HubSpot (NYSE:HUBS) Given New $255.00 Price Target at Stephens

HubSpot (NYSE:HUBS) had its target price hoisted by Stephens from $251.00 to $255.00 in a research report report published on Monday morning, MarketBeat Ratings reports. Stephens currently has an equal weight rating on the software maker’s stock.

Other equities analysts have also recently issued research reports about the stock. Citigroup dropped their price target on shares of HubSpot from $217.00 to $210.00 and set a “buy” rating on the stock in a research note on Friday, August 7th. Stifel Nicolaus upped their target price on shares of HubSpot from $200.00 to $225.00 and gave the stock a “hold” rating in a research note on Friday, September 11th. Bank of America reiterated an “underperform” rating and set a $200.00 price target on shares of HubSpot in a report on Thursday, August 6th. TD Cowen reduced their price target on shares of HubSpot from $285.00 to $260.00 and set a “hold” rating for the company in a research report on Friday. Finally, Oppenheimer lowered shares of HubSpot from an “outperform” rating to a “market perform” rating in a report on Thursday, August 6th. Sixteen analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $273.97.

HubSpot Stock Down 0.9%

HubSpot stock opened at $214.22 on Monday. The company has a market capitalization of $10.68 billion, a P/E ratio of 75.70, a PEG ratio of 2.33 and a beta of 1.18. The stock’s 50 day moving average is $231.76 and its 200 day moving average is $223.23. HubSpot has a twelve month low of $169.63 and a twelve month high of $525.51.

HubSpot (NYSE:HUBS) last announced 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 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 analysts’ expectations of $898.31 million. During the same quarter in the previous year, the business earned $2.19 earnings per share. The firm’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. As a group, equities analysts expect that HubSpot will post 4.56 EPS for the current year.

Insider Activity

In related news, Director Gerald Dischler acquired 925 shares of the stock in a transaction that occurred on Monday, August 10th. The shares were bought 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 directly owned 1,940 shares in the company, valued at approximately $418,904.20. This trade represents a 91.13% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Erika Fisher sold 702 shares of the firm’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 completion of the sale, the insider owned 14,581 shares in the company, valued at $3,429,742.82. This represents a 4.59% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 26,202 shares of company stock valued at $5,998,079 in the last 90 days. 3.70% of the stock is currently owned by insiders.

Institutional Trading of HubSpot

Several large investors have recently added to or reduced their stakes in HUBS. BlackRock Inc. purchased a new position in shares of HubSpot during the 2nd quarter worth $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 valued at $533,993,000 after acquiring 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 worth $388,917,000 after purchasing an additional 14,159 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its stake in shares of HubSpot by 352.1% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker’s stock worth $220,559,000 after purchasing an additional 703,706 shares in the last quarter. Finally, Capital World Investors bought a new position in HubSpot in the 4th quarter worth $259,930,000. 90.39% of the stock is currently owned by institutional investors.

Trending Headlines about HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Truist raised its price target to $275 from $230 and maintained a Buy rating, implying substantial upside from recent levels. Truist Financial Forecasts Strong Price Appreciation for HubSpot Stock
• Positive Sentiment: Stephens increased its target to $255 from $251. Although the firm kept an Equal Weight rating, the higher target indicates improved valuation expectations. HubSpot Price Target Raised to $255
• Positive Sentiment: HubSpot was added to the S&P 400 Information Technology and Application Software indexes, which may increase visibility and potentially generate demand from funds tracking those benchmarks. HubSpot Added to S&P 400 Information Technology
• Positive Sentiment: Recent commentary continues to describe HubSpot as a long-term growth stock, supported by its expanding customer platform and recurring-revenue model. Why HubSpot Is a Top Growth Stock
• Positive Sentiment: HubSpot’s Fall 2026 product release is positioned as a new way for teams to work, potentially strengthening the platform’s competitive appeal and supporting future adoption. HubSpot Fall 2026 Release
• Neutral Sentiment: Analyst opinion remains mixed: RBC, BTIG, Needham and UBS are constructive, while Cantor Fitzgerald remains Neutral and TD Cowen lowered its expectations. Cantor Fitzgerald Reaffirms Neutral Rating
• Negative Sentiment: The recent slide reflects investor concern about growth metrics and valuation. HubSpot trades at a high earnings multiple, making the stock sensitive to any slowdown or disappointment relative to expectations. HubSpot Stock Heads Into the Open After a Slide

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.