Legacy Capital Group California Inc. Invests $913,000 in HubSpot, Inc. $HUBS

Legacy Capital Group California Inc. purchased a new stake in shares of HubSpot, Inc. (NYSE:HUBS) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 1,951 shares of the software maker’s stock, valued at approximately $913,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Goodman Advisory Group LLC bought a new stake in shares of HubSpot during the 2nd quarter valued at $27,000. Exane Asset Management bought a new position in shares of HubSpot in the 3rd quarter worth about $30,000. Rakuten Securities Inc. lifted its position in HubSpot by 783.3% during the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after acquiring an additional 47 shares during the period. Westside Investment Management Inc. boosted its stake in HubSpot by 80.5% during the third quarter. Westside Investment Management Inc. now owns 74 shares of the software maker’s stock worth $33,000 after acquiring an additional 33 shares in the last quarter. Finally, Osterweis Capital Management Inc. bought a new stake in HubSpot during the second quarter worth about $34,000. 90.39% of the stock is owned by hedge funds and other institutional investors.

More 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

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on HUBS shares. JPMorgan Chase & Co. lowered their target price on shares of HubSpot from $650.00 to $530.00 and set an “overweight” rating for the company in a report on Thursday, February 12th. Zacks Research upgraded HubSpot from a “strong sell” rating to a “strong-buy” rating in a research note on Tuesday, February 17th. Sanford C. Bernstein reiterated an “outperform” rating on shares of HubSpot in a research note on Thursday, February 12th. Piper Sandler dropped their target price on HubSpot from $400.00 to $280.00 and set an “overweight” rating on the stock in a report on Thursday, February 12th. Finally, Wells Fargo & Company cut their target price on HubSpot from $600.00 to $350.00 and set an “overweight” rating on the stock in a research note on Thursday, February 12th. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, HubSpot presently has an average rating of “Moderate Buy” and a consensus price target of $454.20.

HubSpot Trading Up 1.6%

Shares of HUBS opened at $296.27 on Friday. HubSpot, Inc. has a 12 month low of $207.20 and a 12 month high of $682.57. The business’s fifty day simple moving average is $298.56 and its two-hundred day simple moving average is $389.89. The company has a market cap of $15.63 billion, a price-to-earnings ratio of 340.54, a P/E/G ratio of 4.35 and a beta of 1.40.

HubSpot (NYSE:HUBS) last announced its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $846.75 million for the quarter, compared to the consensus estimate of $830.65 million. During the same period in the prior year, the company posted $2.32 earnings per share. The company’s quarterly revenue was up 20.4% on a year-over-year basis. As a group, research analysts forecast that HubSpot, Inc. will post 1.01 EPS for the current year.

Insider Transactions at HubSpot

In related news, Director Brian Halligan sold 8,261 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $253.00, for a total transaction of $2,090,033.00. Following the transaction, the director owned 481,168 shares in the company, valued at $121,735,504. This represents a 1.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Erika Ashley Fisher sold 841 shares of the firm’s stock in a transaction that occurred on 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 owned 10,119 shares in the company, valued at $2,408,423.19. This represents a 7.67% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 26,691 shares of company stock worth $8,136,702. Insiders own 4.00% of the company’s stock.

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.