HubSpot's Breeze: A New AI Player in Town

Effortless AI-driven automations tucked into your workflow

Summary
  • Breeze can automate lead generation, campaign workflows and basic support, but SMBs often rely on free AI like ChatGPT
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HubSpot's (HUBS, Financial) new Breeze AI platform continues to turn heads, since its launch last September, just ahead of Salesforce's (CRM, Financial) Agentforce.

The idea is simple enough: let Breeze handle the grunt work in your Marketing, Sales, and Service Hubs by generating leads, automating campaigns, personalizing outreach and even fielding basic support questions in real time. Sounds neat, right?

But Bank of America's (BAC, Financial) analysts aren't expecting any fireworks in the top line until fiscal 2027.

Why the slow burn? In the small-and-medium business world, a lot of customers are already poking around with free or low-cost AI tools like ChatGPT for their day-to-day content and messaging needs.

Since HubSpot's users don't face the enterprise-level restrictions on third-party agents, there's less incentive to pay up for Breeze—at least at first. Even with expanded “HubSpot credits” to nudge people toward Customer Agent features, BofA models only about a 2% revenue bump from Breeze by FY27 (that starts September 27, 2026).

BofA still loves the stock—Buy rating, $740 price target—and sees EPS climbing from roughly $9.30 this year to about $14.60 by FY27. That's a bit ahead of what Bloomberg is calling for.

The real kicker, though, is that Breeze sits right in HubSpot's sweet spot of sales and marketing productivity.

If adoption finally takes off, it could lock customers into HubSpot's ecosystem even tighter—and turn routine support into a growth driver. Just don't expect to see those dollars roll in until AI really gains traction among SMBs.

Disclosures

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