http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 21 Oct 2026 16:13:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++4++++++++++HUBSPOT+INC+++++++++++++++For%3A+Oct+20++Filed+by%3A+Halligan+Brian/27216559.html si-local-file:///var/storage/secattach/20261021/27216559.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++HUBSPOT+INC+++++++++++++++For%3A+Oct+20++Filed+by%3A+Halligan+Brian/27216559.html Wed, 21 Oct 2026 16:13:00 -0400 HUBS http://www.streetinsider.com/Press+Releases/HubSpot+to+Announce+Third+Quarter+2026+Financial+Results+on+November+4%2C+2026/27216329.html <p> CAMBRIDGE, Mass.--(BUSINESS WIRE)-- <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.hubspot.com&amp;esheet=54625236&amp;newsitemid=20261021610044&amp;lan=en-US&amp;anchor=HubSpot%2C+Inc.&amp;index=1&amp;md5=60ca6bbf88db912f3d52bd1274aa4ff8" shape="rect">HubSpot, Inc.</a>, the agentic customer platform for scaling businesses, announced today that it will report its third quarter 2026 financial results after the U.S. financial markets close on Wednesday, November 4, 2026. In conjunction with this report, HubSpot will host a conference call at 4:30 p.m. Eastern Time (ET) on the same day to discuss the company's third quarter 2026 financial results and its business operations and outlook. </p><p> A live webcast and replay of the event will be available on HubSpot’s investor relations website at <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fir.hubspot.com%2F&amp;esheet=54625236&amp;newsitemid=20261021610044&amp;lan=en-US&amp;anchor=ir.hubspot.com&amp;index=2&amp;md5=c8adbb6ab625d11f57fa6467c7c6b87a" shape="rect">ir.hubspot.com</a>. </p><p> <b>About HubSpot</b> </p><p> HubSpot http://www.streetinsider.com/Press+Releases/HubSpot+to+Announce+Third+Quarter+2026+Financial+Results+on+November+4%2C+2026/27216329.html Wed, 21 Oct 2026 16:05:00 -0400 HUBS http://www.streetinsider.com/Business+Wire/HubSpot+to+Announce+Third+Quarter+2026+Financial+Results+on+November+4%2C+2026/27216329.html <p> CAMBRIDGE, Mass.--(BUSINESS WIRE)-- <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.hubspot.com&amp;esheet=54625236&amp;newsitemid=20261021610044&amp;lan=en-US&amp;anchor=HubSpot%2C+Inc.&amp;index=1&amp;md5=60ca6bbf88db912f3d52bd1274aa4ff8" shape="rect">HubSpot, Inc.</a>, the agentic customer platform for scaling businesses, announced today that it will report its third quarter 2026 financial results after the U.S. financial markets close on Wednesday, November 4, 2026. In conjunction with this report, HubSpot will host a conference call at 4:30 p.m. Eastern Time (ET) on the same day to discuss the company's third quarter 2026 financial results and its business operations and outlook. </p><p> A live webcast and replay of the event will be available on HubSpot’s investor relations website at <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fir.hubspot.com%2F&amp;esheet=54625236&amp;newsitemid=20261021610044&amp;lan=en-US&amp;anchor=ir.hubspot.com&amp;index=2&amp;md5=c8adbb6ab625d11f57fa6467c7c6b87a" shape="rect">ir.hubspot.com</a>. </p><p> <b>About HubSpot</b> </p><p> HubSpot http://www.streetinsider.com/Business+Wire/HubSpot+to+Announce+Third+Quarter+2026+Financial+Results+on+November+4%2C+2026/27216329.html Wed, 21 Oct 2026 16:05:00 -0400 HUBS http://www.streetinsider.com/SEC+Filings/Form++144++++++++HUBSPOT+INC++++++++++++++++++++++++++++Filed+by%3A+Halligan+Brian/27209461.html si-local-file:///var/storage/secattach/20261020/27209461.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++HUBSPOT+INC++++++++++++++++++++++++++++Filed+by%3A+Halligan+Brian/27209461.html Tue, 20 Oct 2026 13:08:00 -0400 HUBS http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html <p>Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.</p><p>The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%27s+3Q26+App+SW+Survey%3A+%27MSFT+Continues+to+Lead%27/27184330.html Wed, 14 Oct 2026 08:31:35 -0400 AMPL BL FIG FRSH GTM HUBS KVYO MNDY MSFT NOW PCOR SAP TYL VERX http://www.streetinsider.com/Analyst+Comments/HubSpot+%28HUBS%29+Reiterated+at+Hold+by+Stifel+as+Measured+Beat+Expected/27184078.html <p>Stifel analyst J. Parker Lane reiterated a Hold rating and $225.00 price target on HubSpot Inc (NYSE: HUBS).</p><p>The analyst commented, "We expect HubSpot will deliver another measured beat (1-2pts with q/q deceleration, as guided) and largely maintain its implied 4Q outlook, as the company navigates challenging sales cycles and continues to evolve its pricing/packaging around Agents. As a reminder, HUBS reaffirmed its 3Q/2026 guidance on 10/6, when it announced a 7% RIF.Elite partner performance (n=5) was a mixed bag (see below), with our checks underscoring the ongoing challenges of driving agent adoption and consumption, including the anticipated introduction of a http://www.streetinsider.com/Analyst+Comments/HubSpot+%28HUBS%29+Reiterated+at+Hold+by+Stifel+as+Measured+Beat+Expected/27184078.html Wed, 14 Oct 2026 08:02:54 -0400 HUBS http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++HUBSPOT+INC++++++++++++++++++++++++++++Filed+by%3A+JPMORGAN+CHASE+%26amp%3B+CO/27180441.html si-local-file:///var/storage/secattach/20261013/27180441.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++HUBSPOT+INC++++++++++++++++++++++++++++Filed+by%3A+JPMORGAN+CHASE+%26amp%3B+CO/27180441.html Tue, 13 Oct 2026 13:46:00 -0400 HUBS http://www.streetinsider.com/Investing/Barclays+downgrades+2+software+stocks+ahead+of+Q3+earnings/27174482.html <p>Investing.com -- Barclays downgraded HubSpot and Monday.com to Equal Weight from Overweight ahead of third-quarter earnings, saying the third quarter should show "more differentiation" across software as AI-driven growth appears at some companies but not yet at others.</p> <p>Analyst Raimo Lenschow said he expects a relatively benign earnings season, with checks solid for most names and easier federal comparisons after DOGE-related cuts helping companies such as ServiceNow. He believes AI-fueled growth should be "clearly visible" at DigitalOcean and Datadog, emerging at Microsoft and not yet visible at HubSpot or Monday.com. </p> <p>Lenschow likes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Microsoft</span></span> for fiscal first-quarter results. The analyst expects http://www.streetinsider.com/Investing/Barclays+downgrades+2+software+stocks+ahead+of+Q3+earnings/27174482.html Mon, 12 Oct 2026 09:13:15 -0400 DOCN HUBS MSFT http://www.streetinsider.com/General+News/Barclays+downgrades+2+software+stocks+ahead+of+Q3+earnings/27174482.html <p>Investing.com -- Barclays downgraded HubSpot and Monday.com to Equal Weight from Overweight ahead of third-quarter earnings, saying the third quarter should show "more differentiation" across software as AI-driven growth appears at some companies but not yet at others.</p> <p>Analyst Raimo Lenschow said he expects a relatively benign earnings season, with checks solid for most names and easier federal comparisons after DOGE-related cuts helping companies such as ServiceNow. He believes AI-fueled growth should be "clearly visible" at DigitalOcean and Datadog, emerging at Microsoft and not yet visible at HubSpot or Monday.com. </p> <p>Lenschow likes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Microsoft</span></span> for fiscal first-quarter results. The analyst expects http://www.streetinsider.com/General+News/Barclays+downgrades+2+software+stocks+ahead+of+Q3+earnings/27174482.html Mon, 12 Oct 2026 09:13:15 -0400 DOCN HUBS MSFT http://www.streetinsider.com/Investing/Barclays+downgrades+2+software+stocks+ahead+of+Q3+earnings/27174482.html <p>Investing.com -- Barclays downgraded HubSpot and Monday.com to Equal Weight from Overweight ahead of third-quarter earnings, saying the third quarter should show "more differentiation" across software as AI-driven growth appears at some companies but not yet at others.</p> <p>Analyst Raimo Lenschow said he expects a relatively benign earnings season, with checks solid for most names and easier federal comparisons after DOGE-related cuts helping companies such as ServiceNow. He believes AI-fueled growth should be "clearly visible" at DigitalOcean and Datadog, emerging at Microsoft and not yet visible at HubSpot or Monday.com. </p> <p>Lenschow likes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Microsoft</span></span> for fiscal first-quarter results. The analyst expects http://www.streetinsider.com/Investing/Barclays+downgrades+2+software+stocks+ahead+of+Q3+earnings/27174482.html Mon, 12 Oct 2026 09:13:15 -0400 DOCN HUBS MSFT http://www.streetinsider.com/General+News/Barclays+downgrades+2+software+stocks+ahead+of+Q3+earnings/27174482.html <p>Investing.com -- Barclays downgraded HubSpot and Monday.com to Equal Weight from Overweight ahead of third-quarter earnings, saying the third quarter should show "more differentiation" across software as AI-driven growth appears at some companies but not yet at others.</p> <p>Analyst Raimo Lenschow said he expects a relatively benign earnings season, with checks solid for most names and easier federal comparisons after DOGE-related cuts helping companies such as ServiceNow. He believes AI-fueled growth should be "clearly visible" at DigitalOcean and Datadog, emerging at Microsoft and not yet visible at HubSpot or Monday.com. </p> <p>Lenschow likes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Microsoft</span></span> for fiscal first-quarter results. The analyst expects http://www.streetinsider.com/General+News/Barclays+downgrades+2+software+stocks+ahead+of+Q3+earnings/27174482.html Mon, 12 Oct 2026 09:13:15 -0400 DOCN HUBS MSFT http://www.streetinsider.com/Investing/Barclays+downgrades+2+software+stocks+ahead+of+Q3+earnings/27174482.html <p>Investing.com -- Barclays downgraded HubSpot and Monday.com to Equal Weight from Overweight ahead of third-quarter earnings, saying the third quarter should show "more differentiation" across software as AI-driven growth appears at some companies but not yet at others.</p> <p>Analyst Raimo Lenschow said he expects a relatively benign earnings season, with checks solid for most names and easier federal comparisons after DOGE-related cuts helping companies such as ServiceNow. He believes AI-fueled growth should be "clearly visible" at DigitalOcean and Datadog, emerging at Microsoft and not yet visible at HubSpot or Monday.com. </p> <p>Lenschow likes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Microsoft</span></span> for fiscal first-quarter results. The analyst expects http://www.streetinsider.com/Investing/Barclays+downgrades+2+software+stocks+ahead+of+Q3+earnings/27174482.html Mon, 12 Oct 2026 09:13:15 -0400 DOCN HUBS MSFT