HubSpot’s (HUBS) “Outperform” Rating Reiterated at Royal Bank Of Canada

Royal Bank Of Canada reiterated their outperform rating on shares of HubSpot (NYSE:HUBS) in a research note published on Friday,Benzinga reports. They currently have a $300.00 price target on the software maker’s stock.

Several other brokerages have also recently commented on HUBS. Weiss Ratings reaffirmed a “sell (d)” rating on shares of HubSpot in a research note on Wednesday, June 24th. The Goldman Sachs Group set a $276.00 target price on shares of HubSpot in a research note on Thursday, August 6th. Piper Sandler downgraded shares of HubSpot from an “overweight” rating to a “neutral” rating and cut their price target for the company from $250.00 to $220.00 in a report on Thursday, August 6th. Zacks Research lowered shares of HubSpot from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, August 12th. Finally, Oppenheimer cut shares of HubSpot from an “outperform” rating to a “market perform” rating in a report on Thursday, August 6th. Sixteen research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, HubSpot presently has a consensus rating of “Hold” and an average target price of $271.17.

HubSpot Stock Performance

Shares of HUBS opened at $216.24 on Friday. The stock’s 50-day simple moving average is $231.83 and its 200 day simple moving average is $223.66. The stock has a market capitalization of $10.78 billion, a price-to-earnings ratio of 76.41, a price-to-earnings-growth ratio of 2.33 and a beta of 1.18. HubSpot has a 52-week low of $169.63 and a 52-week high of $525.51.

HubSpot (NYSE:HUBS) last posted its earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share for the quarter, beating 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 during the quarter, compared to analyst estimates of $898.31 million. During the same quarter in the previous year, the firm earned $2.19 EPS. The company’s quarterly revenue was up 19.8% compared to the same quarter last year. 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, research analysts forecast that HubSpot will post 4.56 earnings per share for the current fiscal year.

Insider Transactions at HubSpot

In other HubSpot news, Director Gerald Dischler acquired 925 shares of the business’s stock in a transaction dated Monday, August 10th. The stock was bought at an average price of $215.93 per share, with a total value of $199,735.25. Following the purchase, the director owned 1,940 shares of the company’s stock, valued at approximately $418,904.20. This trade represents a 91.13% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Brian Halligan sold 8,500 shares of the stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $245.64, for a total transaction of $2,087,940.00. Following the transaction, the director directly owned 68,000 shares in the company, valued at approximately $16,703,520. This represents a 11.11% decrease in their position. 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. 3.70% of the stock is currently owned by insiders.

Institutional Investors Weigh In On HubSpot

Several institutional investors and hedge funds have recently bought and sold shares of HUBS. Cary Street Partners Investment Advisory LLC purchased a new position in shares of HubSpot during the fourth quarter valued at about $33,000. Larson Financial Group LLC raised its stake in HubSpot by 378.9% in the fourth quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock worth $37,000 after buying an additional 72 shares in the last quarter. Reflection Asset Management purchased a new stake in HubSpot in the fourth quarter worth about $37,000. Global Retirement Partners LLC purchased a new stake in HubSpot in the second quarter worth about $38,000. Finally, Oslo Pensjonsforsikring AS bought a new stake in HubSpot during the 1st quarter valued at approximately $74,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: UBS raised its price target to $290 and maintained a Buy rating. RBC, BTIG Research and Needham also reaffirmed positive ratings, with targets ranging from $250 to $300, indicating that several analysts see substantial upside if HubSpot’s growth initiatives gain traction.
• Positive Sentiment: HubSpot expanded its partnership with OpenAI, deepening the integration of ChatGPT with its CRM platform. The initiative could improve customer engagement, increase adoption among small and midsize businesses, and strengthen HubSpot’s position in AI-powered customer management. HubSpot and OpenAI deepen CRM and ChatGPT integration
• Positive Sentiment: The company unveiled Breeze Assistant, a self-updating Smart CRM and other AI-driven marketing tools at its investor and customer events. These products may support longer-term retention, automation and revenue growth, though their financial impact has not yet been demonstrated. HubSpot Analyst and Investor Day Transcript
• Neutral Sentiment: HubSpot also announced an integration with ChatGPT Ads, potentially enabling advertisers to connect CRM data with AI-powered campaigns. The opportunity is strategically significant, but investors are likely looking for evidence of customer adoption, bookings and margin benefits.
• Negative Sentiment: TD Cowen lowered its price target from $285 to $260 and shifted to Hold, while Stifel reiterated Hold amid top-line uncertainty. Cantor Fitzgerald maintained Neutral with a $200 target below the recent trading level. The mixed recommendations suggest concern that AI investments may take time to offset slowing or uncertain growth. Stifel reiterates Hold on HubSpot
• Negative Sentiment: Director Brian Halligan sold 8,500 shares for approximately $2.1 million, reducing his direct holdings by 11.11%. Although the sale may be unrelated to business prospects, it adds a negative insider-trading signal while HubSpot continues to command a relatively high earnings valuation.

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.