Oak Harvest Investment Services Makes New $1.20 Million Investment in HubSpot, Inc. $HUBS

Oak Harvest Investment Services purchased a new position in shares of HubSpot, Inc. (NYSE:HUBS) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 3,000 shares of the software maker’s stock, valued at approximately $1,204,000.

Several other large investors also recently bought and sold shares of the stock. Vanguard Group Inc. increased its holdings in HubSpot by 6.4% during the 3rd quarter. Vanguard Group Inc. now owns 5,736,765 shares of the software maker’s stock worth $2,683,659,000 after purchasing an additional 345,524 shares during the period. State Street Corp increased its holdings in HubSpot by 1.9% during the 3rd quarter. State Street Corp now owns 1,148,895 shares of the software maker’s stock worth $537,453,000 after purchasing an additional 21,358 shares during the period. AQR Capital Management LLC increased its holdings in HubSpot by 89.2% during the 3rd quarter. AQR Capital Management LLC now owns 546,436 shares of the software maker’s stock worth $255,623,000 after purchasing an additional 257,577 shares during the period. Amundi increased its holdings in HubSpot by 57.6% during the 3rd quarter. Amundi now owns 452,252 shares of the software maker’s stock worth $209,660,000 after purchasing an additional 165,315 shares during the period. Finally, Bank of America Corp DE increased its holdings in HubSpot by 8.6% during the 3rd quarter. Bank of America Corp DE now owns 448,857 shares of the software maker’s stock worth $209,975,000 after purchasing an additional 35,378 shares during the period. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Insider Transactions at HubSpot

In related news, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $262.75, for a total value of $2,233,375.00. Following the completion of the sale, the director directly owned 370,558 shares of the company’s stock, valued at $97,364,114.50. This represents a 2.24% 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 Ashley Fisher sold 841 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total value of $200,166.41. Following the completion of the sale, the insider directly owned 10,119 shares of the company’s stock, valued at approximately $2,408,423.19. This trade represents a 7.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 26,691 shares of company stock valued at $7,250,662. Insiders own 4.00% of the company’s stock.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Stifel Nicolaus put a buy on HUBS — another institutional endorsement that can support investor confidence and buying interest. HubSpot (HUBS) Gets a Buy from Stifel Nicolaus
• Positive Sentiment: Truist Securities raised its price target to $900 and maintained a buy — a very aggressive target that signals strong bullish expectations and could draw momentum buyers. Truist Securities lifts HubSpot stock target to $900
• Positive Sentiment: RBC reaffirmed an “outperform” rating and $400 target — another buy-side vote that supports upside vs. current levels. Royal Bank Of Canada reaffirms outperform on HubSpot
• Positive Sentiment: New integrations and partner wins — Reddit beta integration and a customer reaching Diamond partner status strengthen HubSpot’s ecosystem, which helps retention and platform adoption. Reddit Launches HubSpot Beta Integration
• Neutral Sentiment: HubSpot expanded its AI suite (AEO, Prospecting/Customer Agents, Smart Deal Progression) at Spotlight 2026 — product innovation that could drive long‑term growth but also raises near‑term questions on monetization and valuation. HubSpot Expands AI Suite Raising Questions On Growth And Valuation
• Neutral Sentiment: Technical/analytics coverage highlights data-integration capabilities (ODBC drivers) that support enterprise analytics use cases—positive for product stickiness but not an immediate revenue catalyst. HubSpot Data Integration: Top ODBC Drivers
• Neutral Sentiment: Analyst commentaries gathered in a roundup offer mixed views — useful for context but not a single catalytic call. Analysts Offer Insights on HubSpot
• Negative Sentiment: Zacks downgraded HubSpot from “strong-buy” to “hold,” which could pressure near‑term sentiment and selling from investors who follow that outlet. Zacks downgrades HubSpot

HubSpot Stock Down 0.1%

Shares of NYSE HUBS opened at $222.78 on Friday. The stock has a market cap of $11.75 billion, a PE ratio of 256.07, a price-to-earnings-growth ratio of 3.08 and a beta of 1.44. HubSpot, Inc. has a 52-week low of $187.45 and a 52-week high of $682.57. The business has a 50-day moving average price of $244.64 and a 200 day moving average price of $338.12.

HubSpot (NYSE:HUBS) last announced its earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $0.10. The firm had revenue of $846.75 million during the quarter, compared to analysts’ expectations of $830.65 million. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The business’s revenue was up 20.4% on a year-over-year basis. During the same period in the prior year, the firm earned $2.32 EPS. Sell-side analysts anticipate that HubSpot, Inc. will post 1.01 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research firms have recently commented on HUBS. Mizuho dropped their price objective on HubSpot from $550.00 to $300.00 and set an “outperform” rating on the stock in a report on Thursday, February 12th. Wall Street Zen upgraded HubSpot from a “buy” rating to a “strong-buy” rating in a report on Saturday, April 11th. Weiss Ratings reiterated a “sell (e+)” rating on shares of HubSpot in a report on Friday, January 9th. Needham & Company LLC dropped their price objective on HubSpot from $700.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Finally, Morgan Stanley reiterated an “overweight” rating on shares of HubSpot in a report on Thursday, February 12th. Twenty-seven equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, HubSpot has a consensus rating of “Moderate Buy” and an average target price of $422.31.

About HubSpot

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.