HubSpot (NYSE:HUBS – Get Free Report) had its price target raised by equities research analysts at UBS Group from $250.00 to $290.00 in a research note issued to investors on Friday, Benzinga reports. The brokerage presently has a “buy” rating on the software maker’s stock. UBS Group’s price target indicates a potential upside of 29.67% from the stock’s previous close.
Other equities research analysts have also recently issued reports about the stock. Canaccord Genuity Group decreased their price objective 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. Royal Bank Of Canada reissued an “outperform” rating and issued a $300.00 target price on shares of HubSpot in a report on Friday, September 11th. Wall Street Zen cut HubSpot from a “strong-buy” rating to a “buy” rating in a research note on Saturday, July 4th. Stifel Nicolaus lifted their price target on HubSpot from $200.00 to $225.00 and gave the stock a “hold” rating in a report on Friday, September 11th. Finally, Piper Sandler cut HubSpot from an “overweight” rating to a “neutral” rating and lowered their price objective for the stock from $250.00 to $220.00 in a research report on Thursday, August 6th. Sixteen equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $272.00.
View Our Latest Research Report on HubSpot
HubSpot Price Performance
HubSpot (NYSE:HUBS – Get Free Report) last posted its quarterly earnings results 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 company had revenue of $911.74 million for the quarter, compared to analyst estimates of $898.31 million. During the same quarter last year, the company earned $2.19 EPS. HubSpot’s revenue for the quarter 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 anticipate that HubSpot will post 4.56 earnings per share for the current year.
Insiders Place Their Bets
In related news, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction dated Tuesday, July 21st. The stock was sold at an average price of $221.09, for a total value of $1,879,265.00. Following the completion of the sale, the director directly owned 85,000 shares of the company’s stock, valued at $18,792,650. This represents a 9.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 value of $165,124.44. Following the transaction, the insider owned 14,581 shares in the company, valued at $3,429,742.82. This represents a 4.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 26,202 shares of company stock valued at $5,998,079. 3.70% of the stock is currently owned by insiders.
Institutional Investors Weigh In On HubSpot
Institutional investors and hedge funds have recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new stake in shares of HubSpot during the second quarter worth about $631,386,000. Pictet Asset Management Holding SA grew its position in HubSpot by 13.1% in 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 buying an additional 252,604 shares during the last quarter. Geode Capital Management LLC grew its position in HubSpot by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock valued at $388,917,000 after buying an additional 14,159 shares during the last quarter. Capital World Investors acquired a new position in HubSpot in the 4th quarter valued at $259,930,000. Finally, Arrowstreet Capital Limited Partnership raised its position in HubSpot by 352.1% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker’s stock worth $220,559,000 after buying an additional 703,706 shares during the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.
Key Headlines Impacting HubSpot
Here are the key news stories impacting HubSpot this week:
- Positive Sentiment: BTIG Research reaffirmed its Buy rating and set a $250 price target, implying meaningful upside from recent levels.
- Positive Sentiment: Needham & Company also reiterated a Buy rating, with a $300 target. The bullish view reflects confidence in HubSpot’s product expansion and long-term AI opportunity.
- Positive Sentiment: HubSpot expanded its partnership with OpenAI, deepening CRM and ChatGPT integration for small and midsize businesses. The companies said the tools can help customers use business data and AI more effectively, potentially supporting adoption and retention. HubSpot and OpenAI Deepen Partnership
- Positive Sentiment: The company launched Breeze Assistant, a self-updating Smart CRM, AI agents and new marketing capabilities built around “Growth Context.” These products could automate workflows, improve data quality and increase revenue per customer. HubSpot Fall 2026 Product Release
- Positive Sentiment: HubSpot introduced an integration connecting CRM data with ChatGPT Ads. If broadly adopted, the product could improve advertising targeting and create additional monetization opportunities. HubSpot Integrates CRM Data With ChatGPT Ads
- Neutral Sentiment: Cantor Fitzgerald reaffirmed a Neutral rating and assigned a $200 target, signaling concern that the stock’s valuation may already reflect much of its expected AI-driven growth.
- Neutral Sentiment: HubSpot’s investor day emphasized its AI roadmap, but investors will likely want evidence of stronger bookings, customer adoption, margins and financial guidance before materially raising the valuation. HubSpot Investor Day Transcript
- Negative Sentiment: Director Brian Halligan sold 8,500 shares for approximately $2.1 million, reducing his direct ownership by 11.11%. While the sale may be routine, repeated insider selling can weigh on sentiment.
- Negative Sentiment: HubSpot trades at a high earnings multiple, while analysts have highlighted competition and uncertainty over whether AI adoption will sustain growth and cash-flow momentum. Those risks may be offsetting the favorable product news.
HubSpot Company Profile
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.
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