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HubSpot Boosts Portfolio With Strategic Buyout: Will the Stock Gain?

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HubSpot, Inc. (HUBS - Free Report) recently inked a definitive agreement to acquire Cacheflow, an industry leader in B2B subscription billing management and configure, price, quote (CPQ) solution, for an undisclosed amount. Cacheflow will operate as HUBS’ wholly owned subsidiary following the completion of the buyout.

Cascheflow’s AI native billing and subscription management solution is designed to streamline software buying and selling processes in a B2B space. The solution provides a unified, no-code platform for automating the SaaS sales flow.

In 2023, HubSpot introduced Commerce Hubs’ on its smart CRM (Customer Relationship Management) to simplify various processes such as invoicing and payments. HUBS’ Commerce Hub offering has gained solid market traction over the past year. With this acquisition, the company is aiming to further strengthen Commerce Hubs’ functionalities and enhance its prospects across industries.

Cacheflow’s portfolio will make the quote-to-cash process easier, thereby simplifying the buying process and boosting customer satisfaction. It will also strengthen HUBS’ ability to address areas such as upselling, renewals and other commerce functions. Automation of subscription billing and CPQ will enable businesses to close deals faster and expedite revenue collection. A seamless purchasing process will also enhance customer retention. This will also bolster Commerce HUBS’ capabilities in managing clients and transaction data, enhancing enterprises’ visibility and decision-making.

Will This Buyout Drive HUBS’ Share Performance?

Customers appreciate flexibility and customization during product purchases. However, ensuring this in a legacy CPQ system, which involves several steps for product configuration, quote generation and pricing changes, is a time-consuming endeavor. This outdated billing and payment system leads to lengthy sales cycles and inefficient revenue collection. To tackle these challenges, enterprises are increasingly looking for a solution to automate key components of revenue management and enhance customer experience.
 
The subscription and billing management market is projected to grow at a substantial rate in the upcoming years. By integrating Cacheflow’s AI-powered capabilities into Commerce Hub, HUBS is aiming to capitalize on these evolving market trends. The buyout will augment HubSpot’s ability to address the complete commerce cycle for enterprises. This bodes well for long-term growth.

HUBS Stock’s Price Performance

Shares of HubSpot have gained 19.2% over the past year compared with the industry’s 43% growth.

Zacks Investment Research
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HUBS’ Zacks Rank and Key Picks

HubSpot currently carries a Zacks Rank #3 (Hold).

Zillow Group, Inc. (ZG - Free Report) carries a Zacks Rank #2 (Buy) at present. In the last reported quarter, it delivered an earnings surprise of 25.81%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

ZG delivered an earnings surprise of 37.41%, on average, in the trailing four quarters. The company is witnessing solid momentum in rental revenues, driven by growth in both multi and single-family listings, which is a positive factor. 

Ubiquiti Inc. (UI - Free Report) sports a Zacks Rank of 1 at present. The company offers a comprehensive portfolio of networking products and solutions for service providers and enterprises.

Its excellent global business model, which is flexible and adaptable to evolving changes in markets, helps it to beat challenges and maximize growth. The company’s effective management of its strong global network of more than 100 distributors and master resellers improved its UI’s visibility for future demand and inventory management techniques.

Workday Inc. (WDAY - Free Report) sports a Zacks Rank of 1 at present. In the last reported quarter, it delivered an earnings surprise of 7.36%.
 
WDAY is a leading provider of enterprise-level software solutions for financial management and human resource domains. The company’s cloud-based platform combines finance and HR in a single system that makes the process easier for organizations to provide analytical insights and decision support.


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