HubSpot (NYSE:HUBS) Stock Rating Lowered by Morgan Stanley

HubSpot (NYSE:HUBS) was downgraded by research analysts at Morgan Stanley from an “overweight” rating to an “equal weight” rating in a report issued on Thursday, Briefing.com reports. They presently have a $229.00 price target on the software maker’s stock. Morgan Stanley‘s price target would suggest a potential upside of 5.45% from the company’s previous close.

A number of other brokerages have also weighed in on HUBS. The Goldman Sachs Group set a $276.00 price target on shares of HubSpot in a research note on Thursday, August 6th. BTIG Research raised their price objective on shares of HubSpot from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Friday, October 23rd. BMO Capital Markets boosted their target price on HubSpot from $215.00 to $250.00 and gave the stock a “market perform” rating in a report on Monday, September 21st. Weiss Ratings raised HubSpot from a “sell (d)” rating to a “sell (d+)” rating in a report on Friday, October 2nd. Finally, Cantor Fitzgerald downgraded HubSpot from a “neutral” rating to an “underweight” rating and set a $170.00 target price for the company. in a research report on Thursday. Nine analysts have rated the stock with a Buy rating, twenty-one have assigned a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat, HubSpot presently has a consensus rating of “Hold” and a consensus price target of $264.77.

HubSpot Stock Performance

Shares of HUBS opened at $217.16 on Thursday. The firm has a market capitalization of $10.83 billion, a price-to-earnings ratio of 76.74, a price-to-earnings-growth ratio of 2.30 and a beta of 1.14. HubSpot has a one year low of $169.63 and a one year high of $476.64. The stock’s fifty day moving average is $233.82 and its 200-day moving average is $230.93.

HubSpot (NYSE:HUBS) last posted its quarterly earnings data on Wednesday, November 4th. The software maker reported $3.81 earnings per share for the quarter, topping the consensus estimate of $3.27 by $0.54. The business had revenue of $947.57 million during the quarter, compared to the consensus estimate of $925.50 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The company’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.66 earnings per share. Analysts forecast that HubSpot will post 4.63 EPS for the current fiscal year.

Insider Activity at HubSpot

In other HubSpot news, Director Gerald Dischler purchased 925 shares of the firm’s stock in a transaction on Monday, August 10th. The shares were purchased at an average price of $215.93 per share, for a total transaction of $199,735.25. Following the completion of the transaction, the director owned 1,940 shares in the company, valued at $418,904.20. This represents a 91.13% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction on Tuesday, October 20th. The shares were sold at an average price of $239.57, for a total value of $2,036,345.00. Following the completion of the transaction, the director directly owned 59,500 shares in the company, valued at $14,254,415. This represents a 12.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 25,500 shares of company stock worth $5,990,035. 3.70% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On HubSpot

Several hedge funds have recently modified their holdings of the stock. Assenagon Asset Management S.A. raised its holdings in HubSpot by 135.3% during the 2nd quarter. Assenagon Asset Management S.A. now owns 226,818 shares of the software maker’s stock worth $41,397,000 after buying an additional 130,433 shares during the period. Oppenheimer Asset Management Inc. acquired a new position in shares of HubSpot in the second quarter worth about $1,366,000. Meeder Asset Management Inc. acquired a new position in shares of HubSpot in the second quarter worth about $5,860,000. The Manufacturers Life Insurance Company increased its position in shares of HubSpot by 175.3% in the first quarter. The Manufacturers Life Insurance Company now owns 11,063 shares of the software maker’s stock worth $2,700,000 after acquiring an additional 7,044 shares in the last quarter. Finally, Renaissance Technologies LLC purchased a new position in shares of HubSpot in the first quarter worth approximately $41,434,000. 90.39% of the stock is owned by hedge funds and other institutional investors.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q3 adjusted earnings were $3.81 per share, above analyst estimates of about $3.27, and up from $2.66 a year earlier. Revenue of $947.57 million also topped estimates of $925.50 million. HubSpot Surpasses Q3 Earnings and Revenue Estimates
• Positive Sentiment: HubSpot raised its 2026 outlook, providing some support alongside the quarterly beat. HubSpot Q3 Earnings, Revenue Rise; Q4 Guidance Issued, 2026 Outlook Lifted
• Negative Sentiment: Q4 revenue guidance missed market expectations, weighing on the results’ otherwise positive headline numbers. Coverage also characterized the quarter as showing a growth slowdown, making the forward outlook a likely focus for investors. HubSpot Dips After Q4 Guidance Comes Up Short

About HubSpot

HubSpot, Inc is a cloud-based customer relationship management (CRM) platform provider serving businesses that want to attract, engage and retain customers. Its platform brings together tools for marketing, sales, customer service, content management, operations and commerce, helping organizations manage customer interactions across the customer lifecycle.

The company’s offerings include marketing automation, email marketing, lead generation, website and content management, sales pipeline and engagement tools, customer support and help-desk capabilities, reporting and analytics, and payment and commerce features.