are automating complex tasks and reducing manual intervention to improve overall efficiency. Enterprises are streamlining operations and making data-driven solutions through the integration of now-standard features like process mining, intelligent document processing, and predictive analytics. Agentic AI is further pushing enterprise software towards greater autonomy. These are AI systems that act like human agents and autonomously perceive, reason, and analyze data to achieve certain goals. As enterprise software continues to integrate advanced AI capabilities in its regular applications, the technology becomes more proactive and intelligent.
Our Methodology
We sifted through ETFs and financial media reports to compile a list of the top enterprise software stocks. We then selected the 12 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q4 2024. The hedge fund data was sourced from Insider Monkey’s database which tracks the moves of over 900 elite money managers.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
A team of software developers gathered around a monitor discussing a new CRM platform.
HubSpot, Inc. (NYSE:HUBS)
Number of Hedge Fund Holders: 73
HubSpot, Inc. (NYSE:HUBS) provides a cloud-based CRM platform for businesses in the Americas, Europe, and the Asia Pacific. This platform includes a Marketing Hub, a Sales Hub, a Service Hub, a Content Hub, an Operations Hub, and a Commerce Hub. It also provides professional services to educate and train customers on how to utilize its CRM platform.
On March 19, Bernstein initiated the stock with a Market Perform rating and a $693 price target. This sentiment came from its position in AI-driven automation. The firm’s analysts anticipate a 17% CAGR for the company, which exceeds Wall Street forecasts. The company’s AI-first approach is transforming its enterprise software. Its Content Hub is an AI-driven hub that became the fastest-growing hub in 2024. Service Hub also grew with new enterprise portals up 100% sequentially in Q4 2024. Breeze Copilot, which is an AI assistant, reached over 75,000 weekly active users.
HubSpot Inc.’s (NYSE:HUBS) AI agent ecosystem includes platforms like Agent.AI that help aggregate structured and unstructured data for AI agents. The user base for Agent.AI increased by 10x from 50,000 to over 500,000 users in just 6 months. The company also offered user-friendly tools that enabled 5,000 customers to build their own AI agents. The acquisition of Frame.AI is also notable and enhances real-time data integration. The company is investing in AI and enterprise features to drive long-term growth.
Overall, HUBS ranks 9th on our list of best enterprise software stocks to buy now. While we acknowledge the growth potential of HUBS, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than HUBS but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.