10月9日，HubSpot盘中上涨5.28%，报232.03美元/股，成交额2.03亿美元。消息面上，摩根大通将HubSpot评级从增持下调至中性，此为近期多家机构下调评级的延续，但股价未受明显压制，反而出现反弹。
摩根大通此次下调之前，Raymond James已于10月5日将HubSpot评级从跑赢大盘下调至大盘。与此同时，公司在10月7日宣布裁员7%（约660人），并明确表示裁员并非因人工智能替代员工，而是运营重组的一部分。市场担忧AI对传统企业软件厂商营收的侵蚀，叠加公司股价自年初以来下跌超40%，多空分歧显著。
HubSpot所在的应用程序软件行业中，Palantir Technologies涨1.8%，赛富时涨0.78%，PTC涨0.07%，Strategy跌0.86%，IREN Ltd跌7.61%。
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