HubSpot, Inc. $HUBS Stock: Vise Technologies Inc. Boosts Position

Vise Technologies Inc. raised its position in shares of HubSpot, Inc. (NYSE:HUBS) by 139.4% in the 3rd quarter, Holdings Channel.com reports. The firm owned 4,627 shares of the software maker’s stock after acquiring an additional 2,694 shares during the quarter. Vise Technologies Inc.’s holdings in HubSpot were worth $948,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also bought and sold shares of HUBS. BlackRock Inc. bought a new stake in shares of HubSpot in the second quarter valued at $631,386,000. 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 buying an additional 703,706 shares during the last quarter. Amundi grew its stake in shares of HubSpot by 33.4% during the 1st quarter. Amundi now owns 586,037 shares of the software maker’s stock worth $143,052,000 after acquiring an additional 146,871 shares during the period. Connor Clark & Lunn Investment Management Ltd. bought a new position in shares of HubSpot during the 2nd quarter worth $112,671,000. Finally, Spyglass Capital Management LLC grew its stake in shares of HubSpot by 18.5% during the 1st quarter. Spyglass Capital Management LLC now owns 313,922 shares of the software maker’s stock worth $76,628,000 after acquiring an additional 48,993 shares during the period. 90.39% of the stock is owned by hedge funds and other institutional investors.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q3 revenue rose 17.1% year over year to $947.6 million, adjusted EPS of $3.81 topped estimates, and HubSpot added 5,300 net customers. The company also raised its full-year 2026 outlook. HubSpot: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Insider Erika Fisher sold 702 shares for about $160,000, reducing her direct stake by 5.19%; she retained 12,829 shares, making the sale a relatively limited signal. HubSpot insider share sale
• Negative Sentiment: Q4 revenue guidance of $945 million–$947 million fell short of market expectations, overshadowing the Q3 beat. Reports also point to AI-related growth headwinds and customers demanding clearer proof of value before purchasing, which could slow sales. HubSpot Q4 revenue outlook and AI headwinds Customers want proof of value
• Negative Sentiment: Several firms downgraded HubSpot or cut price targets after the results and outlook, including Cantor Fitzgerald, Morgan Stanley, KeyCorp and BTIG. The broadening analyst caution adds pressure despite some firms retaining Buy or Outperform ratings. Analyst downgrades after Q3 results and guidance

HubSpot Price Performance

HubSpot stock opened at $201.11 on Monday. HubSpot, Inc. has a one year low of $169.63 and a one year high of $406.94. The business has a fifty day moving average price of $232.10 and a 200-day moving average price of $229.88. The firm has a market capitalization of $9.82 billion, a P/E ratio of 48.00, a PEG ratio of 2.09 and a beta of 1.14.

HubSpot (NYSE:HUBS) last announced its quarterly earnings results on Wednesday, November 4th. The software maker reported $3.81 earnings per share for the quarter, beating the consensus estimate of $3.27 by $0.54. HubSpot had a return on equity of 12.18% and a net margin of 5.95%. The company had revenue of $947.57 million during the quarter, compared to analysts’ expectations of $925.50 million. During the same period in the previous year, the business earned $2.66 earnings per share. The firm’s quarterly revenue was up 17.1% compared to the same quarter last year. Sell-side analysts expect that HubSpot, Inc. will post 4.69 earnings per share for the current fiscal year.

Insider Transactions at HubSpot

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction dated Tuesday, October 20th. The stock was 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 owned 59,500 shares in the company, valued at $14,254,415. This trade represents a 12.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Erika Fisher sold 702 shares of HubSpot stock in a transaction dated Tuesday, November 3rd. The shares were sold at an average price of $227.72, for a total value of $159,859.44. Following the transaction, the insider directly owned 12,829 shares of the company’s stock, valued at $2,921,419.88. The trade was a 5.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 26,202 shares of company stock worth $6,149,894 in the last three months. 3.70% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

HUBS has been the subject of several recent research reports. Cantor Fitzgerald lowered HubSpot from a “neutral” rating to an “underweight” rating and decreased their price objective for the stock from $265.00 to $170.00 in a report on Thursday. Morgan Stanley downgraded shares of HubSpot from an “overweight” rating to an “equal weight” rating and set a $229.00 price objective on the stock. in a report on Thursday. Canaccord Genuity Group cut their target price on shares of HubSpot from $335.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, August 6th. BMO Capital Markets lifted their target price on shares of HubSpot from $215.00 to $250.00 and gave the stock a “market perform” rating in a research note on Monday, September 21st. Finally, Wolfe Research lowered shares of HubSpot from an “outperform” rating to a “peer perform” rating in a research report on Thursday, August 6th. Eight investment analysts have rated the stock with a Buy rating, twenty-three have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $257.65.

HubSpot Company Profile

HubSpot, Inc develops cloud-based customer relationship management software designed to help businesses attract and engage customers, manage sales, and provide customer support. Founded in 2006 by Brian Halligan and Dharmesh Shah, the company helped popularize inbound marketing, an approach focused on drawing customers in with useful content and experiences.

Its platform combines a central CRM with products for marketing, sales, customer service, content management, operations, and commerce.