HubSpot (NYSE:HUBS – Free Report) had its target price increased by Stephens from $251.00 to $255.00 in a report published on Monday morning, Marketbeat.com reports. Stephens currently has an equal weight rating on the software maker’s stock.
HUBS has been the subject of several other reports. Weiss Ratings restated a “sell (d)” rating on shares of HubSpot in a research report on Wednesday, June 24th. Sanford C. Bernstein lowered shares of HubSpot from an “outperform” rating to a “market perform” rating and cut their price target for the stock from $381.00 to $220.00 in a report on Thursday, August 6th. BMO Capital Markets cut shares of HubSpot from an “outperform” rating to a “market perform” rating and reduced their price objective for the stock from $230.00 to $215.00 in a research note on Thursday, August 6th. Needham & Company LLC restated a “buy” rating and issued a $300.00 price objective on shares of HubSpot in a report on Friday, September 18th. Finally, Barclays lowered their target price on HubSpot from $270.00 to $240.00 and set an “overweight” rating for the company in a research report on Thursday, August 6th. Fifteen research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $270.61.
Read Our Latest Stock Report on HubSpot
HubSpot Trading Up 4.0%
HubSpot (NYSE:HUBS – Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.02 by $0.24. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The business had revenue of $911.74 million during the quarter, compared to analyst estimates of $898.31 million. During the same quarter last year, the business earned $2.19 EPS. The firm’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. As a group, equities analysts forecast that HubSpot will post 4.56 EPS for the current year.
Insiders Place Their Bets
In other HubSpot news, Director Gerald Dischler purchased 925 shares of the firm’s stock in a transaction on Monday, August 10th. The stock was purchased at an average cost of $215.93 per share, for a total transaction of $199,735.25. Following the acquisition, the director owned 1,940 shares in the company, valued at approximately $418,904.20. The trade was a 91.13% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Erika Fisher sold 702 shares of HubSpot stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $235.22, for a total value of $165,124.44. Following the completion of the transaction, the insider directly 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 26,202 shares of company stock worth $5,998,079. Company insiders own 3.70% of the company’s stock.
Institutional Investors Weigh In On HubSpot
Large investors have recently added to or reduced their stakes in the business. BlackRock Inc. acquired a new position in HubSpot in the second quarter valued at approximately $631,386,000. Pictet Asset Management Holding SA grew its position in shares of HubSpot by 13.1% during the 1st quarter. Pictet Asset Management Holding SA now owns 2,188,191 shares of the software maker’s stock worth $533,993,000 after buying an additional 252,604 shares during the period. Geode Capital Management LLC increased its stake in shares of HubSpot by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock valued at $388,917,000 after acquiring an additional 14,159 shares in the last quarter. Capital World Investors bought a new stake in shares of HubSpot in the 4th quarter valued at $259,930,000. Finally, Arrowstreet Capital Limited Partnership lifted its position in shares of HubSpot by 352.1% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker’s stock valued at $220,559,000 after acquiring an additional 703,706 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.
Key Stories Impacting HubSpot
Here are the key news stories impacting HubSpot this week:
- Positive Sentiment: Analysts reportedly lifted their price targets for HubSpot, suggesting improved confidence in the company’s growth outlook following its strong quarterly performance. HubSpot stock steadies as analysts lift targets
- Positive Sentiment: Coverage of HubSpot’s strong quarterly figures indicates that the stock has held near recent levels, with results that beat analyst expectations helping support investor sentiment. HubSpot stock holds near USD 218 after strong quarterly figures
- Positive Sentiment: HubSpot will co-present new research with Mole Street at Money20/20 USA, increasing industry visibility and highlighting efforts to address stalled growth in financial-services firms. The event is more strategically positive than an immediate financial catalyst. Mole Street to Co-Present with HubSpot at Money20/20 USA
- Neutral Sentiment: FBN initiated coverage with a “sector perform” rating, signaling a balanced view rather than a strong bullish call. FBN starts coverage on HubSpot with sector perform rating
- Neutral Sentiment: Several articles discuss HubSpot integrations, automation, CRM comparisons and upcoming UNBOUND 2026 announcements. These may reinforce product engagement but provide limited evidence of near-term revenue or earnings impact. Automating HubSpot Company Association Orange Marketing UNBOUND 2026 briefing CRM service comparison
- Negative Sentiment: Recent coverage of a prior 5.81% decline underscores volatility and the risk that HubSpot’s elevated valuation—its P/E is about 80—could amplify reactions to weaker guidance, analyst caution or profit-taking. HubSpot stock heads into the open after a 5.81 percent drop
About HubSpot
HubSpot, Inc develops cloud-based customer relationship management (CRM) and marketing software for businesses. Its platform is designed to help organizations attract prospects, manage customer interactions, close sales and provide ongoing service through an integrated set of tools.
The company’s products include Marketing Hub, Sales Hub, Service Hub, Content Hub, Operations Hub and Commerce Hub. These offerings support marketing automation, sales engagement, customer support, content management, data integration, payments and other commercial activities.
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