Insider Selling: HubSpot (NYSE:HUBS) Insider Sells $165,124.44 in Stock

HubSpot, Inc. (NYSE:HUBS) insider Erika Ashley Fisher sold 702 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $235.22, for a total transaction of $165,124.44. Following the transaction, the insider owned 14,581 shares of the company’s stock, valued at approximately $3,429,742.82. This trade represents a 4.59% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

HubSpot Stock Up 3.7%

Shares of HUBS opened at $209.96 on Friday. The company has a 50 day moving average of $206.74 and a two-hundred day moving average of $229.37. HubSpot, Inc. has a twelve month low of $169.63 and a twelve month high of $525.51. The company has a market cap of $10.75 billion, a price-to-earnings ratio of 74.19, a price-to-earnings-growth ratio of 2.29 and a beta of 1.19.

HubSpot (NYSE:HUBS) last issued its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.02 by $0.24. HubSpot had a return on equity of 8.66% and a net margin of 4.26%.The business had revenue of $911.74 million for the quarter, compared to the consensus estimate of $898.31 million. During the same period in the prior year, the firm posted $2.19 earnings per share. The business’s quarterly revenue was up 19.8% on a year-over-year basis. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. On average, sell-side analysts expect that HubSpot, Inc. will post 4.41 EPS for the current year.

Institutional Trading of HubSpot

A number of institutional investors and hedge funds have recently added to or reduced their stakes in HUBS. Empowered Funds LLC raised its stake in shares of HubSpot by 88.5% in the first quarter. Empowered Funds LLC now owns 1,570 shares of the software maker’s stock worth $897,000 after purchasing an additional 737 shares during the last quarter. NewEdge Advisors LLC lifted its holdings in shares of HubSpot by 12.1% during the second quarter. NewEdge Advisors LLC now owns 4,788 shares of the software maker’s stock worth $2,665,000 after purchasing an additional 516 shares during the period. Treasurer of the State of North Carolina boosted its position in HubSpot by 4.7% in the second quarter. Treasurer of the State of North Carolina now owns 23,754 shares of the software maker’s stock valued at $13,222,000 after buying an additional 1,077 shares during the last quarter. Osterweis Capital Management Inc. purchased a new stake in HubSpot in the second quarter valued at approximately $34,000. Finally, Alliancebernstein L.P. increased its holdings in HubSpot by 35.0% in the 2nd quarter. Alliancebernstein L.P. now owns 376,076 shares of the software maker’s stock worth $209,335,000 after buying an additional 97,469 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot’s second-quarter results exceeded expectations: adjusted EPS was $3.26 versus the $3.02 consensus, while revenue reached $911.7 million, up 19.8% year over year and ahead of estimates. Customer additions, subscription growth and demand for AI-powered CRM tools supported the quarter. HubSpot Q2 Earnings Beat Estimates
• Positive Sentiment: KeyCorp retained an “overweight” rating with a $285 target, and BTIG maintained a “buy” rating with a $250 target. These analysts see substantial upside if HubSpot converts its AI investments into sustained growth and margin expansion.
• Neutral Sentiment: Management is expanding AI product trials and lowering entry prices to accelerate adoption. The initiatives could strengthen long-term demand, but longer sales cycles and tighter customer software budgets are creating near-term pressure. HUBS Q2 Earnings Call Highlights
• Neutral Sentiment: Jerry Dischler, an experienced AI and digital advertising executive, joined HubSpot’s board, potentially adding strategic expertise as the company develops its AI platform. A director’s sale of 702 shares was relatively small but adds limited insider-selling noise.
• Negative Sentiment: Third-quarter revenue guidance of approximately $924 million-$925 million was below the $941.2 million analyst consensus. The shortfall overshadowed the earnings beat and fueled fears that HubSpot’s growth is slowing as customers delay or scrutinize technology purchases. HubSpot Guidance Report
• Negative Sentiment: Analysts including Stifel, TD Cowen and Piper Sandler downgraded or lowered price targets, citing slower net additions, execution risks and a transition from a premium growth valuation toward a more value-oriented profile.
• Negative Sentiment: Block & Leviton announced an investigation into possible securities-law violations following the sharp decline. The announcement creates headline and legal risk, although it does not establish wrongdoing by HubSpot. HubSpot Investigation Announcement

Analysts Set New Price Targets

HUBS has been the subject of a number of research analyst reports. Citigroup decreased their price target on HubSpot from $217.00 to $210.00 and set a “buy” rating for the company in a research note on Friday. UBS Group set a $287.00 price target on HubSpot in a research note on Thursday. Truist Financial cut their price objective on shares of HubSpot from $300.00 to $230.00 and set a “buy” rating on the stock in a report on Friday, May 8th. Wall Street Zen lowered shares of HubSpot from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 4th. Finally, Royal Bank Of Canada lowered their target price on shares of HubSpot from $350.00 to $300.00 and set an “outperform” rating for the company in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, fifteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $268.90.

About HubSpot

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.