HubSpot, Inc. (NYSE:HUBS) Given Consensus Recommendation of “Moderate Buy” by Brokerages

HubSpot, Inc. (NYSE:HUBS) has been given an average recommendation of “Moderate Buy” by the thirty analysts that are presently covering the firm, Marketbeat Ratings reports. Two equities research analysts have rated the stock with a sell rating, eight have issued a hold rating, nineteen have assigned a buy rating and one has issued a strong buy rating on the company. The average 12-month price target among brokerages that have issued ratings on the stock in the last year is $306.7857.

Several research analysts have recently issued reports on the stock. Piper Sandler cut shares of HubSpot from an “overweight” rating to a “neutral” rating in a report on Thursday. UBS Group lowered shares of HubSpot from an “overweight” rating to a “neutral” rating and set a $220.00 price objective on the stock. in a research note on Thursday. BMO Capital Markets dropped their target price on HubSpot from $285.00 to $230.00 and set an “outperform” rating on the stock in a report on Friday, May 8th. Weiss Ratings restated a “sell (d)” rating on shares of HubSpot in a research report on Wednesday, June 24th. Finally, JPMorgan Chase & Co. decreased their price target on HubSpot from $530.00 to $425.00 and set an “overweight” rating for the company in a research note on Friday, May 8th.

Insider Transactions at HubSpot

In related news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction dated Tuesday, July 21st. The stock was sold at an average price of $221.09, for a total transaction of $1,879,265.00. Following the transaction, the director directly owned 85,000 shares of the company’s stock, valued at $18,792,650. The trade was a 9.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Lorrie M. Norrington bought 1,313 shares of the stock in a transaction that occurred on Monday, May 11th. The shares were purchased at an average cost of $190.42 per share, for a total transaction of $250,021.46. Following the completion of the acquisition, the director owned 2,838 shares of the company’s stock, valued at $540,411.96. This trade represents a 86.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders purchased 14,063 shares of company stock worth $2,585,781 and sold 25,500 shares worth $5,316,835. Corporate insiders own 3.70% of the company’s stock.

Institutional Investors Weigh In On HubSpot

A number of institutional investors and hedge funds have recently bought and sold shares of HUBS. Geode Capital Management LLC lifted its position in shares of HubSpot by 1.5% during 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 during the last quarter. OFI Invest Asset Management boosted its stake in shares of HubSpot by 130.2% during the 4th quarter. OFI Invest Asset Management now owns 99,622 shares of the software maker’s stock worth $39,978,000 after acquiring an additional 56,348 shares in the last quarter. Slow Capital Inc. boosted its stake in shares of HubSpot by 35.9% during the 4th quarter. Slow Capital Inc. now owns 18,615 shares of the software maker’s stock worth $7,470,000 after acquiring an additional 4,913 shares in the last quarter. Havemeyer Place LP acquired a new position in shares of HubSpot in the 4th quarter worth $2,044,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank grew its holdings in shares of HubSpot by 65.9% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 44,583 shares of the software maker’s stock worth $17,891,000 after acquiring an additional 17,713 shares during the last quarter. 90.39% of the stock is owned by institutional investors and hedge funds.

HubSpot Stock Up 0.9%

HUBS stock opened at $251.14 on Thursday. The company has a 50-day simple moving average of $206.87 and a 200 day simple moving average of $230.28. The company has a market capitalization of $12.86 billion, a P/E ratio of 131.49, a PEG ratio of 2.72 and a beta of 1.19. HubSpot has a fifty-two week low of $169.63 and a fifty-two week high of $525.51.

HubSpot (NYSE:HUBS) last released its earnings results on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, beating the consensus estimate of $3.02 by $0.24. The firm had revenue of $911.74 million for the quarter, compared to analysts’ expectations of $898.31 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. HubSpot’s quarterly revenue was up 19.8% on a year-over-year basis. During the same quarter last year, the company earned $2.19 EPS. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. Equities analysts anticipate that HubSpot will post 4.39 EPS for the current year.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q2 results exceeded expectations. HubSpot reported adjusted earnings of $3.26 per share, above the $3.02 consensus estimate, while revenue reached $911.7 million versus expectations of $898.3 million. Revenue increased approximately 20% year over year, and EPS rose from $2.19 in the prior-year quarter. HubSpot Reports Q2 2026 Results
• Positive Sentiment: Full-year profit guidance was raised relative to analyst expectations. HubSpot forecast fiscal 2026 EPS of $13.23-$13.31, well above the consensus estimate of $11.37. Full-year revenue guidance of approximately $3.7 billion was broadly in line with expectations. HubSpot Q2 Earnings and Revenues Beat Estimates
• Neutral Sentiment: An insider transaction appeared administrative. HubSpot’s chief legal officer sold 728 shares to cover tax withholding obligations. The transaction was not described as a discretionary reduction in ownership and is therefore unlikely to materially change the investment outlook. HubSpot Chief Legal Officer Sells Shares for Tax Withholding
• Negative Sentiment: Near-term revenue guidance disappointed. HubSpot projected third-quarter revenue of $924.0 million-$925.0 million, below the $941.2 million analyst consensus. Although projected EPS of $3.25-$3.27 exceeded estimates, investors appear more concerned about the pace of sales growth and the possibility of slowing demand. HubSpot Tumbles After Guidance Falls Short of Expectations

HubSpot Company Profile

HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.

The company’s product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.