Google Acquiring HubSpot For $31B To 'Take Market Share From Microsoft,' Says Expert
Portfolio Pulse from Benzinga Neuro
Google's parent company, Alphabet Inc. (NASDAQ:GOOGL), is exploring a $31 billion acquisition of HubSpot Inc. (NYSE:HUBS) to enhance its competitive stance against Microsoft Corp. (NASDAQ:MSFT) in the cloud-based applications market. This acquisition would be Google's largest deal, positioning it as a significant player in the customer relationship management sector. Analysts note that this move could help Google bundle applications and leverage first-party data, especially as it plans to remove tracking cookies from Chrome in late 2024.

May 23, 2024 | 11:14 am
News sentiment analysis
Sort by:
Ascending
NEGATIVE IMPACT
Microsoft Corp. (MSFT) could face increased competition from Alphabet Inc. if the latter acquires HubSpot. This move would enhance Google's position in the cloud-based applications market, directly challenging Microsoft's offerings.
The potential acquisition of HubSpot by Google would enhance its competitive stance against Microsoft in the cloud-based applications market. This increased competition could negatively impact Microsoft's stock in the short term.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 80
POSITIVE IMPACT
Alphabet Inc. (GOOGL) is exploring a $31 billion acquisition of HubSpot to enhance its competitive stance against Microsoft in the cloud-based applications market. This move could significantly expand Google's business-oriented products and applications.
The acquisition would be Google's largest deal, significantly enhancing its product offerings and competitive stance against Microsoft. This strategic move is likely to positively impact Google's stock in the short term.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
HubSpot Inc. (HUBS) is in advanced talks with Alphabet Inc. for a potential $31 billion acquisition. This interest from Google could stabilize HubSpot's stock, which has faced challenges due to economic conditions.
The acquisition interest from Google provides a positive outlook for HubSpot's stock, which has faced challenges due to economic conditions. This potential deal could stabilize and possibly boost HubSpot's stock in the short term.
CONFIDENCE 90
IMPORTANCE 85
RELEVANCE 100