HubSpot, Inc. $HUBS Stake Boosted by Neuberger Berman Group LLC

Neuberger Berman Group LLC boosted its holdings in HubSpot, Inc. (NYSE:HUBS) by 5.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 339,941 shares of the software maker’s stock after purchasing an additional 18,262 shares during the quarter. Neuberger Berman Group LLC owned approximately 0.65% of HubSpot worth $159,024,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Thrivent Financial for Lutherans boosted its holdings in shares of HubSpot by 23.7% in the 3rd quarter. Thrivent Financial for Lutherans now owns 23,789 shares of the software maker’s stock valued at $11,128,000 after buying an additional 4,559 shares during the period. Rakuten Investment Management Inc. acquired a new stake in HubSpot during the third quarter worth about $48,548,000. Nordea Investment Management AB lifted its holdings in HubSpot by 34.9% in the third quarter. Nordea Investment Management AB now owns 21,638 shares of the software maker’s stock worth $10,148,000 after acquiring an additional 5,595 shares during the last quarter. Triasima Portfolio Management inc. bought a new position in HubSpot in the third quarter worth about $2,079,000. Finally, Mitsubishi UFJ Trust & Banking Corp boosted its stake in HubSpot by 20.8% in the third quarter. Mitsubishi UFJ Trust & Banking Corp now owns 38,924 shares of the software maker’s stock valued at $18,209,000 after acquiring an additional 6,709 shares during the period. Institutional investors own 90.39% of the company’s stock.

Insiders Place Their Bets

In related news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the sale, the director directly owned 487,344 shares in the company, valued at $147,850,422.72. The trade was a 1.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Erika Ashley Fisher sold 841 shares of the company’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total transaction of $200,166.41. Following the completion of the sale, the insider directly owned 10,119 shares of the company’s stock, valued at $2,408,423.19. The trade was a 7.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 26,691 shares of company stock valued at $8,136,702 in the last quarter. 4.00% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research firms have recently commented on HUBS. JPMorgan Chase & Co. lowered their target price on HubSpot from $650.00 to $530.00 and set an “overweight” rating for the company in a report on Thursday, February 12th. Citigroup raised their price target on HubSpot from $600.00 to $640.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Needham & Company LLC reduced their price objective on HubSpot from $700.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. Jefferies Financial Group lowered their price objective on HubSpot from $560.00 to $325.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Finally, Piper Sandler dropped their target price on HubSpot from $400.00 to $280.00 and set an “overweight” rating on the stock in a research report on Thursday, February 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $454.20.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4/earnings momentum: Analysts and sector write-ups highlight HubSpot’s strong Q4 results and positioning in sales software, reinforcing confidence in near‑term revenue and execution. Sales Software Stocks Q4 Earnings: HubSpot (HUBS) Firing on All Cylinders
• Positive Sentiment: Analyst upgrades & bullish notes: Recent analyst upgrades and positive comments (including Cantor Fitzgerald coverage) have driven renewed buying interest and helped lift the stock. HubSpot (NYSE:HUBS) Trading Up 3.7% Following Analyst Upgrade
• Positive Sentiment: Inclusion on buy/idea lists: Multiple outlets and ranking services (Zacks, sector idea pieces) list HubSpot among software names to own as the sector shows signs of recovery—supporting investor sentiment. The Software Recovery Already Started: 5 Stocks to Buy Now
• Positive Sentiment: Partner momentum: A top HubSpot implementation partner (Wendt Partners) earned a Manufacturing Industry Specialist badge — a sign HubSpot’s partner ecosystem is expanding in verticals that can drive new customer adoption. Wendt Partners Recognized as a Top HubSpot Partner for Manufacturing Companies
• Neutral Sentiment: AI product push: HubSpot is accelerating AI capabilities (Clearbit integration, generative tools and cheaper tiers) that could expand addressable market but may take time to materially move revenue. This is constructive long‑term but mixed for near‑term expectations. HubSpot’s AI Shift With Clearbit Puts Growth And Partner Risks In Focus
• Neutral Sentiment: Modest fair‑value tweak amid mixed analyst views: One update nudged fair value slightly higher, but Street research remains mixed with offsets from both raises and deep cuts — keeps price targets dispersed. How The HubSpot (HUBS) Investment Story Is Shifting As Analyst Views Rebalance
• Negative Sentiment: Analyst divergence & valuation risk: While many notes are positive, some analysts are materially cutting targets as they reassess growth and multiples—introducing downside risk if execution slips or macro headwinds persist. How The HubSpot (HUBS) Investment Story Is Shifting As Analyst Views Rebalance

HubSpot Trading Up 1.6%

HUBS opened at $296.27 on Friday. The business’s 50 day moving average is $298.56 and its 200-day moving average is $389.89. The stock has a market cap of $15.63 billion, a PE ratio of 340.54, a price-to-earnings-growth ratio of 4.35 and a beta of 1.40. HubSpot, Inc. has a twelve month low of $207.20 and a twelve month high of $682.57.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.99 by $0.10. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The business had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. During the same period in the prior year, the company posted $2.32 EPS. The business’s revenue for the quarter was up 20.4% compared to the same quarter last year. As a group, analysts forecast that HubSpot, Inc. will post 1.01 EPS for the current year.

HubSpot Profile

HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.

The company’s product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.